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Portfolio (Quarterly) Guide ↗

QRG CAPITAL MANAGEMENT, INC.

· CIK 0001996454
13F Portfolio $12.1B AUM 1,213 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 214 New 749 Added 240 Reduced 78 Exited
Page 11 of 38  ·  749 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 MCO MOODYS CORP Financial Services 19,434.0 $8.8M 0.07% +4K +24.3% $452.93 +12.9%
202 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 100,705.0 $8.8M 0.07% +75K +286.0% $87.04 +6.9%
203 STT STATE STR CORP Financial Services 50,753.0 $8.6M 0.07% +12K +31.2% $169.60 +12.6%
204 SNDK SANDISK CORP Technology 3,767.0 $8.6M 0.07% +205.0 +5.8% $2273.93 -34.3%
205 PYPL PAYPAL HLDGS INC Financial Services 197,321.0 $8.5M 0.07% +50K +34.3% $43.18 +42.8%
206 JLL JONES LANG LASALLE INC Real Estate 27,400.0 $8.5M 0.07% +17K +174.3% $309.96 +24.9%
207 NVO NOVO-NORDISK A S Healthcare 175,187.0 $8.4M 0.07% +65K +58.9% $47.94 -2.1%
208 SHW SHERWIN WILLIAMS CO Basic Materials 24,317.0 $8.4M 0.07% +1K +5.8% $344.31 +0.7%
209 BE BLOOM ENERGY CORP Industrials 27,250.0 $8.2M 0.07% +21K +327.2% $302.68 -32.6%
210 BUD ANHEUSER BUSCH INBEV SA NV Consumer Defensive 99,913.0 $8.2M 0.07% +47K +90.3% $82.40 -3.8%
211 TFC TRUIST FINL CORP Financial Services 164,849.0 $8.2M 0.07% +80K +95.1% $49.82 +2.0%
212 TROW PRICE T ROWE GROUP INC Financial Services 71,336.0 $8.1M 0.07% +29K +67.9% $113.69 -1.2%
213 WBD WARNER BROS DISCOVERY INC Communication Services 299,996.0 $8.0M 0.07% +52K +20.8% $26.66 +7.7%
214 Q QNITY ELECTRONICS INC Technology 48,349.0 $7.9M 0.07% +44K +942.2% $163.30 -22.7%
215 FAST FASTENAL CO Industrials 163,156.0 $7.8M 0.07% +18K +12.8% $48.03 +6.8%
216 VUG VANGUARD INDEX FDS 90,805.0 $7.8M 0.07% +77K +578.3% $86.14 +0.9%
217 AGNC AGNC INVT CORP Real Estate 713,525.0 $7.8M 0.06% +658K +1177.7% $10.90 +0.7%
218 QQQ INVESCO QQQ TR Financial Services 10,505.0 $7.7M 0.06% +4K +67.2% $736.40 -4.1%
219 ECL ECOLAB INC Basic Materials 27,606.0 $7.7M 0.06% +5K +23.4% $278.61 +3.0%
220 AEE AMEREN CORP Utilities 67,474.0 $7.6M 0.06% +11K +20.4% $113.04 -5.2%
Page 11 of 38  ·  749 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 40.3%
Financial Services 12.6%
Consumer Cyclical 9.6%
Healthcare 9.0%
Industrials 8.9%
Communication Services 7.6%
Consumer Defensive 4.4%
Utilities 2.4%
Energy 2.0%
Real Estate 1.8%