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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 17 of 37  ·  732 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 OHI OMEGA HEALTHCARE INVS INC Real Estate 42,460.0 $1.9M 0.02% +7K +21.4% $44.34 +8.8%
322 IWV ISHARES TR 4,855.0 $1.9M 0.02% +3K +209.6% $386.86 +8.7%
323 MEDP MEDPACE HLDGS INC Healthcare 3,320.0 $1.9M 0.02% +434.0 +15.0% $561.73 -23.4%
324 EPRT ESSENTIAL PPTYS RLTY TR INC Real Estate 62,433.0 $1.9M 0.02% +1K +2.1% $29.66 +5.8%
325 FLEX FLEX LTD Technology 30,631.0 $1.9M 0.02% +14K +80.7% $60.42 +116.9%
326 FULT FULTON FINL CORP PA Financial Services 95,681.0 $1.8M 0.02% +2K +2.2% $19.33 +10.7%
327 WU WESTERN UN CO Financial Services 196,592.0 $1.8M 0.02% +69K +54.2% $9.31 -7.8%
328 IAC IAC INC Technology 46,561.0 $1.8M 0.02% +1K +3.3% $39.10 +5.3%
329 OEF ISHARES TR 5,242.0 $1.8M 0.02% +670.0 +14.7% $342.97 +8.0%
330 CFG CITIZENS FINL GROUP INC Financial Services 30,627.0 $1.8M 0.02% +5K +19.4% $58.41 +7.5%
331 Z ZILLOW GROUP INC Communication Services 25,392.0 $1.7M 0.02% +613.0 +2.5% $68.22 -46.5%
332 SNDR SCHNEIDER NATIONAL INC Industrials 64,217.0 $1.7M 0.02% +4K +7.5% $26.53 +26.6%
333 HPQ HP INC Technology 75,946.0 $1.7M 0.02% +10K +15.4% $22.28 -1.7%
334 IDXX IDEXX LABS INC Healthcare 2,496.0 $1.7M 0.02% +566.0 +29.3% $676.46 -18.2%
335 IBKR INTERACTIVE BROKERS GROUP Financial Services 26,088.0 $1.7M 0.02% +2K +8.0% $64.31 +30.4%
336 IYW ISHARES TR 8,395.0 $1.7M 0.02% +409.0 +5.1% $199.68 +20.2%
337 SF STIFEL FINL CORP Financial Services 13,358.0 $1.7M 0.02% +2K +13.6% $125.22 -41.6%
338 EQT EQT CORP Energy 31,008.0 $1.7M 0.02% +3K +11.1% $53.60 +7.7%
339 DXCM DEXCOM INC Healthcare 24,949.0 $1.7M 0.02% +238.0 +1.0% $66.37 +8.3%
340 VCYT VERACYTE INC Healthcare 39,270.0 $1.7M 0.02% +4K +10.0% $42.10 +7.3%
Page 17 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%