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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 47 of 54  ·  1,077 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 MUR MURPHY OIL CORP Energy 9,463.0 $296K 0.00% +1K +15.2% $31.25 +20.9%
922 WING WINGSTOP INC Consumer Cyclical 1,237.0 $295K 0.00% -21.0 -1.7% $238.53 -46.3%
923 CGUS CAPITAL GROUP CORE EQUITY 7,311.0 $294K 0.00% +1K +22.5% $40.23 +8.4%
924 ESGU ISHARES TR 1,972.0 $294K 0.00% +224.0 +12.8% $148.98 +8.7%
925 LSCC LATTICE SEMICONDUCTOR CORP Technology 3,988.0 $293K 0.00% +549.0 +16.0% $73.58 +89.4%
926 TPH TRI POINTE HOMES INC Consumer Cyclical 9,308.0 $293K 0.00% +1K +12.2% $31.47 +49.2%
927 APG API GROUP CORP Industrials 7,587.0 $290K 0.00% NEW $38.26 +8.5%
928 NXT NEXTPOWER INC Technology 3,322.0 $289K 0.00% NEW $87.11 +38.9%
929 VXF VANGUARD INDEX FDS 1,381.0 $289K 0.00% +121.0 +9.6% $209.12 +9.3%
930 NTNX NUTANIX INC Technology 5,571.0 $288K 0.00% -2K -22.3% $51.69 -13.5%
931 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 1,693.0 $288K 0.00% NEW $170.00 +40.8%
932 EEM ISHARES TR 5,248.0 $287K 0.00% -2K -23.6% $54.71 +20.7%
933 AVLV AMERICAN CENTY ETF TR 3,784.0 $287K 0.00% NEW $75.78 +17.1%
934 BCC BOISE CASCADE CO DEL Basic Materials 3,882.0 $286K 0.00% +567.0 +17.1% $73.59 -8.8%
935 CELH CELSIUS HLDGS INC Consumer Defensive 6,238.0 $285K 0.00% -286.0 -4.4% $45.74 -35.1%
936 TEX TEREX CORP NEW Industrials 5,326.0 $284K 0.00% +58.0 +1.1% $53.37 +7.9%
937 CORT CORCEPT THERAPEUTICS INC Healthcare 8,164.0 $284K 0.00% +353.0 +4.5% $34.80 +71.5%
938 BRX BRIXMOR PPTY GROUP INC Real Estate 10,826.0 $284K 0.00% +268.0 +2.5% $26.22 +17.7%
939 ASR GRUPO AEROPORTUARIO DEL Industrials 877.0 $284K 0.00% +44.0 +5.3% $323.49 -4.6%
940 WWD WOODWARD INC Industrials 934.0 $282K 0.00% NEW $302.32 +17.9%
Page 47 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%