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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 28 of 61  ·  1,213 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 BRC BRADY CORP Industrials 15,141.0 $1.4M 0.01% +3K +28.0% $91.57 +2.8%
542 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 1,970.0 $1.4M 0.01% +336.0 +20.6% $703.34 -0.7%
543 APA APA CORPORATION Energy 42,036.0 $1.4M 0.01% +28K +201.4% $32.57 +26.5%
544 KRC KILROY REALTY CORP Real Estate 36,129.0 $1.4M 0.01% +13K +56.2% $37.47 -1.7%
545 FOX FOX CORP 28,896.0 $1.4M 0.01% -10K -25.5% $46.84
546 RSP INVESCO EXCHANGE TRADED FD T 6,350.0 $1.4M 0.01% +4K +224.8% $212.77 +4.4%
547 ONB OLD NATL BANCORP IND Financial Services 52,135.0 $1.4M 0.01% +19K +56.0% $25.90 -0.5%
548 HDB HDFC BANK LTD Financial Services 52,024.0 $1.3M 0.01% +8K +18.8% $25.83 -10.3%
549 BDX BECTON DICKINSON & CO Healthcare 8,798.0 $1.3M 0.01% +3K +65.9% $151.34 +25.7%
550 SLGN SILGAN HLDGS INC Consumer Cyclical 28,396.0 $1.3M 0.01% +7K +35.3% $46.39 -7.4%
551 D DOMINION ENERGY INC Utilities 18,938.0 $1.3M 0.01% -3K -12.8% $68.29 -2.0%
552 SPYD SPDR SERIES TRUST 27,083.0 $1.3M 0.01% NEW $47.71 +5.7%
553 EMN EASTMAN CHEM CO Basic Materials 19,256.0 $1.3M 0.01% -4K -16.5% $66.98 +8.9%
554 UNM UNUM GROUP Financial Services 14,359.0 $1.3M 0.01% +2K +19.4% $89.40 +2.4%
555 WDS WOODSIDE ENERGY GROUP LTD Energy 66,264.0 $1.3M 0.01% +28K +74.9% $19.32 +18.5%
556 ILMN ILLUMINA INC Healthcare 7,261.0 $1.3M 0.01% +3K +66.6% $175.85 +27.9%
557 WDAY WORKDAY INC Technology 10,403.0 $1.3M 0.01% +913.0 +9.6% $122.42 +55.8%
558 DEO DIAGEO PLC Consumer Defensive 15,803.0 $1.3M 0.01% +6K +68.0% $80.38 +16.5%
559 BAI BLACKROCK ETF TRUST 23,948.0 $1.3M 0.01% +6K +37.0% $52.72 -16.1%
560 RB GLOBAL INC 10,813.0 $1.3M 0.01% +2K +26.8% $116.44
Page 28 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%