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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 84 of 92  ·  1,837 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1661 BIPC BROOKFIELD INFRASTRUCTURE CO Utilities 4,959.0 $225K 0.00% NEW $45.40 -7.2%
1662 ERAS ERASCA INC Healthcare 60,346.0 $224K 0.00% NEW $3.72 +202.2%
1663 BOW BOWHEAD SPECIALTY HLDGS INC Financial Services 7,811.0 $223K 0.00% NEW $28.54 -0.8%
1664 AVY AVERY DENNISON CORP Industrials 1,226.0 $223K 0.00% NEW $181.82 -12.2%
1665 FIGS FIGS INC Consumer Cyclical 19,522.0 $222K 0.00% NEW $11.36 +10.4%
1666 AUPH AURINIA PHARMACEUTICALS INC Healthcare 13,882.0 $221K 0.00% NEW $15.95 -4.6%
1667 AROC ARCHROCK INC Energy 8,495.0 $221K 0.00% NEW $26.02 +43.2%
1668 TKO TKO GROUP HOLDINGS INC Communication Services 1,057.0 $221K 0.00% NEW $208.98 -8.4%
1669 XLB SELECT SECTOR SPDR TR 4,854.0 $220K 0.00% NEW $45.35 +10.9%
1670 ASIX ADVANSIX INC Basic Materials 12,662.0 $219K 0.00% NEW $17.30 +28.7%
1671 HTLD HEARTLAND EXPRESS INC Industrials 24,017.0 $217K 0.00% NEW $9.03 +58.9%
1672 WT WISDOMTREE INC Financial Services 17,760.0 $216K 0.00% NEW $12.19 +56.5%
1673 FSUN FIRSTSUN CAP BANCORP Financial Services 5,711.0 $215K 0.00% NEW $37.63 -5.8%
1674 CRCT CRICUT INC Technology 43,151.0 $214K 0.00% NEW $4.95 -19.6%
1675 CRITICAL METALS CORP 30,577.0 $212K 0.00% NEW $6.94
1676 VEL VELOCITY FINL INC Financial Services 10,070.0 $209K 0.00% NEW $20.76 -17.3%
1677 HNST HONEST CO INC Consumer Cyclical 80,978.0 $209K 0.00% NEW $2.58 +32.2%
1678 HLIO HELIOS TECHNOLOGIES INC Industrials 3,901.0 $209K 0.00% NEW $53.50 +47.9%
1679 CHDN CHURCHILL DOWNS INC Consumer Cyclical 1,832.0 $208K 0.00% NEW $113.78 -25.2%
1680 SAIL SAILPOINT INC Technology 10,247.0 $207K 0.00% NEW $20.23 -22.1%
Page 84 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%