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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 19 of 61  ·  1,213 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 AMP AMERIPRISE FINL INC Financial Services 7,754.0 $3.6M 0.03% +314.0 +4.2% $458.75 +22.1%
362 ERIC TELEFONAKTIEBOLAGET LM ERICS Technology 317,254.0 $3.5M 0.03% +17K +5.7% $11.15 -6.9%
363 EXPD EXPEDITORS INTL WASH INC Industrials 21,273.0 $3.5M 0.03% +9K +67.2% $162.98 +16.0%
364 IJR ISHARES TR 22,990.0 $3.4M 0.03% +14K +166.7% $148.31 -1.1%
365 ARM ARM HOLDINGS PLC Technology 9,591.0 $3.4M 0.03% +4K +81.4% $354.57 -31.9%
366 DEXC DIMENSIONAL ETF TRUST 41,009.0 $3.4M 0.03% NEW $82.61 -4.3%
367 WPC WP CAREY INC Real Estate 46,736.0 $3.3M 0.03% +10K +28.6% $71.50 +0.4%
368 LNG CHENIERE ENERGY INC Energy 13,958.0 $3.3M 0.03% $239.01 +16.6%
369 CINF CINCINNATI FINL CORP Financial Services 17,930.0 $3.3M 0.03% +6K +49.2% $185.14 -7.4%
370 MRSH MARSH & MCLENNAN COS INC Financial Services 19,518.0 $3.3M 0.03% -4K -17.8% $166.67 +16.0%
371 RBLX ROBLOX CORP Technology 59,698.0 $3.2M 0.03% -1K -2.2% $54.38 -28.1%
372 OMF ONEMAIN HLDGS INC Financial Services 53,192.0 $3.2M 0.03% -666.0 -1.2% $60.97 +3.7%
373 ADSK AUTODESK INC Technology 16,583.0 $3.2M 0.03% -226.0 -1.3% $194.42 +29.2%
374 TMUS T-MOBILE US INC Communication Services 19,176.0 $3.2M 0.03% -19K -50.0% $167.73 +8.3%
375 IP INTERNATIONAL PAPER CO Consumer Cyclical 84,131.0 $3.2M 0.03% -5K -5.9% $38.10 +7.6%
376 WEC WEC ENERGY GROUP INC Utilities 27,374.0 $3.2M 0.03% +7K +34.6% $116.77 -8.6%
377 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 18,903.0 $3.2M 0.03% +3K +16.6% $168.53 -9.0%
378 SNDR SCHNEIDER NATIONAL INC Industrials 85,178.0 $3.1M 0.03% +21K +32.6% $36.53 -5.0%
379 WRB BERKLEY W R CORP Financial Services 43,570.0 $3.1M 0.03% +6K +16.1% $70.53 -2.9%
380 FULT FULTON FINL CORP PA Financial Services 126,249.0 $3.1M 0.03% +31K +31.9% $24.19 -2.2%
Page 19 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%