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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 45 of 52  ·  1,031 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 IONQ IONQ INC Technology 4,909.0 $302K 0.00% NEW $61.50 -4.2%
882 XLF SELECT SECTOR SPDR TR 5,538.0 $298K 0.00% NEW $53.87 -4.0%
883 HMY HARMONY GOLD MINING CO LTD Basic Materials 16,425.0 $298K 0.00% NEW $18.15 -5.3%
884 RGA REINSURANCE GRP OF AMERICA I Financial Services 1,546.0 $297K 0.00% NEW $192.13 +11.4%
885 MDB MONGODB INC Technology 956.0 $297K 0.00% NEW $310.32 +2.3%
886 VT VANGUARD INTL EQUITY INDEX F 2,137.0 $294K 0.00% NEW $137.80 +12.6%
887 BRX BRIXMOR PPTY GROUP INC Real Estate 10,558.0 $292K 0.00% NEW $27.68 +11.5%
888 LTC LTC PPTYS INC Real Estate 7,898.0 $291K 0.00% NEW $36.86 +4.8%
889 NEU NEWMARKET CORP Basic Materials 351.0 $291K 0.00% NEW $828.26 -13.0%
890 BBWI BATH & BODY WORKS INC Consumer Cyclical 11,244.0 $290K 0.00% NEW $25.76 -32.8%
891 XLI SELECT SECTOR SPDR TR 1,873.0 $289K 0.00% NEW $154.23 +10.6%
892 UHS UNIVERSAL HLTH SVCS INC Healthcare 1,405.0 $287K 0.00% NEW $204.46 -19.6%
893 SUZ SUZANO S A Basic Materials 30,488.0 $287K 0.00% NEW $9.40 -10.1%
894 BN BROOKFIELD CORP Financial Services 4,159.0 $285K 0.00% NEW $68.59 -33.8%
895 SPHQ INVESCO EXCHANGE TRADED FD T 3,888.0 $285K 0.00% NEW $73.29 +14.2%
896 LIBERTY MEDIA CORP DEL 2,983.0 $284K 0.00% NEW $95.22
897 EWBC EAST WEST BANCORP INC Financial Services 2,666.0 $284K 0.00% NEW $106.43 +15.6%
898 MSGS MADISON SQUARE GRDN SPRT COR Communication Services 1,248.0 $283K 0.00% NEW $227.03 +55.2%
899 VXUS VANGUARD STAR FDS 3,857.0 $283K 0.00% NEW $73.46 +15.1%
900 TPH TRI POINTE HOMES INC Consumer Cyclical 8,295.0 $282K 0.00% NEW $33.97 +38.2%
Page 45 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%