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CIK: 0002055229
Total reported value
$245.9M
$245.9M
75 檔
26.2%
As reported in its official Q2 2026 Form 13F filing, Victrix Investment Advisors's tracked investment portfolio stood at $245.9M with 75 total positions.
In Q2 2026, Victrix Investment Advisors adopted a defensive or profit-taking posture, trimming 22 positions and completely liquidating 37 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 6.60% | +0.35% | -0.76% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 6.49% | +0.72% | +2.71% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.01% | +0.67% | +1.50% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.50% | +0.21% | +6.39% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 4.41% | +0.03% | +8.85% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 4.32% | +1.69% | +21.89% | |
| 7 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 4.08% | -0.55% | +8.69% | |
| 8 | CSCO | Cisco Systems Inc | Stock-Tech | 3.45% | -0.38% | +1.00% | |
| 9 | INTC | Intel CORP | Stock-Tech | 3.18% | -0.64% | -31.19% | |
| 10 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.99% | +0.08% | +9.14% | |
| 11 | LMT | Lockheed Martin CORP | Stock-Industrials | 2.96% | — | +15.44% | |
| 12 | MMM | 3m Co | Stock-Industrials | 2.49% | +0.06% | +11.67% | |
| 13 | CAT | Caterpillar Inc | Stock-Industrials | 2.40% | -0.68% | -0.63% | |
| 14 | BA | Boeing Co/the | Stock-Industrials | 2.31% | -0.28% | +6.09% | |
| 15 | V | Visa Inc-class A Shares | Stock-Financials | 2.30% | +0.23% | +20.62% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.26% | +0.79% | +38.13% | |
| 17 | HD | Home Depot Inc | Stock-Consumer Disc | 2.23% | -0.40% | +19.31% | |
| 18 | WMT | Walmart Inc | Stock-Consumer Staples | 2.22% | -0.18% | +5.33% | |
| 19 | BAC | Bank Of America CORP | Stock-Financials | 2.18% | -0.12% | +2.07% | |
| 20 | ASML | ASML Holding N.V. | Stock-Tech | 2.07% | -0.22% | +9.29% | |
| 21 | TXN | Texas Instruments Inc | Stock-Tech | 1.94% | -0.14% | -3.30% | |
| 22 | CB | Chubb Limited | Stock-Financials | 1.89% | -0.13% | +6.22% | |
| 23 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.86% | +0.11% | +6.20% | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.86% | -0.05% | +9.24% | |
| 25 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.45% | +0.18% | +9.08% | |
| 26 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 1.25% | +0.22% | — | |
| 27 | GE | General Electric | Stock-Industrials | 1.24% | -0.18% | +11.90% | |
| 28 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.22% | +0.03% | +9.21% | |
| 29 | ABBV | Abbvie Inc | Stock-Healthcare | 1.16% | +0.01% | +17.25% | |
| 30 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.07% | -0.09% | +6.97% | |
| 31 | NEE | Nextera Energy Inc | Stock-Utilities | 1.05% | -0.15% | +12.89% | |
| 32 | DUK | Duke Energy CORP | Stock-Utilities | 1.05% | -0.06% | +27.23% | |
| 33 | TGT | Target CORP | Stock-Consumer Disc | 0.99% | +0.21% | +8.70% | |
| 34 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.89% | -0.15% | -5.02% | |
| 35 | AMD | Advanced Micro Devices | Stock-Tech | 0.86% | -0.03% | +6.67% | |
| 36 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.81% | -0.81% | EXIT | |
| 37 | SHEL | Shell Plc-adr | Stock-Energy | 0.72% | +0.14% | +7.33% | |
| 38 | SNOW | Snowflake Inc | Stock-Tech | 0.68% | +0.20% | +4.85% | |
| 39 | GEV | GE Vernova Inc | Stock-Industrials | 0.63% | -0.06% | +23.56% | |
| 40 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.63% | -0.04% | -5.22% | |
| 41 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.61% | -0.10% | +47.45% | |
| 42 | AXP | American Express Co | Stock-Financials | 0.59% | -0.59% | EXIT | |
| 43 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.53% | -0.06% | +0.82% | |
| 44 | RTX | Rtx CORP | Stock-Industrials | 0.49% | -0.01% | -1.75% | |
| 45 | AVGO | Broadcom Inc | Stock-Tech | 0.47% | -0.05% | -0.47% | |
| 46 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.36% | -0.02% | -1.08% | |
