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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 6 of 6  ·  107 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 3,120.0 $222K 0.08% +17.0 +0.6% $71.18 -7.6%
102 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 7,169.0 $216K 0.08% NEW $30.12 +10.3%
103 CMI CUMMINS INC Industrials 400.0 $215K 0.08% $538.02 +27.5%
104 PG PROCTER & GAMBLE CO Consumer Defensive 1,489.0 $215K 0.08% -100.0 -6.3% $144.44 +3.2%
105 IWN ISHARES TR 1,094.0 $207K 0.07% NEW $189.59 +16.9%
106 IVV ISHARES TR 316.0 $206K 0.07% $653.21 +12.2%
107 CALL PRESIDIO PPTY TR INC 12,603.0 $251.0 NEW $0.02
Page 6 of 6  ·  107 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%