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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 48 of 54  ·  1,077 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 XLC SELECT SECTOR SPDR TR 2,391.0 $281K 0.00% +279.0 +13.2% $117.72 -1.4%
942 TIMB TIM S A Communication Services 14,454.0 $281K 0.00% NEW $19.45 +15.8%
943 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 2,229.0 $281K 0.00% NEW $125.89 -39.2%
944 FRONTIER COMMUNICATIONS 7,368.0 $280K 0.00% +990.0 +15.5% $38.07
945 SKM SK TELECOM CO LTD Communication Services 13,575.0 $279K 0.00% -14K -51.2% $20.53 +84.9%
946 GTES GATES INDL CORP PLC Industrials 12,973.0 $279K 0.00% +3K +28.9% $21.47 +12.1%
947 STM STMICROELECTRONICS N V Technology 10,734.0 $278K 0.00% $25.94 +136.0%
948 DORM DORMAN PRODS INC Consumer Cyclical 2,260.0 $278K 0.00% +206.0 +10.0% $123.19 -3.6%
949 FINV FINVOLUTION GROUP Financial Services 53,214.0 $278K 0.00% +1K +2.3% $5.23 -8.6%
950 DFUV DIMENSIONAL ETF TRUST 5,969.0 $278K 0.00% -65.0 -1.1% $46.59 +13.3%
951 BNL BROADSTONE NET LEASE INC Real Estate 15,936.0 $277K 0.00% +3K +19.2% $17.37 +17.5%
952 CIG CIA ENERGETICA DE MINAS Utilities 137,806.0 $276K 0.00% -14K -9.0% $2.00 +11.5%
953 SEIC SEI INVTS CO Financial Services 3,359.0 $276K 0.00% +744.0 +28.4% $82.02 +10.7%
954 MSM MSC INDL DIRECT INC Industrials 3,269.0 $275K 0.00% +564.0 +20.9% $84.10 +26.0%
955 AZZ AZZ INC Industrials 2,551.0 $273K 0.00% +252.0 +11.0% $107.20 +27.9%
956 LCII LCI INDS Consumer Cyclical 2,249.0 $273K 0.00% NEW $121.32 -10.0%
957 BAH BOOZ ALLEN HAMILTON HLDG Industrials 3,234.0 $273K 0.00% -48.0 -1.5% $84.35 -9.5%
958 AEGON LTD 35,321.0 $272K 0.00% +9K +32.0% $7.71
959 SPDW SPDR INDEX SHS FDS 6,130.0 $272K 0.00% +1K +19.6% $44.41 +13.4%
960 CUSHMAN AND WAKEFIELD LTD 16,813.0 $272K 0.00% NEW $16.19
Page 48 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%