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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 22 of 54  ·  1,077 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 IWV ISHARES TR 4,855.0 $1.9M 0.02% +3K +209.6% $386.86 +8.7%
422 WMG WARNER MUSIC GROUP CORP Communication Services 60,887.0 $1.9M 0.02% NEW $30.67 +10.6%
423 MEDP MEDPACE HLDGS INC Healthcare 3,320.0 $1.9M 0.02% +434.0 +15.0% $561.73 -23.4%
424 EPRT ESSENTIAL PPTYS RLTY TR INC Real Estate 62,433.0 $1.9M 0.02% +1K +2.1% $29.66 +5.8%
425 FLEX FLEX LTD Technology 30,631.0 $1.9M 0.02% +14K +80.7% $60.42 +116.9%
426 TTD THE TRADE DESK INC Technology 48,730.0 $1.8M 0.02% -7K -12.3% $37.96 -44.6%
427 FULT FULTON FINL CORP PA Financial Services 95,681.0 $1.8M 0.02% +2K +2.2% $19.33 +10.7%
428 WU WESTERN UN CO Financial Services 196,592.0 $1.8M 0.02% +69K +54.2% $9.31 -7.8%
429 IAC IAC INC Technology 46,561.0 $1.8M 0.02% +1K +3.3% $39.10 +5.3%
430 H HYATT HOTELS CORP Consumer Cyclical 11,328.0 $1.8M 0.02% -3K -22.9% $160.33 +9.5%
431 OEF ISHARES TR 5,242.0 $1.8M 0.02% +670.0 +14.7% $342.97 +8.0%
432 CFG CITIZENS FINL GROUP INC Financial Services 30,627.0 $1.8M 0.02% +5K +19.4% $58.41 +7.5%
433 PHG KONINKLIJKE PHILIPS N V Healthcare 65,249.0 $1.8M 0.02% -9K -11.6% $27.08 -1.3%
434 CSGP COSTAR GROUP INC Real Estate 25,952.0 $1.7M 0.02% -5K -17.0% $67.24 -49.5%
435 RS RELIANCE INC Basic Materials 6,039.0 $1.7M 0.02% -473.0 -7.3% $288.88 +25.4%
436 Z ZILLOW GROUP INC Communication Services 25,392.0 $1.7M 0.02% +613.0 +2.5% $68.22 -46.5%
437 APD AIR PRODS & CHEMS INC Basic Materials 6,972.0 $1.7M 0.02% -885.0 -11.3% $247.03 +17.5%
438 SNDR SCHNEIDER NATIONAL INC Industrials 64,217.0 $1.7M 0.02% +4K +7.5% $26.53 +26.6%
439 HPQ HP INC Technology 75,946.0 $1.7M 0.02% +10K +15.4% $22.28 -1.7%
440 IDXX IDEXX LABS INC Healthcare 2,496.0 $1.7M 0.02% +566.0 +29.3% $676.46 -18.2%
Page 22 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%