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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 20 of 54  ·  1,077 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 VEEV VEEVA SYS INC Healthcare 10,573.0 $2.4M 0.03% -429.0 -3.9% $223.22 -26.1%
382 TXT TEXTRON INC Industrials 27,017.0 $2.4M 0.03% -1K -5.1% $87.17 +2.7%
383 WPC WP CAREY INC Real Estate 36,357.0 $2.3M 0.03% -6K -13.7% $64.36 +16.5%
384 FIS FIDELITY NATL INFORMATION Technology 34,913.0 $2.3M 0.03% +5K +16.4% $66.46 -34.4%
385 MSI MOTOROLA SOLUTIONS INC Technology 6,035.0 $2.3M 0.03% +71.0 +1.2% $383.31 +4.4%
386 TRGP TARGA RES CORP Energy 12,464.0 $2.3M 0.03% +4K +45.6% $184.50 +46.7%
387 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 16,214.0 $2.3M 0.03% -3K -16.6% $141.83 +9.6%
388 WSM WILLIAMS SONOMA INC Consumer Cyclical 12,870.0 $2.3M 0.03% +4K +47.1% $178.59 +0.9%
389 UTHR UNITED THERAPEUTICS CORP Healthcare 4,690.0 $2.3M 0.03% +591.0 +14.4% $487.21 +15.7%
390 IEFA ISHARES TR 25,488.0 $2.3M 0.03% +2K +9.4% $89.46 +8.8%
391 TEVA TEVA PHARMACEUTICAL INDS Healthcare 72,573.0 $2.3M 0.03% $31.21 +10.0%
392 DKS DICKS SPORTING GOODS INC Consumer Cyclical 11,312.0 $2.2M 0.03% +4K +53.9% $197.96 +12.0%
393 PSO PEARSON PLC Communication Services 156,839.0 $2.2M 0.03% +36K +30.1% $14.04 +8.0%
394 NTRS NORTHERN TR CORP Financial Services 15,922.0 $2.2M 0.02% +2K +16.9% $136.59 +22.3%
395 TRMB TRIMBLE INC Technology 27,548.0 $2.2M 0.02% -2K -8.3% $78.35 -28.6%
396 OTIS OTIS WORLDWIDE CORP Industrials 24,553.0 $2.1M 0.02% +3K +14.8% $87.35 -18.0%
397 WEC WEC ENERGY GROUP INC Utilities 20,337.0 $2.1M 0.02% +4K +26.2% $105.46 +4.9%
398 DT DYNATRACE INC Technology 49,284.0 $2.1M 0.02% -2K -4.1% $43.34 -9.7%
399 IWD ISHARES TR 10,120.0 $2.1M 0.02% +6K +166.6% $210.35 +11.6%
400 G GENPACT LIMITED Technology 45,193.0 $2.1M 0.02% -2K -3.2% $46.78 -31.6%
Page 20 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%