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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 46 of 61  ·  1,213 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 AEGON LTD 51,507.0 $435K 0.00% +16K +45.8% $8.44
902 EEM ISHARES TR 6,333.0 $433K 0.00% +1K +20.7% $68.41 -1.7%
903 FTCS FIRST TR EXCHANGE-TRADED FD 4,604.0 $432K 0.00% +2K +96.6% $93.92 +8.6%
904 GALAXY DIGITAL INC. 15,791.0 $432K 0.00% NEW $27.34
905 VONG VANGUARD SCOTTSDALE FDS 3,361.0 $430K 0.00% NEW $127.81 -1.9%
906 TIMB TIM S A Communication Services 20,034.0 $429K 0.00% +6K +38.6% $21.42 -14.8%
907 NOBL PROSHARES TR 7,641.0 $429K 0.00% +3K +80.6% $56.16 +4.4%
908 GH GUARDANT HEALTH INC Healthcare 2,858.0 $429K 0.00% NEW $150.06 +9.9%
909 ARES ARES MANAGEMENT CORPORATION Financial Services 3,805.0 $424K 0.00% +681.0 +21.8% $111.30 +28.3%
910 PRGS PROGRESS SOFTWARE CORP Technology 12,598.0 $423K 0.00% +4K +39.9% $33.58 +28.9%
911 LULU LULULEMON ATHLETICA INC Consumer Cyclical 3,700.0 $422K 0.00% -1K -24.0% $114.17 +3.6%
912 CMS CMS ENERGY CORP Utilities 5,492.0 $420K 0.00% -1K -17.5% $76.50 -10.1%
913 BDYN BLACKROCK ETF TRUST 15,094.0 $419K 0.00% NEW $27.74 +1.8%
914 MKC MCCORMICK & CO INC Consumer Defensive 8,302.0 $419K 0.00% -1K -12.9% $50.42 +8.1%
915 SUI SUN CMNTYS INC Real Estate 3,490.0 $418K 0.00% -2K -36.3% $119.91 +5.0%
916 RUSHA RUSH ENTERPRISES INC Consumer Cyclical 5,674.0 $414K 0.00% +1K +22.4% $72.98 +5.7%
917 WCC WESCO INTL INC Industrials 1,193.0 $412K 0.00% NEW $345.44 -1.9%
918 AVY AVERY DENNISON CORP Industrials 2,536.0 $412K 0.00% -191.0 -7.0% $162.36 +10.8%
919 BNL BROADSTONE NET LEASE INC Real Estate 19,899.0 $411K 0.00% +4K +24.9% $20.67 +4.3%
920 SPYV SPDR SERIES TRUST 6,759.0 $411K 0.00% NEW $60.79 +4.6%
Page 46 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%