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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 7 of 54  ·  1,077 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 GM GENERAL MTRS CO Consumer Cyclical 181,581.0 $14.8M 0.16% -37K -17.0% $81.32 -5.1%
122 AEP AMERICAN ELEC PWR CO INC Utilities 127,147.0 $14.7M 0.16% +13K +11.2% $115.31 +12.4%
123 PGR PROGRESSIVE CORP Financial Services 63,223.0 $14.4M 0.16% -752.0 -1.2% $227.72 -11.0%
124 SAP SAP SE Technology 58,941.0 $14.3M 0.16% +1K +2.4% $242.91 -25.9%
125 EFA ISHARES TR 145,228.0 $13.9M 0.15% +9K +6.3% $96.03 +8.5%
126 PLD PROLOGIS INC. Real Estate 109,004.0 $13.9M 0.15% +11K +11.1% $127.66 +13.3%
127 INTC INTEL CORP Technology 375,833.0 $13.9M 0.15% +76K +25.5% $36.90 +221.1%
128 WELL WELLTOWER INC Real Estate 74,058.0 $13.7M 0.15% +3K +3.8% $185.61 +17.8%
129 TM TOYOTA MOTOR CORP Consumer Cyclical 63,869.0 $13.7M 0.15% +5K +8.6% $214.06 -11.3%
130 PANW PALO ALTO NETWORKS INC Technology 73,952.0 $13.6M 0.15% +8K +11.8% $184.20 +37.3%
131 CTSH COGNIZANT TECHNOLOGY Technology 160,978.0 $13.4M 0.15% +13K +8.6% $83.00 -37.0%
132 BBVA BANCO BILBAO VIZCAYA Financial Services 571,804.0 $13.3M 0.15% +35K +6.6% $23.31 -2.6%
133 CMCSA COMCAST CORP NEW Communication Services 444,005.0 $13.3M 0.15% -37K -7.7% $29.89 -16.1%
134 HON HONEYWELL INTL INC Industrials 67,902.0 $13.2M 0.15% -576.0 -0.8% $195.09 +14.7%
135 YUM YUM BRANDS INC Consumer Cyclical 86,618.0 $13.1M 0.15% +3K +3.6% $151.28 +0.9%
136 KLAC KLA CORP Technology 10,768.0 $13.1M 0.15% +2K +17.5% $1215.06 +51.6%
137 ADP AUTOMATIC DATA PROCESSING Industrials 50,467.0 $13.0M 0.14% -37K -42.2% $257.23 -14.4%
138 SHEL SHELL PLC Energy 176,324.0 $13.0M 0.14% +9K +5.3% $73.48 +18.0%
139 SPGI S&P GLOBAL INC Financial Services 24,680.0 $12.9M 0.14% +1K +6.1% $522.58 -20.2%
140 BLK BLACKROCK INC Financial Services 11,769.0 $12.6M 0.14% +979.0 +9.1% $1070.35 -0.6%
Page 7 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%