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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 49 of 54  ·  1,077 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 PIPER SANDLER COMPANIES 793.0 $269K 0.00% +214.0 +37.0% $339.71
962 TX TERNIUM SA Basic Materials 7,048.0 $269K 0.00% NEW $38.19 +16.7%
963 CCEP COCA-COLA EUROPACIFIC Consumer Defensive 2,961.0 $269K 0.00% +189.0 +6.8% $90.70 +3.8%
964 EWC ISHARES INC 4,973.0 $268K 0.00% $53.93 +8.6%
965 WB WEIBO CORP Communication Services 25,983.0 $266K 0.00% -8K -23.8% $10.22 -19.2%
966 CCK CROWN HLDGS INC Consumer Cyclical 2,563.0 $264K 0.00% +99.0 +4.0% $102.97 -6.3%
967 ITT ITT INC Industrials 1,516.0 $263K 0.00% NEW $173.51 +11.0%
968 DFAS DIMENSIONAL ETF TRUST 3,765.0 $262K 0.00% NEW $69.67 +10.3%
969 ZBRA ZEBRA TECHNOLOGIES Technology 1,079.0 $262K 0.00% -221.0 -17.0% $242.82 +0.3%
970 SPMD SPDR SERIES TRUST 4,522.0 $262K 0.00% NEW $57.91 +10.3%
971 MTG MGIC INVT CORP WIS Financial Services 8,944.0 $261K 0.00% +751.0 +9.2% $29.22 -10.4%
972 EMXC ISHARES INC 3,573.0 $260K 0.00% NEW $72.68 +31.5%
973 PLNT PLANET FITNESS INC Consumer Cyclical 2,387.0 $259K 0.00% +266.0 +12.5% $108.45 -53.7%
974 SANM SANMINA CORPORATION Technology 1,715.0 $257K 0.00% -1K -40.2% $150.07 +54.0%
975 XLV SELECT SECTOR SPDR TR 1,656.0 $256K 0.00% +155.0 +10.3% $154.80 -4.3%
976 MMS MAXIMUS INC Industrials 2,963.0 $256K 0.00% +519.0 +21.2% $86.33 -28.9%
977 PAG PENSKE AUTOMOTIVE GRP INC Consumer Cyclical 1,610.0 $255K 0.00% NEW $158.27 +2.2%
978 MFC MANULIFE FINL CORP Financial Services 7,022.0 $255K 0.00% NEW $36.28 +7.6%
979 RUSHA RUSH ENTERPRISES INC Consumer Cyclical 4,636.0 $250K 0.00% +594.0 +14.7% $53.95 +29.7%
980 EXP EAGLE MATLS INC Basic Materials 1,209.0 $250K 0.00% +70.0 +6.2% $206.73 -3.7%
Page 49 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%