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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 17 of 61  ·  1,213 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 46,705.0 $4.5M 0.04% +9K +23.5% $95.98 +24.4%
322 BKR BAKER HUGHES COMPANY Energy 79,645.0 $4.4M 0.04% -4K -5.0% $55.50 +11.4%
323 DTE DTE ENERGY CO Utilities 28,810.0 $4.4M 0.04% -8K -21.5% $152.37 -10.7%
324 NKE NIKE INC Consumer Cyclical 106,883.0 $4.4M 0.04% +21K +24.6% $41.05 -3.8%
325 PRU PRUDENTIAL FINL INC Financial Services 40,530.0 $4.4M 0.04% +7K +20.3% $107.93 +11.3%
326 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 11,302.0 $4.4M 0.04% -86.0 -0.8% $386.74 +3.1%
327 IEMG ISHARES INC 52,710.0 $4.4M 0.04% +15K +38.4% $82.84 -1.1%
328 RF REGIONS FINANCIAL CORP NEW Financial Services 144,105.0 $4.4M 0.04% +42K +40.6% $30.20 +1.4%
329 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 127,975.0 $4.4M 0.04% +33K +35.3% $34.00 +10.1%
330 ENS ENERSYS Industrials 18,583.0 $4.3M 0.04% +8K +80.3% $233.81 -16.9%
331 MTB M & T BK CORP Financial Services 18,237.0 $4.3M 0.04% +9K +91.5% $238.02 +1.0%
332 URI UNITED RENTALS INC Industrials 3,818.0 $4.3M 0.04% -207.0 -5.1% $1132.77 -7.0%
333 HMC HONDA MOTOR CO LTD Consumer Cyclical 158,664.0 $4.3M 0.04% +28K +21.0% $27.11 +17.3%
334 COIN COINBASE GLOBAL INC Financial Services 29,388.0 $4.3M 0.04% +15K +101.7% $146.19 +28.0%
335 DYNF BLACKROCK ETF TRUST 62,723.0 $4.3M 0.04% +18K +40.3% $68.01 +1.5%
336 ACGL ARCH CAP GROUP LTD Financial Services 43,515.0 $4.2M 0.04% +6K +15.1% $97.06 +3.6%
337 CENCORA INC 14,829.0 $4.2M 0.04% +574.0 +4.0% $282.99
338 OWL BLUE OWL CAPITAL INC Financial Services 472,852.0 $4.1M 0.03% +430K +995.9% $8.75 +34.7%
339 QUAL ISHARES TR 18,778.0 $4.1M 0.03% +3K +15.9% $219.43 +2.1%
340 PUK PRUDENTIAL PLC Financial Services 153,633.0 $4.1M 0.03% +23K +17.9% $26.81 +6.0%
Page 17 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%