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Portfolio (Quarterly) Guide ↗

QRG CAPITAL MANAGEMENT, INC.

· CIK 0001996454
13F Portfolio $8.3B AUM Filed Oct 28, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 1031 New
Page 10 of 52  ·  1,031 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 HIG HARTFORD INSURANCE GROUP INC Financial Services 61,411.0 $8.2M 0.10% NEW $133.39 +2.0%
182 ROST ROSS STORES INC Consumer Cyclical 51,926.0 $7.9M 0.10% NEW $152.39 +39.6%
183 IVV ISHARES TR 11,619.0 $7.8M 0.09% NEW $669.30 +11.5%
184 UAL UNITED AIRLS HLDGS INC Industrials 80,199.0 $7.7M 0.09% NEW $96.50 +1.6%
185 DAL DELTA AIR LINES INC DEL Industrials 134,128.0 $7.6M 0.09% NEW $56.75 +33.3%
186 SHW SHERWIN WILLIAMS CO Basic Materials 21,967.0 $7.6M 0.09% NEW $346.27 -11.1%
187 DLR DIGITAL RLTY TR INC Real Estate 43,849.0 $7.6M 0.09% NEW $172.88 +12.4%
188 BCS BARCLAYS PLC Financial Services 365,871.0 $7.6M 0.09% NEW $20.67 +16.0%
189 AMP AMERIPRISE FINL INC Financial Services 15,338.0 $7.5M 0.09% NEW $491.24 -8.3%
190 VLO VALERO ENERGY CORP Energy 43,852.0 $7.5M 0.09% NEW $170.26 +49.0%
191 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 28,485.0 $7.4M 0.09% NEW $259.44 +24.4%
192 PH PARKER-HANNIFIN CORP Industrials 9,739.0 $7.4M 0.09% NEW $758.18 +13.4%
193 TTE TOTALENERGIES SE Energy 122,458.0 $7.3M 0.09% NEW $59.69 +55.0%
194 BLOCK INC 100,869.0 $7.3M 0.09% NEW $72.27
195 UPS UNITED PARCEL SERVICE INC Industrials 86,071.0 $7.2M 0.09% NEW $83.53 +18.4%
196 CEG CONSTELLATION ENERGY CORP Utilities 21,830.0 $7.2M 0.09% NEW $329.07 -13.1%
197 NVO NOVO-NORDISK A S Healthcare 129,331.0 $7.2M 0.09% NEW $55.49 -20.0%
198 DE DEERE & CO Industrials 15,659.0 $7.2M 0.09% NEW $457.27 +16.2%
199 RELX RELX PLC Communication Services 146,373.0 $7.0M 0.09% NEW $47.76 -29.6%
200 BHP BHP GROUP LTD Basic Materials 125,272.0 $7.0M 0.09% NEW $55.75 +52.4%
Page 10 of 52  ·  1,031 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 36.1%
Financial Services 12.8%
Consumer Cyclical 10.8%
Communication Services 10.8%
Healthcare 8.5%
Industrials 7.7%
Consumer Defensive 5.0%
Energy 2.7%
Utilities 2.2%
Real Estate 2.0%