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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BERKSHIRE HATHAWAY INC DEL 19,324.0 $9.3M 3.36% NEW $479.20
2 VUSB VANGUARD BD INDEX FDS 10,387.0 $517K 0.19% NEW $49.79 -0.0%
3 AMGN AMGEN INC Healthcare 901.0 $317K 0.12% NEW $351.85 +1.8%
4 FLTR VANECK ETF TRUST 12,352.0 $315K 0.11% NEW $25.48 +0.4%
5 SMH VANECK ETF TRUST 768.0 $294K 0.11% NEW $383.40 +59.5%
6 AMAT APPLIED MATLS INC Technology 756.0 $258K 0.09% NEW $341.82 +83.4%
7 CRWD CROWDSTRIKE HLDGS INC Technology 572.0 $223K 0.08% NEW $390.41 +79.6%
8 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 7,169.0 $216K 0.08% NEW $30.12 +10.3%
9 IWN ISHARES TR 1,094.0 $207K 0.07% NEW $189.59 +16.9%
10 CALL PRESIDIO PPTY TR INC 12,603.0 $251.0 NEW $0.02

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%