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Portfolio (Quarterly) Guide ↗

IEQ CAPITAL, LLC

· CIK 0001779789
13F Portfolio $33.4B AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1837 New
Page 52 of 92  ·  1,837 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 MAN MANPOWERGROUP INC WIS Industrials 35,975.0 $1.1M 0.00% NEW $29.73 -1.0%
1022 NATWEST GROUP PLC 60,901.0 $1.1M 0.00% NEW $17.50
1023 BXSL BLACKSTONE SECD LENDING FD Financial Services 40,395.0 $1.1M 0.00% NEW $26.33 -9.4%
1024 EQNR EQUINOR ASA Energy 44,682.0 $1.1M 0.00% NEW $23.63 +54.4%
1025 VGIT VANGUARD SCOTTSDALE FDS 17,543.0 $1.1M 0.00% NEW $59.93 -1.6%
1026 BCPC BALCHEM CORP Basic Materials 6,829.0 $1.0M 0.00% NEW $153.35 +6.0%
1027 VICI VICI PPTYS INC Real Estate 37,238.0 $1.0M 0.00% NEW $28.12 +2.8%
1028 SPHQ INVESCO EXCHANGE TRADED FD T 13,926.0 $1.0M 0.00% NEW $75.05 +14.2%
1029 LIBERTY GLOBAL LTD 94,524.0 $1.0M 0.00% NEW $11.04
1030 OII OCEANEERING INTL INC Energy 43,393.0 $1.0M 0.00% NEW $24.03 +56.4%
1031 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 7,233.0 $1.0M 0.00% NEW $143.89 +48.9%
1032 BIDU BAIDU INC Communication Services 7,926.0 $1.0M 0.00% NEW $130.66 -0.6%
1033 IMO IMPERIAL OIL LTD Energy 11,980.0 $1.0M 0.00% NEW $86.31 +44.4%
1034 MCHI ISHARES TR 17,115.0 $1.0M 0.00% NEW $60.07 -7.8%
1035 LFUS LITTELFUSE INC Technology 4,062.0 $1.0M 0.00% NEW $252.91 +85.9%
1036 URBN URBAN OUTFITTERS INC Consumer Cyclical 13,542.0 $1.0M 0.00% NEW $75.26 +2.7%
1037 PD PAGERDUTY INC Technology 77,582.0 $1.0M 0.00% NEW $13.11 -44.5%
1038 GRAB GRAB HOLDINGS LIMITED Technology 203,188.0 $1.0M 0.00% NEW $4.99 -26.8%
1039 THOMSON REUTERS CORP 7,671.0 $1.0M 0.00% NEW $131.90
1040 VOOG VANGUARD ADMIRAL FDS INC 2,272.0 $1.0M 0.00% NEW $444.60 -81.4%
Page 52 of 92  ·  1,837 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 58.7%
Financial Services 12.0%
Consumer Cyclical 6.6%
Communication Services 6.4%
Healthcare 5.6%
Industrials 5.0%
Consumer Defensive 1.9%
Energy 1.1%
Real Estate 0.9%
Basic Materials 0.9%