| 47 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.36% | -0.04% | -1.46% | |
| 48 | MA | Mastercard Inc - A | Stock-Financials | 0.34% | +0.02% | +0.90% | |
| 49 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.34% | +0.21% | +11.92% | |
| 50 | MCK | Mckesson CORP | Stock-Healthcare | 0.33% | +0.02% | -2.26% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +2% | -0.76% | Trim |
| 2 | UNH | Unitedhealth Group Inc | +2% | +8.69% | Add |
| 3 | INTC | Intel CORP | +1.9% | -31.19% | Trim |
| 4 | NVDA | Nvidia CORP | +1.7% | +2.71% | Add |
| 5 | CSCO | Cisco Systems Inc | +1.5% | +1.00% | Add |
| 6 | AMZN | Amazon.com Inc | +1.3% | +6.39% | Add |
| 7 | MSFT | Microsoft CORP | +1.3% | +21.89% | Add |
| 8 | AAPL | Apple Inc | +1.3% | +1.50% | Add |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | +1.1% | +8.85% | Add |
| 10 | CAT | Caterpillar Inc | +1% | -0.63% | Trim |
| 11 | ASML | ASML Holding N.V. | +1% | +9.29% | Add |
| 12 | V | Visa Inc-class A Shares | +0.8% | +20.62% | Add |
| 13 | META | Meta Platforms Inc-class A | +0.8% | +38.13% | Add |
| 14 | TXN | Texas Instruments Inc | +0.8% | -3.30% | Trim |
| 15 | MMM | 3m Co | +0.8% | +11.67% | Add |
| 16 | HD | Home Depot Inc | +0.7% | +19.31% | Add |
| 17 | JNJ | Johnson & Johnson | +0.7% | +9.14% | Add |
| 18 | AMD | Advanced Micro Devices | +0.6% | +6.67% | Add |
| 19 | BAC | Bank Of America CORP | +0.6% | +2.07% | Add |
| 20 | BA | Boeing Co/the | +0.6% | +6.09% | Add |
| 21 | JPM | Jpmorgan Chase & Co | +0.5% | +9.24% | Add |
| 22 | GE | General Electric | +0.5% | +11.90% | Add |
| 23 | TSM | Taiwan Semiconductor-sp Adr | +0.5% | +6.97% | Add |
| 24 | ABBV | Abbvie Inc | +0.4% | +17.25% | Add |
| 25 | CB | Chubb Limited | +0.4% | +6.22% | Add |
| 26 | MRK | Merck & Co. Inc. | +0.4% | +9.08% | Add |
| 27 | SNOW | Snowflake Inc | +0.4% | +4.85% | Add |
| 28 | LMT | Lockheed Martin CORP | +0.3% | +15.44% | Add |
| 29 | SCHW | Schwab (charles) CORP | +0.3% | +6.20% | Add |
| 30 | DUK | Duke Energy CORP | +0.3% | +27.23% | Add |
| 31 | GEV | GE Vernova Inc | +0.3% | +23.56% | Add |
| 32 | TGT | Target CORP | +0.3% | +8.70% | Add |
| 33 | DIS | Walt Disney Co/the | +0.3% | +9.21% | Add |
| 34 | LNG | Cheniere Energy Inc | +0.2% | NEW | New buy |
| 35 | GOOG | Alphabet Inc-cl C | +0.2% | -3.16% | Trim |
| 36 | GS | Goldman Sachs Group Inc | +0.2% | -5.02% | Trim |
| 37 | WMT | Walmart Inc | +0.2% | +5.33% | Add |
| 38 | LLY | Eli Lilly & Co | +0.2% | -5.22% | Trim |
| 39 | LHX | L3harris Technologies Inc | +0.2% | +47.45% | Add |
| 40 | NEE | Nextera Energy Inc | +0.2% | +12.89% | Add |
| 41 | MRVL | Marvell Technology Inc | +0.2% | NEW | New buy |
| 42 | AVGO | Broadcom Inc | +0.1% | -0.47% | Trim |
| 43 | PANW | Palo Alto Networks Inc | +0.1% | -2.81% | Trim |
| 44 | ARM | Arm Holdings Plc-adr | +0.1% | NEW | New buy |
| 45 | AMAT | Applied Materials Inc | +0.1% | -9.66% | Trim |
| 46 | QCOM | Qualcomm Inc | +0.1% | NEW | New buy |
| 47 | IONS | Ionis Pharmaceuticals Inc | +0.1% | NEW | New buy |
| 48 | AXP | American Express Co | +0.1% | -4.86% | Trim |
| 49 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +0.17% | Add |
| 50 | ANET | Arista Networks Inc | +0.1% | +4.19% | Add |
According to official SEC Form 13F filings, Victrix Investment Advisors reported a total U.S. public equity portfolio value of $245.9M across 75 disclosed positions in Q2 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including GOOGL, NVDA, AAPL) accounted for 26.2% of total reported equity market value during Q2 2026.
Top New Position Initiated
LNG
市值: $583.7K
Top Position Liquidated / Trimmed
VEA
前期市值: $10.9M
During Q2 2026, Victrix Investment Advisors's top holdings by market value included GOOGL (6.6%)、NVDA (6.5%)、AAPL (5.0%). The largest single position, GOOGL, represented 6.6% of total portfolio value.
In Q2 2026, Victrix Investment Advisors made 105 total portfolio adjustments, initiating 5 new buys, adding to 41 positions, trimming 22 holdings, and fully liquidating 37 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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