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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 3 of 11  ·  214 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AMERICA MOVIL SAB DE CV 24,007.0 $624K 0.01% NEW $25.99
42 GEF GREIF INC Consumer Cyclical 8,015.0 $597K 0.01% NEW $74.49 +15.4%
43 IONQ IONQ INC Technology 10,937.0 $583K 0.01% NEW $53.26 -22.9%
44 KRYS KRYSTAL BIOTECH INC Healthcare 1,501.0 $558K 0.01% NEW $371.67 -8.1%
45 ASTE ASTEC INDS INC Industrials 8,988.0 $550K 0.01% NEW $61.19 -28.7%
46 ZTO ZTO EXPRESS CAYMAN INC Industrials 23,840.0 $534K 0.00% NEW $22.38 -4.9%
47 IJS ISHARES TR 3,701.0 $506K 0.00% NEW $136.68 +0.9%
48 PRVA PRIVIA HEALTH GROUP INC Healthcare 19,636.0 $505K 0.00% NEW $25.73 -18.3%
49 DINO HF SINCLAIR CORP Energy 7,231.0 $504K 0.00% NEW $69.65 +36.7%
50 IRIDIUM COMMUNICATIONS INC 9,045.0 $496K 0.00% NEW $54.85
51 VENTURE GLOBAL INC 43,828.0 $488K 0.00% NEW $11.13
52 CALM CAL MAINE FOODS INC Consumer Defensive 5,867.0 $473K 0.00% NEW $80.56 +5.0%
53 TILE INTERFACE INC Consumer Cyclical 12,847.0 $460K 0.00% NEW $35.84 +6.8%
54 BMO BANK MONTREAL MEDIUM Financial Services 2,584.0 $457K 0.00% NEW $176.70 -2.5%
55 ONTO ONTO INNOVATION INC Technology 1,202.0 $455K 0.00% NEW $378.45 -25.2%
56 NPO ENPRO INC Industrials 1,162.0 $438K 0.00% NEW $376.95 -19.2%
57 GALAXY DIGITAL INC. 15,791.0 $432K 0.00% NEW $27.34
58 VONG VANGUARD SCOTTSDALE FDS 3,361.0 $430K 0.00% NEW $127.81 -2.5%
59 GH GUARDANT HEALTH INC Healthcare 2,858.0 $429K 0.00% NEW $150.06 +8.7%
60 BDYN BLACKROCK ETF TRUST 15,094.0 $419K 0.00% NEW $27.74 +1.5%
Page 3 of 11  ·  214 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 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%