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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 40 of 54  ·  1,077 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 ASTS AST SPACEMOBILE INC Technology 6,415.0 $466K 0.01% +891.0 +16.1% $72.63 +32.5%
782 CMS CMS ENERGY CORP Utilities 6,654.0 $465K 0.01% +329.0 +5.2% $69.93 +5.3%
783 FTDR FRONTDOOR INC Consumer Cyclical 8,024.0 $463K 0.01% +126.0 +1.6% $57.69 +6.6%
784 BEONE MEDICINES LTD 1,521.0 $462K 0.01% +137.0 +9.9% $303.88
785 DPZ DOMINOS PIZZA INC Consumer Cyclical 1,099.0 $458K 0.01% +295.0 +36.7% $416.97 -24.1%
786 CRL CHARLES RIV LABS INTL INC Healthcare 2,272.0 $453K 0.01% +301.0 +15.3% $199.48 -20.4%
787 ROKU ROKU INC Communication Services 4,173.0 $453K 0.01% +666.0 +19.0% $108.49 +14.4%
788 VOE VANGUARD INDEX FDS 2,547.0 $452K 0.01% +631.0 +32.9% $177.40 +8.6%
789 PETROLEO BRASILEIRO SA 39,945.0 $450K 0.01% +7K +19.9% $11.27
790 FBIN FORTUNE BRANDS INNOVATIONS Industrials 8,996.0 $450K 0.01% -448.0 -4.7% $50.02 -27.4%
791 LXP INDUSTRIAL TRUST 9,071.0 $450K 0.01% NEW $49.58
792 URBN URBAN OUTFITTERS INC Consumer Cyclical 5,971.0 $449K 0.01% NEW $75.26 -4.8%
793 ALSN ALLISON TRANSMISSION HLDGS Consumer Cyclical 4,581.0 $448K 0.01% +2K +78.6% $97.90 +11.4%
794 DIA SPDR DOW JONES INDL AVERAGE Financial Services 932.0 $448K 0.01% +218.0 +30.5% $480.57 +4.7%
795 IGM ISHARES TR 3,441.0 $444K 0.01% $129.16 +20.6%
796 CNI CANADIAN NATL RY CO Industrials 4,469.0 $442K 0.01% +107.0 +2.5% $98.85 +15.5%
797 NOBL PROSHARES TR 4,231.0 $440K 0.01% -51.0 -1.2% $104.07 +3.1%
798 TECHNIPFMC PLC 9,824.0 $438K 0.01% +3K +47.2% $44.56
799 PSMT PRICESMART INC Consumer Defensive 3,548.0 $435K 0.01% +485.0 +15.8% $122.68 +35.3%
800 OVV OVINTIV INC Energy 11,078.0 $434K 0.01% -1K -11.5% $39.19 +50.2%
Page 40 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%