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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 13 of 61  ·  1,213 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 Q QNITY ELECTRONICS INC Technology 48,349.0 $7.9M 0.07% +44K +942.2% $163.30 -21.9%
242 FAST FASTENAL CO Industrials 163,156.0 $7.8M 0.07% +18K +12.8% $48.03 +5.5%
243 VUG VANGUARD INDEX FDS 90,805.0 $7.8M 0.07% +77K +578.3% $86.14 +1.4%
244 AGNC AGNC INVT CORP Real Estate 713,525.0 $7.8M 0.06% +658K +1177.7% $10.90 +0.1%
245 QQQ INVESCO QQQ TR Financial Services 10,505.0 $7.7M 0.06% +4K +67.2% $736.40 -3.5%
246 ECL ECOLAB INC Basic Materials 27,606.0 $7.7M 0.06% +5K +23.4% $278.61 +2.9%
247 AEE AMEREN CORP Utilities 67,474.0 $7.6M 0.06% +11K +20.4% $113.04 -5.4%
248 HST HOST HOTELS & RESORTS INC Real Estate 319,039.0 $7.6M 0.06% +87K +37.7% $23.71 -2.8%
249 SONY SONY GROUP CORP Technology 376,923.0 $7.6M 0.06% -17K -4.2% $20.06 +19.1%
250 FERG FERGUSON ENTERPRISES INC Industrials 31,697.0 $7.5M 0.06% +14K +78.9% $237.33 -1.2%
251 HBAN HUNTINGTON BANCSHARES INC Financial Services 416,985.0 $7.4M 0.06% +373K +849.7% $17.73 -4.5%
252 MFG MIZUHO FINANCIAL GROUP INC Financial Services 765,157.0 $7.3M 0.06% +207K +37.2% $9.58 +8.4%
253 KMI KINDER MORGAN INC DEL Energy 224,085.0 $7.2M 0.06% +24K +12.0% $31.97 -2.3%
254 COHR COHERENT CORP Technology 17,918.0 $7.1M 0.06% +11K +158.4% $394.47 -27.9%
255 CEG CONSTELLATION ENERGY CORP Utilities 28,012.0 $7.0M 0.06% -4K -12.1% $248.37 +11.1%
256 DHR DANAHER CORP DEL Healthcare 36,461.0 $6.9M 0.06% +3K +10.2% $190.48 +12.9%
257 SLB SLB LIMITED Energy 149,030.0 $6.9M 0.06% +135K +946.2% $46.49 +16.2%
258 TSN TYSON FOODS INC Consumer Defensive 120,407.0 $6.9M 0.06% +18K +18.1% $57.25 +0.1%
259 INTU INTUIT Technology 26,269.0 $6.9M 0.06% -25K -49.2% $261.00 +38.7%
260 E ENI SPA Energy 144,171.0 $6.8M 0.06% +46K +46.7% $46.86 +15.7%
Page 13 of 61  ·  1,213 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%