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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 8 of 20  ·  399 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 AMAT APPLIED MATLS INC Technology 1,309.0 $946K 0.10% NEW $723.00 -30.2%
142 RGTI RIGETTI COMPUTING INC Technology 48,959.0 $946K 0.10% NEW $19.32 -7.7%
143 GE GE AEROSPACE Industrials 2,501.0 $935K 0.10% NEW $373.77 -0.7%
144 VUG VANGUARD INDEX FDS 10,732.0 $924K 0.10% NEW $86.14 +2.1%
145 VOOG VANGUARD ADMIRAL FDS INC 11,125.0 $919K 0.10% NEW $82.62 +1.6%
146 XCCC BONDBLOXX ETF TRUST 24,603.0 $900K 0.09% NEW $36.56 -2.1%
147 IWX ISHARES TR 8,506.0 $895K 0.09% NEW $105.16 +6.8%
148 LAMR LAMAR ADVERTISING CO Real Estate 5,681.0 $886K 0.09% NEW $155.98 -1.8%
149 KO COCA COLA CO Consumer Defensive 10,836.0 $881K 0.09% NEW $81.27 +9.3%
150 NFLX NETFLIX INC. Communication Services 12,273.0 $876K 0.09% NEW $71.40 +10.3%
151 AMGN AMGEN INC Healthcare 2,418.0 $876K 0.09% NEW $362.12 +16.9%
152 BAC BANK OF AMER CORP Financial Services 15,279.0 $871K 0.09% NEW $56.98 +12.1%
153 QQQ CALL INVESCO QQQ TR Financial Services 34.0 $853K 0.09% NEW $25098.00 -97.1%
154 HUBB HUBBELL INC Industrials 1,605.0 $840K 0.09% NEW $523.20 -7.3%
155 HALO HALOZYME THERAPEUTICS INC Healthcare 10,516.0 $823K 0.09% NEW $78.27 +32.4%
156 DHC DIVERSIFIED HEALTHCARE TR Real Estate 88,142.0 $820K 0.09% NEW $9.30 -11.9%
157 SCHG SCHWAB STRATEGIC TR 23,805.0 $806K 0.09% NEW $33.84 +4.3%
158 TJX TJX COS INC NEW Consumer Cyclical 5,284.0 $801K 0.08% NEW $151.51 +0.6%
159 OXY OCCIDENTAL PETE CORP Energy 16,279.0 $791K 0.08% NEW $48.57 +22.8%
160 BE BLOOM ENERGY CORP Industrials 2,606.0 $789K 0.08% NEW $302.70 -31.2%
Page 8 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%