Victrix Investment Advisors Top Holdings and 13F Report (2026) About Victrix Investment AdvisorsInvestment ActivityVictrix Investment Advisors has $275.39 million in total holdings as of March 31, 2026.Victrix Investment Advisors owns shares of 107 different stocks, but just 40 companies or ETFs make up 80% of its holdings.Approximately 9.37% of the portfolio was purchased this quarter.About 1.69% of the portfolio was sold this quarter.This quarter, Victrix Investment Advisors has purchased 104 new stocks and bought additional shares in 60 stocks.Victrix Investment Advisors sold shares of 29 stocks and completely divested from 7 stocks this quarter.Largest Holdings NVIDIA $13,128,001Alphabet $12,761,100Vanguard FTSE Developed Markets ETF $10,918,792Vanguard S&P 500 ETF $10,416,787Apple $10,323,667 Largest New Holdings this Quarter 084670702 - Berkshire Hathaway $9,260,061 Holding92203C303 - Vanguard Ultra-Short Bond ETF $517,117 Holding031162100 - Amgen $317,017 Holding92189F486 - VanEck IG Floating Rate ETF $314,729 Holding92189F676 - VanEck Semiconductor ETF $294,451 Holding Largest Purchases this Quarter Berkshire Hathaway 19,324 shares (about $9.26M)Vanguard FTSE Developed Markets ETF 24,383 shares (about $1.56M)Microsoft 3,989 shares (about $1.48M)Vanguard FTSE Emerging Markets ETF 23,801 shares (about $1.29M)UnitedHealth Group 3,423 shares (about $926.23K) Largest Sales this Quarter Taiwan Semiconductor Manufacturing 1,802 shares (about $608.99K)Invesco QQQ 1,015 shares (about $585.86K)Schwab US Large-Cap ETF 7,569 shares (about $194.07K)SPDR S&P 500 ETF Trust 259 shares (about $168.43K)Caterpillar 210 shares (about $148.78K) Sector Allocation Over TimeMap of 500 Largest Holdings ofVictrix Investment Advisors Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$13,128,001$52,495 ▲0.4%75,2754.8%Computer and TechnologyGOOGLAlphabet$12,761,100$34,507 ▲0.3%44,3774.6%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$10,918,792$1,562,464 ▲16.7%170,3934.0%ETFVOOVanguard S&P 500 ETF$10,416,787$727,239 ▲7.5%17,4323.8%ETFAAPLApple$10,323,667$316,222 ▲3.2%40,6783.7%Computer and TechnologyBRK.BBerkshire Hathaway$9,260,061$9,260,061 ▲New Holding19,3243.4%FinanceAMZNAmazon.com$8,820,009$706,659 ▲8.7%42,3493.2%Retail/WholesaleMSFTMicrosoft$8,380,612$1,476,602 ▲21.4%22,6403.0%Computer and TechnologyLMTLockheed Martin$7,267,185$1,209 ▼0.0%12,0242.6%AerospaceSCHASchwab US Small-Cap ETF$7,203,907$363,471 ▲5.3%247,7272.6%ETFSCHMSchwab U.S. Mid-Cap ETF$6,617,132$337,866 ▲5.4%213,7322.4%ETFJNJJohnson & Johnson$6,286,263$405,770 ▲6.9%25,7172.3%MedicalUNHUnitedHealth Group$5,836,085$926,230 ▲18.9%21,5682.1%MedicalWALMART INC$5,524,300$10,937 ▲0.2%44,4502.0%COMCSCOCisco Systems$5,382,108$236,805 ▲4.6%69,3662.0%Computer