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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 18 of 61  ·  1,213 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 LYV LIVE NATION ENTERTAINMENT IN Communication Services 22,454.0 $4.1M 0.03% +486.0 +2.2% $183.11 +0.5%
342 IJH ISHARES TR 52,002.0 $4.0M 0.03% +13K +34.1% $77.11 -0.6%
343 IWF ISHARES TR 32,001.0 $4.0M 0.03% +22K +224.9% $124.17 -2.0%
344 MLI MUELLER INDS INC Industrials 32,021.0 $3.9M 0.03% +10K +47.3% $122.93 -48.2%
345 ZM ZOOM COMMUNICATIONS INC Technology 45,461.0 $3.9M 0.03% +12K +34.6% $86.31 +9.3%
346 ZTS ZOETIS INC Healthcare 54,575.0 $3.9M 0.03% -11K -16.2% $71.86 +8.6%
347 VOD VODAFONE GROUP PLC Communication Services 295,539.0 $3.9M 0.03% +84K +39.7% $13.22 +20.6%
348 ABNB AIRBNB INC Consumer Cyclical 27,311.0 $3.9M 0.03% +5K +24.6% $143.10 +31.9%
349 CL COLGATE PALMOLIVE CO Consumer Defensive 42,503.0 $3.9M 0.03% +11K +33.4% $91.68 +0.4%
350 GWW WW GRAINGER INC Industrials 2,851.0 $3.9M 0.03% +136.0 +5.0% $1360.53 -2.2%
351 FIX COMFORT SYS USA INC Industrials 1,938.0 $3.8M 0.03% +385.0 +24.8% $1981.80 -19.1%
352 RELX RELX PLC Communication Services 120,475.0 $3.8M 0.03% -9K -6.6% $31.67 +11.8%
353 VIG VANGUARD SPECIALIZED FUNDS 16,040.0 $3.8M 0.03% +2K +12.9% $236.62 +3.2%
354 KEYS KEYSIGHT TECHNOLOGIES INC Technology 10,827.0 $3.8M 0.03% -9K -46.0% $350.08 -8.2%
355 IVZ INVESCO LTD Financial Services 141,453.0 $3.7M 0.03% +11K +8.4% $26.39 +25.6%
356 BKNG BOOKING HOLDINGS INC Consumer Cyclical 20,902.0 $3.7M 0.03% +20K +4192.0% $178.24 +17.7%
357 ALLE ALLEGION PLC Industrials 26,241.0 $3.7M 0.03% +2K +7.2% $140.49 +13.9%
358 HLN HALEON PLC Healthcare 383,552.0 $3.6M 0.03% +60K +18.7% $9.33 +9.4%
359 PSO PEARSON PLC Communication Services 224,809.0 $3.6M 0.03% +68K +43.3% $15.89 +3.7%
360 MAS MASCO CORP Industrials 43,797.0 $3.6M 0.03% -11K -19.8% $81.37 -10.0%
Page 18 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%