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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 27 of 38  ·  749 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 PBR PETROLEO BRASILEIRO S A Energy 54,287.0 $877K 0.01% +18K +49.6% $16.16 +15.1%
522 SCHG SCHWAB STRATEGIC TR 25,771.0 $872K 0.01% +17K +183.0% $33.84 +3.9%
523 CSL CARLISLE COS INC Industrials 2,389.0 $867K 0.01% +708.0 +42.1% $362.81 -0.1%
524 LNT ALLIANT ENERGY CORP Utilities 11,340.0 $865K 0.01% +3K +32.2% $76.31 -10.3%
525 OVV OVINTIV INC Energy 16,400.0 $863K 0.01% +5K +48.0% $52.65 +25.2%
526 VTHR VANGUARD SCOTTSDALE FDS 2,597.0 $861K 0.01% +2K +246.3% $331.43 +1.9%
527 PSMT PRICESMART INC Consumer Defensive 4,401.0 $860K 0.01% +853.0 +24.0% $195.34 -10.5%
528 AAL AMERICAN AIRLINES GROUP INC Industrials 47,059.0 $850K 0.01% +5K +12.0% $18.07 -24.6%
529 VXF VANGUARD INDEX FDS 3,448.0 $849K 0.01% +2K +149.7% $246.21 -1.1%
530 NI NISOURCE INC Utilities 17,816.0 $847K 0.01% +1K +9.1% $47.55 -14.1%
531 FFBC 1ST FINL BANCORP Financial Services 24,947.0 $844K 0.01% +6K +29.4% $33.83 -2.6%
532 XHR XENIA HOTELS & RESORTS INC Real Estate 41,437.0 $844K 0.01% +11K +37.5% $20.36 -3.4%
533 DVY ISHARES TR 5,396.0 $843K 0.01% +2K +49.8% $156.30 +5.3%
534 JD JD.COM INC Consumer Cyclical 32,705.0 $833K 0.01% +8K +34.2% $25.48 +14.6%
535 WF WOORI FINL GROUP INC Financial Services 14,517.0 $833K 0.01% +3K +28.9% $57.40 +21.1%
536 XLY SELECT SECTOR SPDR TR 7,062.0 $828K 0.01% +5K +241.8% $117.28 +0.9%
537 NICE NICE LTD Technology 9,100.0 $827K 0.01% +888.0 +10.8% $90.85 +10.3%
538 XLI SELECT SECTOR SPDR TR 4,439.0 $822K 0.01% +2K +128.7% $185.23 -3.4%
539 ALLY ALLY FINL INC Financial Services 17,869.0 $821K 0.01% +578.0 +3.3% $45.95 -7.6%
540 DECK DECKERS OUTDOOR CORP Consumer Cyclical 8,262.0 $820K 0.01% +3K +54.1% $99.29 -7.3%
Page 27 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%