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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 30 of 38  ·  749 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 CNX CNX RES CORP Energy 19,987.0 $678K 0.01% +3K +18.1% $33.93 +7.5%
582 GFI GOLD FIELDS LTD Basic Materials 20,001.0 $672K 0.01% +4K +21.6% $33.59 +40.9%
583 CHCO CITY HLDG CO Financial Services 5,058.0 $671K 0.01% +691.0 +15.8% $132.63 +9.3%
584 ALB ALBEMARLE CORP Basic Materials 4,948.0 $668K 0.01% +585.0 +13.4% $135.01 +4.8%
585 VHT VANGUARD WORLD FD 2,232.0 $667K 0.01% +1K +204.1% $299.01 +9.5%
586 NMR NOMURA HLDGS INC Financial Services 75,981.0 $667K 0.01% +26K +50.8% $8.78 +11.2%
587 DOW DOW HLDGS INC Basic Materials 24,358.0 $666K 0.01% +6K +33.9% $27.36 +14.9%
588 SBS COMPANHIA DE SANEAMENTO BASI Utilities 115,151.0 $666K 0.01% +91K +368.6% $5.78 -19.9%
589 INGR INGREDION INC Consumer Defensive 7,001.0 $663K 0.01% +2K +37.3% $94.71 +12.1%
590 IGM ISHARES TR 4,037.0 $660K 0.01% +596.0 +17.3% $163.58 -4.3%
591 NXT NEXTPOWER INC Technology 5,515.0 $657K 0.01% +2K +66.0% $119.12 -28.9%
592 XLV SELECT SECTOR SPDR TR 4,135.0 $656K 0.01% +2K +149.7% $158.66 +10.1%
593 RVTY REVVITY INC Healthcare 5,881.0 $654K 0.01% +3K +136.4% $111.26 +10.6%
594 VOE VANGUARD INDEX FDS 3,282.0 $649K 0.01% +735.0 +28.9% $197.61 +6.0%
595 MMSI MERIT MED SYS INC Healthcare 9,305.0 $645K 0.01% +826.0 +9.7% $69.34 +30.2%
596 CACI CACI INTL INC Technology 1,386.0 $642K 0.01% +345.0 +33.1% $463.26 +37.4%
597 BPOP POPULAR INC Financial Services 3,866.0 $635K 0.01% +821.0 +27.0% $164.17 +2.6%
598 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 36,564.0 $634K 0.01% +8K +28.1% $17.35 -4.3%
599 MDYV SPDR SERIES TRUST 6,636.0 $629K 0.01% +662.0 +11.1% $94.85 +0.4%
600 AXS AXIS CAP HLDGS LTD Financial Services 5,849.0 $628K 0.01% +1K +20.9% $107.44 -7.5%
Page 30 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%