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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 40 of 61  ·  1,213 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 BPOP POPULAR INC Financial Services 3,866.0 $635K 0.01% +821.0 +27.0% $164.17 +3.3%
782 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 36,564.0 $634K 0.01% +8K +28.1% $17.35 -3.5%
783 IIPR INNOVATIVE INDL PPTYS INC Real Estate 10,229.0 $634K 0.01% NEW $61.98 -7.0%
784 MDYV SPDR SERIES TRUST 6,636.0 $629K 0.01% +662.0 +11.1% $94.85 +0.1%
785 LAD LITHIA MTRS INC Consumer Cyclical 2,165.0 $629K 0.01% -721.0 -25.0% $290.52 +28.0%
786 AXS AXIS CAP HLDGS LTD Financial Services 5,849.0 $628K 0.01% +1K +20.9% $107.44 -7.5%
787 IWV ISHARES TR 1,468.0 $626K 0.01% -3K -69.8% $426.52 +2.3%
788 AMERICA MOVIL SAB DE CV 24,007.0 $624K 0.01% NEW $25.99
789 GBCI GLACIER BANCORP INC NEW Financial Services 12,075.0 $623K 0.01% +5K +66.8% $51.58 -8.2%
790 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 5,756.0 $620K 0.01% +1K +29.3% $107.78 +3.5%
791 CNI CANADIAN NATL RY CO Industrials 5,175.0 $617K 0.01% +706.0 +15.8% $119.24 +6.6%
792 EWBC EAST WEST BANCORP INC Financial Services 4,779.0 $617K 0.01% +1K +39.2% $129.10 +0.3%
793 USMV ISHARES TR 6,389.0 $616K 0.01% +1K +26.6% $96.46 +5.2%
794 WMS ADVANCED DRAIN SYS INC DEL Industrials 3,913.0 $614K 0.01% -3K -42.5% $156.96 -9.8%
795 SKM SK TELECOM CO LTD Communication Services 19,069.0 $613K 0.01% +5K +40.5% $32.16 +23.3%
796 FFIV F5 INC Technology 1,474.0 $613K 0.01% +251.0 +20.5% $415.96 -8.0%
797 LXP INDUSTRIAL TRUST 11,309.0 $609K 0.01% +2K +24.7% $53.89
798 NXST NEXSTAR MEDIA GROUP INC Communication Services 3,406.0 $608K 0.01% +439.0 +14.8% $178.60 +6.0%
799 DFUS DIMENSIONAL ETF TRUST 7,388.0 $605K 0.01% -2K -17.5% $81.94 +2.1%
800 AA ALCOA CORP Basic Materials 11,592.0 $604K 0.01% +2K +19.2% $52.14 -1.7%
Page 40 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%