Victrix Investment Advisors
Latest statistics and disclosures from Victrix Investment Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, GOOGL, VEA, VOO, AAPL, and represent 20.90% of Victrix Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: BRK.B (+$9.3M), VEA, MSFT, VWO, UNH, VOO, AMZN, META, VUSB, VBIL.
- Started 10 new stock positions in SMH, IWN, AMGN, TEVA, CRWD, VUSB, SQFTW, AMAT, FLTR, BRK.B.
- Reduced shares in these 10 stocks: TSM, QQQ, , CLX, FBCG, QCOM, CIEN, WFC, SCHB, SCHX.
- Sold out of its positions in ADBE, CIEN, CLX, FBCG, QCOM, SCHB, WFC.
- Victrix Investment Advisors was a net buyer of stock by $21M.
- Victrix Investment Advisors has $275M in assets under management (AUM), dropping by 6.65%.
- Central Index Key (CIK): 0002055229
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Portfolio Holdings for Victrix Investment Advisors
Victrix Investment Advisors holds 107 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 4.8 | $13M | 75k | 174.40 |
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| Alphabet Cap Stk Cl A (GOOGL) | 4.6 | $13M | 44k | 287.56 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 4.0 | $11M | +16% | 170k | 64.08 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 3.8 | $10M | +7% | 17k | 597.57 |
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| Apple (AAPL) | 3.7 | $10M | +3% | 41k | 253.79 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.4 | $9.3M | NEW | 19k | 479.20 |
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| Amazon (AMZN) | 3.2 | $8.8M | +8% | 42k | 208.27 |
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| Microsoft Corporation (MSFT) | 3.0 | $8.4M | +21% | 23k | 370.17 |
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| Lockheed Martin Corporation (LMT) | 2.6 | $7.3M | 12k | 604.39 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 2.6 | $7.2M | +5% | 248k | 29.08 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 2.4 | $6.6M | +5% | 214k | 30.96 |
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| Johnson & Johnson (JNJ) | 2.3 | $6.3M | +6% | 26k | 244.44 |
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| UnitedHealth (UNH) | 2.1 | $5.8M | +18% | 22k | 270.59 |
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| Wal-Mart Stores (WMT) | 2.0 | $5.5M | 45k | 124.28 |
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| Cisco Systems (CSCO) | 2.0 | $5.4M | +4% | 69k | 77.59 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.8 | $5.1M | -10% | 8.8k | 577.20 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.8 | $5.1M | +34% | 94k | 54.05 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.8 | $5.0M | -3% | 7.7k | 650.32 |
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| Vanguard Index Fds Value Etf (VTV) | 1.8 | $4.9M | 25k | 196.20 |
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| Boeing Company (BA) | 1.7 | $4.8M | +4% | 24k | 199.03 |
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| 3M Company (MMM) | 1.7 | $4.8M | +2% | 33k | 145.23 |
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| Bank of America Corporation (BAC) | 1.6 | $4.4M | 89k | 48.75 |
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| Charles Schwab Corporation (SCHW) | 1.5 | $4.3M | +4% | 45k | 93.98 |
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| Home Depot (HD) | 1.5 | $4.1M | +5% | 13k | 328.89 |
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| Chubb (CB) | 1.5 | $4.1M | 13k | 325.93 |
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| Visa Com Cl A (V) | 1.5 | $4.0M | +10% | 13k | 302.24 |
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| Meta Platforms Cl A (META) | 1.4 | $4.0M | +15% | 6.9k | 572.13 |
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| Caterpillar (CAT) | 1.4 | $3.8M | -3% | 5.4k | 708.46 |
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| Regeneron Pharmaceuticals (REGN) | 1.3 | $3.7M | -2% | 4.8k | 772.64 |
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| JPMorgan Chase & Co. (JPM) | 1.3 | $3.6M | +3% | 12k | 294.16 |
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| Intel Corporation (INTC) | 1.3 | $3.5M | -2% | 79k | 44.13 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 1.2 | $3.4M | +7% | 147k | 23.22 |
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| Texas Instruments Incorporated (TXN) | 1.1 | $3.1M | +5% | 16k | 194.14 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 1.1 | $3.0M | +8% | 2.3k | 1320.83 |
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| Merck & Co (MRK) | 1.1 | $3.0M | 25k | 120.29 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 1.0 | $2.8M | 93k | 30.32 |
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| Walt Disney Company (DIS) | 1.0 | $2.7M | +6% | 28k | 96.38 |
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| Nextera Energy (NEE) | 0.9 | $2.4M | +9% | 25k | 92.88 |
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| Abbvie (ABBV) | 0.7 | $2.0M | -5% | 9.4k | 217.48 |
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| Exxon Mobil Corporation (XOM) | 0.7 | $2.0M | 12k | 169.66 |
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| Duke Energy Corp Com New (DUK) | 0.7 | $2.0M | +8% | 16k | 130.94 |
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| Target Corporation (TGT) | 0.7 | $2.0M | +2% | 17k | 121.20 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.7 | $2.0M | 10k | 191.91 |
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| Ge Aerospace Com New (GE) | 0.7 | $2.0M | +3% | 7.1k | 283.77 |
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| Schwab Strategic Tr 1 5yr Corp Bd (SCHJ) | 0.7 | $1.9M | +9% | 78k | 24.73 |
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| Shell Spon Ads (SHEL) | 0.7 | $1.9M | +3% | 21k | 93.00 |
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| Goldman Sachs (GS) | 0.7 | $1.9M | -3% | 2.2k | 845.99 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.6 | $1.8M | -9% | 69k | 25.64 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.6 | $1.7M | -26% | 5.0k | 337.95 |
