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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 20 of 61  ·  1,213 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 NOC NORTHROP GRUMMAN CORP Industrials 5,974.0 $3.0M 0.03% +2K +41.9% $509.28 +6.5%
382 FNDA SCHWAB STRATEGIC TR 79,561.0 $3.0M 0.03% -5K -5.3% $38.06 -1.4%
383 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 89,078.0 $3.0M 0.03% +17K +22.7% $33.88 +12.5%
384 JHG JANUS HENDERSON GROUP PLC Financial Services 57,975.0 $3.0M 0.03% +28K +96.5% $51.95 +0.0%
385 WSM WILLIAMS SONOMA INC Consumer Cyclical 12,904.0 $3.0M 0.03% $233.11 +0.6%
386 XEL XCEL ENERGY INC Utilities 37,442.0 $3.0M 0.03% +1K +3.0% $80.31 -3.9%
387 RS RELIANCE INC Basic Materials 7,966.0 $3.0M 0.03% +2K +31.9% $373.62 +2.7%
388 PAYX PAYCHEX INC Industrials 29,914.0 $2.9M 0.02% -17K -35.7% $98.33 +27.1%
389 DFAS DIMENSIONAL ETF TRUST 35,623.0 $2.9M 0.02% +32K +846.2% $82.34 +0.3%
390 APLE APPLE HOSPITALITY REIT INC Real Estate 174,378.0 $2.9M 0.02% +60K +52.9% $16.81 -0.4%
391 STM STMICROELECTRONICS N V Technology 39,103.0 $2.9M 0.02% +28K +264.3% $74.89 -34.0%
392 IWB ISHARES TR 7,145.0 $2.9M 0.02% -35K -83.1% $409.48 +2.5%
393 RSG REPUBLIC SVCS INC Industrials 13,712.0 $2.9M 0.02% -5K -27.3% $213.08 +3.7%
394 CIEN CIENA CORP Technology 5,937.0 $2.9M 0.02% +525.0 +9.7% $490.55 -21.0%
395 IHG INTERCONTINENTAL HOTELS GROU Consumer Cyclical 16,723.0 $2.9M 0.02% +7K +64.1% $173.12 -5.4%
396 VEEV VEEVA SYS INC Healthcare 16,280.0 $2.9M 0.02% +6K +54.0% $177.47 +39.1%
397 ASX ASE TECHNOLOGY HLDG CO LTD Technology 64,003.0 $2.9M 0.02% +31K +92.5% $45.12 -17.8%
398 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 74,415.0 $2.9M 0.02% -87K -53.8% $38.73 +62.8%
399 LOGI LOGITECH INTL S A Technology 30,309.0 $2.9M 0.02% -2K -6.8% $94.04 +4.9%
400 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 44,349.0 $2.8M 0.02% +28K +174.3% $64.01 +15.5%
Page 20 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%