Victrix Investment Advisors

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$275.4M
Q ending 2026-03-31
Prior quarter
$258.2M
Q ending 2025-12-31
Change
+6.6% QoQ · +44.7% YoY
Positions
107
reported holdings

Largest positions

Top 100 of 107 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Nvidia CorporationNVDAShares$13.1M75K
Alphabet IncGOOGLShares$12.8M44K
Vanguard Tax-Managed FdsVEAShares$10.9M170K
Vanguard Index FdsVOOShares$10.4M17K
Apple IncAAPLShares$10.3M41K
Berkshire Hathaway Inc DelBRK/BShares$9.3M19K
Amazon Com IncAMZNShares$8.8M42K
Microsoft CorpMSFTShares$8.4M23K
Lockheed Martin CorpLMTShares$7.3M12K
Schwab Strategic TrSCHAShares$7.2M248K
Schwab Strategic TrSCHMShares$6.6M214K
Johnson & JohnsonJNJShares$6.3M26K
Unitedhealth Group IncUNHShares$5.8M22K
Walmart IncWMTShares$5.5M44K
Cisco Sys IncCSCOShares$5.4M69K
Invesco Qqq TrQQQShares$5.1M9K
Vanguard Intl Equity Index FVWOShares$5.1M94K
State Str Spdr S&P 500 Etf TSPYShares$5.0M8K
Vanguard Index FdsVTVShares$4.9M25K
Boeing CoBAShares$4.8M24K
3M CoMMMShares$4.8M33K
Bank America CorpBACShares$4.4M89K
Schwab Charles CorpSCHWShares$4.3M45K
Home Depot IncHDShares$4.1M13K
Chubb Ltd SwitzShares$4.1M12K
Visa IncVShares$4.0M13K
Meta Platforms IncMETAShares$4.0M7K
Caterpillar IncCATShares$3.8M5K
Regeneron PharmaceuticalsREGNShares$3.7M5K
Jpmorgan Chase & CoJPMShares$3.6M12K
Intel CorpINTCShares$3.5M79K
Schwab Strategic TrSCHZShares$3.4M147K
Texas Instrs IncTXNShares$3.1M16K
Asml Hldg NvShares$3.0M2K
Merck & Co IncMRKShares$3.0M25K
Ishares TrPFFShares$2.8M93K
Disney Walt CoDISShares$2.7M28K
Nextera Energy IncNEEShares$2.4M25K
Abbvie IncABBVShares$2.0M9K
Exxon Mobil CorpXOMShares$2.0M12K
Duke Energy Corp NewDUKShares$2.0M16K
Target CorpTGTShares$2.0M17K
Invesco Exchange Traded Fd TRSPShares$2.0M10K
Ge AerospaceGEShares$2.0M7K
Schwab Strategic TrSCHJShares$1.9M78K
Shell PlcSHELShares$1.9M21K
Goldman Sachs Group IncGSShares$1.9M2K
Schwab Strategic TrSCHXShares$1.8M69K
Taiwan Semiconductor ManufacTSMShares$1.7M5K
Northrop Grumman CorpNOCShares$1.7M2K
Alphabet IncGOOGShares$1.6M6K
Schwab Strategic TrSCHDShares$1.6M52K
Ishares TrIEFAShares$1.4M15K
Schwab Strategic TrSCHFShares$1.3M53K
American Express CoAXPShares$1.3M4K
Eli Lilly & CoLLYShares$1.2M1K
Rtx CorporationRTXShares$1.2M6K
Chevron CorporationCVXShares$1.2M6K
L3Harris Technologies IncLHXShares$1.2M3K
Ishares TrIJRShares$1.1M9K
Costco Wholesale CorporationCOSTShares$922K925
Mckesson CorpMCKShares$921K1K
Broadcom IncAVGOShares$921K3K
Snowflake IncSNOWShares$915K6K
Ge Vernova IncGEVShares$908K1K
Palantir Technologies IncPLTRShares$903K6K
Vanguard Index FdsVBRShares$896K4K
Vanguard Index FdsVXFShares$879K4K
Ishares IncIEMGShares$806K12K
Mastercard IncorporatedMAShares$779K2K
Tesla IncTSLAShares$763K2K
Vanguard Instl Index FdVBILShares$708K9K
Advanced Micro Devices IncAMDShares$674K3K
Markel Group IncMKLShares$593K310
Schwab Strategic TrSCHEShares$553K17K
Cardinal Health IncCAHShares$547K3K
Vanguard Scottsdale FdsVGITShares$546K9K
Vanguard Bd Index FdsVUSBShares$517K10K
Stryker CorporationSYKShares$419K1K
Arista Networks IncANETShares$401K3K
Deere & CoDEShares$397K704
State Str Spdr Dow Jones IndDIAShares$378K816
Vanguard Specialized FundsVIGShares$376K2K
Mcdonalds CorpMCDShares$352K1K
Schwab Strategic TrSCHGShares$323K11K
Amgen IncAMGNShares$317K901
Vaneck Etf TrustFLTRShares$315K12K
Consolidated Edison IncEDShares$304K3K
Vaneck Etf TrustSMHShares$294K768
Union Pac CorpUNPShares$286K1K
Cava Group IncCAVAShares$278K3K
Ishares TrDVYShares$276K2K
Vanguard Index FdsVUGShares$273K626
Applied Matls IncAMATShares$258K756
Quest Diagnostics IncDGXShares$257K1K
Palo Alto Networks IncPANWShares$256K2K
Abbott LaboratoriesABTShares$250K2K
Nasdaq IncNDAQShares$246K3K
Marriott Intl Inc NewMARShares$230K702
Crowdstrike Hldgs IncCRWDShares$223K572

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.