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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 19 of 38  ·  749 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 AIT APPLIED INDL TECHNOLOGIES IN Industrials 7,159.0 $2.4M 0.02% +1K +25.7% $338.12 +0.2%
362 OC OWENS CORNING NEW Industrials 15,096.0 $2.4M 0.02% +4K +33.8% $158.96 -7.5%
363 IXUS ISHARES TR 24,902.0 $2.4M 0.02% +22K +910.6% $95.44 +2.1%
364 SE SEA LTD Consumer Cyclical 24,423.0 $2.3M 0.02% +4K +19.5% $95.83 +20.7%
365 HUBB HUBBELL INC Industrials 4,450.0 $2.3M 0.02% +1K +29.4% $523.09 -10.8%
366 ALAB ASTERA LABS INC Technology 4,775.0 $2.3M 0.02% +1K +28.2% $482.85 -42.5%
367 AEIS ADVANCED ENERGY INDS Industrials 6,172.0 $2.3M 0.02% +382.0 +6.6% $372.72 -26.3%
368 VWO VANGUARD INTL EQUITY INDEX F 38,211.0 $2.3M 0.02% +21K +126.4% $59.69 +0.5%
369 OKE ONEOK INC NEW Energy 26,137.0 $2.3M 0.02% +17K +187.4% $86.94 +7.0%
370 AON AON PLC Financial Services 6,841.0 $2.3M 0.02% +3K +66.0% $331.67 +8.3%
371 AN AUTONATION INC Consumer Cyclical 12,118.0 $2.3M 0.02% +3K +28.2% $185.79 +5.0%
372 EPRT ESSENTIAL PPTYS RLTY TR INC Real Estate 74,383.0 $2.2M 0.02% +12K +19.1% $29.85 +3.8%
373 TDY TELEDYNE TECHNOLOGIES INC Technology 3,257.0 $2.2M 0.02% +632.0 +24.1% $666.90 -6.3%
374 VGT VANGUARD WORLD FD 17,978.0 $2.1M 0.02% +17K +1502.3% $119.52 -2.6%
375 XLK SELECT SECTOR SPDR TR 11,236.0 $2.1M 0.02% +5K +77.1% $190.52 -5.5%
376 DXCM DEXCOM INC Healthcare 31,772.0 $2.1M 0.02% +7K +27.4% $67.35 +35.2%
377 FITB FIFTH THIRD BANCORP Financial Services 37,424.0 $2.1M 0.02% +3K +7.9% $56.37 -2.6%
378 RDDT REDDIT INC Communication Services 11,960.0 $2.1M 0.02% +8K +230.5% $173.58 -12.1%
379 HPQ HP INC Technology 94,002.0 $2.1M 0.02% +18K +23.8% $21.94 +30.3%
380 MWA MUELLER WTR PRODS INC Industrials 79,314.0 $2.0M 0.02% +17K +28.2% $25.83 -2.6%
Page 19 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%