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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 19 of 54  ·  1,077 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 WRB BERKLEY W R CORP Financial Services 37,530.0 $2.6M 0.03% +2K +6.6% $70.12 -2.7%
362 BKNG BOOKING HOLDINGS INC Consumer Cyclical 487.0 $2.6M 0.03% +82.0 +20.2% $5355.33 -97.0%
363 SE SEA LTD Consumer Cyclical 20,437.0 $2.6M 0.03% -2K -9.3% $127.57 -31.6%
364 AME AMETEK INC Industrials 12,557.0 $2.6M 0.03% +4K +40.0% $205.31 +8.7%
365 TOTALENERGIES SE 39,200.0 $2.6M 0.03% NEW $65.39
366 IJH ISHARES TR 38,791.0 $2.6M 0.03% +3K +9.6% $66.00 +10.5%
367 IEMG ISHARES INC 38,079.0 $2.6M 0.03% +4K +13.3% $67.22 +19.9%
368 FNDF SCHWAB STRATEGIC TR 56,172.0 $2.5M 0.03% +5K +9.1% $45.21 +18.7%
369 FOX FOX CORP Communication Services 38,776.0 $2.5M 0.03% -3K -8.2% $64.93 -11.2%
370 CL COLGATE PALMOLIVE CO Consumer Defensive 31,852.0 $2.5M 0.03% -1K -3.7% $79.02 +14.5%
371 MLI MUELLER INDS INC Industrials 21,745.0 $2.5M 0.03% +2K +10.2% $114.80 +16.4%
372 REGCO REGENCY CTRS CORP Real Estate 35,924.0 $2.5M 0.03% +323.0 +0.9% $69.03 -66.9%
373 PSX PHILLIPS 66 Energy 19,164.0 $2.5M 0.03% +6K +50.6% $129.04 +39.0%
374 PEG PUBLIC SVC ENTERPRISE GRP Utilities 30,602.0 $2.5M 0.03% -217.0 -0.7% $80.30 -2.3%
375 HLI HOULIHAN LOKEY INC Financial Services 13,964.0 $2.4M 0.03% +2K +20.3% $174.19 -13.0%
376 XYL XYLEM INC Industrials 17,649.0 $2.4M 0.03% +1K +6.2% $136.18 -20.5%
377 NOC NORTHROP GRUMMAN CORP Industrials 4,210.0 $2.4M 0.03% +2K +91.1% $570.28 -3.3%
378 DDOG DATADOG INC Technology 17,597.0 $2.4M 0.03% +2K +14.8% $135.99 +60.3%
379 PRIM PRIMORIS SVCS CORP Industrials 19,141.0 $2.4M 0.03% +9K +95.4% $124.14 -14.1%
380 BWA BORGWARNER INC Consumer Cyclical 52,636.0 $2.4M 0.03% +2K +3.2% $45.06 +41.0%
Page 19 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%