Victrix Investment Advisors holds a diversified book of 75 stocks worth $238.5M as of Q2 2026 (disclosed Jul 8, 2026, a ~45-day 13F lag). This quarter they opened Cheniere Energy Inc and trimmed Alphabet Inc-CL A. Their largest long position is Alphabet Inc-CL A at 7% of the equity book.
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This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2055229/holdings"
Use Arkolith to show Victrix Investment Advisors's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Victrix Investment Advisors
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 75 | $618.0B |
| ROYAL BANK OF CANADA | 80 / 75 | $177.2B |
| WELLS FARGO & COMPANY/MN | 80 / 75 | $160.4B |
| RAYMOND JAMES FINANCIAL INC | 80 / 75 | $89.5B |
| LPL Financial LLC | 80 / 75 | $60.2B |
| ENVESTNET ASSET MANAGEMENT INC | 80 / 75 | $54.3B |
| Cetera Investment Advisers | 80 / 75 | $16.2B |
| OSAIC HOLDINGS, INC. | 80 / 75 | $14.9B |
Ranked by how many of Victrix Investment Advisors's top 75 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc CAP STK CL A | $15.7M | 44.0K | 6.6% | ▼−0.8% Reduced · −339 sh | |
| 2 | Nvidia Corporation COM | $15.5M | 77.3K | 6.5% | ▲+2.7% Added · +2K sh | |
| 3 | Apple Inc COM | $11.9M | 41.3K | 5.0% | ▲+1.5% Added · +612 sh | |
| 4 | Amazon Com Inc COM | $10.7M | 45.1K | 4.5% | ▲+6.4% Added · +3K sh | |
| 5 | Berkshire Hathaway Inc Del CL B NEW | $10.5M | 21.0K | 4.4% | ▲+8.8% Added · +2K sh | |
| 6 | Microsoft Corp COM | $10.3M | 27.6K | 4.3% | ▲+22% Added · +5K sh | |
| 7 | Unitedhealth Group Inc COM | $9.7M | 23.4K | 4.1% | ▲+8.7% Added · +2K sh | |
| 8 | Cisco Sys Inc COM | $8.2M | 70.1K | 3.4% | ▲+1.0% Added · +697 sh | |
| 9 | Intel Corp COM | $7.6M | 54.4K | 3.2% | ▼−31% Reduced · −25K sh | |
| 10 | Johnson & Johnson COM | $7.1M | 28.1K | 3.0% | ▲+9.1% Added · +2K sh | |
| 11 | Lockheed Martin Corp COM | $7.1M | 13.9K | 3.0% | ▲+15% Added · +2K sh | |
| 12 | 3M Co COM | $5.9M | 36.7K | 2.5% | ▲+12% Added · +4K sh | |
| 13 | Caterpillar Inc COM | $5.7M | 5.4K | 2.4% | ▼−0.6% Reduced · −34 sh | |
| 14 | Boeing Co COM | $5.5M | 25.5K | 2.3% | ▲+6.1% Added · +1K sh | |
| 15 | Visa Inc COM CL A | $5.5M | 16.0K | 2.3% | ▲+21% Added · +3K sh | |
| 16 | Meta Platforms Inc CL A | $5.4M | 9.6K | 2.3% | ▲+38% Added · +3K sh | |
| 17 | Home Depot Inc COM | $5.3M | 15.1K | 2.2% | ▲+19% Added · +2K sh | |
| 18 | Walmart Inc COM | $5.3M | 46.8K | 2.2% | ▲+5.3% Added · +2K sh | |
| 19 | Bank Of Amer Corp COM | $5.2M | 91.3K | 2.2% | ▲+2.1% Added · +2K sh | |
| 20 | ASML Hldg NV N Y REGISTRY SHS | $4.9M | 2.5K | 2.1% | ▲+9.3% Added · +211 sh | |
| 21 | Texas Instrs Inc COM | $4.6M | 15.5K | 1.9% | ▼−3.3% Reduced · −530 sh | |
| 22 | Chubb Limited COM | $4.5M | 13.2K | 1.9% | ▲+6.2% Added · +775 sh | |
