Victrix Investment Advisors Top Holdings and 13F Report (2026) About Victrix Investment AdvisorsInvestment ActivityVictrix Investment Advisors has $238.54 million in total holdings as of June 30, 2026.Victrix Investment Advisors owns shares of 75 different stocks, but just 28 companies or ETFs make up 80% of its holdings.Approximately 7.48% of the portfolio was purchased this quarter.About 36.66% of the portfolio was sold this quarter.This quarter, Victrix Investment Advisors has purchased 107 new stocks and bought additional shares in 41 stocks.Victrix Investment Advisors sold shares of 22 stocks and completely divested from 37 stocks this quarter.Largest Holdings Alphabet $15,737,922NVIDIA $15,470,435Apple $11,947,600Amazon.com $10,738,151Berkshire Hathaway $10,525,704 Largest New Holdings this Quarter 16411R208 - CHENIERE ENERGY INC $583,662 Holding573874104 - Marvell Technology $364,229 Holding042068205 - ARM HOLDINGS PLC $282,238 Holding747525103 - Qualcomm $271,272 Holding462222100 - Ionis Pharmaceuticals $269,586 Holding Largest Purchases this Quarter Microsoft 4,955 shares (about $1.85M)Meta Platforms 2,647 shares (about $1.49M)Lockheed Martin 1,856 shares (about $945.56K)Visa 2,738 shares (about $939.38K)Home Depot 2,437 shares (about $859.48K) Largest Sales this Quarter Intel 24,648 shares (about $3.44M)ExxonMobil 7,099 shares (about $970.58K)Texas Instruments 530 shares (about $157.98K)Alphabet 339 shares (about $121.15K)The Goldman Sachs Group 111 shares (about $112.26K) 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 PortfolioSectorGOOGLAlphabet$15,737,922$121,149 â–¼-0.8%44,0386.6%Computer and TechnologyNVDANVIDIA$15,470,435$408,586 â–²2.7%77,3176.5%Computer and TechnologyAAPLApple$11,947,600$177,087 â–²1.5%41,2905.0%Computer and TechnologyAMZNAmazon.com$10,738,151$644,709 â–²6.4%45,0544.5%Retail/WholesaleBRK.BBerkshire Hathaway$10,525,704$856,167 â–²8.9%21,0354.4%FinanceMSFTMicrosoft$10,293,473$1,848,312 â–²21.9%27,5954.3%Computer and TechnologyUNHUnitedHealth Group$9,743,614$779,306 â–²8.7%23,4434.1%MedicalCSCOCisco Systems$8,229,600$81,870 â–²1.0%70,0633.4%Computer and TechnologyINTCIntel$7,593,219$3,441,600 â–¼-31.2%54,3813.2%Computer and TechnologyJNJJohnson & Johnson$7,128,538$597,093 â–²9.1%28,0683.0%MedicalLMTLockheed Martin$7,071,305$945,558 â–²15.4%13,8803.0%AerospaceMMM3M$5,941,546$621,080 â–²11.7%36,6972.5%Multi-Sector ConglomeratesCATCaterpillar$5,734,487$36,207 â–¼-0.6%5,3852.4%IndustrialsBABoeing$5,509,594$316,263 â–²6.1%25,4522.3%AerospaceVVisa$5,495,632$939,383 â–²20.6%16,0182.3%Business ServicesMETAMeta Platforms$5,401,417$1,491,037 â–²38.1%9,5892.3%Computer and TechnologyHDHome Depot$5,309,597$859,481 â–²19.3%15,0552.2%Retail/WholesaleWALMART INC$5,302,882$268,429 â–²5.3%46,8202.2%COMBACBank of America$5,200,421$105,584 â–²2.1%91,2672.2%FinanceASMLASML$4,937,790$419,772 â–²9.3%2,4822.1%Computer and TechnologyTXNTexas Instruments$4,622,171$157,977 â–¼-3.3%15,5071.9%Computer and TechnologyCBChubb$4,511,738$264,073 â–²6.2%13,2411.9%FinanceSCHWCharles Schwab$4,435,423$259,002 â–²6.2%48,0701.9%FinanceJPMJPMorgan Chase & Co.