Victrix Investment Advisors as of Dec. 31, 2025
Portfolio Holdings for Victrix Investment Advisors
Victrix Investment Advisors holds 104 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 5.4 | $14M | 75k | 186.50 | |
| Alphabet Cap Stk Cl A (GOOGL) | 5.4 | $14M | 44k | 313.00 | |
| Apple (AAPL) | 4.2 | $11M | 39k | 271.86 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 3.9 | $10M | 16k | 627.12 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 3.5 | $9.1M | 146k | 62.47 | |
| Microsoft Corporation (MSFT) | 3.5 | $9.0M | 19k | 483.62 | |
| Amazon (AMZN) | 3.5 | $9.0M | 39k | 230.82 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 2.6 | $6.7M | 235k | 28.48 | |
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 2.4 | $6.1M | 203k | 30.07 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 2.3 | $6.0M | 9.8k | 614.32 | |
| UnitedHealth (UNH) | 2.3 | $6.0M | 18k | 330.11 | |
| Lockheed Martin Corporation (LMT) | 2.3 | $5.8M | 12k | 483.67 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.1 | $5.4M | 8.0k | 681.94 | |
| 3M Company (MMM) | 2.0 | $5.1M | 32k | 160.10 | |
| Cisco Systems (CSCO) | 2.0 | $5.1M | 66k | 77.03 | |
| Boeing Company (BA) | 1.9 | $5.0M | 23k | 217.12 | |
| Johnson & Johnson (JNJ) | 1.9 | $5.0M | 24k | 206.95 | |
| Wal-Mart Stores (WMT) | 1.9 | $4.9M | 44k | 111.41 | |
| Bank of America Corporation (BAC) | 1.9 | $4.8M | 88k | 55.00 | |
| Vanguard Index Fds Value Etf (VTV) | 1.8 | $4.7M | 25k | 190.99 | |
| Charles Schwab Corporation (SCHW) | 1.7 | $4.3M | 43k | 99.91 | |
| Visa Com Cl A (V) | 1.6 | $4.2M | 12k | 350.71 | |
| Home Depot (HD) | 1.6 | $4.1M | 12k | 344.10 | |
| Meta Platforms Cl A (META) | 1.5 | $4.0M | 6.0k | 660.10 | |
| Chubb (CB) | 1.5 | $3.9M | 13k | 312.12 | |
| JPMorgan Chase & Co. (JPM) | 1.5 | $3.9M | 12k | 322.22 | |
| Regeneron Pharmaceuticals (REGN) | 1.5 | $3.8M | 4.9k | 771.87 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.5 | $3.8M | 70k | 53.76 | |
| Caterpillar (CAT) | 1.2 | $3.2M | 5.6k | 572.87 | |
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 1.2 | $3.2M | 136k | 23.37 | |
| Intel Corporation (INTC) | 1.2 | $3.0M | 81k | 36.90 | |
| Walt Disney Company (DIS) | 1.1 | $3.0M | 26k | 113.77 | |
| Ishares Tr Pfd And Incm Sec (PFF) | 1.1 | $2.9M | 93k | 30.96 | |
| Texas Instruments Incorporated (TXN) | 1.0 | $2.6M | 15k | 173.49 | |
| Merck & Co (MRK) | 1.0 | $2.6M | 24k | 105.26 | |
| Abbvie (ABBV) | 0.9 | $2.3M | 10k | 228.49 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.9 | $2.2M | 2.1k | 1069.86 | |
| Ge Aerospace Com New (GE) | 0.8 | $2.1M | 6.8k | 308.03 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.8 | $2.1M | 6.8k | 303.89 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.8 | $2.1M | 76k | 26.91 | |
| Goldman Sachs (GS) | 0.8 | $2.0M | 2.3k | 879.00 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.8 | $2.0M | 10k | 191.57 | |
| Nextera Energy (NEE) | 0.7 | $1.9M | 23k | 80.28 | |
| Schwab Strategic Tr 1 5yr Corp Bd (SCHJ) | 0.7 | $1.8M | 72k | 24.90 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $1.7M | 5.3k | 313.77 | |
| Duke Energy Corp Com New (DUK) | 0.6 | $1.7M | 14k | 117.21 | |
| American Express Company (AXP) | 0.6 | $1.6M | 4.3k | 369.95 | |
| Target Corporation (TGT) | 0.6 | $1.6M | 16k | 97.75 | |
| Exxon Mobil Corporation (XOM) | 0.6 | $1.5M | 12k | 120.34 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.6 | $1.5M | 54k | 27.43 | |
| Shell Spon Ads (SHEL) | 0.6 | $1.5M | 20k | 73.48 | |
| Northrop Grumman Corporation (NOC) | 0.5 | $1.4M | 2.5k | 570.21 | |