and TechnologyQQQInvesco QQQ$5,093,766$585,855 ▼-10.3%8,8251.8%FinanceVWOVanguard FTSE Emerging Markets ETF$5,059,999$1,286,444 ▲34.1%93,6171.8%ETFSPYSPDR S&P 500 ETF Trust$5,010,062$168,433 ▼-3.3%7,7041.8%FinanceVTVVanguard Value ETF$4,945,553$86,523 ▲1.8%25,2071.8%ETFBABoeing$4,774,929$199,229 ▲4.4%23,9911.7%AerospaceMMM3M$4,772,403$117,201 ▲2.5%32,8611.7%Multi-Sector ConglomeratesBACBank of America$4,358,956$65,082 ▲1.5%89,4141.6%FinanceSCHWCharles Schwab$4,253,861$174,335 ▲4.3%45,2631.5%FinanceHDHome Depot$4,149,969$205,558 ▲5.2%12,6181.5%Retail/WholesaleCBChubb$4,063,043$4,237 ▲0.1%12,4661.5%FinanceVVisa$4,013,761$382,033 ▲10.5%13,2801.5%Business ServicesMETAMeta Platforms$3,971,757$545,244 ▲15.9%6,9421.4%Computer and TechnologyCATCaterpillar$3,839,145$148,777 ▼-3.7%5,4191.4%IndustrialsREGNRegeneron Pharmaceuticals$3,682,402$103,534 ▼-2.7%4,7661.3%MedicalJPMJPMorgan Chase & Co.$3,644,075$111,781 ▲3.2%12,3881.3%FinanceINTCIntel$3,487,550$95,233 ▼-2.7%79,0291.3%Computer and TechnologySCHZSchwab U.S. Aggregate Bond ETF$3,414,756$249,011 ▲7.9%147,0611.2%ETFTXNTexas Instruments$3,113,423$159,777 ▲5.4%16,0371.1%Computer and TechnologyASMLASML$2,999,605$225,862 ▲8.1%2,2711.1%Computer and TechnologyMRKMerck & Co., Inc.$2,972,792$44,867 ▲1.5%24,7141.1%MedicalPFFiShares Preferred and Income Securities ETF$2,830,251$1,819 ▼-0.1%93,3461.0%ETFDISWalt Disney$2,677,633$169,436 ▲6.8%27,7821.0%Consumer DiscretionaryNEENextEra Energy$2,356,618$197,646 ▲9.2%25,3730.9%UtilitiesABBVAbbVie$2,047,378$126,357 ▼-5.8%9,4140.7%MedicalXOMExxonMobil$2,038,126$35,798 ▼-1.7%12,0130.7%EnergyDUKDuke Energy$2,032,189$163,675 ▲8.8%15,5200.7%UtilitiesTGTTarget$2,017,980$42,784 ▲2.2%16,6500.7%Retail/WholesaleRSPInvesco S&P 500 Equal Weight ETF$2,005,276$2,303 ▲0.1%10,4490.7%ETFGEGE Aerospace$2,000,891$69,241 ▲3.6%7,0510.7%AerospaceSCHJSchwab 1-5 Year Corporate Bond ETF$1,936,512$160,811 ▲9.1%78,3220.7%ETFSHELShell$1,922,403$73,470 ▲4.0%20,6710.7%EnergyGSThe Goldman Sachs Group$1,868,792$62,603 ▼-3.2%2,2090.7%FinanceSCHXSchwab US Large-Cap ETF$1,759,621$194,069 ▼-9.9%68,6280.6%ETFTSMTaiwan Semiconductor Manufacturing$1,688,398$608,986 ▼-26.5%4,9960.6%Computer and TechnologyNOCNorthrop Grumman$1,670,806$13,645 ▼-0.8%2,4490.6%AerospaceGOOGAlphabet$1,613,464$79,167 ▲5.2%5,6250.6%Computer and TechnologySCHDSchwab US Dividend Equity ETF$1,585,003$54,856 ▼-3.3%51,6620.6%ETFIEFAiShares Core MSCI EAFE ETF$1,366,822$77,856 ▲6.0%15,0980.5%ETFSCHFSchwab International Equity ETF$1,322,825$88,061 ▼-6.2%53,4470.5%ETFAXPAmerican Express$1,318,510$3,327 ▲0.3%4,3590.5%FinanceLLYEli Lilly and Company$1,215,698$40,462 ▲3.4%1,3220.4%MedicalRTXRTX$1,214,308$18,326 ▼-1.5%6,2950.4%AerospaceCVXChevron$1,180,300$13,241 ▲1.1%5,7050.4%EnergyLHXL3Harris