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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 2 of 5  ·  86 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 RKT ROCKET COS INC Financial Services 18,498.0 $358K 0.00% NEW $19.36 -29.6%
22 IWO ISHARES TR 1,007.0 $325K 0.00% NEW $323.01 +13.9%
23 DFAX DIMENSIONAL ETF TRUST 9,765.0 $320K 0.00% NEW $32.73 +13.2%
24 BIP BROOKFIELD INFRAST PARTNERS Utilities 9,126.0 $317K 0.00% NEW $34.74 +14.4%
25 EPD ENTERPRISE PRODS PARTNERS L Energy 9,707.0 $311K 0.00% NEW $32.06 +23.1%
26 STAG STAG INDL INC Real Estate 8,053.0 $296K 0.00% NEW $36.76 +4.2%
27 APG API GROUP CORP Industrials 7,587.0 $290K 0.00% NEW $38.26 +8.5%
28 NXT NEXTPOWER INC Technology 3,322.0 $289K 0.00% NEW $87.11 +38.9%
29 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 1,693.0 $288K 0.00% NEW $170.00 +40.8%
30 AVLV AMERICAN CENTY ETF TR 3,784.0 $287K 0.00% NEW $75.78 +17.1%
31 WWD WOODWARD INC Industrials 934.0 $282K 0.00% NEW $302.32 +17.9%
32 TIMB TIM S A Communication Services 14,454.0 $281K 0.00% NEW $19.45 +15.8%
33 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 2,229.0 $281K 0.00% NEW $125.89 -39.2%
34 LCII LCI INDS Consumer Cyclical 2,249.0 $273K 0.00% NEW $121.32 -10.0%
35 CUSHMAN AND WAKEFIELD LTD 16,813.0 $272K 0.00% NEW $16.19
36 TX TERNIUM SA Basic Materials 7,048.0 $269K 0.00% NEW $38.19 +16.7%
37 ITT ITT INC Industrials 1,516.0 $263K 0.00% NEW $173.51 +11.0%
38 DFAS DIMENSIONAL ETF TRUST 3,765.0 $262K 0.00% NEW $69.67 +10.3%
39 SPMD SPDR SERIES TRUST 4,522.0 $262K 0.00% NEW $57.91 +10.3%
40 EMXC ISHARES INC 3,573.0 $260K 0.00% NEW $72.68 +31.5%
Page 2 of 5  ·  86 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%