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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 23 of 52  ·  1,031 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 GPC GENUINE PARTS CO Consumer Cyclical 10,935.0 $1.5M 0.02% NEW $138.60 -29.6%
442 MEDP MEDPACE HLDGS INC Healthcare 2,886.0 $1.5M 0.02% NEW $514.24 -16.4%
443 GGG GRACO INC Industrials 17,430.0 $1.5M 0.02% NEW $84.96 -11.4%
444 OHI OMEGA HEALTHCARE INVS INC Real Estate 34,976.0 $1.5M 0.02% NEW $42.22 +14.3%
445 INVA INNOVIVA INC Healthcare 80,382.0 $1.5M 0.02% NEW $18.25 +21.6%
446 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 72,542.0 $1.5M 0.02% NEW $20.20 +69.9%
447 THC TENET HEALTHCARE CORP Healthcare 7,156.0 $1.5M 0.02% NEW $203.05 -7.7%
448 EMN EASTMAN CHEM CO Basic Materials 22,911.0 $1.4M 0.02% NEW $63.05 +16.1%
449 ABR ARBOR REALTY TRUST INC Real Estate 117,840.0 $1.4M 0.02% NEW $12.21 -51.6%
450 TRGP TARGA RES CORP Energy 8,561.0 $1.4M 0.02% NEW $167.55 +61.6%
451 PDD PDD HOLDINGS INC Consumer Cyclical 10,827.0 $1.4M 0.02% NEW $132.17 -26.0%
452 HDB HDFC BANK LTD Financial Services 41,733.0 $1.4M 0.02% NEW $34.16 -27.9%
453 EXPD EXPEDITORS INTL WASH INC Industrials 11,493.0 $1.4M 0.02% NEW $122.59 +28.2%
454 HOLOGIC INC 20,777.0 $1.4M 0.02% NEW $67.49
455 TEAM ATLASSIAN CORPORATION Technology 8,732.0 $1.4M 0.02% NEW $159.70 -46.0%
456 HEICO CORP NEW 5,454.0 $1.4M 0.02% NEW $254.08
457 PPL PPL CORP Utilities 37,214.0 $1.4M 0.02% NEW $37.16 -4.6%
458 AIT APPLIED INDL TECHNOLOGIES IN Industrials 5,239.0 $1.4M 0.02% NEW $261.03 +17.1%
459 CFG CITIZENS FINL GROUP INC Financial Services 25,647.0 $1.4M 0.02% NEW $53.16 +18.1%
460 MTB M & T BK CORP Financial Services 6,888.0 $1.4M 0.02% NEW $197.62 +7.4%
Page 23 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%