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Portfolio (Quarterly) Guide ↗

Victrix Investment Advisors

· CIK 0002055229
13F Portfolio $275M AUM 107 positions Filed Apr 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 10 New 52 Added 26 Reduced 7 Exited
Page 3 of 3  ·  52 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GEV GE VERNOVA INC Utilities 1,040.0 $908K 0.33% +157.0 +17.8% $872.90 +19.7%
42 VBR VANGUARD INDEX FDS 4,126.0 $896K 0.33% +563.0 +15.8% $217.26 +11.7%
43 MA MASTERCARD INCORPORATED Financial Services 1,559.0 $779K 0.28% +41.0 +2.7% $499.56 -0.1%
44 TSLA TESLA INC Consumer Cyclical 2,053.0 $763K 0.28% +131.0 +6.8% $371.78 +2.1%
45 VBIL VANGUARD INSTL INDEX FD 9,354.0 $708K 0.26% +6K +223.1% $75.65 +0.0%
46 SCHE SCHWAB STRATEGIC TR 16,790.0 $553K 0.20% +1K +7.8% $32.95 +7.8%
47 VGIT VANGUARD SCOTTSDALE FDS 9,171.0 $546K 0.20% +5K +148.7% $59.55 -0.7%
48 MCD MCDONALDS CORP Consumer Cyclical 1,131.0 $352K 0.13% +97.0 +9.4% $310.79 -13.2%
49 SCHG SCHWAB STRATEGIC TR 11,084.0 $323K 0.12% +216.0 +2.0% $29.13 +12.6%
50 UNP UNION PAC CORP Industrials 1,177.0 $286K 0.10% +20.0 +1.7% $242.62 +10.6%
51 VUG VANGUARD INDEX FDS 626.0 $273K 0.10% +70.0 +12.6% $436.79 -81.1%
52 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 3,120.0 $222K 0.08% +17.0 +0.6% $71.18 -7.6%
Page 3 of 3  ·  52 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 27.0%
Financial Services 18.1%
Industrials 14.0%
Healthcare 12.8%
Communication Services 10.7%
Consumer Cyclical 7.4%
Consumer Defensive 4.4%
Utilities 2.9%
Energy 2.6%