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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 18 of 52  ·  1,031 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 CSGP COSTAR GROUP INC Real Estate 31,283.0 $2.6M 0.03% NEW $84.37 -59.8%
342 HLN HALEON PLC Healthcare 292,778.0 $2.6M 0.03% NEW $8.97 +3.9%
343 IVW ISHARES TR 21,633.0 $2.6M 0.03% NEW $120.72 +13.2%
344 O REALTY INCOME CORP Real Estate 42,883.0 $2.6M 0.03% NEW $60.79 +2.4%
345 REGCO REGENCY CTRS CORP Real Estate 35,601.0 $2.6M 0.03% NEW $72.90 -68.7%
346 STWD STARWOOD PPTY TR INC Real Estate 133,318.0 $2.6M 0.03% NEW $19.37 -11.5%
347 PEG PUBLIC SVC ENTERPRISE GRP IN Utilities 30,819.0 $2.6M 0.03% NEW $83.46 -6.0%
348 ABNB AIRBNB INC Consumer Cyclical 21,047.0 $2.6M 0.03% NEW $121.42 +10.6%
349 WDC WESTERN DIGITAL CORP Technology 21,212.0 $2.5M 0.03% NEW $120.06 +282.8%
350 PWR QUANTA SVCS INC Industrials 6,091.0 $2.5M 0.03% NEW $414.42 +71.3%
351 RYANAIR HOLDINGS PLC 41,855.0 $2.5M 0.03% NEW $60.22
352 DT DYNATRACE INC Technology 51,368.0 $2.5M 0.03% NEW $48.45 -19.2%
353 DYNF BLACKROCK ETF TRUST 41,824.0 $2.5M 0.03% NEW $59.20 +12.3%
354 WCN WASTE CONNECTIONS INC Industrials 14,067.0 $2.5M 0.03% NEW $175.81 -10.7%
355 TRMB TRIMBLE INC Technology 30,029.0 $2.5M 0.03% NEW $81.65 -31.5%
356 XYL XYLEM INC Industrials 16,614.0 $2.5M 0.03% NEW $147.50 -26.6%
357 FOX FOX CORP Communication Services 42,232.0 $2.4M 0.03% NEW $57.29 +0.6%
358 VOD VODAFONE GROUP PLC NEW Communication Services 208,471.0 $2.4M 0.03% NEW $11.60 +31.4%
359 TXT TEXTRON INC Industrials 28,457.0 $2.4M 0.03% NEW $84.49 +6.0%
360 FNDA SCHWAB STRATEGIC TR 77,033.0 $2.4M 0.03% NEW $31.16 +13.7%
Page 18 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%