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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 15 of 37  ·  732 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 IJH ISHARES TR 38,791.0 $2.6M 0.03% +3K +9.6% $66.00 +10.5%
282 IEMG ISHARES INC 38,079.0 $2.6M 0.03% +4K +13.3% $67.22 +19.9%
283 FNDF SCHWAB STRATEGIC TR 56,172.0 $2.5M 0.03% +5K +9.1% $45.21 +18.7%
284 MLI MUELLER INDS INC Industrials 21,745.0 $2.5M 0.03% +2K +10.2% $114.80 +16.4%
285 REGCO REGENCY CTRS CORP Real Estate 35,924.0 $2.5M 0.03% +323.0 +0.9% $69.03 -66.9%
286 PSX PHILLIPS 66 Energy 19,164.0 $2.5M 0.03% +6K +50.6% $129.04 +39.0%
287 HLI HOULIHAN LOKEY INC Financial Services 13,964.0 $2.4M 0.03% +2K +20.3% $174.19 -13.0%
288 XYL XYLEM INC Industrials 17,649.0 $2.4M 0.03% +1K +6.2% $136.18 -20.5%
289 NOC NORTHROP GRUMMAN CORP Industrials 4,210.0 $2.4M 0.03% +2K +91.1% $570.28 -3.3%
290 DDOG DATADOG INC Technology 17,597.0 $2.4M 0.03% +2K +14.8% $135.99 +60.3%
291 PRIM PRIMORIS SVCS CORP Industrials 19,141.0 $2.4M 0.03% +9K +95.4% $124.14 -14.1%
292 BWA BORGWARNER INC Consumer Cyclical 52,636.0 $2.4M 0.03% +2K +3.2% $45.06 +41.0%
293 FIS FIDELITY NATL INFORMATION Technology 34,913.0 $2.3M 0.03% +5K +16.4% $66.46 -34.4%
294 MSI MOTOROLA SOLUTIONS INC Technology 6,035.0 $2.3M 0.03% +71.0 +1.2% $383.31 +4.4%
295 TRGP TARGA RES CORP Energy 12,464.0 $2.3M 0.03% +4K +45.6% $184.50 +46.7%
296 WSM WILLIAMS SONOMA INC Consumer Cyclical 12,870.0 $2.3M 0.03% +4K +47.1% $178.59 +0.9%
297 UTHR UNITED THERAPEUTICS CORP Healthcare 4,690.0 $2.3M 0.03% +591.0 +14.4% $487.21 +15.7%
298 IEFA ISHARES TR 25,488.0 $2.3M 0.03% +2K +9.4% $89.46 +8.8%
299 DKS DICKS SPORTING GOODS INC Consumer Cyclical 11,312.0 $2.2M 0.03% +4K +53.9% $197.96 +12.0%
300 PSO PEARSON PLC Communication Services 156,839.0 $2.2M 0.03% +36K +30.1% $14.04 +8.0%
Page 15 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%