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Portfolio (Quarterly) Guide ↗

VICTORY FINANCIAL GROUP, LLC

· CIK 0002011333
13F Portfolio $953M AUM 399 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 399 New
Page 13 of 20  ·  399 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 XLF SELECT SECTOR SPDR TR 7,499.0 $402K 0.04% NEW $53.61 +7.9%
242 NEBIUS GROUP N.V. 1,442.0 $398K 0.04% NEW $276.10
243 SNDK SANDISK CORP Technology 175.0 $398K 0.04% NEW $2273.73 -28.5%
244 FLEX FLEX LTD Technology 2,440.0 $395K 0.04% NEW $162.07 -25.8%
245 DUK DUKE ENERGY CORP NEW Utilities 3,108.0 $393K 0.04% NEW $126.58 -2.0%
246 RSP INVESCO EXCHANGE TRADED FD T 1,841.0 $392K 0.04% NEW $212.73 +3.3%
247 QTUM ETF SER SOLUTIONS 2,364.0 $391K 0.04% NEW $165.38 -8.0%
248 CGGO CAPITAL GROUP GBL GROWTH EQT 9,209.0 $390K 0.04% NEW $42.33 -4.1%
249 NVT NVENT ELEC PLC Industrials 2,278.0 $386K 0.04% NEW $169.61 -2.9%
250 INTL NORTHERN LTS FD TR IV 12,551.0 $384K 0.04% NEW $30.59 +1.1%
251 NCIQ HASHDEX NASDAQ CME CRYPTO Financial Services 25,738.0 $376K 0.04% NEW $14.61 +9.8%
252 HWM HOWMET AEROSPACE INC Industrials 1,373.0 $369K 0.04% NEW $268.87 +8.8%
253 ANET ARISTA NETWORKS INC Technology 2,161.0 $367K 0.04% NEW $169.88 +13.7%
254 DELL DELL TECHNOLOGIES INC Technology 840.0 $363K 0.04% NEW $431.70 +8.6%
255 PFE PFIZER INC Healthcare 15,030.0 $362K 0.04% NEW $24.08 +13.2%
256 XLY SELECT SECTOR SPDR TR 3,077.0 $361K 0.04% NEW $117.28 -0.8%
257 CZA INVESCO EXCHANGE TRADED FD T 2,921.0 $358K 0.04% NEW $122.61 +3.1%
258 WDC WESTERN DIGITAL CORP Technology 554.0 $354K 0.04% NEW $638.72 -22.3%
259 LMND LEMONADE INC Financial Services 5,365.0 $349K 0.04% NEW $65.05 -23.0%
260 ACN ACCENTURE PLC IRELAND Technology 2,796.0 $348K 0.04% NEW $124.44 +39.0%
Page 13 of 20  ·  399 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 40.3%
Financial Services 17.3%
Consumer Cyclical 8.8%
Communication Services 8.2%
Industrials 7.6%
Healthcare 6.3%
Consumer Defensive 4.4%
Energy 3.3%
Utilities 2.2%
Real Estate 0.9%