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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 17 of 38  ·  749 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 WRB BERKLEY W R CORP Financial Services 43,570.0 $3.1M 0.03% +6K +16.1% $70.53 -1.2%
322 FULT FULTON FINL CORP PA Financial Services 126,249.0 $3.1M 0.03% +31K +31.9% $24.19 -2.5%
323 NOC NORTHROP GRUMMAN CORP Industrials 5,974.0 $3.0M 0.03% +2K +41.9% $509.28 +7.9%
324 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 89,078.0 $3.0M 0.03% +17K +22.7% $33.88 +9.0%
325 JHG JANUS HENDERSON GROUP PLC Financial Services 57,975.0 $3.0M 0.03% +28K +96.5% $51.95 +0.0%
326 XEL XCEL ENERGY INC Utilities 37,442.0 $3.0M 0.03% +1K +3.0% $80.31 -3.7%
327 RS RELIANCE INC Basic Materials 7,966.0 $3.0M 0.03% +2K +31.9% $373.62 +2.4%
328 DFAS DIMENSIONAL ETF TRUST 35,623.0 $2.9M 0.02% +32K +846.2% $82.34 +0.3%
329 APLE APPLE HOSPITALITY REIT INC Real Estate 174,378.0 $2.9M 0.02% +60K +52.9% $16.81 -1.3%
330 STM STMICROELECTRONICS N V Technology 39,103.0 $2.9M 0.02% +28K +264.3% $74.89 -34.1%
331 CIEN CIENA CORP Technology 5,937.0 $2.9M 0.02% +525.0 +9.7% $490.55 -24.2%
332 IHG INTERCONTINENTAL HOTELS GROU Consumer Cyclical 16,723.0 $2.9M 0.02% +7K +64.1% $173.12 -6.1%
333 VEEV VEEVA SYS INC Healthcare 16,280.0 $2.9M 0.02% +6K +54.0% $177.47 +40.0%
334 ASX ASE TECHNOLOGY HLDG CO LTD Technology 64,003.0 $2.9M 0.02% +31K +92.5% $45.12 -19.7%
335 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 44,349.0 $2.8M 0.02% +28K +174.3% $64.01 +15.9%
336 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 35,485.0 $2.8M 0.02% +32K +873.0% $79.22 +8.3%
337 CCI CROWN CASTLE INC Real Estate 36,989.0 $2.8M 0.02% +6K +20.9% $75.73 +0.9%
338 CFG CITIZENS FINL GROUP INC Financial Services 39,976.0 $2.8M 0.02% +9K +30.5% $70.07 +0.2%
339 TXT TEXTRON INC Industrials 30,356.0 $2.8M 0.02% +3K +12.4% $91.73 -10.5%
340 PK PARK HOTELS & RESORTS INC Real Estate 195,385.0 $2.8M 0.02% +57K +40.8% $14.25 +11.3%
Page 17 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%