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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 19 of 52  ·  1,031 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 IWF ISHARES TR 5,092.0 $2.4M 0.03% NEW $468.41 -73.4%
362 HLI HOULIHAN LOKEY INC Financial Services 11,607.0 $2.4M 0.03% NEW $205.32 -26.2%
363 ULTA ULTA BEAUTY INC Consumer Cyclical 4,326.0 $2.4M 0.03% NEW $546.69 -9.8%
364 ZM ZOOM COMMUNICATIONS INC Technology 28,320.0 $2.3M 0.03% NEW $82.50 +20.5%
365 TOST TOAST INC Technology 63,625.0 $2.3M 0.03% NEW $36.51 -36.1%
366 IJH ISHARES TR 35,389.0 $2.3M 0.03% NEW $65.26 +11.7%
367 ERIC TELEFONAKTIEBOLAGET LM ERICS Technology 278,312.0 $2.3M 0.03% NEW $8.27 +60.1%
368 GWW GRAINGER W W INC Industrials 2,375.0 $2.3M 0.03% NEW $952.81 +30.1%
369 BWA BORGWARNER INC Consumer Cyclical 50,995.0 $2.2M 0.03% NEW $43.96 +44.6%
370 IEMG ISHARES INC 33,609.0 $2.2M 0.03% NEW $65.92 +22.2%
371 FNDF SCHWAB STRATEGIC TR 51,510.0 $2.2M 0.03% NEW $42.96 +24.9%
372 DOCU DOCUSIGN INC Technology 30,577.0 $2.2M 0.03% NEW $72.09 -32.1%
373 EQNR EQUINOR ASA Energy 90,287.0 $2.2M 0.03% NEW $24.38 +58.6%
374 MT ARCELORMITTAL SA LUXEMBOURG Basic Materials 60,725.0 $2.2M 0.03% NEW $36.15 +77.3%
375 BKNG BOOKING HOLDINGS INC Consumer Cyclical 405.0 $2.2M 0.03% NEW $5399.27 -97.0%
376 DDOG DATADOG INC Technology 15,330.0 $2.2M 0.03% NEW $142.40 +53.1%
377 LOGI LOGITECH INTL S A Technology 19,668.0 $2.2M 0.03% NEW $109.68 -3.5%
378 APD AIR PRODS & CHEMS INC Basic Materials 7,857.0 $2.1M 0.03% NEW $272.72 +6.4%
379 BRO BROWN & BROWN INC Financial Services 22,701.0 $2.1M 0.03% NEW $93.79 -37.6%
380 EFV ISHARES TR 30,991.0 $2.1M 0.03% NEW $67.83 +16.5%
Page 19 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%