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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 3 of 5  ·  86 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PAG PENSKE AUTOMOTIVE GRP INC Consumer Cyclical 1,610.0 $255K 0.00% NEW $158.27 +2.2%
42 MFC MANULIFE FINL CORP Financial Services 7,022.0 $255K 0.00% NEW $36.28 +7.6%
43 QQQM INVESCO EXCH TRADED FD TR 980.0 $248K 0.00% NEW $252.92 +16.3%
44 MTSI MACOM TECH SOLUTIONS HLDGS Technology 1,447.0 $248K 0.00% NEW $171.28 +122.1%
45 RVTY REVVITY INC Healthcare 2,488.0 $241K 0.00% NEW $96.76 -2.0%
46 VTWO VANGUARD SCOTTSDALE FDS 2,368.0 $236K 0.00% NEW $99.52 +14.7%
47 ISHARES TR 5,179.0 $235K 0.00% NEW $45.45
48 EQWL INVESCO EXCHANGE TRADED FD 1,992.0 $235K 0.00% NEW $118.16 +5.7%
49 BFH BREAD FINANCIAL HOLDINGS Financial Services 3,170.0 $235K 0.00% NEW $74.02 +15.9%
50 DUHP DIMENSIONAL ETF TRUST 6,065.0 $231K 0.00% NEW $38.03 +6.0%
51 AEM AGNICO EAGLE MINES LTD Basic Materials 1,353.0 $229K 0.00% NEW $169.53 +4.8%
52 KDP KEURIG DR PEPPER INC Consumer Defensive 8,133.0 $228K 0.00% NEW $28.01 +2.7%
53 SU SUNCOR ENERGY INC NEW Energy 5,086.0 $226K 0.00% NEW $44.36 +52.9%
54 VTHR VANGUARD SCOTTSDALE FDS 750.0 $225K 0.00% NEW $300.33 +8.8%
55 SMH VANECK ETF TRUST 614.0 $221K 0.00% NEW $360.13 +57.6%
56 CCU COMPANIA CERVECERIAS UNIDAS Consumer Defensive 17,267.0 $220K 0.00% NEW $12.76 -8.1%
57 AVDV AMERICAN CENTY ETF TR 2,315.0 $218K 0.00% NEW $93.97 +15.3%
58 BBCA J P MORGAN EXCHANGE TRADED 2,331.0 $217K 0.00% NEW $93.01 +8.2%
59 FDN FIRST TR EXCHANGE-TRADED FD 805.0 $217K 0.00% NEW $269.18 +0.9%
60 FTCS FIRST TR EXCHANGE-TRADED FD 2,342.0 $217K 0.00% NEW $92.51 +1.3%
Page 3 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%