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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 52 of 61  ·  1,213 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 CBT CABOT CORP Basic Materials 3,433.0 $312K 0.00% NEW $90.82 -7.6%
1022 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 5,119.0 $311K 0.00% +2K +58.3% $60.68 +24.0%
1023 PSA PUBLIC STORAGE Real Estate 970.0 $309K 0.00% -170.0 -14.9% $318.18 +2.1%
1024 HOPE HOPE BANCORP INC Financial Services 22,521.0 $308K 0.00% +5K +30.4% $13.68 +2.0%
1025 ASB ASSOCIATED BANC-CORP Financial Services 9,966.0 $307K 0.00% NEW $30.77 +0.4%
1026 TW TRADEWEB MKTS INC Financial Services 3,057.0 $305K 0.00% -63.0 -2.0% $99.67 +8.7%
1027 ET ENERGY TRANSFER L P Energy 15,929.0 $305K 0.00% NEW $19.12 +10.3%
1028 BEN FRANKLIN RESOURCES INC Financial Services 9,140.0 $304K 0.00% NEW $33.27 +4.1%
1029 CIG CIA ENERGETICA DE MINAS GERA Utilities 144,232.0 $303K 0.00% +6K +4.7% $2.10 -7.1%
1030 JOBY JOBY AVIATION INC Industrials 33,868.0 $302K 0.00% +1K +4.3% $8.92 -19.4%
1031 IWY ISHARES TR 1,038.0 $302K 0.00% NEW $290.62 -2.7%
1032 CRS CARPENTER TECHNOLOGY CORP Industrials 489.0 $302K 0.00% NEW $616.84 -22.7%
1033 FRDM EA SERIES TRUST 4,127.0 $301K 0.00% NEW $72.90 -6.7%
1034 ATO ATMOS ENERGY CORP Utilities 1,735.0 $299K 0.00% NEW $172.30 -2.6%
1035 JOYY JOYY INC Communication Services 4,527.0 $299K 0.00% -4K -46.0% $65.99 +11.3%
1036 IJT ISHARES TR 1,669.0 $298K 0.00% NEW $178.60 -3.0%
1037 XSMO INVESCO EXCHANGE TRADED FD T 3,168.0 $297K 0.00% NEW $93.63 -8.9%
1038 UCB UNITED CMNTY BKS BLAIRSVLE G Financial Services 8,448.0 $296K 0.00% +2K +23.5% $35.09 +0.9%
1039 DY DYCOM INDS INC Industrials 585.0 $296K 0.00% NEW $505.59 -24.7%
1040 BLDR BUILDERS FIRSTSOURCE INC Industrials 3,301.0 $295K 0.00% +24.0 +0.7% $89.49 -21.5%
Page 52 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%