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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 8 of 38  ·  749 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 VTI VANGUARD INDEX FDS 37,633.0 $13.9M 0.12% +26K +213.4% $370.04 +1.9%
142 CMCSA COMCAST CORP NEW Communication Services 566,708.0 $13.9M 0.12% +123K +27.6% $24.55 +10.1%
143 BTI BRITISH AMERN TOB PLC Consumer Defensive 224,848.0 $13.9M 0.12% +47K +26.6% $61.76 -8.2%
144 LHX L3HARRIS TECHNOLOGIES INC Industrials 47,203.0 $13.7M 0.11% +9K +22.9% $290.59 -9.6%
145 UPS UNITED PARCEL SVCS INC Industrials 124,836.0 $13.4M 0.11% +26K +25.9% $107.50 -4.4%
146 SO SOUTHERN CO Utilities 139,081.0 $13.3M 0.11% +16K +13.4% $95.71 -5.9%
147 EVRG EVERGY INC Utilities 153,250.0 $13.2M 0.11% +13K +9.1% $86.43 -5.8%
148 NOW SERVICENOW INC Technology 132,947.0 $13.2M 0.11% +73K +120.5% $99.28 +29.0%
149 PWR QUANTA SVCS INC Industrials 18,247.0 $13.1M 0.11% +4K +30.1% $720.04 -14.3%
150 TM TOYOTA MOTOR CORP Consumer Cyclical 77,642.0 $13.1M 0.11% +14K +21.6% $168.42 +15.1%
151 FORTINET INC 85,054.0 $13.1M 0.11% +23K +36.8% $153.62
152 WM WASTE MGMT INC DEL Industrials 57,846.0 $12.9M 0.11% +39K +203.7% $222.88 +1.6%
153 UAL UNITED AIRLS HLDGS INC Industrials 93,407.0 $12.7M 0.10% +7K +7.7% $135.99 -16.5%
154 PKG PACKAGING CORP AMER Consumer Cyclical 53,024.0 $12.6M 0.10% +2K +3.5% $238.28 +4.4%
155 ANNALY CAPITAL MANAGEMENT IN 561,069.0 $12.5M 0.10% +233K +71.2% $22.36
156 DVN DEVON ENERGY CORP NEW Energy 301,022.0 $12.4M 0.10% +160K +113.2% $41.32 +16.7%
157 EOG EOG RES INC Energy 95,517.0 $12.4M 0.10% +20K +25.8% $129.73 +15.8%
158 ING ING GROEP N.V. Financial Services 394,253.0 $12.4M 0.10% +215K +120.3% $31.38 +11.6%
159 VICI VICI PPTYS INC Real Estate 456,786.0 $12.1M 0.10% +140K +44.0% $26.55 +0.9%
160 MMM 3M CO Industrials 74,039.0 $12.0M 0.10% +16K +27.3% $161.91 +10.6%
Page 8 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%