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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 46 of 52  ·  1,031 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 RL RALPH LAUREN CORP Consumer Cyclical 891.0 $279K 0.00% NEW $313.40 +5.1%
902 DIOD DIODES INC Technology 5,245.0 $279K 0.00% NEW $53.21 +81.0%
903 ACA ARCOSA INC Industrials 2,956.0 $277K 0.00% NEW $93.71 +27.1%
904 VEON LTD 5,086.0 $277K 0.00% NEW $54.43
905 HTH HILLTOP HOLDINGS INC Financial Services 8,233.0 $275K 0.00% NEW $33.42 +11.7%
906 LTM LATAM AIRLINES GROUP SA Industrials 6,076.0 $275K 0.00% NEW $45.25 +12.6%
907 SCHG SCHWAB STRATEGIC TR 8,598.0 $274K 0.00% NEW $31.91 +7.5%
908 VOT VANGUARD INDEX FDS 930.0 $273K 0.00% NEW $293.84 -1.7%
909 DAYFORCE INC 3,964.0 $273K 0.00% NEW $68.89
910 ASTS AST SPACEMOBILE INC Technology 5,524.0 $271K 0.00% NEW $49.08 +96.1%
911 TEX TEREX CORP NEW Industrials 5,268.0 $270K 0.00% NEW $51.30 +12.3%
912 DFUV DIMENSIONAL ETF TRUST 6,034.0 $270K 0.00% NEW $44.69 +18.1%
913 ASR GRUPO AEROPORTUARIO DEL SURE Industrials 833.0 $269K 0.00% NEW $323.50 -4.6%
914 TLN TALEN ENERGY CORP Utilities 633.0 $269K 0.00% NEW $425.38 -19.0%
915 OSIS OSI SYSTEMS INC Technology 1,078.0 $269K 0.00% NEW $249.24 -16.6%
916 LI LI AUTO INC Consumer Cyclical 10,541.0 $267K 0.00% NEW $25.34 -36.1%
917 EXP EAGLE MATLS INC Basic Materials 1,139.0 $265K 0.00% NEW $233.10 -14.6%
918 AA ALCOA CORP Basic Materials 8,034.0 $264K 0.00% NEW $32.89 +101.5%
919 VXF VANGUARD INDEX FDS 1,260.0 $264K 0.00% NEW $209.34 +9.2%
920 TECHNIPFMC PLC 6,674.0 $263K 0.00% NEW $39.45
Page 46 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%