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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 24 of 38  ·  749 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 ITUB ITAU UNIBANCO HLDG S A Financial Services 144,370.0 $1.2M 0.01% +42K +41.3% $8.17 -8.0%
462 SKYW SKYWEST INC Industrials 11,710.0 $1.2M 0.01% +2K +27.1% $99.33 +2.4%
463 IWP ISHARES TR 7,907.0 $1.2M 0.01% +3K +52.3% $146.40 -3.2%
464 HEI HEICO CORP NEW Industrials 3,225.0 $1.1M 0.01% +689.0 +27.2% $356.23 -1.0%
465 NDSN NORDSON CORP Industrials 3,801.0 $1.1M 0.01% +606.0 +19.0% $301.69 +10.7%
466 CNO CNO FINL GROUP INC Financial Services 22,404.0 $1.1M 0.01% +5K +30.5% $50.98 +6.4%
467 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 5,882.0 $1.1M 0.01% +1K +23.3% $193.23 +6.2%
468 KB KB FINL GROUP INC Financial Services 10,794.0 $1.1M 0.01% +2K +19.8% $104.96 +13.1%
469 FN FABRINET Technology 2,008.0 $1.1M 0.01% +326.0 +19.4% $562.00 -25.1%
470 FANG DIAMONDBACK ENERGY INC Energy 6,395.0 $1.1M 0.01% +4K +126.8% $175.84 +16.9%
471 PSTG EVERPURE INC 14,094.0 $1.1M 0.01% +2K +14.2% $78.77
472 WTS WATTS WATER TECHNOLOGIES INC Industrials 2,831.0 $1.1M 0.01% +328.0 +13.1% $391.36 -4.7%
473 FTV FORTIVE CORP Technology 17,973.0 $1.1M 0.01% +5K +33.5% $61.09 -1.0%
474 MTZ MASTEC INC Industrials 2,623.0 $1.1M 0.01% +2K +169.0% $415.99 -38.6%
475 VXUS VANGUARD STAR FDS 12,683.0 $1.1M 0.01% +9K +216.0% $85.49 +2.0%
476 PLXS PLEXUS CORP Technology 3,552.0 $1.1M 0.01% +732.0 +26.0% $300.57 -20.9%
477 VC VISTEON CORP Consumer Cyclical 10,743.0 $1.1M 0.01% +4K +56.8% $99.21 +2.7%
478 IWN ISHARES TR 4,812.0 $1.1M 0.01% +2K +80.1% $221.20 +1.3%
479 TD TORONTO DOMINION BK ONT Financial Services 8,727.0 $1.1M 0.01% +1K +13.9% $121.43 -4.0%
480 BCPC BALCHEM CORP Basic Materials 6,222.0 $1.1M 0.01% +1K +25.0% $168.94 +5.1%
Page 24 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%