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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 30 of 37  ·  732 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 RDY DR REDDYS LABS LTD Healthcare 33,503.0 $470K 0.01% +1K +3.8% $14.04 -2.9%
582 TPG TPG INC Financial Services 7,344.0 $469K 0.01% +97.0 +1.3% $63.84 -36.3%
583 ASTS AST SPACEMOBILE INC Technology 6,415.0 $466K 0.01% +891.0 +16.1% $72.63 +32.5%
584 CMS CMS ENERGY CORP Utilities 6,654.0 $465K 0.01% +329.0 +5.2% $69.93 +5.3%
585 FTDR FRONTDOOR INC Consumer Cyclical 8,024.0 $463K 0.01% +126.0 +1.6% $57.69 +6.6%
586 BEONE MEDICINES LTD 1,521.0 $462K 0.01% +137.0 +9.9% $303.88
587 DPZ DOMINOS PIZZA INC Consumer Cyclical 1,099.0 $458K 0.01% +295.0 +36.7% $416.97 -24.1%
588 CRL CHARLES RIV LABS INTL INC Healthcare 2,272.0 $453K 0.01% +301.0 +15.3% $199.48 -20.4%
589 ROKU ROKU INC Communication Services 4,173.0 $453K 0.01% +666.0 +19.0% $108.49 +14.4%
590 VOE VANGUARD INDEX FDS 2,547.0 $452K 0.01% +631.0 +32.9% $177.40 +8.6%
591 PETROLEO BRASILEIRO SA 39,945.0 $450K 0.01% +7K +19.9% $11.27
592 ALSN ALLISON TRANSMISSION HLDGS Consumer Cyclical 4,581.0 $448K 0.01% +2K +78.6% $97.90 +11.4%
593 DIA SPDR DOW JONES INDL AVERAGE Financial Services 932.0 $448K 0.01% +218.0 +30.5% $480.57 +4.7%
594 CNI CANADIAN NATL RY CO Industrials 4,469.0 $442K 0.01% +107.0 +2.5% $98.85 +15.5%
595 TECHNIPFMC PLC 9,824.0 $438K 0.01% +3K +47.2% $44.56
596 PSMT PRICESMART INC Consumer Defensive 3,548.0 $435K 0.01% +485.0 +15.8% $122.68 +35.3%
597 EMBJ EMBRAER S.A. Industrials 6,725.0 $433K 0.01% +699.0 +11.6% $64.37 -12.2%
598 PBR PETROLEO BRASILEIRO SA Energy 36,280.0 $430K 0.01% +386.0 +1.1% $11.85 +69.0%
599 NWS NEWS CORP NEW Communication Services 14,492.0 $429K 0.01% +2K +12.1% $29.63 +1.5%
600 XHR XENIA HOTELS & RESORTS INC Real Estate 30,142.0 $426K 0.01% +3K +12.0% $14.14 +19.5%
Page 30 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%