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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 27 of 37  ·  732 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 FE FIRSTENERGY CORP Utilities 14,094.0 $631K 0.01% +4K +36.2% $44.77 +1.6%
522 CNX CNX RES CORP Energy 16,922.0 $622K 0.01% +1K +6.8% $36.77 -3.3%
523 ALAB ASTERA LABS INC Technology 3,725.0 $620K 0.01% +227.0 +6.5% $166.36 +79.0%
524 APTIV PLC 8,119.0 $618K 0.01% +456.0 +6.0% $76.09
525 ALB ALBEMARLE CORP Basic Materials 4,363.0 $617K 0.01% +553.0 +14.5% $141.45 +20.1%
526 LIBERTY MEDIA CORP DEL 6,258.0 $616K 0.01% +212.0 +3.5% $98.51
527 VIRT VIRTU FINL INC Financial Services 18,300.0 $610K 0.01% +2K +13.9% $33.32 +61.4%
528 MDB MONGODB INC Technology 1,439.0 $604K 0.01% +483.0 +50.5% $419.81 -24.4%
529 POR PORTLAND GEN ELEC CO Utilities 12,559.0 $603K 0.01% +3K +29.8% $47.99 +3.6%
530 NXST NEXSTAR MEDIA GROUP INC Communication Services 2,967.0 $602K 0.01% +279.0 +10.4% $203.04 -6.7%
531 AGNC AGNC INVT CORP Real Estate 55,846.0 $599K 0.01% +17K +42.4% $10.72 -4.3%
532 RNR RENAISSANCERE HLDGS LTD Financial Services 2,122.0 $597K 0.01% +474.0 +28.8% $281.21 +7.8%
533 SBS COMPANHIA DE SANEAMENTO Utilities 24,575.0 $586K 0.01% +4K +20.8% $23.85 -75.4%
534 ARM ARM HOLDINGS PLC Technology 5,287.0 $578K 0.01% +282.0 +5.6% $109.31 +172.8%
535 U UNITY SOFTWARE INC Technology 12,946.0 $572K 0.01% +2K +15.7% $44.17 -40.6%
536 ILMN ILLUMINA INC Healthcare 4,358.0 $572K 0.01% +816.0 +23.0% $131.15 +10.4%
537 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 6,332.0 $570K 0.01% +907.0 +16.7% $90.03 +4.9%
538 MELI MERCADOLIBRE INC Consumer Cyclical 283.0 $570K 0.01% +57.0 +25.2% $2014.26 -16.7%
539 SOMNIGROUP INTERNATIONAL 6,361.0 $568K 0.01% +3K +76.5% $89.28
540 EXLS EXLSERVICE HOLDINGS INC Technology 13,381.0 $568K 0.01% +3K +28.4% $42.44 -31.1%
Page 27 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%