Qrg Capital Management, Inc. Portfolio Stock Holdings

Qrg Capital Management, Inc. disclosed 1213 stock positions valued at approximately $12.1 billion in its latest SEC 13F filing. The largest holdings include NVIDIA CORPORATION, APPLE INC, and MICROSOFT CORP. The filing reflects positions held as of June 30, 2026 and was filed on July 14, 2026.

Report Period
June 30, 2026
No. of Stocks
1213
Portfolio Value
$12.1B
Holdings by Sector
Qrg Capital Management, Inc. Portfolio Holdings in Q2 2026

1182 holdings in the latest reporting period.

Page 1 of 12
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
NVIDIA CORPORATIONNVDATechnology6.83%4,128,722+302,428+7.90%$826,116,066
APPLE INCAAPLTechnology6.21%2,596,345+189,877+7.89%$751,278,472
MICROSOFT CORPMSFTTechnology3.95%1,280,983+99,314+8.40%$477,832,274
ALPHABET INCGOOGLCommunication Services3.28%1,110,108+89,799+8.80%$396,719,127
AMAZON COM INCAMZNConsumer Cyclical3.16%1,602,570+165,694+11.53%$381,956,551
BROADCOM INCAVGOTechnology2.67%854,920+69,865+8.90%$322,946,157
ALPHABET INCGOOGCommunication Services2.52%861,292+76,230+9.71%$304,320,239
MICRON TECHNOLOGY INCMUTechnology2.07%216,617+10,384+5.04%$250,039,070
META PLATFORMS INCMETACommunication Services1.74%372,579+19,353+5.48%$209,869,970
TESLA INCTSLAConsumer Cyclical1.70%487,632+36,916+8.19%$205,097,953
ELI LILLY & COLLYHealthcare1.45%146,305+12,755+9.55%$175,482,907
JPMORGAN CHASE & COJPMFinancial Services1.40%517,473+39,973+8.37%$169,384,402
ADVANCED MICRO DEVICES INCAMDTechnology1.38%286,441+37,595+15.11%$166,396,375
APPLIED MATLS INCAMATTechnology1.29%215,839+20,447+10.46%$156,051,244
LAM RESEARCH CORPLRCXOther1.00%278,844+17,328+6.63%$120,831,531
CATERPILLAR INCCATIndustrials0.95%108,049+12,132+12.65%$115,061,501
JOHNSON & JOHNSONJNJHealthcare0.93%440,815+23,837+5.72%$111,953,908
VISA INCVFinancial Services0.88%310,501+30,182+10.77%$106,529,930
BERKSHIRE HATHAWAY INC DELBRK-BFinancial Services0.86%207,387+940+0.46%$103,774,472
WALMART INCWMTConsumer Defensive0.82%874,800+40,799+4.89%$99,079,904
INTEL CORPINTCTechnology0.75%649,888+164,339+33.85%$90,743,884
COSTCO WHOLESALE CORPORATIONCOSTConsumer Defensive0.71%91,229+8,810+10.69%$85,342,051
CISCO SYS INCCSCOTechnology0.69%713,287+42,376+6.32%$83,782,740
GE AEROSPACEGEIndustrials0.66%214,416+19,155+9.81%$80,133,860
ABBVIE INCABBVHealthcare0.63%301,006+24,245+8.76%$75,745,121
GOLDMAN SACHS GROUP INCGSFinancial Services0.62%73,537+8,560+13.17%$74,372,914
MASTERCARD INCORPORATEDMAFinancial Services0.57%134,601+8,314+6.58%$69,130,869
VANGUARD INDEX FDSVVOther0.54%189,661+12,146+6.84%$65,226,272
AMPHENOL CORPAPHTechnology0.52%357,739+6,476+1.84%$63,076,616
NETFLIX INC.NFLXCommunication Services0.51%861,135+33,742+4.08%$61,485,013
HOME DEPOT INCHDConsumer Cyclical0.50%172,877+11,256+6.96%$60,970,364
VANGUARD INDEX FDSVOOOther0.49%86,890+7,103+8.90%$59,677,089
KLA CORPKLACTechnology0.49%196,295+186,475+1898.93%$59,224,050
TAIWAN SEMICONDUCTOR MANUFACTSMTechnology0.49%123,108+18,908+18.15%$58,792,511
MORGAN STANLEYMSFinancial Services0.48%279,622+30,010+12.02%$58,452,114
UNITEDHEALTH GROUP INCUNHHealthcare0.47%135,858+20,916+18.20%$56,466,538
CITIGROUP INCCFinancial Services0.47%402,611+25,998+6.90%$56,349,494
WESTERN DIGITAL CORPWDCTechnology0.46%87,122+21,337+32.43%$55,646,707
BANK OF AMER CORPBACFinancial Services0.46%970,332+83,374+9.40%$55,289,544
MERCK & CO INCMRKHealthcare0.46%428,993-70,739-14.16%$55,125,553
PROCTER & GAMBLE COPGConsumer Defensive0.45%370,300+28,048+8.20%$54,300,849
ASML HLDG NVASMLOther0.43%26,167+2,913+12.53%$52,057,135
GE VERNOVA INCGEVUtilities0.42%43,643+7,449+20.58%$51,274,615
TJX COS INC NEWTJXConsumer Cyclical0.41%323,830+20,517+6.76%$49,060,213
INTERNATIONAL BUSINESS MACHSIBMTechnology0.40%172,688+10,627+6.56%$48,561,612
