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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 6 of 11  ·  214 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 BEN FRANKLIN RESOURCES INC Financial Services 9,140.0 $304K 0.00% NEW $33.27 +4.1%
102 IWY ISHARES TR 1,038.0 $302K 0.00% NEW $290.62 -2.7%
103 CRS CARPENTER TECHNOLOGY CORP Industrials 489.0 $302K 0.00% NEW $616.84 -22.7%
104 FRDM EA SERIES TRUST 4,127.0 $301K 0.00% NEW $72.90 -6.7%
105 ATO ATMOS ENERGY CORP Utilities 1,735.0 $299K 0.00% NEW $172.30 -2.6%
106 IJT ISHARES TR 1,669.0 $298K 0.00% NEW $178.60 -3.0%
107 XSMO INVESCO EXCHANGE TRADED FD T 3,168.0 $297K 0.00% NEW $93.63 -8.9%
108 DY DYCOM INDS INC Industrials 585.0 $296K 0.00% NEW $505.59 -24.7%
109 SPXC SPX TECHNOLOGIES INC Industrials 1,195.0 $293K 0.00% NEW $245.11 -18.0%
110 AAT AMERICAN ASSETS TR INC Real Estate 11,835.0 $292K 0.00% NEW $24.69 -6.8%
111 VDC VANGUARD WORLD FD 1,294.0 $292K 0.00% NEW $225.49 +4.5%
112 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 5,081.0 $291K 0.00% NEW $57.22 +13.7%
113 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 3,265.0 $289K 0.00% NEW $88.60 -37.5%
114 VONV VANGUARD SCOTTSDALE FDS 2,640.0 $281K 0.00% NEW $106.31 +6.6%
115 PIPR PIPER SANDLER COMPANIES Financial Services 3,874.0 $280K 0.00% NEW $72.34 +3.4%
116 CLH CLEAN HARBORS INC Industrials 938.0 $280K 0.00% NEW $298.75 +5.0%
117 BLCR BLACKROCK ETF TRUST 5,545.0 $279K 0.00% NEW $50.37 -3.0%
118 MTCH MATCH GROUP INC NEW Communication Services 7,334.0 $279K 0.00% NEW $38.05 +9.7%
119 CNQ CANADIAN NAT RES LTD MED TER Energy 7,049.0 $278K 0.00% NEW $39.50 +28.3%
120 CVBF CVB FINL CORP Financial Services 12,276.0 $277K 0.00% NEW $22.55 -0.5%
Page 6 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%