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| Northrop Grumman Corporation (NOC) | 0.6 | $1.7M | 2.4k | 682.24 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $1.6M | +5% | 5.6k | 286.84 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.6 | $1.6M | -3% | 52k | 30.68 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.5 | $1.4M | +6% | 15k | 90.53 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.5 | $1.3M | -6% | 53k | 24.75 |
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| American Express Company (AXP) | 0.5 | $1.3M | 4.4k | 302.48 |
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| Eli Lilly & Co. (LLY) | 0.4 | $1.2M | +3% | 1.3k | 919.59 |
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| Raytheon Technologies Corp (RTX) | 0.4 | $1.2M | 6.3k | 192.90 |
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| Chevron Corporation (CVX) | 0.4 | $1.2M | 5.7k | 206.89 |
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| L3harris Technologies (LHX) | 0.4 | $1.2M | +31% | 3.4k | 345.13 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.4 | $1.1M | +12% | 8.5k | 124.31 |
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| Costco Wholesale Corporation (COST) | 0.3 | $922k | +10% | 925.00 | 996.37 |
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| McKesson Corporation (MCK) | 0.3 | $921k | 1.1k | 865.36 |
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| Broadcom (AVGO) | 0.3 | $921k | +32% | 3.0k | 309.56 |
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| Snowflake Com Shs (SNOW) | 0.3 | $915k | +13% | 6.1k | 150.82 |
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| Ge Vernova (GEV) | 0.3 | $908k | +17% | 1.0k | 872.90 |
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| Palantir Technologies Cl A (PLTR) | 0.3 | $903k | -3% | 6.2k | 146.28 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.3 | $896k | +15% | 4.1k | 217.26 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.3 | $879k | -2% | 4.3k | 205.80 |
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| Ishares Core Msci Emkt (IEMG) | 0.3 | $806k | 12k | 69.75 |
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| Mastercard Incorporated Cl A (MA) | 0.3 | $779k | +2% | 1.6k | 499.56 |
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| Tesla Motors (TSLA) | 0.3 | $763k | +6% | 2.1k | 371.78 |
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| Vanguard Instl Index 0-3 Mo Treas Bil (VBIL) | 0.3 | $708k | +223% | 9.4k | 75.65 |
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| Advanced Micro Devices (AMD) | 0.2 | $674k | -4% | 3.3k | 203.43 |
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| Markel Corporation (MKL) | 0.2 | $593k | 310.00 | 1914.07 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.2 | $553k | +7% | 17k | 32.95 |
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| Cardinal Health (CAH) | 0.2 | $547k | 2.6k | 211.31 |
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.2 | $546k | +148% | 9.2k | 59.55 |
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| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 0.2 | $517k | NEW | 10k | 49.78 |
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| Stryker Corporation (SYK) | 0.2 | $419k | 1.3k | 328.59 |
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| Arista Networks Com Shs (ANET) | 0.1 | $401k | 3.3k | 122.78 |
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| Deere & Company (DE) | 0.1 | $397k | 704.00 | 563.32 |
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| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.1 | $378k | -10% | 816.00 | 463.19 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $376k | 1.7k | 215.06 |
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| McDonald's Corporation (MCD) | 0.1 | $352k | +9% | 1.1k | 310.79 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $323k | 11k | 29.13 |
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| Amgen (AMGN) | 0.1 | $317k | NEW | 901.00 | 351.85 |
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| Vaneck Etf Trust Ig Floating Rate (FLTR) | 0.1 | $315k | NEW | 12k | 25.48 |
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| Consolidated Edison (ED) | 0.1 | $304k | -7% | 2.7k | 113.18 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $295k | NEW | 768.00 | 383.40 |
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| Union Pacific Corporation (UNP) | 0.1 | $286k | 1.2k | 242.62 |
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| Cava Group Ord (CAVA) | 0.1 | $278k | -25% | 3.4k | 80.90 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $276k | -14% | 1.8k | 151.41 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $273k | +12% | 626.00 | 436.79 |
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| Applied Materials (AMAT) | 0.1 | $258k | NEW | 756.00 | 341.82 |
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| Quest Diagnostics Incorporated (DGX) | 0.1 | $257k | 1.3k | 195.98 |
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| Palo Alto Networks (PANW) | 0.1 | $256k | 1.6k | 160.32 |
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| Abbott Laboratories (ABT) | 0.1 | $250k | -3% | 2.4k | 102.69 |
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| Nasdaq Omx (NDAQ) | 0.1 | $246k | 2.9k | 84.89 |
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| Marriott Intl Cl A (MAR) | 0.1 | $230k | 702.00 | 327.07 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $223k | NEW | 572.00 | 390.41 |
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| Ge Healthcare Technologies I Common Stock (GEHC) | 0.1 | $222k | 3.1k | 71.18 |
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| Teva Pharmaceutical Inds Sponsored Ads (TEVA) | 0.1 | $216k | NEW | 7.2k | 30.12 |
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| Cummins (CMI) | 0.1 | $215k | 400.00 | 538.02 |
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| Procter & Gamble Company (PG) | 0.1 | $215k | -6% | 1.5k | 144.44 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $207k | NEW | 1.1k | 189.59 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $206k | 316.00 | 653.21 |
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| Presidio Ppty Tr *w Exp 01/24/202 Call Option (SQFTW) | 0.0 | $250.799700 | NEW | 13k | 0.02 |
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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 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