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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 4 of 4  ·  78 positions
# Ticker Company Sector Shares Value ↓ % Port Status
61 FELG FIDELITY COVINGTON TRUST 5,123 $214K 0.00% SOLD
62 HILLENBRAND INC 6,683 $212K 0.00% SOLD
63 ORA ORMAT TECHNOLOGIES INC Utilities 1,908 $211K 0.00% SOLD
64 DFIC DIMENSIONAL ETF TRUST 5,960 $205K 0.00% SOLD
65 BEKE KE HLDGS INC Real Estate 12,831 $202K 0.00% SOLD
66 IDEV ISHARES TR 2,427 $200K 0.00% SOLD
67 ATR APTARGROUP INC Healthcare 1,641 $200K 0.00% SOLD
68 IRSA INVERSIONES Y REP S A 10,073 $167K 0.00% SOLD
69 TORTOISE CAPITAL SERIES 14,731 $133K 0.00% SOLD
70 EXPI EXP WORLD HLDGS INC Real Estate 10,508 $95K 0.00% SOLD
71 XNET XUNLEI LTD Communication Services 12,625 $90K 0.00% SOLD
72 ESRT EMPIRE ST RLTY TR INC Real Estate 10,544 $69K 0.00% SOLD
73 TUYA TUYA INC Technology 25,857 $55K 0.00% SOLD
74 LX LEXINFINTECH HLDGS LTD Financial Services 12,793 $42K SOLD
75 DDL DINGDONG CAYMAN LTD Consumer Defensive 15,489 $39K SOLD
76 BZUN BAOZUN INC Consumer Cyclical 12,102 $32K SOLD
77 COTY COTY INC Consumer Defensive 10,320 $32K SOLD
78 MREO MEREO BIOPHARMA GROUP PLC Healthcare 13,503 $6K SOLD
Page 4 of 4  ·  78 positions
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%