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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 13 of 52  ·  1,031 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 ALL ALLSTATE CORP Financial Services 23,083.0 $5.0M 0.06% NEW $214.65 -0.1%
242 CAH CARDINAL HEALTH INC Healthcare 30,886.0 $4.8M 0.06% NEW $156.96 +27.8%
243 RSG REPUBLIC SVCS INC Industrials 21,121.0 $4.8M 0.06% NEW $229.47 -7.5%
244 SPY SPDR S&P 500 ETF TR Financial Services 7,268.0 $4.8M 0.06% NEW $666.17 +11.5%
245 VMC VULCAN MATLS CO Basic Materials 15,683.0 $4.8M 0.06% NEW $307.62 -14.4%
246 LYB LYONDELLBASELL INDUSTRIES N Basic Materials 97,378.0 $4.8M 0.06% NEW $49.04 +42.9%
247 HPE HEWLETT PACKARD ENTERPRISE C Technology 193,315.0 $4.7M 0.06% NEW $24.56 +38.3%
248 USB US BANCORP DEL Financial Services 97,812.0 $4.7M 0.06% NEW $48.33 +12.8%
249 SNOW SNOWFLAKE INC Technology 20,801.0 $4.7M 0.06% NEW $225.55 -26.0%
250 LMT LOCKHEED MARTIN CORP Industrials 9,320.0 $4.7M 0.06% NEW $499.20 +4.7%
251 RMD RESMED INC Healthcare 16,997.0 $4.7M 0.06% NEW $273.72 -23.3%
252 CPRT COPART INC Industrials 102,978.0 $4.6M 0.06% NEW $44.97 -23.5%
253 ING ING GROEP N.V. Financial Services 177,233.0 $4.6M 0.06% NEW $26.08 +17.6%
254 SOFI SOFI TECHNOLOGIES INC Financial Services 174,004.0 $4.6M 0.06% NEW $26.42 -40.6%
255 MRSH MARSH & MCLENNAN COS INC Financial Services 22,801.0 $4.6M 0.06% NEW $201.53 -18.1%
256 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 42,440.0 $4.6M 0.06% NEW $107.81 -14.3%
257 FORTINET INC 54,358.0 $4.6M 0.06% NEW $84.08
258 DELL DELL TECHNOLOGIES INC Technology 31,840.0 $4.5M 0.06% NEW $141.77 +78.4%
259 FNDX SCHWAB STRATEGIC TR 170,413.0 $4.5M 0.05% NEW $26.30 +16.3%
260 DVN DEVON ENERGY CORP NEW Energy 127,583.0 $4.5M 0.05% NEW $35.06 +34.4%
Page 13 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%