WELLS FARGO & COWFCFinancial Services0.40%583,082+25,124+4.50%$48,185,890
CHEVRON CORPORATIONCVXEnergy0.38%278,373-31,026-10.03%$46,143,036
PALANTIR TECHNOLOGIES INCPLTRTechnology0.37%386,796+19,925+5.43%$45,127,513
PHILIP MORRIS INTL INCPMConsumer Defensive0.37%246,221+9,513+4.02%$44,543,815
ORACLE CORPORCLTechnology0.36%300,056+34,397+12.95%$43,973,167
ANALOG DEVICES INCADITechnology0.36%108,465+11,849+12.26%$43,078,932
RTX CORPORATIONRTXIndustrials0.35%226,195+35,269+18.47%$42,915,932
MARVELL TECHNOLOGY INCMRVLTechnology0.35%141,942+25,878+22.30%$42,283,038
TEXAS INSTRS INCTXNTechnology0.35%141,319+17,157+13.82%$42,122,923
COCA COLA COKOConsumer Defensive0.34%501,734+44,386+9.71%$40,775,957
EATON CORP PLCETNOther0.32%90,731+9,491+11.68%$38,662,450
INTUITIVE SURGICAL INCISRGHealthcare0.32%95,883+24,352+34.04%$38,130,860
ARISTA NETWORKS INCANETOther0.31%222,749+36,680+19.71%$37,840,626
QUALCOMM INCQCOMTechnology0.31%204,726+23,009+12.66%$37,831,335
AMGEN INCAMGNHealthcare0.30%98,650+4,267+4.52%$35,723,024
ALTRIA GROUP INCMOConsumer Defensive0.29%494,560+17,000+3.56%$35,583,597
VERIZON COMMUNICATIONS INCVZCommunication Services0.29%836,939+43,313+5.46%$35,436,013
PALO ALTO NETWORKS INCPANWTechnology0.29%103,822+17,982+20.95%$35,405,440
BANK OF NY MELLON CORPBKFinancial Services0.29%242,279+4,877+2.05%$35,035,963
AMERICAN EXPRESS COAXPFinancial Services0.29%102,352+11,677+12.88%$34,620,420
VERTIV HOLDINGS COVRTIndustrials0.29%103,334+10,835+11.71%$34,598,143
CORNING INCGLWTechnology0.28%130,887+17,955+15.90%$33,432,458
JOHNSON CONTROLS INTERNATIONJCIIndustrials0.27%222,168+9,988+4.71%$32,460,966
ISHARES TRIVVOther0.27%42,877+27,980+187.82%$32,110,157
TE CONNECTIVITY PLCTELOther0.26%154,278+11,519+8.07%$31,103,805
VANGUARD TAX-MANAGED FDSVEAOther0.26%433,363+63,407+17.14%$30,877,128
TRAVELERS COMPANIES INCTRVFinancial Services0.25%89,892+25,395+39.37%$29,675,121
CADENCE DESIGN SYSTEM INCCDNSTechnology0.24%77,505+10,400+15.50%$29,089,059
GILEAD SCIENCES INCGILDHealthcare0.24%227,523+1,277+0.56%$28,745,266
UNION PAC CORPUNPIndustrials0.23%102,949+8,842+9.40%$28,002,026
CARDINAL HEALTH INCCAHHealthcare0.22%110,203+49,876+82.68%$26,179,945
SNAP ON INCSNAIndustrials0.22%64,846-22,003-25.33%$26,094,010
MCDONALDS CORPMCDConsumer Cyclical0.21%96,006-4,051-4.05%$25,951,359
NOVARTIS AGNVSHealthcare0.21%164,478+13,634+9.04%$25,776,976
UBER TECHNOLOGIES INCUBERTechnology0.21%355,500+22,320+6.70%$25,652,886
VANGUARD INDEX FDSVBOther0.21%84,191+12,359+17.21%$25,519,966
WABTECWABIndustrials0.21%93,442+4,878+5.51%$25,192,022
HSBC HLDGS PLCHSBCFinancial Services0.21%264,385+31,191+13.38%$25,140,356
LOWES COS INCLOWConsumer Cyclical0.21%113,050+452+0.40%$24,926,367
CUMMINS INCCMIIndustrials0.21%34,844-22,172-38.89%$24,851,214
BOEING COBAIndustrials0.20%114,256+10,351+9.96%$24,733,000
PEPSICO INCPEPConsumer Defensive0.20%181,140-9,170-4.82%$24,526,319
AT&T INCTCommunication Services0.20%1,166,316-13,741-1.16%$24,142,751
LINDE PLCLINOther0.20%46,349-25,255-35.27%$24,052,602
SCHWAB CHARLES CORPSCHWFinancial Services0.20%258,708+10,980+4.43%$23,871,014
EMERSON ELEC COEMRIndustrials0.20%166,686+65,150+64.16%$23,861,092
GENERAL DYNAMICS CORPGDIndustrials0.19%66,370+2,962+4.67%$23,510,856
MEDTRONIC PLCMDTOther0.19%299,948-21,296-6.63%$23,464,896
CONOCOPHILLIPSCOPEnergy0.19%222,963+19,935+9.82%$23,179,244
HOWMET AEROSPACE INCHWMIndustrials0.19%85,876+25,920+43.23%$23,088,717
NEXTERA ENERGY INCNEEUtilities0.19%263,004+19,092+7.83%$23,083,824
EBAY INC.EBAYConsumer Cyclical0.19%205,914+19,570+10.50%$23,010,875
DUKE ENERGY CORP NEWDUKUtilities0.19%180,200+13,141+7.87%$22,809,707
CONSOLIDATED EDISON INCEDUtilities0.19%205,974+985+0.48%$22,786,896
AMERICAN ELEC PWR CO INCAEPUtilities0.19%163,903+12,305+8.12%$22,423,600