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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 5 of 38  ·  749 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 T AT&T INC Communication Services 1,166,316.0 $24.1M 0.20% +140K +13.7% $20.70 +24.1%
82 SCHW SCHWAB CHARLES CORP Financial Services 258,708.0 $23.9M 0.20% +49K +23.3% $92.27 +23.2%
83 EMR EMERSON ELEC CO Industrials 166,686.0 $23.9M 0.20% +72K +76.5% $143.15 +10.1%
84 GD GENERAL DYNAMICS CORP Industrials 66,370.0 $23.5M 0.19% +15K +29.0% $354.24 +8.3%
85 MDT MEDTRONIC PLC Healthcare 299,948.0 $23.5M 0.19% +6K +1.9% $78.23 +18.8%
86 COP CONOCOPHILLIPS Energy 222,963.0 $23.2M 0.19% +52K +30.1% $103.96 +28.3%
87 HWM HOWMET AEROSPACE INC Industrials 85,876.0 $23.1M 0.19% +63K +276.4% $268.86 -2.1%
88 NEE NEXTERA ENERGY INC Utilities 263,004.0 $23.1M 0.19% +66K +33.3% $87.77 -4.2%
89 EBAY EBAY INC. Consumer Cyclical 205,914.0 $23.0M 0.19% +25K +13.7% $111.75 -4.2%
90 DUK DUKE ENERGY CORP NEW Utilities 180,200.0 $22.8M 0.19% +29K +19.4% $126.58 -3.6%
91 ED CONSOLIDATED EDISON INC Utilities 205,974.0 $22.8M 0.19% +31K +17.5% $110.63 -2.6%
92 AEP AMERICAN ELEC PWR CO INC Utilities 163,903.0 $22.4M 0.18% +37K +28.9% $136.81 -10.8%
93 NET CLOUDFLARE INC Technology 89,277.0 $21.9M 0.18% +31K +53.6% $245.28 +14.3%
94 ALL ALLSTATE CORP Financial Services 91,875.0 $21.9M 0.18% +41K +80.6% $237.94 +9.4%
95 PFE PFIZER INC Healthcare 902,308.0 $21.7M 0.18% +196K +27.7% $24.08 +16.2%
96 BMY BRISTOL-MYERS SQUIBB CO Healthcare 368,848.0 $21.3M 0.18% +78K +26.7% $57.62 +16.8%
97 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 66,915.0 $21.2M 0.18% +7K +11.5% $317.53 -7.7%
98 VTV VANGUARD INDEX FDS 96,753.0 $21.1M 0.17% +10K +11.9% $217.93 +4.0%
99 CRH PLC 196,860.0 $21.1M 0.17% +9K +5.0% $107.00
100 PLD PROLOGIS INC. Real Estate 154,967.0 $21.0M 0.17% +46K +42.2% $135.47 +5.8%
Page 5 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%