Victrix Investment Advisors

CIK 0002055229 • 6 13F filings • Apr 24, 2025 – Jul 8, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyOther

Holdings by filing

Portfolio value: $226.0M103 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$4.6M	2.1%Prev: 1.7%	30,507 SH	Decreased-2,354 SH
ABBOTT LABS	COM	$350K	0.2%	2,577 SH	New
ABBVIE INC	COM	$1.8M	0.8%Prev: 0.7%	9,696 SH	Decreased+282 SH
ADVANCED MICRO DEVICES INC	COM	$514K	0.2%Prev: 0.2%	3,623 SH	Decreased+312 SH
ALPHABET INC	CAP STK CL A	$8.1M	3.6%Prev: 4.6%	46,233 SH	Decreased+1,856 SH
ALPHABET INC	CAP STK CL C	$1.1M	0.5%Prev: 0.6%	6,229 SH	Decreased+604 SH
AMAZON COM INC	COM	$8.3M	3.7%Prev: 3.2%	37,911 SH	Decreased-4,438 SH
APPLE INC	COM	$7.9M	3.5%Prev: 3.7%	38,422 SH	Decreased-2,256 SH
ARISTA NETWORKS INC	COM SHS	$327K	0.1%Prev: 0.1%	3,200 SH	Decreased-69 SH
ARM HOLDINGS PLC	SPONSORED ADS	$211K	0.1%	1,306 SH	New
ASML HOLDING N V	N Y REGISTRY SHS	$1.4M	0.6%	1,764 SH	New
BANK AMERICA CORP	COM	$4.7M	2.1%Prev: 1.6%	98,740 SH	Increased+9,326 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$8.3M	3.7%Prev: 3.4%	17,022 SH	Decreased-2,302 SH
BOEING CO	COM	$4.5M	2.0%Prev: 1.7%	21,573 SH	Decreased-2,418 SH
BROADCOM INC	COM	$628K	0.3%Prev: 0.3%	2,277 SH	Decreased-697 SH
CARDINAL HEALTH INC	COM	$447K	0.2%Prev: 0.2%	2,659 SH	Decreased+71 SH
CATERPILLAR INC	COM	$2.4M	1.0%Prev: 1.4%	6,078 SH	Decreased+659 SH
CAVA GROUP INC	COM	$401K	0.2%Prev: 0.1%	4,762 SH	Increased+1,322 SH
CHEVRON CORP NEW	COM	$306K	0.1%	2,136 SH	New
CHUBB LIMITED	COM	$3.5M	1.5%	12,070 SH	New
CISCO SYS INC	COM	$4.4M	1.9%Prev: 2.0%	62,935 SH	Decreased-6,431 SH
CONSOLIDATED EDISON INC	COM	$286K	0.1%Prev: 0.1%	2,852 SH	Decreased+164 SH
COSTCO WHSL CORP NEW	COM	$709K	0.3%	716 SH	New
CROWDSTRIKE HLDGS INC	CL A	$203K	0.1%Prev: 0.1%	399 SH	Decreased-173 SH
DEERE & CO	COM	$412K	0.2%Prev: 0.1%	810 SH	Increased+106 SH
DISNEY WALT CO	COM	$3.0M	1.3%Prev: 1.0%	24,482 SH	Increased-3,300 SH
DUKE ENERGY CORP NEW	COM NEW	$1.5M	0.7%Prev: 0.7%	12,756 SH	Decreased-2,764 SH
ELEVANCE HEALTH INC	COM	$345K	0.2%	887 SH	New
ELI LILLY & CO	COM	$1.0M	0.4%Prev: 0.4%	1,295 SH	Decreased-27 SH
EXXON MOBIL CORP	COM	$1.3M	0.6%Prev: 0.7%	12,176 SH	Decreased+163 SH
FIDELITY COVINGTON TRUST	BLUE CHIP GRWTH	$288K	0.1%	5,980 SH	New
GE AEROSPACE	COM NEW	$1.8M	0.8%Prev: 0.7%	7,072 SH	Decreased+21 SH
GE HEALTHCARE TECHNOLOGIES I	COMMON STOCK	$233K	0.1%Prev: 0.1%	3,139 SH	Increased+19 SH
GE VERNOVA INC	COM	$476K	0.2%Prev: 0.3%	899 SH	Decreased-141 SH
GOLDMAN SACHS GROUP INC	COM	$1.7M	0.7%Prev: 0.7%	2,355 SH	Decreased+146 SH
HOME DEPOT INC	COM	$4.0M	1.8%Prev: 1.5%	10,896 SH	Decreased-1,722 SH
INTEL CORP	COM	$1.9M	0.9%Prev: 1.3%	86,216 SH	Decreased+7,187 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$2.0M	0.9%Prev: 0.7%	10,919 SH	Decreased+470 SH
