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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 23 of 54  ·  1,077 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 IBKR INTERACTIVE BROKERS GROUP Financial Services 26,088.0 $1.7M 0.02% +2K +8.0% $64.31 +30.4%
442 IYW ISHARES TR 8,395.0 $1.7M 0.02% +409.0 +5.1% $199.68 +20.2%
443 SF STIFEL FINL CORP Financial Services 13,358.0 $1.7M 0.02% +2K +13.6% $125.22 -41.6%
444 EQT EQT CORP Energy 31,008.0 $1.7M 0.02% +3K +11.1% $53.60 +7.7%
445 DXCM DEXCOM INC Healthcare 24,949.0 $1.7M 0.02% +238.0 +1.0% $66.37 +8.3%
446 VCYT VERACYTE INC Healthcare 39,270.0 $1.7M 0.02% +4K +10.0% $42.10 +7.3%
447 PTCT PTC THERAPEUTICS INC Healthcare 21,711.0 $1.6M 0.02% -12K -36.2% $75.96 -6.5%
448 THC TENET HEALTHCARE CORP Healthcare 8,202.0 $1.6M 0.02% +1K +14.6% $198.72 -5.7%
449 FITB FIFTH THIRD BANCORP Financial Services 34,683.0 $1.6M 0.02% $46.81 +5.0%
450 APAM ARTISAN PARTNERS ASSET MGMT Financial Services 39,649.0 $1.6M 0.02% +3K +9.0% $40.74 -8.9%
451 FMS FRESENIUS MEDICAL CARE AG Healthcare 67,771.0 $1.6M 0.02% +3K +4.4% $23.82 -5.5%
452 THO THOR INDS INC Consumer Cyclical 15,615.0 $1.6M 0.02% -2K -13.7% $102.67 -27.2%
453 EXPE EXPEDIA GROUP INC Consumer Cyclical 5,648.0 $1.6M 0.02% +1K +21.7% $283.31 -23.0%
454 HDB HDFC BANK LTD Financial Services 43,786.0 $1.6M 0.02% +2K +4.9% $36.54 -32.6%
455 INVA INNOVIVA INC Healthcare 79,704.0 $1.6M 0.02% -678.0 -0.8% $19.99 +11.1%
456 EPR EPR PPTYS Real Estate 31,634.0 $1.6M 0.02% +3K +11.6% $49.90 +17.7%
457 INSM INSMED INC Healthcare 9,030.0 $1.6M 0.02% +3K +40.6% $174.03 -37.1%
458 LADR LADDER CAP CORP Real Estate 142,815.0 $1.6M 0.02% -2K -1.5% $10.99 -9.2%
459 TEAM ATLASSIAN CORPORATION Technology 9,582.0 $1.6M 0.02% +850.0 +9.7% $162.13 -46.8%
460 DKNG DRAFTKINGS INC NEW Consumer Cyclical 45,002.0 $1.6M 0.02% -8K -15.4% $34.46 -26.3%
Page 23 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%