| 23 | Schwab Charles Corp COM | $4.4M | 48.1K | 1.9% | ▲+6.2% Added · +3K sh | |
| 24 | JPMorgan Chase & Co COM | $4.4M | 13.5K | 1.9% | ▲+9.2% Added · +1K sh | |
| 25 | Merck & Co Inc COM | $3.5M | 27.0K | 1.5% | ▲+9.1% Added · +2K sh | |
| 26 | Regeneron Pharmaceuticals COM | $3.0M | 4.8K | 1.2% | —Held | |
| 27 | Ge Aerospace COM NEW | $2.9M | 7.9K | 1.2% | ▲+12% Added · +839 sh | |
| 28 | Disney Walt Co COM | $2.9M | 30.3K | 1.2% | ▲+9.2% Added · +3K sh | |
| 29 | Abbvie Inc COM | $2.8M | 11.0K | 1.2% | ▲+17% Added · +2K sh | |
| 30 | Taiwan Semiconductor Manufac SPONSORED ADS | $2.6M | 5.3K | 1.1% | ▲+7.0% Added · +348 sh | |
| 31 | NextEra Energy Inc COM | $2.5M | 28.6K | 1.1% | ▲+13% Added · +3K sh | |
| 32 | Duke Energy Corp New COM NEW | $2.5M | 19.7K | 1.0% | ▲+27% Added · +4K sh | |
| 33 | Target Corp COM | $2.4M | 18.1K | 1.0% | ▲+8.7% Added · +1K sh | |
| 34 | Goldman Sachs Group Inc COM | $2.1M | 2.1K | 0.9% | ▼−5.0% Reduced · −111 sh | |
| 35 | Advanced Micro Devices Inc COM | $2.1M | 3.5K | 0.9% | ▲+6.7% Added · +221 sh | |
| 36 | Alphabet Inc CAP STK CL C | $1.9M | 5.4K | 0.8% | ▼−3.2% Reduced · −178 sh | |
| 37 | Shell PLC SPON ADS | $1.7M | 22.2K | 0.7% | ▲+7.3% Added · +2K sh | |
| 38 | Snowflake Inc COM SHS | $1.6M | 6.4K | 0.7% | ▲+4.8% Added · +294 sh | |
| 39 | Ge Vernova Inc COM | $1.5M | 1.3K | 0.6% | ▲+24% Added · +245 sh | |
| 40 | Eli Lilly & Co COM | $1.5M | 1.3K | 0.6% | ▼−5.2% Reduced · −69 sh | |
| 41 | L3harris Technologies Inc COM | $1.5M | 5.0K | 0.6% | ▲+47% Added · +2K sh | |
| 42 | American Express Co COM | $1.4M | 4.1K | 0.6% | ▼−4.9% Reduced · −212 sh | |
| 43 | Northrop Grumman Corp COM | $1.3M | 2.5K | 0.5% | ▲+0.8% Added · +20 sh | |
| 44 | RTX Corporation COM | $1.2M | 6.2K | 0.5% | ▼−1.7% Reduced · −110 sh | |
| 45 | Broadcom Inc COM | $1.1M | 3.0K | 0.5% | ▼−0.5% Reduced · −14 sh | |
| 46 | Costco Wholesale Corporation COM | $856K | 915 | 0.4% | ▼−1.1% Reduced · −10 sh | |
| 47 | Tesla Inc COM | $851K | 2.0K | 0.4% | ▼−1.5% Reduced · −30 sh | |
| 48 | Mastercard Incorporated CL A | $808K | 1.6K | 0.3% | ▲+0.9% Added · +14 sh | |
| 49 | Palantir Technologies Inc CL A | $806K | 6.9K | 0.3% | ▲+12% Added · +736 sh | |
| 50 | McKesson Corp COM | $786K | 1.0K | 0.3% | ▼−2.3% Reduced · −24 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 8, 2026 | 75 | $238.5M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 9, 2026 | 107 | $275.4M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 11, 2026 | 104 | $258.2M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 4, 2025 | 70 | $182.4M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 18, 2025 | 103 | $226.0M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 24, 2025 | 95 | $190.4M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 64 | $138.7M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.