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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 36 of 52  ·  1,031 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 DFAC DIMENSIONAL ETF TRUST 13,516.0 $521K 0.01% NEW $38.57 +12.4%
702 RLI RLI CORP Financial Services 7,992.0 $521K 0.01% NEW $65.22 -19.3%
703 PPG PPG INDS INC Basic Materials 4,952.0 $520K 0.01% NEW $105.11 -0.7%
704 CHCO CITY HLDG CO Financial Services 4,194.0 $520K 0.01% NEW $123.88 +0.4%
705 IWR ISHARES TR 5,381.0 $520K 0.01% NEW $96.55 +8.8%
706 TWLO TWILIO INC Communication Services 5,185.0 $519K 0.01% NEW $100.10 +89.1%
707 WSO WATSCO INC Industrials 1,283.0 $519K 0.01% NEW $404.33 -4.4%
708 CRTO CRITEO S A Communication Services 22,907.0 $518K 0.01% NEW $22.60 -24.0%
709 CW CURTISS WRIGHT CORP Industrials 949.0 $515K 0.01% NEW $542.94 +33.9%
710 DFUS DIMENSIONAL ETF TRUST 7,087.0 $513K 0.01% NEW $72.44 +11.5%
711 ARI APOLLO COML REAL EST FIN INC Real Estate 50,589.0 $512K 0.01% NEW $10.13 +8.1%
712 KNSL KINSALE CAP GROUP INC Financial Services 1,203.0 $512K 0.01% NEW $425.26 -26.6%
713 CNX CNX RES CORP Energy 15,841.0 $509K 0.01% NEW $32.12 +10.7%
714 SBS COMPANHIA DE SANEAMENTO BASI Utilities 20,341.0 $506K 0.01% NEW $24.89 -76.5%
715 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 5,425.0 $506K 0.01% NEW $93.26 +1.3%
716 OVV OVINTIV INC Energy 12,514.0 $505K 0.01% NEW $40.38 +45.8%
717 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 9,444.0 $504K 0.01% NEW $53.39 -32.0%
718 DG DOLLAR GEN CORP NEW Consumer Defensive 4,865.0 $503K 0.01% NEW $103.35 +1.7%
719 WBD WARNER BROS DISCOVERY INC Communication Services 25,742.0 $503K 0.01% NEW $19.53 +40.4%
720 CACI CACI INTL INC Technology 1,007.0 $502K 0.01% NEW $498.92 -1.8%
Page 36 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%