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Portfolio (Quarterly) Guide ↗

QRG CAPITAL MANAGEMENT, INC.

· CIK 0001996454
13F Portfolio $8.3B AUM Filed Oct 28, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 1031 New
Page 30 of 52  ·  1,031 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 GHC GRAHAM HLDGS CO Consumer Defensive 657.0 $774K 0.01% NEW $1177.42 -6.9%
582 IWD ISHARES TR 3,796.0 $773K 0.01% NEW $203.59 +15.3%
583 F FORD MTR CO Consumer Cyclical 64,355.0 $770K 0.01% NEW $11.96 +14.3%
584 CORPAY INC 2,657.0 $766K 0.01% NEW $288.11
585 SKYW SKYWEST INC Industrials 7,591.0 $764K 0.01% NEW $100.62 -17.2%
586 HBAN HUNTINGTON BANCSHARES INC Financial Services 44,210.0 $764K 0.01% NEW $17.27 -8.2%
587 IJJ ISHARES TR 5,881.0 $763K 0.01% NEW $129.72 +7.8%
588 BALL BALL CORP Consumer Cyclical 15,018.0 $757K 0.01% NEW $50.42 +11.8%
589 LULU LULULEMON ATHLETICA INC Consumer Cyclical 4,247.0 $756K 0.01% NEW $177.93 -28.8%
590 IJR ISHARES TR 6,330.0 $752K 0.01% NEW $118.83 +14.7%
591 IWP ISHARES TR 5,278.0 $752K 0.01% NEW $142.41 -3.2%
592 GRUPO CIBEST SA 14,457.0 $751K 0.01% NEW $51.94
593 AVB AVALONBAY CMNTYS INC Real Estate 3,882.0 $750K 0.01% NEW $193.15 -4.7%
594 XLK SELECT SECTOR SPDR TR 2,658.0 $749K 0.01% NEW $281.86 -36.6%
595 MKL MARKEL GROUP INC Financial Services 392.0 $749K 0.01% NEW $1910.54 -3.0%
596 NTRA NATERA INC Healthcare 4,652.0 $749K 0.01% NEW $160.97 +26.5%
597 EQH EQUITABLE HLDGS INC Financial Services 14,745.0 $749K 0.01% NEW $50.78 -16.3%
598 NI NISOURCE INC Utilities 17,257.0 $747K 0.01% NEW $43.30 +10.2%
599 WTRG ESSENTIAL UTILS INC Utilities 18,668.0 $745K 0.01% NEW $39.90 -8.4%
600 AOS SMITH A O CORP Industrials 10,122.0 $743K 0.01% NEW $73.41 -22.1%
Page 30 of 52  ·  1,031 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 36.1%
Financial Services 12.8%
Consumer Cyclical 10.8%
Communication Services 10.8%
Healthcare 8.5%
Industrials 7.7%
Consumer Defensive 5.0%
Energy 2.7%
Utilities 2.2%
Real Estate 2.0%