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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 71 of 92  ·  1,837 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1401 VTWV VANGUARD SCOTTSDALE FDS 2,714.0 $434K 0.00% NEW $159.93 +17.8%
1402 ZD ZIFF DAVIS INC Communication Services 12,282.0 $432K 0.00% NEW $35.15 +26.3%
1403 GNL GLOBAL NET LEASE INC Real Estate 50,175.0 $432K 0.00% NEW $8.60 +10.3%
1404 IHAK ISHARES TR 8,967.0 $431K 0.00% NEW $48.12 +18.6%
1405 SUI SUN CMNTYS INC Real Estate 3,467.0 $430K 0.00% NEW $123.91 +1.4%
1406 SBH SALLY BEAUTY HLDGS INC Consumer Cyclical 30,003.0 $428K 0.00% NEW $14.26 -11.2%
1407 BLKB BLACKBAUD INC Technology 6,751.0 $427K 0.00% NEW $63.32 -53.4%
1408 COMMERCE.COM INC 103,328.0 $426K 0.00% NEW $4.12
1409 UVE UNIVERSAL INS HLDGS INC Financial Services 12,589.0 $426K 0.00% NEW $33.80 +14.7%
1410 FCN FTI CONSULTING INC Industrials 2,472.0 $422K 0.00% NEW $170.83 -10.6%
1411 SKM SK TELECOM CO LTD Communication Services 20,510.0 $421K 0.00% NEW $20.53 +87.0%
1412 SMBC SOUTHERN MO BANCORP INC Financial Services 7,105.0 $420K 0.00% NEW $59.12 +16.6%
1413 EVENTBRITE INC 94,222.0 $419K 0.00% NEW $4.45
1414 FORGE GLOBAL HOLDINGS INC 9,384.0 $418K 0.00% NEW $44.56
1415 PAGAYA TECHNOLOGIES LTD 19,984.0 $418K 0.00% NEW $20.90
1416 WCN WASTE CONNECTIONS INC Industrials 2,367.0 $415K 0.00% NEW $175.37 -11.9%
1417 UDMY UDEMY INC Consumer Defensive 70,816.0 $414K 0.00% NEW $5.85 -20.9%
1418 WAFD WAFD INC Financial Services 12,897.0 $413K 0.00% NEW $32.03 +11.2%
1419 URA GLOBAL X FDS 9,612.0 $411K 0.00% NEW $42.73 +18.9%
1420 SNN SMITH & NEPHEW PLC Healthcare 12,477.0 $409K 0.00% NEW $32.81 -7.3%
Page 71 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%