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Portfolio (Quarterly) Guide ↗

QRG CAPITAL MANAGEMENT, INC.

· CIK 0001996454
13F Portfolio $8.3B AUM Filed Oct 28, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 1031 New
Page 27 of 52  ·  1,031 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 EXPE EXPEDIA GROUP INC Consumer Cyclical 4,641.0 $992K 0.01% NEW $213.76 +2.0%
522 RITM RITHM CAPITAL CORP Real Estate 86,302.0 $983K 0.01% NEW $11.39 -18.6%
523 FLEX FLEX LTD Technology 16,951.0 $983K 0.01% NEW $57.97 +126.1%
524 ICICI BANK LIMITED 31,812.0 $962K 0.01% NEW $30.23
525 NTES NETEASE INC Technology 6,238.0 $948K 0.01% NEW $152.00 -24.8%
526 TCOM TRIP COM GROUP LTD Consumer Cyclical 12,514.0 $941K 0.01% NEW $75.20 -35.4%
527 ASH ASHLAND INC Basic Materials 19,587.0 $938K 0.01% NEW $47.91 +17.4%
528 NICE NICE LTD Technology 6,422.0 $930K 0.01% NEW $144.78 -34.1%
529 ACT ENACT HLDGS INC Financial Services 24,176.0 $927K 0.01% NEW $38.34 +13.2%
530 D DOMINION ENERGY INC Utilities 15,143.0 $926K 0.01% NEW $61.17 +11.6%
531 INSM INSMED INC Healthcare 6,420.0 $925K 0.01% NEW $144.02 -23.9%
532 LPLA LPL FINL HLDGS INC Financial Services 2,756.0 $917K 0.01% NEW $332.73 -13.5%
533 JLL JONES LANG LASALLE INC Real Estate 3,066.0 $914K 0.01% NEW $298.25 -1.8%
534 DRI DARDEN RESTAURANTS INC Consumer Cyclical 4,800.0 $914K 0.01% NEW $190.37 +3.5%
535 DEO DIAGEO PLC Consumer Defensive 9,548.0 $911K 0.01% NEW $95.43 -9.9%
536 PSTG PURE STORAGE INC Technology 10,834.0 $908K 0.01% NEW $83.81 -0.0%
537 KB KB FINL GROUP INC Financial Services 10,929.0 $906K 0.01% NEW $82.91 +26.6%
538 KT KT CORP Communication Services 46,373.0 $904K 0.01% NEW $19.50 -4.6%
539 AIZ ASSURANT INC Financial Services 4,173.0 $904K 0.01% NEW $216.60 +18.1%
540 AWI ARMSTRONG WORLD INDS INC NEW Industrials 4,545.0 $891K 0.01% NEW $196.01 -19.8%
Page 27 of 52  ·  1,031 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 36.1%
Financial Services 12.8%
Consumer Cyclical 10.8%
Communication Services 10.8%
Healthcare 8.5%
Industrials 7.7%
Consumer Defensive 5.0%
Energy 2.7%
Utilities 2.2%
Real Estate 2.0%