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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 80 of 92  ·  1,837 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1581 BFS SAUL CTRS INC Real Estate 8,476.0 $267K 0.00% NEW $31.53 +9.2%
1582 FMX FOMENTO ECONOMICO MEXICANO S Consumer Defensive 2,635.0 $266K 0.00% NEW $101.09 +20.1%
1583 CCSI CONSENSUS CLOUD SOLUTIONS IN Technology 12,197.0 $266K 0.00% NEW $21.82 +28.0%
1584 TEX TEREX CORP NEW Industrials 4,981.0 $266K 0.00% NEW $53.38 +7.9%
1585 WEC WEC ENERGY GROUP INC Utilities 2,512.0 $265K 0.00% NEW $105.46 +4.9%
1586 MYRG MYR GROUP INC DEL Industrials 1,211.0 $265K 0.00% NEW $218.50 +100.9%
1587 NNI NELNET INC Financial Services 1,990.0 $265K 0.00% NEW $132.96 -2.5%
1588 IGF ISHARES TR 4,309.0 $264K 0.00% NEW $61.36 +10.0%
1589 VIV TELEFONICA BRASIL SA Communication Services 22,285.0 $264K 0.00% NEW $11.86 +19.1%
1590 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 4,104.0 $264K 0.00% NEW $64.31 +30.4%
1591 CTBI COMMUNITY TR BANCORP INC Financial Services 4,669.0 $264K 0.00% NEW $56.50 +18.6%
1592 EDU NEW ORIENTAL ED & TECHNOLOGY Consumer Defensive 4,760.0 $262K 0.00% NEW $55.03 -13.6%
1593 OKE ONEOK INC NEW Energy 3,558.0 $262K 0.00% NEW $73.50 +26.0%
1594 JAMES RIV GROUP HOLDINGS INC 41,000.0 $261K 0.00% NEW $6.36
1595 PHR PHREESIA INC Healthcare 15,403.0 $261K 0.00% NEW $16.92 -47.7%
1596 FET FORUM ENERGY TECHNOLOGIES IN Energy 7,034.0 $260K 0.00% NEW $36.95 +58.3%
1597 ICL ICL GROUP LTD Basic Materials 45,371.0 $259K 0.00% NEW $5.71 +13.3%
1598 EMLC VANECK ETF TRUST 9,935.0 $257K 0.00% NEW $25.82 -1.9%
1599 CTRI CENTURI HOLDINGS INC Utilities 10,147.0 $256K 0.00% NEW $25.25 +19.5%
1600 FAS DIREXION SHS ETF TR 1,512.0 $254K 0.00% NEW $168.31 -20.7%
Page 80 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%