$4,429,780$374,795 â–²9.2%13,5331.9%FinanceMRKMerck & Co., Inc.$3,464,049$288,350 â–²9.1%26,9581.5%MedicalREGNRegeneron Pharmaceuticals$2,971,7920.0%4,7661.2%MedicalGEGE Aerospace$2,948,767$313,563 â–²11.9%7,8901.2%AerospaceDISWalt Disney$2,920,422$246,400 â–²9.2%30,3421.2%Consumer DiscretionaryABBVAbbVie$2,777,477$408,645 â–²17.3%11,0381.2%MedicalTSMTaiwan Semiconductor Manufacturing$2,552,134$166,194 â–²7.0%5,3441.1%Computer and TechnologyNEENextEra Energy$2,513,972$287,005 â–²12.9%28,6431.1%UtilitiesDUKDuke Energy$2,499,449$534,927 â–²27.2%19,7461.0%UtilitiesTGTTarget$2,363,910$189,254 â–²8.7%18,0991.0%Retail/WholesaleGSThe Goldman Sachs Group$2,121,854$112,262 â–¼-5.0%2,0980.9%FinanceAMDAdvanced Micro Devices$2,051,774$128,381 â–²6.7%3,5320.9%Computer and TechnologyGOOGAlphabet$1,924,436$62,888 â–¼-3.2%5,4470.8%Computer and TechnologySHELShell$1,720,302$117,473 â–²7.3%22,1860.7%EnergySNOWSnowflake$1,618,875$74,823 â–²4.8%6,3610.7%Computer and TechnologyGE VERNOVA INC$1,509,695$287,841 â–²23.6%1,2850.6%COMLLYEli Lilly and Company$1,502,595$82,745 â–¼-5.2%1,2530.6%MedicalLHXL3Harris Technologies$1,452,028$467,253 â–²47.4%4,9970.6%AerospaceAXPAmerican Express$1,402,812$71,714 â–¼-4.9%4,1470.6%FinanceNOCNorthrop Grumman$1,257,486$10,186 â–²0.8%2,4690.5%AerospaceRTXRTX$1,173,480$20,870 â–¼-1.7%6,1850.5%AerospaceAVGOBroadcom$1,118,000$5,288 â–¼-0.5%2,9600.5%Computer and TechnologyCOSTCostco Wholesale$855,904$9,354 â–¼-1.1%9150.4%Retail/WholesaleTSLATesla$850,937$12,619 â–¼-1.5%2,0230.4%Auto/Tires/TrucksMAMastercard$807,734$7,189 â–²0.9%1,5730.3%Business ServicesPALANTIR TECHNOLOGIES INC$806,207$85,871 â–²11.9%6,9100.3%CL AMCKMcKesson$785,824$18,134 â–¼-2.3%1,0400.3%MedicalXOMExxonMobil$671,842$970,575 â–¼-59.1%4,9140.3%EnergyCAHCardinal Health$609,341$5,464 â–¼-0.9%2,5650.3%MedicalMKLMarkel Group$597,621$7,812 â–¼-1.3%3060.3%Multi-Sector ConglomeratesCHENIERE ENERGY INC$583,662$583,662 â–²New Holding2,4420.2%COM NEWARISTA NETWORKS INC$578,611$23,274 â–²4.2%3,4060.2%COM SHSPANWPalo Alto Networks$529,945$15,346 â–¼-2.8%1,5540.2%Computer and TechnologyAMATApplied Materials$493,854$52,784 â–¼-9.7%6830.2%Computer and TechnologyAMGNAmgen$478,723$152,453 â–²46.7%1,3220.2%MedicalDEDeere & Company$446,5880.0%7040.2%IndustrialsCRWDCrowdStrike$437,279$763 â–²0.2%5730.2%Computer and