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Portfolio (Quarterly) Guide ↗

QRG CAPITAL MANAGEMENT, INC.

· CIK 0001996454
13F Portfolio $9.0B AUM 1,077 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 86 New 732 Added 229 Reduced 40 Exited
Page 11 of 12  ·  229 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 EEM ISHARES TR 5,248.0 $287K 0.00% -2K -23.6% $54.71 +20.7%
202 CELH CELSIUS HLDGS INC Consumer Defensive 6,238.0 $285K 0.00% -286.0 -4.4% $45.74 -35.1%
203 SKM SK TELECOM CO LTD Communication Services 13,575.0 $279K 0.00% -14K -51.2% $20.53 +84.9%
204 DFUV DIMENSIONAL ETF TRUST 5,969.0 $278K 0.00% -65.0 -1.1% $46.59 +13.3%
205 CIG CIA ENERGETICA DE MINAS Utilities 137,806.0 $276K 0.00% -14K -9.0% $2.00 +11.5%
206 BAH BOOZ ALLEN HAMILTON HLDG Industrials 3,234.0 $273K 0.00% -48.0 -1.5% $84.35 -9.5%
207 WB WEIBO CORP Communication Services 25,983.0 $266K 0.00% -8K -23.8% $10.22 -19.2%
208 ZBRA ZEBRA TECHNOLOGIES Technology 1,079.0 $262K 0.00% -221.0 -17.0% $242.82 +0.3%
209 SANM SANMINA CORPORATION Technology 1,715.0 $257K 0.00% -1K -40.2% $150.07 +54.0%
210 FDS FACTSET RESH SYS INC Financial Services 855.0 $248K 0.00% -48.0 -5.3% $290.35 -22.5%
211 PAYC PAYCOM SOFTWARE INC Technology 1,517.0 $242K 0.00% -1K -44.3% $159.38 -15.7%
212 SCHA SCHWAB STRATEGIC TR 8,480.0 $242K 0.00% -381.0 -4.3% $28.48 +16.5%
213 ALC ALCON AG Healthcare 3,007.0 $237K 0.00% -69.0 -2.2% $78.97 -14.0%
214 MORN MORNINGSTAR INC Financial Services 1,080.0 $235K 0.00% -47.0 -4.2% $217.31 -20.2%
215 DIOD DIODES INC Technology 4,715.0 $233K 0.00% -530.0 -10.1% $49.34 +95.2%
216 TLN TALEN ENERGY CORP Utilities 612.0 $229K 0.00% -21.0 -3.3% $374.84 -8.1%
217 GEN GEN DIGITAL INC Technology 8,376.0 $228K 0.00% -9K -51.3% $27.19 -8.6%
218 EVEREST GROUP LTD 642.0 $218K 0.00% -768.0 -54.5% $339.32
219 VSS VANGUARD INTL EQUITY INDEX 1,504.0 $216K 0.00% -181.0 -10.7% $143.33 +10.7%
220 UCB UNITED CMNTY BKS BLAIRSVLE Financial Services 6,840.0 $214K 0.00% -267.0 -3.8% $31.22 +6.7%
Page 11 of 12  ·  229 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 36.0%
Financial Services 13.1%
Communication Services 10.9%
Consumer Cyclical 10.5%
Healthcare 9.2%
Industrials 7.8%
Consumer Defensive 4.5%
Energy 2.6%
Utilities 2.1%
Real Estate 1.8%