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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 9 of 37  ·  732 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 WBD WARNER BROS DISCOVERY INC Communication Services 248,322.0 $7.2M 0.08% +223K +864.7% $28.82 -4.9%
162 GSK GSK PLC Healthcare 144,531.0 $7.1M 0.08% +28K +24.4% $49.04 +5.1%
163 AIG AMERICAN INTL GROUP INC Financial Services 81,758.0 $7.0M 0.08% +1K +1.5% $85.55 -8.1%
164 VEU VANGUARD INTL EQUITY INDEX 92,640.0 $6.8M 0.08% +5K +6.0% $73.56 +12.3%
165 KKR KKR & CO INC Financial Services 53,347.0 $6.8M 0.08% +814.0 +1.6% $127.48 -25.7%
166 USB US BANCORP DEL Financial Services 123,760.0 $6.6M 0.07% +26K +26.5% $53.36 +2.1%
167 RIO RIO TINTO PLC Basic Materials 80,940.0 $6.5M 0.07% +23K +39.4% $80.03 +29.1%
168 A AGILENT TECHNOLOGIES INC Healthcare 47,540.0 $6.5M 0.07% +4K +8.7% $136.07 -15.6%
169 ENTERGY CORP NEW 69,373.0 $6.4M 0.07% +31K +80.2% $92.43
170 CTAS CINTAS CORP Industrials 33,506.0 $6.3M 0.07% +5K +16.8% $188.07 -8.4%
171 MPWR MONOLITHIC PWR SYS INC Technology 6,875.0 $6.2M 0.07% +682.0 +11.0% $906.36 +72.3%
172 GLW CORNING INC Technology 71,147.0 $6.2M 0.07% +30K +71.5% $87.56 +119.2%
173 WMB WILLIAMS COS INC Energy 102,639.0 $6.2M 0.07% +15K +17.4% $60.11 +29.6%
174 MCK MCKESSON CORP Healthcare 7,305.0 $6.0M 0.07% +550.0 +8.1% $820.34 -6.6%
175 TSN TYSON FOODS INC Consumer Defensive 101,910.0 $6.0M 0.07% +4K +4.6% $58.62 +13.5%
176 PWR QUANTA SVCS INC Industrials 14,030.0 $5.9M 0.07% +8K +130.3% $422.06 +68.2%
177 ECL ECOLAB INC Basic Materials 22,362.0 $5.9M 0.07% +6K +38.7% $262.52 -4.7%
178 FAST FASTENAL CO Industrials 144,703.0 $5.8M 0.07% +10K +7.1% $40.13 +8.5%
179 TGT TARGET CORP Consumer Defensive 59,098.0 $5.8M 0.06% +2K +3.0% $97.75 +25.1%
180 SPY SPDR S&P 500 ETF TR Financial Services 8,249.0 $5.6M 0.06% +981.0 +13.5% $681.95 +8.9%
Page 9 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%