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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 5 of 11  ·  214 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VESTA REAL ESTATE CORP 9,872.0 $339K 0.00% NEW $34.31
82 SCHB SCHWAB STRATEGIC TR 11,657.0 $338K 0.00% NEW $28.96 +1.9%
83 AGCO AGCO CORP Industrials 2,820.0 $338K 0.00% NEW $119.70 -8.0%
84 TSEM TOWER SEMICONDUCTOR LTD Technology 1,295.0 $338K 0.00% NEW $260.64 -19.0%
85 ZD ZIFF DAVIS INC Communication Services 6,358.0 $333K 0.00% NEW $52.37 +6.4%
86 VLUE ISHARES TR 1,665.0 $333K 0.00% NEW $199.81 +0.2%
87 MTX MINERALS TECHNOLOGIES INC Basic Materials 4,488.0 $332K 0.00% NEW $73.98 -2.8%
88 AIN ALBANY INTL CORP Consumer Cyclical 4,445.0 $331K 0.00% NEW $74.51 -21.7%
89 DGRW WISDOMTREE TR 3,452.0 $330K 0.00% NEW $95.62 +3.8%
90 SPMO INVESCO EXCH TRADED FD TR II 2,043.0 $330K 0.00% NEW $161.54 -9.5%
91 FMX FOMENTO ECONOMICO MEXICANO S Consumer Defensive 2,557.0 $327K 0.00% NEW $127.88 -4.6%
92 PHIN PHINIA INC Consumer Cyclical 3,969.0 $327K 0.00% NEW $82.36 -13.5%
93 MUSA MURPHY USA INC Consumer Cyclical 600.0 $323K 0.00% NEW $538.90 +5.4%
94 SOXX ISHARES TR 500.0 $320K 0.00% NEW $640.76 -21.0%
95 NU NU HLDGS LTD Financial Services 23,678.0 $316K 0.00% NEW $13.36 +10.5%
96 CDLR CADELER A S Industrials 14,438.0 $316K 0.00% NEW $21.91 +9.4%
97 OMAB GRUPO AEROPORTUARIO DEL CENT Industrials 2,764.0 $313K 0.00% NEW $113.07 -9.0%
98 CBT CABOT CORP Basic Materials 3,433.0 $312K 0.00% NEW $90.82 -7.6%
99 ASB ASSOCIATED BANC-CORP Financial Services 9,966.0 $307K 0.00% NEW $30.77 +0.4%
100 ET ENERGY TRANSFER L P Energy 15,929.0 $305K 0.00% NEW $19.12 +10.3%
Page 5 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%