INVESCO QQQ TR	UNIT SER 1	$5.4M	2.4%Prev: 1.8%	9,738 SH	Increased+913 SH
ISHARES INC	CORE MSCI EMKT	$692K	0.3%Prev: 0.3%	11,532 SH	Decreased-24 SH
ISHARES TR	CORE MSCI EAFE	$1.2M	0.5%Prev: 0.5%	14,238 SH	Decreased-860 SH
ISHARES TR	CORE S&P SCP ETF	$830K	0.4%Prev: 0.4%	7,593 SH	Decreased-918 SH
ISHARES TR	PFD AND INCM SEC	$2.7M	1.2%Prev: 1.0%	88,469 SH	Decreased-4,877 SH
ISHARES TR	RUS 2000 VAL ETF	$221K	0.1%Prev: 0.1%	1,404 SH	Increased+310 SH
ISHARES TR	SELECT DIVID ETF	$294K	0.1%Prev: 0.1%	2,210 SH	Increased+390 SH
JOHNSON & JOHNSON	COM	$3.6M	1.6%Prev: 2.3%	23,319 SH	Decreased-2,398 SH
JPMORGAN CHASE & CO.	COM	$3.4M	1.5%	11,823 SH	New
L3HARRIS TECHNOLOGIES INC	COM	$576K	0.3%Prev: 0.4%	2,297 SH	Decreased-1,092 SH
LOCKHEED MARTIN CORP	COM	$4.8M	2.1%Prev: 2.6%	10,267 SH	Decreased-1,757 SH
MARKEL GROUP INC	COM	$653K	0.3%Prev: 0.2%	327 SH	Increased+17 SH
MARSH & MCLENNAN COS INC	COM	$275K	0.1%	1,258 SH	New
MASTERCARD INCORPORATED	CL A	$860K	0.4%Prev: 0.3%	1,530 SH	Increased-29 SH
MCDONALDS CORP	COM	$536K	0.2%Prev: 0.1%	1,835 SH	Increased+704 SH
MCKESSON CORP	COM	$1.0M	0.4%Prev: 0.3%	1,376 SH	Increased+312 SH
MERCK & CO INC	COM	$1.7M	0.8%Prev: 1.1%	22,106 SH	Decreased-2,608 SH
META PLATFORMS INC	CL A	$4.1M	1.8%Prev: 1.4%	5,579 SH	Increased-1,363 SH
MICROSOFT CORP	COM	$9.1M	4.0%Prev: 3.0%	18,252 SH	Increased-4,388 SH
NASDAQ INC	COM	$259K	0.1%Prev: 0.1%	2,900 SH	Increased
NEXTERA ENERGY INC	COM	$1.6M	0.7%Prev: 0.9%	23,342 SH	Decreased-2,031 SH
NORTHROP GRUMMAN CORP	COM	$1.3M	0.6%Prev: 0.6%	2,520 SH	Decreased+71 SH
NVIDIA CORPORATION	COM	$13.6M	6.0%Prev: 4.8%	86,083 SH	Increased+10,808 SH
ORACLE CORP	COM	$252K	0.1%	1,151 SH	New
PALANTIR TECHNOLOGIES INC	CL A	$879K	0.4%Prev: 0.3%	6,448 SH	Decreased+274 SH
PALO ALTO NETWORKS INC	COM	$353K	0.2%Prev: 0.1%	1,723 SH	Increased+124 SH
PRESIDIO PPTY TR INC	*W EXP 01/24/202	$425	0.0%Prev: 0.0%	12,603 SH	Increased
PROCTER AND GAMBLE CO	COM	$390K	0.2%	2,447 SH	New
QUALCOMM INC	COM	$260K	0.1%	1,636 SH	New
QUEST DIAGNOSTICS INC	COM	$235K	0.1%Prev: 0.1%	1,310 SH	Decreased
REGENERON PHARMACEUTICALS	COM	$2.6M	1.1%Prev: 1.3%	4,900 SH	Decreased+134 SH
RTX CORPORATION	COM	$871K	0.4%Prev: 0.4%	5,968 SH	Decreased-327 SH
SCHWAB CHARLES CORP	COM	$3.9M	1.7%Prev: 1.5%	42,936 SH	Decreased-2,327 SH
SCHWAB STRATEGIC TR	1 5YR CORP BD	$1.5M	0.7%Prev: 0.7%	60,843 SH	Decreased-17,479 SH
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$515K	0.2%Prev: 0.2%	17,074 SH	Decreased+284 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$1.4M	0.6%Prev: 0.5%	65,420 SH	Increased+11,973 SH
SCHWAB STRATEGIC TR	US AGGREGATE B	$2.5M	1.1%Prev: 1.2%	108,797 SH	Decreased-38,264 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$217K	0.1%	9,119 SH	New
