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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 29 of 38  ·  749 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 CF CF INDUSTRIES HOLD Basic Materials 7,077.0 $766K 0.01% +452.0 +6.8% $108.25 +19.4%
562 LIBERTY MEDIA CORP DEL 8,038.0 $765K 0.01% +2K +28.4% $95.14
563 NEU NEWMARKET CORP Basic Materials 966.0 $764K 0.01% +376.0 +63.7% $791.32 +18.4%
564 IWO ISHARES TR 1,921.0 $757K 0.01% +914.0 +90.8% $393.96 -2.7%
565 ASTS AST SPACEMOBILE INC Technology 8,496.0 $755K 0.01% +2K +32.4% $88.85 -29.8%
566 DLTR DOLLAR TREE INC Consumer Defensive 6,233.0 $754K 0.01% +69.0 +1.1% $120.95 +13.1%
567 RNR RENAISSANCERE HLDGS LTD Financial Services 2,370.0 $751K 0.01% +248.0 +11.7% $316.92 +3.9%
568 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 6,636.0 $742K 0.01% +958.0 +16.9% $111.80 -5.4%
569 BKE BUCKLE INC Consumer Cyclical 17,538.0 $740K 0.01% +4K +30.9% $42.20 +5.2%
570 BBIO BRIDGEBIO PHARMA INC Healthcare 9,808.0 $730K 0.01% +3K +48.4% $74.47 +8.9%
571 KT KT CORP Communication Services 42,163.0 $729K 0.01% +6K +16.3% $17.28 +9.7%
572 AWK AMERICAN WTR WKS CO INC NEW Utilities 5,468.0 $720K 0.01% +947.0 +20.9% $131.59 +6.3%
573 BLD TOPBUILD COR Industrials 2,017.0 $715K 0.01% +425.0 +26.7% $354.59 -0.0%
574 CG CARLYLE GROUP INC Financial Services 16,835.0 $709K 0.01% +4K +31.1% $42.11 +16.7%
575 SCHX SCHWAB STRATEGIC TR 23,931.0 $704K 0.01% +12K +95.9% $29.43 +2.4%
576 BN BROOKFIELD CORP Financial Services 16,437.0 $700K 0.01% +9K +111.3% $42.60 -1.5%
577 BBD BANCO BRADESCO S A Financial Services 201,615.0 $700K 0.01% +145K +258.4% $3.47 -9.2%
578 AVLV AMERICAN CENTY ETF TR 7,654.0 $698K 0.01% +4K +102.3% $91.22 +3.9%
579 FELE FRANKLIN ELEC INC Industrials 6,498.0 $697K 0.01% +1K +21.7% $107.19 -3.8%
580 DIOD DIODES INC Technology 6,341.0 $694K 0.01% +2K +34.5% $109.40 -18.0%
Page 29 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%