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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 12 of 12  ·  229 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 ORA ORMAT TECHNOLOGIES INC Utilities 1,908.0 $211K 0.00% -2K -49.5% $110.47 +21.2%
222 MP MP MATERIALS CORP Basic Materials 4,158.0 $210K 0.00% -373.0 -8.2% $50.52 +22.2%
223 SFNC SIMMONS 1ST NATL CORP Financial Services 10,840.0 $204K 0.00% -6K -34.3% $18.85 +12.8%
224 IRSA INVERSIONES Y REP S A 10,073.0 $167K 0.00% -3K -20.7% $16.54
225 WIT WIPRO LTD Technology 54,374.0 $154K 0.00% -11K -17.1% $2.84 -30.6%
226 GGB GERDAU SA Basic Materials 26,904.0 $99K 0.00% -20K -43.2% $3.69 +27.4%
227 EXPI EXP WORLD HLDGS INC Real Estate 10,508.0 $95K 0.00% -6K -34.7% $9.05 -43.9%
228 ESRT EMPIRE ST RLTY TR INC Real Estate 10,544.0 $69K 0.00% -3K -21.7% $6.52 -13.5%
229 LX LEXINFINTECH HLDGS LTD Financial Services 12,793.0 $42K -2K -16.3% $3.27 -41.0%
Page 12 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%