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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 30 of 61  ·  1,213 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 IWP ISHARES TR 7,907.0 $1.2M 0.01% +3K +52.3% $146.40 -2.7%
582 APAM ARTISAN PARTNERS ASSET MGMT Financial Services 33,499.0 $1.2M 0.01% -6K -15.5% $34.53 +26.1%
583 MGC VANGUARD WORLD FD 4,217.0 $1.2M 0.01% NEW $273.63 +2.4%
584 HEI HEICO CORP NEW Industrials 3,225.0 $1.1M 0.01% +689.0 +27.2% $356.23 -2.8%
585 NDSN NORDSON CORP Industrials 3,801.0 $1.1M 0.01% +606.0 +19.0% $301.69 +10.9%
586 CNO CNO FINL GROUP INC Financial Services 22,404.0 $1.1M 0.01% +5K +30.5% $50.98 +7.4%
587 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 5,882.0 $1.1M 0.01% +1K +23.3% $193.23 +5.5%
588 H HYATT HOTELS CORP Consumer Cyclical 5,858.0 $1.1M 0.01% -5K -48.3% $193.84 -8.4%
589 KB KB FINL GROUP INC Financial Services 10,794.0 $1.1M 0.01% +2K +19.8% $104.96 +15.1%
590 FN FABRINET Technology 2,008.0 $1.1M 0.01% +326.0 +19.4% $562.00 -22.1%
591 FANG DIAMONDBACK ENERGY INC Energy 6,395.0 $1.1M 0.01% +4K +126.8% $175.84 +13.7%
592 MSCI MSCI INC Financial Services 2,007.0 $1.1M 0.01% $560.03 +0.7%
593 THRO BLACKROCK ETF TRUST 25,945.0 $1.1M 0.01% -8K -24.4% $43.11 +1.0%
594 MRNA MODERNA INC Healthcare 15,957.0 $1.1M 0.01% NEW $70.03 +113.7%
595 PSTG EVERPURE INC 14,094.0 $1.1M 0.01% +2K +14.2% $78.77
596 WTS WATTS WATER TECHNOLOGIES INC Industrials 2,831.0 $1.1M 0.01% +328.0 +13.1% $391.36 -3.4%
597 RYN RAYONIER INC Real Estate 52,051.0 $1.1M 0.01% NEW $21.28 -2.2%
598 CRUS CIRRUS LOGIC INC Technology 7,457.0 $1.1M 0.01% NEW $148.53 -25.7%
599 EXEL EXELIXIS INC Healthcare 20,356.0 $1.1M 0.01% -6K -22.5% $54.41 +3.1%
600 FTV FORTIVE CORP Technology 17,973.0 $1.1M 0.01% +5K +33.5% $61.09 -1.4%
Page 30 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%