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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 16 of 54  ·  1,077 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 QQQ INVESCO QQQ TR Financial Services 6,284.0 $3.9M 0.04% +761.0 +13.8% $614.31 +16.3%
302 BKR BAKER HUGHES COMPANY Energy 83,815.0 $3.8M 0.04% +7K +9.0% $45.54 +44.5%
303 PRU PRUDENTIAL FINL INC Financial Services 33,696.0 $3.8M 0.04% +4K +14.0% $112.88 -8.6%
304 E ENI S P A Energy 98,297.0 $3.7M 0.04% +18K +23.0% $37.94 +45.3%
305 DELL DELL TECHNOLOGIES INC Technology 29,551.0 $3.7M 0.04% -2K -7.2% $125.88 +100.9%
306 EA ELECTRONIC ARTS INC Communication Services 18,080.0 $3.7M 0.04% +3K +21.8% $204.33 -1.2%
307 AMP AMERIPRISE FINL INC Financial Services 7,440.0 $3.6M 0.04% -8K -51.5% $490.33 -8.1%
308 IX ORIX CORP Financial Services 124,709.0 $3.6M 0.04% +9K +7.5% $29.22 +34.4%
309 OMF ONEMAIN HLDGS INC Financial Services 53,858.0 $3.6M 0.04% +3K +5.4% $67.55 -20.4%
310 ACGL ARCH CAP GROUP LTD Financial Services 37,823.0 $3.6M 0.04% +4K +13.1% $95.92 +0.2%
311 NDAQ NASDAQ INC Financial Services 36,607.0 $3.6M 0.04% +6K +20.4% $97.13 -6.9%
312 IP INTERNATIONAL PAPER CO Consumer Cyclical 89,414.0 $3.5M 0.04% -20K -17.9% $39.39 -20.0%
313 GLPI GAMING & LEISURE PPTYS INC Real Estate 78,633.0 $3.5M 0.04% -3K -3.5% $44.69 +6.3%
314 VRSK VERISK ANALYTICS INC Industrials 15,698.0 $3.5M 0.04% -896.0 -5.4% $223.69 -23.7%
315 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 94,601.0 $3.5M 0.04% -535.0 -0.6% $37.00 -11.4%
316 NOK NOKIA CORP Technology 539,926.0 $3.5M 0.04% +139K +34.6% $6.47 +119.2%
317 NUE NUCOR CORP Basic Materials 21,353.0 $3.5M 0.04% +1K +4.9% $163.11 +38.8%
318 MAS MASCO CORP Industrials 54,607.0 $3.5M 0.04% -120K -68.7% $63.46 +5.8%
319 MDLZ MONDELEZ INTL INC Consumer Defensive 64,340.0 $3.5M 0.04% -111K -63.4% $53.83 +14.2%
320 IVZ INVESCO LTD Financial Services 130,480.0 $3.4M 0.04% -64K -33.0% $26.27 +2.7%
Page 16 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%