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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 48 of 61  ·  1,213 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 REGN REGENERON PHARMACEUTICALS Healthcare 620.0 $387K 0.00% -164.0 -20.9% $623.68 +33.7%
942 EZPW EZCORP INC Financial Services 11,147.0 $385K 0.00% NEW $34.57 +1.9%
943 MUR MURPHY OIL CORP Energy 11,819.0 $385K 0.00% +2K +24.9% $32.57 +6.3%
944 SCHD SCHWAB STRATEGIC TR 12,114.0 $384K 0.00% NEW $31.71 +10.7%
945 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 4,458.0 $384K 0.00% $86.10 +16.4%
946 FICO FAIR ISAAC CORP Technology 321.0 $384K 0.00% -53.0 -14.2% $1194.78 -4.8%
947 ACIW ACI WORLDWIDE INC Technology 7,574.0 $381K 0.00% NEW $50.29 +4.2%
948 ROP ROPER TECHNOLOGIES INC Industrials 1,121.0 $379K 0.00% -1K -47.8% $338.46 +22.1%
949 EXLS EXLSERVICE HLDGS INC Technology 14,604.0 $378K 0.00% +1K +9.1% $25.86 +44.8%
950 RGA REINSURANCE GROUP AMER INC Financial Services 1,772.0 $377K 0.00% +99.0 +5.9% $212.65 +15.0%
951 XLE SELECT SECTOR SPDR TR 7,090.0 $377K 0.00% NEW $53.11 +16.9%
952 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 3,752.0 $375K 0.00% +791.0 +26.7% $100.07 +9.8%
953 J P MORGAN EXCHANGE TRADED F 5,118.0 $370K 0.00% NEW $72.28
954 RRC RANGE RES CORP Energy 9,928.0 $369K 0.00% -5K -31.7% $37.19 +10.2%
955 FTC FIRST TR EXCHANGE-TRADED ALP 1,902.0 $369K 0.00% NEW $193.77 -7.3%
956 PATH UIPATH INC Technology 33,866.0 $368K 0.00% NEW $10.87 +53.3%
957 UGP ULTRAPAR PARTICIPACOES SA Energy 73,296.0 $368K 0.00% +20K +37.8% $5.02 +33.5%
958 EPD ENTERPRISE PRODS PARTNERS L 10,004.0 $368K 0.00% +297.0 +3.1% $36.76
959 SPOT SPOTIFY TECHNOLOGY S A Communication Services 798.0 $366K 0.00% -42.0 -5.0% $459.13 +20.4%
960 SOMNIGROUP INTERNATIONAL INC 4,664.0 $366K 0.00% -2K -26.7% $78.40
Page 48 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%