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$1.5M	0.7%Prev: 0.6%	56,895 SH	Decreased+5,233 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$330K	0.1%Prev: 0.1%	11,282 SH	Increased+198 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$2.3M	1.0%Prev: 0.6%	93,216 SH	Increased+24,588 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$5.2M	2.3%Prev: 2.4%	183,852 SH	Decreased-29,880 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$5.6M	2.5%Prev: 2.6%	220,297 SH	Decreased-27,430 SH
SHELL PLC	SPON ADS	$1.3M	0.6%Prev: 0.7%	18,355 SH	Decreased-2,316 SH
SNOWFLAKE INC	CL A	$954K	0.4%	4,265 SH	New
SPDR DOW JONES INDL AVERAGE	UT SER 1	$432K	0.2%	981 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$5.3M	2.3%	8,528 SH	New
STRYKER CORPORATION	COM	$508K	0.2%Prev: 0.2%	1,283 SH	Increased+8 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$1.4M	0.6%	6,066 SH	New
TARGET CORP	COM	$1.8M	0.8%Prev: 0.7%	17,961 SH	Decreased+1,311 SH
TESLA INC	COM	$600K	0.3%Prev: 0.3%	1,888 SH	Decreased-165 SH
TEXAS INSTRS INC	COM	$2.7M	1.2%Prev: 1.1%	13,224 SH	Decreased-2,813 SH
UNION PAC CORP	COM	$277K	0.1%Prev: 0.1%	1,206 SH	Decreased+29 SH
UNITEDHEALTH GROUP INC	COM	$2.4M	1.0%Prev: 2.1%	7,548 SH	Decreased-14,020 SH
VANGUARD INDEX FDS	EXTEND MKT ETF	$857K	0.4%Prev: 0.3%	4,447 SH	Decreased+175 SH
VANGUARD INDEX FDS	GROWTH ETF	$268K	0.1%Prev: 0.1%	611 SH	Decreased-15 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$8.4M	3.7%Prev: 3.8%	14,806 SH	Decreased-2,626 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$683K	0.3%Prev: 0.3%	3,504 SH	Decreased-622 SH
VANGUARD INDEX FDS	VALUE ETF	$4.3M	1.9%Prev: 1.8%	24,079 SH	Decreased-1,128 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$3.0M	1.3%Prev: 1.8%	60,112 SH	Decreased-33,505 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$357K	0.2%Prev: 0.1%	1,743 SH	Decreased-5 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$7.4M	3.3%Prev: 4.0%	130,538 SH	Decreased-39,855 SH
VANGUARD WORLD FD	CONSUM STP ETF	$207K	0.1%	947 SH	New
VISA INC	COM CL A	$4.0M	1.7%Prev: 1.5%	11,127 SH	Decreased-2,153 SH
WALMART INC	COM	$4.1M	1.8%Prev: 2.0%	42,261 SH	Decreased-2,189 SH

Sold (vs prior filing)

ABBOTT LABORATORIES — $250K
AMERICAN EXPRESS CO — $1.3M
AMGEN INC — $317K
APPLIED MATLS INC — $258K
ASML HLDG NV — $3.0M
CHEVRON CORPORATION — $1.2M
CHUBB LTD SWITZ — $4.1M
COSTCO WHOLESALE CORPORATION — $922K
CUMMINS INC — $215K
ISHARES TR — $206K
JPMORGAN CHASE & CO — $3.6M
MARRIOTT INTL INC NEW — $230K
PROCTER & GAMBLE CO — $215K
SNOWFLAKE INC — $915K
STATE STR SPDR DOW JONES IND — $378K
STATE STR SPDR S&P 500 ETF T — $5.0M
TAIWAN SEMICONDUCTOR MANUFAC — $1.7M
TEVA PHARMACEUTICAL INDS LTD — $216K
VANECK ETF TRUST — $315K
VANECK ETF TRUST — $294K
… and 3 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 13, 2026	Q3 2026	13F-HR	0002085853-26-001152	—	View
Feb 11, 2026	Q4 2025	13F-HR	0002085853-26-000241	$258.2M	View
Nov 4, 2025	Q3 2025