Technologies$1,169,654$279,557 ▲31.4%3,3890.4%AerospaceIJRiShares Core S&P Small-Cap ETF$1,058,002$115,608 ▲12.3%8,5110.4%ETFCOSTCostco Wholesale$921,643$88,677 ▲10.6%9250.3%Retail/WholesaleMCKMcKesson$920,743$17,307 ▼-1.8%1,0640.3%MedicalAVGOBroadcom$920,632$225,360 ▲32.4%2,9740.3%Computer and TechnologySNOWSnowflake$915,025$110,099 ▲13.7%6,0670.3%Computer and TechnologyGE VERNOVA INC$907,816$137,045 ▲17.8%1,0400.3%COMPALANTIR TECHNOLOGIES INC$903,142$27,940 ▼-3.0%6,1740.3%CL AVBRVanguard Small-Cap Value ETF$896,429$122,319 ▲15.8%4,1260.3%ETFVXFVanguard Extended Market ETF$879,178$25,725 ▼-2.8%4,2720.3%ETFIEMGiShares Core MSCI Emerging Markets ETF$806,031$2,790 ▼-0.3%11,5560.3%ETFMAMastercard$778,816$20,482 ▲2.7%1,5590.3%Business ServicesTSLATesla$763,259$48,703 ▲6.8%2,0530.3%Auto/Tires/TrucksVANGUARD INSTL INDEX FD$707,630$488,623 ▲223.1%9,3540.3%0-3 MO TREAS BILAMDAdvanced Micro Devices$673,557$32,549 ▼-4.6%3,3110.2%Computer and TechnologyMKLMarkel Group$593,3620.0%3100.2%Multi-Sector ConglomeratesSCHESchwab Emerging Markets Equity ETF$553,231$39,935 ▲7.8%16,7900.2%ETFCAHCardinal Health$546,8700.0%2,5880.2%MedicalVGITVanguard Intermediate-Term Treasury ETF$546,133$326,572 ▲148.7%9,1710.2%ETFVUSBVanguard Ultra-Short Bond ETF$517,117$517,117 ▲New Holding10,3870.2%ETFSYKStryker$418,9520.0%1,2750.2%MedicalARISTA NETWORKS INC$401,368$368 ▲0.1%3,2690.1%COM SHSDEDeere & Company$396,580$3,943 ▼-1.0%7040.1%IndustrialsDIASPDR Dow Jones Industrial Average ETF Trust$377,963$46,319 ▼-10.9%8160.1%FinanceVIGVanguard Dividend Appreciation ETF$375,925$430 ▲0.1%1,7480.1%ETFMCDMcDonald's$351,503$30,147 ▲9.4%1,1310.1%Retail/WholesaleSCHGSchwab U.S. Large-Cap Growth ETF$322,864$6,292 ▲2.0%11,0840.1%ETFAMGNAmgen$317,017$317,017 ▲New Holding9010.1%MedicalFLTRVanEck IG Floating Rate ETF$314,729$314,729 ▲New Holding12,3520.1%ETFEDConsolidated Edison$304,228$25,466 ▼-7.7%2,6880.1%UtilitiesSMHVanEck Semiconductor ETF$294,451$294,451 ▲New Holding7680.1%ManufacturingUNPUnion Pacific$285,564$4,852 ▲1.7%1,1770.1%TransportationCAVACAVA Group$278,296$95,219 ▼-25.5%3,4400.1%Retail/WholesaleDVYiShares Select Dividend ETF$275,566$45,423 ▼-14.2%1,8200.1%ETFVUGVanguard Growth ETF$273,431$30,575 ▲12.6%6260.1%ETFAMATApplied Materials$258,414$258,414 ▲New Holding7560.1%Computer and TechnologyDGXQuest Diagnostics$256,7340.0%1,3100.1%MedicalPANWPalo Alto Networks$256,352$3,206 ▼-1.2%1,5990.1%Computer and TechnologyABTAbbott Laboratories$250,046$10,269 ▼-3.9%2,4350.1%MedicalNDAQNasdaq$246,1810.0%2,9000.1%FinanceMARMarriott International$229,6030.0%7020.1%Consumer DiscretionaryCRWDCrowdStrike$223,315$223,315 ▲New Holding5720.1%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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