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Portfolio (Quarterly) Guide ↗

Victrix Investment Advisors

· CIK 0002055229
13F Portfolio $258M AUM Filed Feb 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 104 New
Page 5 of 6  ·  104 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SCHG SCHWAB STRATEGIC TR 10,868.0 $355K 0.14% NEW $32.62 +0.5%
82 DE DEERE & CO Industrials 711.0 $331K 0.13% NEW $465.59 +31.7%
83 FBCG FIDELITY COVINGTON TRUST 5,981.0 $328K 0.13% NEW $54.84 +9.0%
84 ABT ABBOTT LABS Healthcare 2,535.0 $318K 0.12% NEW $125.30 -24.9%
85 MCD MCDONALDS CORP Consumer Cyclical 1,034.0 $316K 0.12% NEW $305.63 -11.7%
86 DVY ISHARES TR 2,120.0 $299K 0.12% NEW $141.14 +12.1%
87 PANW PALO ALTO NETWORKS INC Technology 1,619.0 $298K 0.12% NEW $184.20 +65.1%
88 ED CONSOLIDATED EDISON INC Utilities 2,913.0 $289K 0.11% NEW $99.32 +12.8%
89 NDAQ NASDAQ INC Financial Services 2,900.0 $282K 0.11% NEW $97.13 -19.1%
90 VUG VANGUARD INDEX FDS 556.0 $271K 0.10% NEW $487.86 -83.0%
91 CAVA CAVA GROUP INC Consumer Cyclical 4,617.0 $271K 0.10% NEW $58.69 +42.1%
92 UNP UNION PAC CORP Industrials 1,157.0 $268K 0.10% NEW $231.32 +16.0%
93 QCOM QUALCOMM INC Technology 1,557.0 $266K 0.10% NEW $171.02 +10.7%
94 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 3,103.0 $255K 0.10% NEW $82.02 -19.8%
95 CIEN CIENA CORP Technology 975.0 $228K 0.09% NEW $233.87 +105.0%
96 PG PROCTER AND GAMBLE CO Consumer Defensive 1,589.0 $228K 0.09% NEW $143.31 +4.0%
97 DGX QUEST DIAGNOSTICS INC Healthcare 1,310.0 $227K 0.09% NEW $173.53 +20.9%
98 VGIT VANGUARD SCOTTSDALE FDS 3,687.0 $221K 0.09% NEW $59.93 -1.3%
99 VBIL VANGUARD INSTL INDEX FD 2,895.0 $218K 0.09% NEW $75.43 +0.3%
100 WFC WELLS FARGO CO NEW Financial Services 2,339.0 $218K 0.08% NEW $93.21 -10.0%
Page 5 of 6  ·  104 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 27.8%
Financial Services 19.8%
Industrials 13.0%
Healthcare 12.1%
Communication Services 11.5%
Consumer Cyclical 7.6%
Consumer Defensive 4.0%
Utilities 2.3%
Energy 1.9%