Arkolith/Funds/QRG Capital Management, Inc.

QRG Capital Management, Inc.

CIK 1996454
Holdings as of Jun 30, 2026·disclosed Jul 14, 2026·~14-day 13F lag·13F-HR
Active Filer

QRG Capital Management, Inc. holds a diversified book of 1213 stocks worth $12.1B as of Q2 2026 (disclosed Jul 14, 2026, a ~45-day 13F lag). This quarter they opened Carnival Corp Ltd and trimmed Merck & Co. Inc.. Their largest long position is Nvidia Corp at 7% of the equity book.

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Use Arkolith to show QRG CAPITAL MANAGEMENT, INC.'s latest
holdings, largest changes, and filing provenance.
Opened
116
new positions
Added to
892
existing
Trimmed
203
reduced
Sold out
37
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
23%
Top 10 holdings
34%
Top 20 holdings
45%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

96% mapped to company sectors

Information Technology
45%
Financials
12%
Consumer Discretionary
10%
Industrials
9%
Health Care
8%
ETF / fund or unclassified
4%
Materials
3%
Utilities
2%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

1,213 positions
#SecurityValueShares% PortLast moveHistory
1Nvidia Corporation
COM
$826.1M4.13M
6.8%
+7.9%
Added · +302K sh
2Apple Inc
COM
$751.3M2.60M
6.2%
+7.9%
Added · +190K sh
3Microsoft Corp
COM
$477.8M1.28M
4.0%
+8.4%
Added · +99K sh
4Alphabet Inc
CAP STK CL A
$396.7M1.11M
3.3%
+8.8%
Added · +90K sh
5Amazon Com Inc
COM
$382.0M1.60M
3.2%
+12%
Added · +166K sh
6Broadcom Inc
COM
$322.9M854.9K
2.7%
+8.9%
Added · +70K sh
7Alphabet Inc
CAP STK CL C
$304.3M861.3K
2.5%
+9.7%
Added · +76K sh
8Micron Technology Inc
COM
$250.0M216.6K
2.1%
+5.0%
Added · +10K sh
9Meta Platforms Inc
CL A
$209.9M372.6K
1.7%
+5.5%
Added · +19K sh
10Tesla Inc
COM
$205.1M487.6K
1.7%
+8.2%
Added · +37K sh
11Eli Lilly & Co
COM
$175.5M146.3K
1.5%
+9.6%
Added · +13K sh
12JPMorgan Chase & Co
COM
$169.4M517.5K
1.4%
+8.4%
Added · +40K sh
13Advanced Micro Devices Inc
COM
$166.4M286.4K
1.4%
+15%
Added · +38K sh
14Applied Matls Inc
COM
$156.1M215.8K
1.3%
+10%
Added · +20K sh
15Lam Research Corp
COM NEW
$120.8M278.8K
1.0%
+6.6%
Added · +17K sh
16Caterpillar Inc
COM
$115.1M108.0K
1.0%
+13%
Added · +12K sh
17Johnson & Johnson
COM
$112.0M440.8K
0.9%
+5.7%
Added · +24K sh
18Visa Inc
COM CL A
$106.5M310.5K
0.9%
+11%
Added · +30K sh
19Berkshire Hathaway Inc Del
CL B NEW
$103.8M207.4K
0.9%
+0.5%
Added · +940 sh
20Walmart Inc
COM
$99.1M874.8K
0.8%
+4.9%
Added · +41K sh
21Intel Corp
COM
$90.7M649.9K
0.8%
+34%
Added · +164K sh
22Costco Wholesale Corporation
COM
$85.3M91.2K
