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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 6 of 6  ·  104 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 MAR MARRIOTT INTL INC NEW Consumer Cyclical 702.0 $218K 0.08% NEW $310.24 +21.6%
102 IVV ISHARES TR 316.0 $216K 0.08% NEW $684.94 +7.0%
103 CMI CUMMINS INC Industrials 400.0 $204K 0.08% NEW $510.45 +34.4%
104 SCHB SCHWAB STRATEGIC TR 7,706.0 $202K 0.08% NEW $26.23 +8.0%
Page 6 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%