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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 45 of 54  ·  1,077 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 TW TRADEWEB MKTS INC Financial Services 3,120.0 $336K 0.00% -180.0 -5.5% $107.54 -0.8%
882 NFG NATIONAL FUEL GAS CO Energy 4,175.0 $334K 0.00% +786.0 +23.2% $80.05 +1.5%
883 ABR ARBOR REALTY TRUST INC Real Estate 42,927.0 $333K 0.00% -75K -63.6% $7.76 -23.8%
884 RDVY FIRST TR EXCHANGE TRADED FD 4,781.0 $332K 0.00% -465.0 -8.9% $69.47 +7.7%
885 EXR EXTRA SPACE STORAGE INC Real Estate 2,549.0 $332K 0.00% -100.0 -3.8% $130.22 +10.5%
886 HTH HILLTOP HOLDINGS INC Financial Services 9,741.0 $331K 0.00% +2K +18.3% $33.94 +10.0%
887 CDW CDW CORP Technology 2,417.0 $329K 0.00% -316.0 -11.6% $136.19 -21.5%
888 SCHX SCHWAB STRATEGIC TR 12,214.0 $329K 0.00% +3K +28.4% $26.91 +8.5%
889 IWS ISHARES TR 2,327.0 $328K 0.00% +120.0 +5.4% $141.05 +11.7%
890 MOAT VANECK ETF TRUST 3,157.0 $327K 0.00% $103.56 -2.3%
891 IWO ISHARES TR 1,007.0 $325K 0.00% NEW $323.01 +13.9%
892 SPHQ INVESCO EXCHANGE TRADED FD 4,309.0 $323K 0.00% +421.0 +10.8% $75.05 +11.5%
893 ACA ARCOSA INC Industrials 3,028.0 $322K 0.00% +72.0 +2.4% $106.33 +12.1%
894 RDN RADIAN GROUP INC Financial Services 8,928.0 $321K 0.00% -332.0 -3.6% $35.99 +4.5%
895 DFAX DIMENSIONAL ETF TRUST 9,765.0 $320K 0.00% NEW $32.73 +13.2%
896 GBCI GLACIER BANCORP INC NEW Financial Services 7,238.0 $319K 0.00% -260.0 -3.5% $44.05 +8.5%
897 LYFT LYFT INC Technology 16,420.0 $318K 0.00% +1K +7.4% $19.37 -30.4%
898 UMC UNITED MICROELECTRONICS Technology 40,378.0 $317K 0.00% -4K -8.5% $7.86 +123.4%
899 BIP BROOKFIELD INFRAST PARTNERS Utilities 9,126.0 $317K 0.00% NEW $34.74 +14.4%
900 POST POST HLDGS INC Consumer Defensive 3,173.0 $314K 0.00% +983.0 +44.9% $99.05 -1.6%
Page 45 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%