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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 8 of 61  ·  1,213 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 ROST ROSS STORES INC Consumer Cyclical 74,973.0 $16.0M 0.13% +21K +39.6% $212.85 +13.5%
142 CRWD CROWDSTRIKE HLDGS INC Technology 20,711.0 $15.8M 0.13% +4K +24.9% $190.70 -0.0%
143 ADBE ADOBE INC Technology 76,352.0 $15.7M 0.13% +14K +23.0% $205.02 +34.8%
144 GM GENERAL MTRS CO Consumer Cyclical 201,920.0 $15.6M 0.13% +20K +11.2% $77.08 +12.8%
145 CARNIVAL CORP LTD 542,829.0 $15.5M 0.13% NEW $28.57
146 EXC EXELON CORP Utilities 332,313.0 $15.5M 0.13% +57K +20.6% $46.62 -4.9%
147 BSX BOSTON SCIENTIFIC CORP Healthcare 362,716.0 $15.5M 0.13% +200K +123.4% $42.68 +14.8%
148 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 609,469.0 $15.3M 0.13% +38K +6.6% $25.06 +16.6%
149 ADP AUTOMATIC DATA PROCESSING IN Industrials 68,115.0 $15.3M 0.13% +18K +35.0% $223.95 +26.4%
150 VLO VALERO ENERGY CORP Energy 58,558.0 $15.3M 0.13% +15K +34.5% $260.44 +32.9%
151 BX BLACKSTONE INC Financial Services 125,182.0 $14.7M 0.12% +13K +11.2% $117.67 +22.1%
152 APOS APOLLO GLOBAL MGMT INC 122,475.0 $14.5M 0.12% +90K +276.8% $118.31
153 VO VANGUARD INDEX FDS 178,717.0 $14.4M 0.12% +175K +4728.9% $80.57 +2.8%
154 SYF SYNCHRONY FINANCIAL Financial Services 188,446.0 $14.3M 0.12% +1K +0.6% $76.05 +5.2%
155 CSX CSX CORP Industrials 297,413.0 $14.1M 0.12% +49K +19.8% $47.53 +8.2%
156 HIG HARTFORD INSURANCE GROUP INC Financial Services 105,602.0 $14.0M 0.12% -6K -5.5% $132.52 +4.9%
157 BLK BLACKROCK INC Financial Services 14,532.0 $14.0M 0.12% +3K +23.5% $961.55 +21.9%
158 VTI VANGUARD INDEX FDS 37,633.0 $13.9M 0.12% +26K +213.4% $370.04 +1.9%
159 CMCSA COMCAST CORP NEW Communication Services 566,708.0 $13.9M 0.12% +123K +27.6% $24.55 +10.1%
160 BTI BRITISH AMERN TOB PLC Consumer Defensive 224,848.0 $13.9M 0.12% +47K +26.6% $61.76 -8.2%
Page 8 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%