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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 39 of 61  ·  1,213 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 CHCO CITY HLDG CO Financial Services 5,058.0 $671K 0.01% +691.0 +15.8% $132.63 +8.9%
762 ALB ALBEMARLE CORP Basic Materials 4,948.0 $668K 0.01% +585.0 +13.4% $135.01 -1.4%
763 VHT VANGUARD WORLD FD 2,232.0 $667K 0.01% +1K +204.1% $299.01 +10.0%
764 IUSG ISHARES TR 3,548.0 $667K 0.01% NEW $188.09 +0.8%
765 NMR NOMURA HLDGS INC Financial Services 75,981.0 $667K 0.01% +26K +50.8% $8.78 +12.9%
766 DOW DOW HLDGS INC Basic Materials 24,358.0 $666K 0.01% +6K +33.9% $27.36 +10.2%
767 SBS COMPANHIA DE SANEAMENTO BASI Utilities 115,151.0 $666K 0.01% +91K +368.6% $5.78 -17.0%
768 INGR INGREDION INC Consumer Defensive 7,001.0 $663K 0.01% +2K +37.3% $94.71 +10.9%
769 IGM ISHARES TR 4,037.0 $660K 0.01% +596.0 +17.3% $163.58 -3.4%
770 IUSV ISHARES TR 5,989.0 $660K 0.01% NEW $110.15 +4.4%
771 NXT NEXTPOWER INC Technology 5,515.0 $657K 0.01% +2K +66.0% $119.12 -28.8%
772 XLV SELECT SECTOR SPDR TR 4,135.0 $656K 0.01% +2K +149.7% $158.66 +10.5%
773 RVTY REVVITY INC Healthcare 5,881.0 $654K 0.01% +3K +136.4% $111.26 +12.2%
774 VCYT VERACYTE INC Healthcare 11,131.0 $654K 0.01% -28K -71.7% $58.73 -25.0%
775 GWRE GUIDEWIRE SOFTWARE INC Technology 5,280.0 $650K 0.01% -606.0 -10.3% $123.05 +53.1%
776 VOE VANGUARD INDEX FDS 3,282.0 $649K 0.01% +735.0 +28.9% $197.61 +5.7%
777 MMSI MERIT MED SYS INC Healthcare 9,305.0 $645K 0.01% +826.0 +9.7% $69.34 +31.4%
778 RACE FERRARI N V Consumer Cyclical 1,733.0 $645K 0.01% -376.0 -17.8% $372.18 +13.3%
779 CACI CACI INTL INC Technology 1,386.0 $642K 0.01% +345.0 +33.1% $463.26 +32.1%
780 SIMO SILICON MOTION TECHNOLOGY CO Technology 1,908.0 $636K 0.01% NEW $333.40 -27.5%
Page 39 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%