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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 15 of 54  ·  1,077 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 TER TERADYNE INC Technology 21,213.0 $4.1M 0.05% -50K -70.0% $193.56 +77.9%
282 MFG MIZUHO FINANCIAL GROUP INC Financial Services 557,846.0 $4.1M 0.04% +160K +40.2% $7.32 +26.6%
283 BP BP PLC Energy 117,392.0 $4.1M 0.04% +20K +20.8% $34.73 +29.2%
284 KEYS KEYSIGHT TECHNOLOGIES INC Technology 20,052.0 $4.1M 0.04% +3K +15.5% $203.19 +66.1%
285 PUK PRUDENTIAL PLC Financial Services 130,295.0 $4.1M 0.04% +119K +1036.4% $31.12 +0.4%
286 O REALTY INCOME CORP Real Estate 71,913.0 $4.1M 0.04% +29K +67.7% $56.37 +10.4%
287 LEIDOS HOLDINGS INC 22,448.0 $4.0M 0.04% +3K +14.0% $180.40
288 VTI VANGUARD INDEX FDS 12,007.0 $4.0M 0.04% -606.0 -4.8% $335.27 +8.9%
289 RSG REPUBLIC SVCS INC Industrials 18,861.0 $4.0M 0.04% -2K -10.7% $211.93 +0.1%
290 ELV ELEVANCE HEALTH INC Healthcare 11,388.0 $4.0M 0.04% +1K +11.7% $350.55 +11.2%
291 CI THE CIGNA GROUP Healthcare 14,415.0 $4.0M 0.04% -28K -66.2% $275.22 +2.5%
292 CTVA CORTEVA INC Basic Materials 59,152.0 $4.0M 0.04% -910.0 -1.5% $67.03 +17.9%
293 L LOEWS CORP Financial Services 37,538.0 $4.0M 0.04% +10K +37.4% $105.31 +3.7%
294 MCHP MICROCHIP TECHNOLOGY INC. Technology 61,923.0 $3.9M 0.04% +6K +11.0% $63.72 +43.0%
295 FERG FERGUSON ENTERPRISES INC Industrials 17,714.0 $3.9M 0.04% +5K +36.0% $222.63 +0.5%
296 AMT AMERICAN TOWER CORP NEW Real Estate 22,373.0 $3.9M 0.04% -5K -18.5% $175.57 +4.7%
297 ALLE ALLEGION PLC Industrials 24,473.0 $3.9M 0.04% +2K +6.7% $159.22 -17.9%
298 NSC NORFOLK SOUTHN CORP Industrials 13,431.0 $3.9M 0.04% +2K +13.1% $288.71 +7.9%
299 EFX EQUIFAX INC Industrials 17,852.0 $3.9M 0.04% +12K +196.8% $216.97 -24.8%
300 HMC HONDA MOTOR LTD Consumer Cyclical 131,139.0 $3.9M 0.04% +14K +12.3% $29.48 -10.9%
Page 15 of 54  ·  1,077 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%