TechnologySYKStryker$401,4210.0%1,2750.2%MedicalMRVLMarvell Technology$364,229$364,229 â–²New Holding1,2230.2%Computer and TechnologyCMICummins$285,2840.0%4000.1%Auto/Tires/TrucksARM HOLDINGS PLC$282,238$282,238 â–²New Holding7960.1%SPONSORED ADSUNPUnion Pacific$273,632$46,512 â–¼-14.5%1,0060.1%TransportationQCOMQualcomm$271,272$271,272 â–²New Holding1,4680.1%Computer and TechnologyIONSIonis Pharmaceuticals$269,586$269,586 â–²New Holding3,4000.1%MedicalTEVATeva Pharmaceutical Industries$265,958$23,072 â–²9.5%7,8500.1%MedicalMARMarriott International$260,1540.0%7020.1%Consumer DiscretionaryDGXQuest Diagnostics$256,460$21,195 â–¼-7.6%1,2100.1%MedicalEDConsolidated Edison$234,204$63,170 â–¼-21.2%2,1170.1%UtilitiesMCDMcDonald's$226,790$78,930 â–¼-25.8%8390.1%Retail/WholesaleABTAbbott Laboratories$221,026$91 â–²0.0%2,4360.1%MedicalPGProcter & Gamble$218,3470.0%1,4890.1%Consumer StaplesSQFTWPresidio Property Trust$1830.0%12,6030.0%Real EstateVEAVanguard FTSE Developed Markets ETF$0$10,918,792 â–¼-100.0%00.0%ETFVOOVanguard S&P 500 ETF$0$10,416,787 â–¼-100.0%00.0%ETFSCHASchwab US Small-Cap ETF$0$7,203,907 â–¼-100.0%00.0%ETFSCHMSchwab U.S. Mid-Cap ETF$0$6,617,132 â–¼-100.0%00.0%ETFQQQInvesco QQQ$0$5,093,766 â–¼-100.0%00.0%FinanceVWOVanguard FTSE Emerging Markets ETF$0$5,059,999 â–¼-100.0%00.0%ETFSPYSPDR S&P 500 ETF Trust$0$5,010,062 â–¼-100.0%00.0%FinanceVTVVanguard Value ETF$0$4,945,553 â–¼-100.0%00.0%ETFSCHZSchwab U.S. Aggregate Bond ETF$0$3,414,756 â–¼-100.0%00.0%ETFPFFiShares Preferred and Income Securities ETF$0$2,830,251 â–¼-100.0%00.0%ETFRSPInvesco S&P 500 Equal Weight ETF$0$2,005,276 â–¼-100.0%00.0%ETFSCHJSchwab 1-5 Year Corporate Bond ETF$0$1,936,512 â–¼-100.0%00.0%ETFSCHXSchwab US Large-Cap ETF$0$1,759,621 â–¼-100.0%00.0%ETFSCHDSchwab US Dividend Equity ETF$0$1,585,003 â–¼-100.0%00.0%ETFIEFAiShares Core MSCI EAFE ETF$0$1,366,822 â–¼-100.0%00.0%ETFSCHFSchwab International Equity ETF$0$1,322,825 â–¼-100.0%00.0%ETFCVXChevron$0$1,180,300 â–¼-100.0%00.0%EnergyIJRiShares Core S&P Small-Cap ETF$0$1,058,002 â–¼-100.0%00.0%ETFVBRVanguard Small-Cap Value ETF$0$896,429 â–¼-100.0%00.0%ETFVXFVanguard Extended Market ETF$0$879,178 â–¼-100.0%00.0%ETFIEMGiShares Core MSCI Emerging Markets ETF$0$806,031 â–¼-100.0%00.0%ETFVANGUARD INSTL INDEX FD$0$707,630 â–¼-100.0%00.0%0-3 MO TREAS BILSCHESchwab Emerging Markets Equity ETF$0$553,231 â–¼-100.0%00.0%ETFVGITVanguard Intermediate-Term Treasury ETF$0$546,133 â–¼-100.0%00.0%ETFVUSBVanguard Ultra-Short Bond ETF$0$517,117 â–¼-100.0%00.0%ETFShowing 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 Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access 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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
