Victrix Investment Advisors
Latest statistics and disclosures from Victrix Investment Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, GOOGL, MSFT, AAPL, AMZN, and represent 30.55% of Victrix Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: GOOGL, XOM, MSFT, META, V, CRWD, BRK.B, AMZN, TEVA, CVX.
- Started 4 new stock positions in NDAQ, XOM, TEVA, CVX.
- Reduced shares in these 10 stocks: GOOG, AXP, , INTC, IONS, Teva Pharmaceutical Industries, PG, AMD, CAT, DIS.
- Sold out of its positions in GOOG, AXP, Exxon Mobil Corporation, IONS, PG, Teva Pharmaceutical Industries.
- Victrix Investment Advisors was a net buyer of stock by $3.9M.
- Victrix Investment Advisors has $246M in assets under management (AUM), dropping by 3.07%.
- Central Index Key (CIK): 0002055229
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Portfolio Holdings for Victrix Investment Advisors
Victrix Investment Advisors holds 73 positions in its portfolio as reported in the September 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 7.2 | $18M | 78k | 228.38 |
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| Alphabet Cap Stk Cl A (GOOGL) | 6.9 | $17M | +12% | 50k | 343.71 |
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| Microsoft Corporation (MSFT) | 6.0 | $15M | +4% | 29k | 512.90 |
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| Apple (AAPL) | 5.7 | $14M | 42k | 333.02 |
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| Amazon (AMZN) | 4.7 | $12M | +3% | 47k | 249.15 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 4.4 | $11M | +4% | 22k | 497.95 |
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| UnitedHealth (UNH) | 3.5 | $8.7M | 24k | 367.08 |
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| Johnson & Johnson (JNJ) | 3.1 | $7.5M | 29k | 264.74 |
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| Cisco Systems (CSCO) | 3.1 | $7.5M | 70k | 107.63 |
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| Meta Platforms Cl A (META) | 3.1 | $7.5M | +7% | 10k | 725.16 |
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| Lockheed Martin Corporation (LMT) | 3.0 | $7.3M | +3% | 14k | 509.25 |
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| 3M Company (MMM) | 2.5 | $6.3M | +3% | 38k | 164.15 |
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| Intel Corporation (INTC) | 2.5 | $6.2M | -4% | 52k | 120.23 |
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| Visa Com Cl A (V) | 2.5 | $6.2M | +8% | 17k | 359.33 |
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| Bank of America Corporation (BAC) | 2.1 | $5.1M | 93k | 54.43 |
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| Wal-Mart Stores (WMT) | 2.0 | $5.0M | +3% | 48k | 103.92 |
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| Boeing Company (BA) | 2.0 | $5.0M | +5% | 27k | 186.05 |
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| Charles Schwab Corporation (SCHW) | 2.0 | $4.8M | +2% | 50k | 97.74 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 1.8 | $4.5M | 2.5k | 1811.67 |
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| Home Depot (HD) | 1.8 | $4.5M | +4% | 16k | 284.49 |
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| JPMorgan Chase & Co. (JPM) | 1.8 | $4.4M | 13k | 330.83 |
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| Texas Instruments Incorporated (TXN) | 1.8 | $4.4M | 16k | 280.09 |
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| Chubb (CB) | 1.8 | $4.3M | 13k | 325.25 |
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| Caterpillar (CAT) | 1.7 | $4.2M | -2% | 5.2k | 810.79 |
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| Merck & Co (MRK) | 1.6 | $4.0M | +2% | 28k | 145.31 |
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| Regeneron Pharmaceuticals Put Option (REGN) | 1.5 | $3.6M | 4.8k | 758.27 |
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| Walt Disney Company (DIS) | 1.3 | $3.1M | -3% | 29k | 104.90 |
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| Target Corporation (TGT) | 1.2 | $2.9M | +3% | 19k | 156.69 |
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| Abbvie (ABBV) | 1.2 | $2.9M | 11k | 261.60 |
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| Ge Aerospace Com New (GE) | 1.1 | $2.6M | +5% | 8.3k | 312.29 |
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| Duke Energy Corp Com New (DUK) | 1.0 | $2.4M | +8% | 21k | 114.01 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 1.0 | $2.4M | 5.3k | 456.19 |
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| Nextera Energy (NEE) | 0.9 | $2.2M | +2% | 29k | 75.74 |
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| Snowflake Com Shs (SNOW) | 0.9 | $2.2M | 6.3k | 339.56 |
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| Shell Spon Ads (SHEL) | 0.9 | $2.1M | 22k | 95.05 |