0.7%
+11%
Added · +9K sh
23Cisco Sys Inc
COM
$83.8M713.3K
0.7%
+6.3%
Added · +42K sh
24Ge Aerospace
COM NEW
$80.1M214.4K
0.7%
+9.8%
Added · +19K sh
25Abbvie Inc
COM
$75.7M301.0K
0.6%
+8.8%
Added · +24K sh
26Goldman Sachs Group Inc
COM
$74.4M73.5K
0.6%
+13%
Added · +9K sh
27Mastercard Incorporated
CL A
$69.1M134.6K
0.6%
+6.6%
Added · +8K sh
28Vanguard Index FDS
LARGE CAP ETF
$65.2M189.7K
0.5%
+6.8%
Added · +12K sh
29Amphenol Corp
CL A
$63.1M357.7K
0.5%
+1.8%
Added · +6K sh
30Netflix Inc.
COM
$61.5M861.1K
0.5%
+4.1%
Added · +34K sh
31Home Depot Inc
COM
$61.0M172.9K
0.5%
+7.0%
Added · +11K sh
32Vanguard Index FDS
S&P 500 ETF SHS
$59.7M86.9K
0.5%
+8.9%
Added · +7K sh
33Kla Corp
COM NEW
$59.2M196.3K
0.5%
20×
Added · +186K sh
34Taiwan Semiconductor Manufac
SPONSORED ADS
$58.8M123.1K
0.5%
+18%
Added · +19K sh
35Morgan Stanley
COM NEW
$58.5M279.6K
0.5%
+12%
Added · +30K sh
36Unitedhealth Group Inc
COM
$56.5M135.9K
0.5%
+18%
Added · +21K sh
37Citigroup Inc
COM NEW
$56.3M402.6K
0.5%
+6.9%
Added · +26K sh
38Western Digital Corp
COM
$55.6M87.1K
0.5%
+32%
Added · +21K sh
39Bank Of Amer Corp
COM
$55.3M970.3K
0.5%
+9.4%
Added · +83K sh
40Merck & Co Inc
COM
$55.1M429.0K
0.5%
−14%
Reduced · −71K sh
41Procter & Gamble Co
COM
$54.3M370.3K
0.4%
+8.2%
Added · +28K sh
42ASML Hldg NV
N Y REGISTRY SHS
$52.1M26.2K
0.4%
+13%
Added · +3K sh
43Ge Vernova Inc
COM
$51.3M43.6K
0.4%
+21%
Added · +7K sh
44TJX Cos Inc New
COM
$49.1M323.8K
0.4%
+6.8%
Added · +21K sh
45International Business Machs
COM
$48.6M172.7K
0.4%
+6.5%
Added · +11K sh
46Wells Fargo & Co
COM
$48.2M583.1K
0.4%
+4.5%
Added · +25K sh
47Chevron Corporation
COM
$46.1M278.4K
0.4%
−10%
Reduced · −31K sh
48Palantir Technologies Inc
CL A
$45.1M386.8K
0.4%
+5.4%
Added · +20K sh
49Philip Morris Intl Inc
COM
$44.5M246.2K
0.4%
+4.0%
Added · +10K sh
50Oracle Corp
COM
$44.0M300.1K
0.4%
+13%
Added · +34K sh
Showing 50 of 1,213 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 14, 20261,213$12.1B13F-HR
Q1 2026Mar 31, 2026Apr 27, 20261,138$9.7B13F-HR
Q4 2025Dec 31, 2025Feb 2, 20261,077$9.0B13F-HR
Q3 2025Sep 30, 2025Oct 28, 20251,031$8.3B13F-HR
Q2 2025Jun 30, 2025Jul 21, 20251,117$11.5B13F-HR
Q1 2025Mar 31, 2025Apr 17, 20251,078$9.6B13F-HR
Q4 2024Dec 31, 2024Feb 5, 20251,086$9.7B13F-HR
Q3 2024Sep 30, 2024Oct 30, 20241,085$9.3B13F-HR
Q2 2024Jun 30, 2024Jul 12, 20241,032$8.4B13F-HR
Q1 2024Mar 31, 2024May 7, 20241,060$7.9B13F-HR
Q4 2023Dec 31, 2023Feb 7, 20241,029$6.7B13F-HR
Q3 2023Sep 30, 2023Nov 13, 2023989$5.8B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.