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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 29 of 54  ·  1,077 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 NICE NICE LTD Technology 8,212.0 $928K 0.01% +2K +27.9% $113.04 -15.6%
562 BRC BRADY CORP Industrials 11,831.0 $927K 0.01% +717.0 +6.5% $78.37 +7.9%
563 NTES NETEASE INC Technology 6,723.0 $925K 0.01% +485.0 +7.8% $137.63 -16.9%
564 TCOM TRIP COM GROUP LTD Consumer Cyclical 12,867.0 $925K 0.01% +353.0 +2.8% $71.91 -32.5%
565 SKYW SKYWEST INC Industrials 9,213.0 $925K 0.01% +2K +21.4% $100.41 -17.1%
566 ESI ELEMENT SOLUTIONS INC Basic Materials 36,568.0 $914K 0.01% +4K +10.9% $24.99 +61.5%
567 XLK SELECT SECTOR SPDR TR 6,345.0 $913K 0.01% +4K +138.7% $143.97 +24.1%
568 IVE ISHARES TR 4,303.0 $913K 0.01% +2K +94.0% $212.06 +6.6%
569 ITOT ISHARES TR 6,114.0 $909K 0.01% +2K +35.3% $148.69 +9.1%
570 VWO VANGUARD INTL EQUITY INDEX 16,878.0 $907K 0.01% +2K +10.9% $53.76 +9.2%
571 SHG SHINHAN FINANCIAL GROUP CO Financial Services 16,879.0 $905K 0.01% +3K +20.0% $53.63 +19.7%
572 ICICI BANK LIMITED 30,343.0 $904K 0.01% -1K -4.6% $29.80
573 EHC ENCOMPASS HEALTH CORP Healthcare 8,509.0 $903K 0.01% +462.0 +5.7% $106.14 -1.6%
574 EIX EDISON INTL Utilities 15,014.0 $901K 0.01% +2K +16.1% $60.02 +17.2%
575 CASY CASEYS GEN STORES INC Consumer Cyclical 1,627.0 $899K 0.01% +207.0 +14.6% $552.66 +49.2%
576 RGLD ROYAL GOLD INC Basic Materials 4,019.0 $893K 0.01% +458.0 +12.9% $222.28 +0.4%
577 RJF RAYMOND JAMES FINL INC Financial Services 5,512.0 $885K 0.01% +429.0 +8.4% $160.59 -5.3%
578 IJJ ISHARES TR 6,716.0 $884K 0.01% +835.0 +14.2% $131.59 +6.3%
579 TWLO TWILIO INC Communication Services 6,201.0 $882K 0.01% +1K +19.6% $142.24 +33.1%
580 ENTG ENTEGRIS INC Technology 10,455.0 $881K 0.01% +2K +21.6% $84.25 +56.0%
Page 29 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%