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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 34 of 54  ·  1,077 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 NI NISOURCE INC Utilities 16,335.0 $682K 0.01% -922.0 -5.3% $41.76 +14.3%
662 CSGS CSG SYS INTL INC Technology 8,870.0 $680K 0.01% +1K +15.4% $76.69 +5.2%
663 CRTO CRITEO S A Communication Services 32,964.0 $679K 0.01% +10K +43.9% $20.61 -16.7%
664 SCHM SCHWAB STRATEGIC TR 22,592.0 $679K 0.01% -601.0 -2.6% $30.07 +14.9%
665 SUI SUN CMNTYS INC Real Estate 5,481.0 $679K 0.01% NEW $123.92 -0.7%
666 HUM HUMANA INC Healthcare 2,649.0 $678K 0.01% +2K +170.0% $256.12 +18.6%
667 TS TENARIS S A Energy 17,609.0 $677K 0.01% -29K -61.9% $38.45 +57.8%
668 AOS SMITH A O CORP Industrials 10,095.0 $675K 0.01% $66.88 -14.5%
669 TYL TYLER TECHNOLOGIES INC Technology 1,479.0 $671K 0.01% $453.85 -30.1%
670 SSD SIMPSON MFG INC Industrials 4,157.0 $671K 0.01% -59.0 -1.4% $161.47 +14.6%
671 OKE ONEOK INC NEW Energy 9,093.0 $668K 0.01% +1K +18.7% $73.50 +26.0%
672 BIIB BIOGEN INC Healthcare 3,795.0 $668K 0.01% +224.0 +6.3% $175.99 +7.7%
673 DFUS DIMENSIONAL ETF TRUST 8,955.0 $664K 0.01% +2K +26.4% $74.17 +8.9%
674 BLD TOPBUILD CORP Industrials 1,592.0 $664K 0.01% +182.0 +12.9% $417.17 -1.4%
675 WF WOORI FINL GROUP INC Financial Services 11,261.0 $662K 0.01% +1K +12.2% $58.79 +6.2%
676 TKO TKO GROUP HOLDINGS INC Communication Services 3,158.0 $660K 0.01% +307.0 +10.8% $209.03 -7.1%
677 VBR VANGUARD INDEX FDS 3,097.0 $656K 0.01% +809.0 +35.4% $211.79 +9.0%
678 R RYDER SYS INC Industrials 3,417.0 $654K 0.01% +463.0 +15.7% $191.41 +22.7%
679 RBC RBC BEARINGS INC Industrials 1,456.0 $653K 0.01% +304.0 +26.4% $448.43 +27.3%
680 VC VISTEON CORP Consumer Cyclical 6,853.0 $652K 0.01% NEW $95.10 +14.8%
Page 34 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%