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Portfolio (Quarterly) Guide ↗

QRG CAPITAL MANAGEMENT, INC.

· CIK 0001996454
13F Portfolio $9.0B AUM 1,077 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 86 New 732 Added 229 Reduced 40 Exited
Page 12 of 37  ·  732 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 KEYS KEYSIGHT TECHNOLOGIES INC Technology 20,052.0 $4.1M 0.04% +3K +15.5% $203.19 +66.1%
222 PUK PRUDENTIAL PLC Financial Services 130,295.0 $4.1M 0.04% +119K +1036.4% $31.12 +0.4%
223 O REALTY INCOME CORP Real Estate 71,913.0 $4.1M 0.04% +29K +67.7% $56.37 +10.4%
224 LEIDOS HOLDINGS INC 22,448.0 $4.0M 0.04% +3K +14.0% $180.40
225 ELV ELEVANCE HEALTH INC Healthcare 11,388.0 $4.0M 0.04% +1K +11.7% $350.55 +11.2%
226 L LOEWS CORP Financial Services 37,538.0 $4.0M 0.04% +10K +37.4% $105.31 +3.7%
227 MCHP MICROCHIP TECHNOLOGY INC. Technology 61,923.0 $3.9M 0.04% +6K +11.0% $63.72 +43.0%
228 FERG FERGUSON ENTERPRISES INC Industrials 17,714.0 $3.9M 0.04% +5K +36.0% $222.63 +0.5%
229 ALLE ALLEGION PLC Industrials 24,473.0 $3.9M 0.04% +2K +6.7% $159.22 -17.9%
230 NSC NORFOLK SOUTHN CORP Industrials 13,431.0 $3.9M 0.04% +2K +13.1% $288.71 +7.9%
231 EFX EQUIFAX INC Industrials 17,852.0 $3.9M 0.04% +12K +196.8% $216.97 -24.8%
232 HMC HONDA MOTOR LTD Consumer Cyclical 131,139.0 $3.9M 0.04% +14K +12.3% $29.48 -10.9%
233 QQQ INVESCO QQQ TR Financial Services 6,284.0 $3.9M 0.04% +761.0 +13.8% $614.31 +16.3%
234 BKR BAKER HUGHES COMPANY Energy 83,815.0 $3.8M 0.04% +7K +9.0% $45.54 +44.5%
235 PRU PRUDENTIAL FINL INC Financial Services 33,696.0 $3.8M 0.04% +4K +14.0% $112.88 -8.6%
236 E ENI S P A Energy 98,297.0 $3.7M 0.04% +18K +23.0% $37.94 +45.3%
237 EA ELECTRONIC ARTS INC Communication Services 18,080.0 $3.7M 0.04% +3K +21.8% $204.33 -1.2%
238 IX ORIX CORP Financial Services 124,709.0 $3.6M 0.04% +9K +7.5% $29.22 +34.4%
239 OMF ONEMAIN HLDGS INC Financial Services 53,858.0 $3.6M 0.04% +3K +5.4% $67.55 -20.4%
240 ACGL ARCH CAP GROUP LTD Financial Services 37,823.0 $3.6M 0.04% +4K +13.1% $95.92 +0.2%
Page 12 of 37  ·  732 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 36.0%
Financial Services 13.1%
Communication Services 10.9%
Consumer Cyclical 10.5%
Healthcare 9.2%
Industrials 7.8%
Consumer Defensive 4.5%
Energy 2.6%
Utilities 2.1%
Real Estate 1.8%