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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 34 of 52  ·  1,031 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 XPO XPO INC Industrials 4,491.0 $581K 0.01% NEW $129.27 +63.0%
662 ENSG ENSIGN GROUP INC Healthcare 3,339.0 $577K 0.01% NEW $172.79 -0.6%
663 TKO TKO GROUP HOLDINGS INC Communication Services 2,851.0 $576K 0.01% NEW $201.98 -3.8%
664 LNT ALLIANT ENERGY CORP Utilities 8,539.0 $576K 0.01% NEW $67.41 +8.7%
665 WAT WATERS CORP Healthcare 1,913.0 $574K 0.01% NEW $299.83 +13.8%
666 VALE VALE S A Basic Materials 52,583.0 $571K 0.01% NEW $10.86 +50.6%
667 VIRT VIRTU FINL INC Financial Services 16,064.0 $570K 0.01% NEW $35.50 +51.5%
668 CSL CARLISLE COS INC Industrials 1,725.0 $567K 0.01% NEW $328.92 +1.0%
669 PAYC PAYCOM SOFTWARE INC Technology 2,725.0 $567K 0.01% NEW $208.12 -35.4%
670 GPN GLOBAL PMTS INC Industrials 6,783.0 $564K 0.01% NEW $83.08 -12.6%
671 WF WOORI FINL GROUP INC Financial Services 10,034.0 $563K 0.01% NEW $56.15 +11.2%
672 FN FABRINET Technology 1,544.0 $563K 0.01% NEW $364.69 +92.8%
673 MTH MERITAGE HOMES CORP Consumer Cyclical 7,769.0 $563K 0.01% NEW $72.43 -11.8%
674 MLCO MELCO RESORTS AND ENTMNT LTD Consumer Cyclical 61,321.0 $562K 0.01% NEW $9.17 -41.0%
675 OKE ONEOK INC NEW Energy 7,659.0 $559K 0.01% NEW $72.97 +26.9%
676 R RYDER SYS INC Industrials 2,954.0 $557K 0.01% NEW $188.65 +24.5%
677 CX CEMEX SAB DE CV Basic Materials 61,676.0 $554K 0.01% NEW $8.99 +40.0%
678 AN AUTONATION INC Consumer Cyclical 2,526.0 $553K 0.01% NEW $218.77 -14.8%
679 ITUB ITAU UNIBANCO HLDG S A Financial Services 75,140.0 $552K 0.01% NEW $7.34 +9.0%
680 BLD TOPBUILD CORP Industrials 1,410.0 $551K 0.01% NEW $390.84 +5.2%
Page 34 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%