IEQ CAPITAL, LLC

CIK 0001779789 · Q2 2026

13F Equity AUM

$21.7B

+0.7% QoQ

Positions

2,011

-1866 QoQ

AUM Rank

#841

Top 7%

Skill Alpha (FF)

-1.0%/yr^ns

No Clear Edge

Rank #3,719 · Top 45%

vs S&P -3.8%/yr (unadj.)

Quarters Tracked

~6 years

Portfolio Concentration

Top 5: 16.1%Top 10: 25.7%Top 20: 37.9%

NVDA4.3%

RBLX4.2%

AAPL3.1%

SPY2.4%

META2.2%

CRWD2.2%

MSFT2.0%

GOOGL1.8%

BIL1.8%

VTI1.8%

Others (1997)74.3%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

No sector data available.

Position Sizing

Positions: 2007Median: 0.01%Avg: 0.05%

0–0.5%

1976(55.5%)

0.5–1%

14(9.2%)

1–3%

14(23.8%)

3–5%

3(11.5%)

5%+

0(0.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 2,007vs 20 funds

0%Low

2,007

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New0Increased0Decreased0Exited0

No position changes this quarter.

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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