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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 5 of 61  ·  1,213 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VB VANGUARD INDEX FDS 84,191.0 $25.5M 0.21% +10K +12.8% $303.12 -0.1%
82 WAB WABTEC Industrials 93,442.0 $25.2M 0.21% +7K +7.5% $269.60 +10.9%
83 HSBC HSBC HLDGS PLC Financial Services 264,385.0 $25.1M 0.21% +40K +17.9% $95.09 +9.3%
84 LOW LOWES COS INC Consumer Cyclical 113,050.0 $24.9M 0.21% +17K +17.3% $220.49 -1.9%
85 CMI CUMMINS INC Industrials 34,844.0 $24.9M 0.21% -16K -30.8% $713.21 -19.6%
86 BA BOEING CO Industrials 114,256.0 $24.7M 0.20% +30K +34.8% $216.47 -2.8%
87 PEP PEPSICO INC Consumer Defensive 181,140.0 $24.5M 0.20% +17K +10.5% $135.40 +6.9%
88 T AT&T INC Communication Services 1,166,316.0 $24.1M 0.20% +140K +13.7% $20.70 +24.1%
89 LIN LINDE PLC Basic Materials 46,349.0 $24.1M 0.20% -12K -20.4% $518.95 -6.2%
90 SCHW SCHWAB CHARLES CORP Financial Services 258,708.0 $23.9M 0.20% +49K +23.3% $92.27 +22.9%
91 EMR EMERSON ELEC CO Industrials 166,686.0 $23.9M 0.20% +72K +76.5% $143.15 +9.9%
92 GD GENERAL DYNAMICS CORP Industrials 66,370.0 $23.5M 0.19% +15K +29.0% $354.24 +7.8%
93 MDT MEDTRONIC PLC Healthcare 299,948.0 $23.5M 0.19% +6K +1.9% $78.23 +18.7%
94 COP CONOCOPHILLIPS Energy 222,963.0 $23.2M 0.19% +52K +30.1% $103.96 +28.6%
95 HWM HOWMET AEROSPACE INC Industrials 85,876.0 $23.1M 0.19% +63K +276.4% $268.86 -2.0%
96 NEE NEXTERA ENERGY INC Utilities 263,004.0 $23.1M 0.19% +66K +33.3% $87.77 -4.3%
97 EBAY EBAY INC. Consumer Cyclical 205,914.0 $23.0M 0.19% +25K +13.7% $111.75 -4.4%
98 DUK DUKE ENERGY CORP NEW Utilities 180,200.0 $22.8M 0.19% +29K +19.4% $126.58 -3.6%
99 ED CONSOLIDATED EDISON INC Utilities 205,974.0 $22.8M 0.19% +31K +17.5% $110.63 -2.7%
100 AEP AMERICAN ELEC PWR CO INC Utilities 163,903.0 $22.4M 0.18% +37K +28.9% $136.81 -10.8%
Page 5 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%