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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 59 of 61  ·  1,213 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1161 OPRA OPERA LTD Communication Services 10,664.0 $211K 0.00% NEW $19.83 -4.9%
1162 TYL TYLER TECHNOLOGIES INC Technology 723.0 $211K 0.00% -756.0 -51.1% $292.46 +21.7%
1163 WYNN WYNN RESORTS LTD Consumer Cyclical 2,173.0 $211K 0.00% +198.0 +10.0% $97.07 +2.4%
1164 LVS LAS VEGAS SANDS CORP Consumer Cyclical 4,565.0 $211K 0.00% NEW $46.19 +1.7%
1165 SCHH SCHWAB STRATEGIC TR 8,903.0 $211K 0.00% NEW $23.68 +2.1%
1166 POWL POWELL INDS INC Industrials 736.0 $211K 0.00% NEW $286.36 -34.0%
1167 POST POST HLDGS INC Consumer Defensive 2,385.0 $210K 0.00% -788.0 -24.8% $88.26 -6.7%
1168 OLLI OLLIES BARGAIN OUTLET HLDGS Consumer Defensive 2,713.0 $209K 0.00% -2K -40.1% $76.88 -0.7%
1169 GVA GRANITE CONSTR INC Industrials 1,315.0 $208K 0.00% NEW $158.08 -22.1%
1170 CAMT CAMTEK LTD Technology 1,264.0 $206K 0.00% NEW $163.12 -12.7%
1171 SWX SOUTHWEST GAS HLDGS INC Utilities 2,322.0 $206K 0.00% NEW $88.68 +1.0%
1172 MXL MAXLINEAR INC Technology 1,604.0 $205K 0.00% NEW $128.03 -51.0%
1173 CGGO CAPITAL GROUP GBL GROWTH EQT 4,834.0 $205K 0.00% NEW $42.33 -4.6%
1174 SPMD SPDR SERIES TRUST 3,023.0 $204K 0.00% -1K -33.1% $67.56 -1.2%
1175 DBEF DBX ETF TR 3,738.0 $204K 0.00% NEW $54.63 +2.2%
1176 IEUR ISHARES TR 2,699.0 $203K 0.00% NEW $75.17 +4.2%
1177 AKRE PROFESIONALLY MANAGED PORTFO 3,803.0 $202K 0.00% NEW $53.19 +15.0%
1178 RRX REGAL REXNORD CORPORATION Industrials 845.0 $201K 0.00% NEW $238.19 -31.7%
1179 GSY INVESCO ACTIVELY MANAGED EXC 4,011.0 $201K 0.00% NEW $50.15 -0.1%
1180 EWT ISHARES INC 1,842.0 $200K 0.00% NEW $108.61 -4.9%
Page 59 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%