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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 35 of 61  ·  1,213 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 INSM INSMED INC Healthcare 7,984.0 $851K 0.01% -1K -11.6% $106.62 +16.7%
682 AAL AMERICAN AIRLINES GROUP INC Industrials 47,059.0 $850K 0.01% +5K +12.0% $18.07 -23.4%
683 VLTO VERALTO CORP Industrials 9,586.0 $850K 0.01% -19K -66.8% $88.68 +11.3%
684 VXF VANGUARD INDEX FDS 3,448.0 $849K 0.01% +2K +149.7% $246.21 -0.8%
685 NI NISOURCE INC Utilities 17,816.0 $847K 0.01% +1K +9.1% $47.55 -13.5%
686 FFBC 1ST FINL BANCORP Financial Services 24,947.0 $844K 0.01% +6K +29.4% $33.83 -3.1%
687 XHR XENIA HOTELS & RESORTS INC Real Estate 41,437.0 $844K 0.01% +11K +37.5% $20.36 -5.2%
688 DVY ISHARES TR 5,396.0 $843K 0.01% +2K +49.8% $156.30 +5.5%
689 STRL STERLING INFRASTRUCTURE INC Industrials 999.0 $839K 0.01% -279.0 -21.8% $839.36 -40.7%
690 JD JD.COM INC Consumer Cyclical 32,705.0 $833K 0.01% +8K +34.2% $25.48 +12.9%
691 WF WOORI FINL GROUP INC Financial Services 14,517.0 $833K 0.01% +3K +28.9% $57.40 +25.2%
692 OHI OMEGA HEALTHCARE INVS INC Real Estate 17,415.0 $830K 0.01% -25K -59.0% $47.68 -1.5%
693 DFAC DIMENSIONAL ETF TRUST 18,716.0 $830K 0.01% -7K -26.2% $44.36 +2.8%
694 CGDV CAPITAL GROUP DIVIDEND VALUE 16,834.0 $830K 0.01% $49.28 +2.0%
695 XLY SELECT SECTOR SPDR TR 7,062.0 $828K 0.01% +5K +241.8% $117.28 -0.1%
696 NICE NICE LTD Technology 9,100.0 $827K 0.01% +888.0 +10.8% $90.85 +11.3%
697 XLI SELECT SECTOR SPDR TR 4,439.0 $822K 0.01% +2K +128.7% $185.23 -2.6%
698 ALLY ALLY FINL INC Financial Services 17,869.0 $821K 0.01% +578.0 +3.3% $45.95 -7.4%
699 DECK DECKERS OUTDOOR CORP Consumer Cyclical 8,262.0 $820K 0.01% +3K +54.1% $99.29 -9.9%
700 CHD CHURCH & DWIGHT CO INC Consumer Defensive 8,395.0 $813K 0.01% +2K +23.6% $96.88 +6.2%
Page 35 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%