| Eli Lilly & Co. (LLY) | 0.5 | $1.4M | 1.3k | 1074.45 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.5 | $1.4M | 57k | 24.04 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.5 | $1.3M | 14k | 89.46 | |
| Raytheon Technologies Corp (RTX) | 0.5 | $1.2M | 6.4k | 183.40 | |
| Snowflake Com Shs (SNOW) | 0.5 | $1.2M | 5.3k | 219.36 | |
| Palantir Technologies Cl A (PLTR) | 0.4 | $1.1M | 6.4k | 177.75 | |
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.4 | $920k | 4.4k | 209.12 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.4 | $911k | 7.6k | 120.18 | |
| McKesson Corporation (MCK) | 0.3 | $889k | 1.1k | 820.29 | |
| Mastercard Incorporated Cl A (MA) | 0.3 | $866k | 1.5k | 570.76 | |
| Tesla Motors (TSLA) | 0.3 | $864k | 1.9k | 449.76 | |
| Chevron Corporation (CVX) | 0.3 | $860k | 5.6k | 152.40 | |
| Ishares Core Msci Emkt (IEMG) | 0.3 | $780k | 12k | 67.22 | |
| Broadcom (AVGO) | 0.3 | $778k | 2.2k | 346.16 | |
| L3harris Technologies (LHX) | 0.3 | $757k | 2.6k | 293.55 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.3 | $755k | 3.6k | 211.80 | |
| Advanced Micro Devices (AMD) | 0.3 | $743k | 3.5k | 214.16 | |
| Costco Wholesale Corporation (COST) | 0.3 | $721k | 836.00 | 862.28 | |
| Markel Corporation (MKL) | 0.3 | $666k | 310.00 | 2149.65 | |
| Ge Vernova (GEV) | 0.2 | $577k | 883.00 | 653.57 | |
| Cardinal Health (CAH) | 0.2 | $532k | 2.6k | 205.50 | |
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.2 | $510k | 16k | 32.75 | |
| Stryker Corporation (SYK) | 0.2 | $448k | 1.3k | 351.47 | |
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.2 | $440k | 916.00 | 480.57 | |
| Arista Networks Com Shs (ANET) | 0.2 | $428k | 3.3k | 131.03 | |
| Adobe Systems Incorporated (ADBE) | 0.2 | $395k | 1.1k | 349.99 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $384k | 1.7k | 219.78 | |
| Clorox Company (CLX) | 0.1 | $364k | 3.6k | 100.83 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $355k | 11k | 32.62 | |
| Deere & Company (DE) | 0.1 | $331k | 711.00 | 465.59 | |
| Fidelity Covington Trust Blue Chip Grwth (FBCG) | 0.1 | $328k | 6.0k | 54.84 | |
| Abbott Laboratories (ABT) | 0.1 | $318k | 2.5k | 125.30 | |
| McDonald's Corporation (MCD) | 0.1 | $316k | 1.0k | 305.63 | |
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $299k | 2.1k | 141.14 | |
| Palo Alto Networks (PANW) | 0.1 | $298k | 1.6k | 184.20 | |
| Consolidated Edison (ED) | 0.1 | $289k | 2.9k | 99.32 | |
| Nasdaq Omx (NDAQ) | 0.1 | $282k | 2.9k | 97.13 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $271k | 556.00 | 487.86 | |
| Cava Group Ord (CAVA) | 0.1 | $271k | 4.6k | 58.69 | |
| Union Pacific Corporation (UNP) | 0.1 | $268k | 1.2k | 231.32 | |
| Qualcomm (QCOM) | 0.1 | $266k | 1.6k | 171.02 | |
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.1 | $255k | 3.1k | 82.02 | |
| Ciena Corp Com New (CIEN) | 0.1 | $228k | 975.00 | 233.87 | |
| Procter & Gamble Company (PG) | 0.1 | $228k | 1.6k | 143.31 | |
| Quest Diagnostics Incorporated (DGX) | 0.1 | $227k | 1.3k | 173.53 | |
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.1 | $221k | 3.7k | 59.93 | |
| Vanguard Instl Index 0-3 Mo Treas Bil (VBIL) | 0.1 | $218k | 2.9k | 75.43 | |
| Wells Fargo & Company (WFC) | 0.1 | $218k | 2.3k | 93.21 | |
| Marriott Intl Cl A (MAR) | 0.1 | $218k | 702.00 | 310.24 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $216k | 316.00 | 684.94 | |
| Cummins (CMI) | 0.1 | $204k | 400.00 | 510.45 | |
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $202k | 7.7k | 26.23 |