Victrix Investment Advisors holds a diversified book of 75 reported positions worth $238.5M as of Q2 2026 (disclosed Jul 8, 2026, a ~8-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 reported non-option book. Cloning the disclosed picks since 2025 would be +34% (+20.3%/yr). That is a simulation of the disclosed long book, not audited returns.
The reported book (valued from quarter-end) returned +36.2%, a 2.4-point gap that is the cost of the ~8-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Victrix Investment Advisors's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~8 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
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
+3 sectors below the cut, under 0.5% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Victrix Investment Advisors
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlueSpruce Investments, LP | 12 / 75 | $644.9M |
| United American Securities Inc. (d/b/a UAS Asset Management) | 10 / 75 | $453.6M |
| Prospect Hill Management, LLC | 11 / 75 | $245.6M |
| Greenbrier Partners Capital Management, LLC | 9 / 75 | $1.3B |
| Hoffman, Alan N Investment Management | 7 / 75 | $160.4M |
| Draper Asset Management, LLC | 11 / 75 | $179.1M |
| Howard Hughes Medical Institute | 18 / 75 | $392.5M |
| Harold Davidson & Associates Inc. | 32 / 75 | $200.4M |
Ranked by the share of each fund's own book sitting in the names it shares with Victrix Investment Advisors: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position'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 |
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.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 8, 2026 | 8d | 75 | $238.5M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 9, 2026 | 9d | 107 | $275.4M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 11, 2026 | 42d | 104 | $258.2M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 4, 2025 | 35d | 70 | $182.4M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 18, 2025 | 18d | 103 | $226.0M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 24, 2025 | 24d | 95 | $190.4M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 45d | 64 | $138.7M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.