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| Advanced Micro Devices (AMD) | 0.8 | $2.0M | -6% | 3.3k | 611.76 |
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| Goldman Sachs (GS) | 0.7 | $1.8M | -3% | 2.0k | 900.36 |
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| Eli Lilly & Co. (LLY) | 0.6 | $1.4M | 1.3k | 1156.87 |
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| Ge Vernova (GEV) | 0.6 | $1.4M | +14% | 1.5k | 950.49 |
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| Palantir Technologies Cl A (PLTR) | 0.5 | $1.3M | +4% | 7.2k | 187.05 |
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| L3harris Technologies (LHX) | 0.5 | $1.3M | +5% | 5.3k | 236.77 |
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| Raytheon Technologies Corp (RTX) | 0.5 | $1.2M | +2% | 6.3k | 185.65 |
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| Northrop Grumman Corporation (NOC) | 0.5 | $1.2M | -2% | 2.4k | 483.48 |
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| Broadcom (AVGO) | 0.4 | $1.0M | 3.0k | 351.19 |
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| Exxonmobil Holdings Corp Com Shs (XOM) | 0.4 | $916k | NEW | 5.6k | 162.75 |
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| Mastercard Incorporated Cl A (MA) | 0.4 | $875k | 1.6k | 551.36 |
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| McKesson Corporation (MCK) | 0.3 | $854k | -3% | 1.0k | 853.81 |
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| Costco Wholesale Corporation (COST) | 0.3 | $827k | 908.00 | 910.29 |
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| Tesla Motors (TSLA) | 0.3 | $790k | +9% | 2.2k | 354.83 |
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| Arista Networks Com Shs (ANET) | 0.3 | $692k | 3.4k | 203.59 |
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| Cheniere Energy Com New (LNG) | 0.3 | $651k | 2.4k | 269.03 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $611k | +302% | 2.3k | 264.75 |
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| Palo Alto Networks (PANW) | 0.2 | $610k | 1.5k | 397.31 |
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| Amgen (AMGN) | 0.2 | $580k | +4% | 1.4k | 421.51 |
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| Cardinal Health (CAH) | 0.2 | $567k | 2.6k | 222.50 |
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| Markel Corporation (MKL) | 0.2 | $521k | 304.00 | 1712.45 |
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| Deere & Company (DE) | 0.2 | $473k | 704.00 | 671.58 |
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| Applied Materials (AMAT) | 0.1 | $369k | +5% | 721.00 | 511.42 |
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| Teva Pharmaceutical Inds SHS (TEVA) | 0.1 | $354k | NEW | 9.0k | 39.60 |
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| Stryker Corporation (SYK) | 0.1 | $351k | 1.3k | 275.39 |
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| Marvell Technology (MRVL) | 0.1 | $332k | +2% | 1.3k | 264.15 |
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| Quest Diagnostics Incorporated (DGX) | 0.1 | $282k | 1.2k | 233.07 |
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| Union Pacific Corporation (UNP) | 0.1 | $274k | 1.0k | 272.13 |
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| Chevron Corporation (CVX) | 0.1 | $267k | NEW | 1.3k | 204.16 |
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| Nasdaq Omx (NDAQ) | 0.1 | $267k | NEW | 2.9k | 92.01 |
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| Qualcomm (QCOM) | 0.1 | $262k | -2% | 1.4k | 184.04 |
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| Marriott Intl Cl A (MAR) | 0.1 | $250k | 702.00 | 355.67 |
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| Abbott Laboratories (ABT) | 0.1 | $241k | 2.4k | 98.83 |
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| Arm Holdings Sponsored Ads (ARM) | 0.1 | $231k | 796.00 | 289.66 |
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| Consolidated Edison (ED) | 0.1 | $216k | 2.1k | 102.21 |
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| McDonald's Corporation (MCD) | 0.1 | $215k | +10% | 930.00 | 230.94 |
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| Cummins (CMI) | 0.1 | $207k | 400.00 | 516.57 |
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| Presidio Ppty Tr *w Exp 01/24/202 (SQFTW) | 0.0 | $128.550600 | 13k | 0.01 |
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Past Filings by Victrix Investment Advisors
SEC 13F filings are viewable for Victrix Investment Advisors going back to 2025
- Victrix Investment Advisors 2026 Q3 filed Oct. 13, 2026
- Victrix Investment Advisors 2026 Q2 filed July 8, 2026
- Victrix Investment Advisors 2026 Q1 filed April 9, 2026
- Victrix Investment Advisors 2025 Q4 filed Feb. 11, 2026
- Victrix Investment Advisors 2025 Q3 filed Nov. 4, 2025
- Victrix Investment Advisors 2025 Q2 filed July 18, 2025