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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 53 of 54  ·  1,077 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 PR PERMIAN RESOURCES CORP Energy 14,480.0 $203K 0.00% +192.0 +1.3% $14.03 +48.9%
1042 PTC PTC INC Technology 1,163.0 $203K 0.00% NEW $174.21 -15.1%
1043 BEKE KE HLDGS INC Real Estate 12,831.0 $202K 0.00% NEW $15.76 +7.2%
1044 ALGN ALIGN TECHNOLOGY INC Healthcare 1,288.0 $201K 0.00% NEW $156.15 +4.4%
1045 UGP ULTRAPAR PARTICIPACOES SA Energy 53,189.0 $201K 0.00% NEW $3.77 +53.6%
1046 IDEV ISHARES TR 2,427.0 $200K 0.00% NEW $82.48 +8.9%
1047 ATR APTARGROUP INC Healthcare 1,641.0 $200K 0.00% NEW $121.96 -5.3%
1048 YMM FULL TRUCK ALLIANCE CO LTD Technology 18,167.0 $195K 0.00% +6K +47.7% $10.73 -21.2%
1049 HOPE HOPE BANCORP INC Financial Services 17,275.0 $189K 0.00% +784.0 +4.8% $10.96 +13.6%
1050 BBD BANCO BRADESCO S A Financial Services 56,257.0 $187K 0.00% +30K +113.3% $3.33 +6.9%
1051 LI LI AUTO INC Consumer Cyclical 10,709.0 $181K 0.00% +168.0 +1.6% $16.93 -4.3%
1052 IRSA INVERSIONES Y REP S A 10,073.0 $167K 0.00% -3K -20.7% $16.54
1053 GNL GLOBAL NET LEASE INC Real Estate 19,346.0 $166K 0.00% +4K +28.7% $8.60 +9.1%
1054 ENIC ENEL CHILE S.A. Utilities 41,120.0 $165K 0.00% +27K +201.7% $4.02 +8.7%
1055 WIT WIPRO LTD Technology 54,374.0 $154K 0.00% -11K -17.1% $2.84 -30.6%
1056 RERE ATRENEW INC Consumer Cyclical 26,732.0 $142K 0.00% +370.0 +1.4% $5.30 -2.3%
1057 PMT PENNYMAC MTG INVT TR Real Estate 11,218.0 $141K 0.00% NEW $12.55 -16.3%
1058 YALA YALLA GROUP LTD Technology 19,951.0 $138K 0.00% +714.0 +3.7% $6.94 -12.5%
1059 SSL SASOL LTD Basic Materials 21,025.0 $137K 0.00% +1K +6.2% $6.51 +100.2%
1060 TORTOISE CAPITAL SERIES 14,731.0 $133K 0.00% NEW $9.04
Page 53 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%