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: $258.2M104 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$5.1M	2.0%Prev: 2.7%	32,054 SH	Increased+7 SH
ABBOTT LABS	COM	$318K	0.1%Prev: 0.2%	2,535 SH	Decreased-42 SH
ABBVIE INC	COM	$2.3M	0.9%Prev: 1.4%	9,995 SH	Decreased-658 SH
ADOBE INC	COM	$395K	0.2%	1,129 SH	New
ADVANCED MICRO DEVICES INC	COM	$743K	0.3%Prev: 0.3%	3,471 SH	Increased+105 SH
ALPHABET INC	CAP STK CL A	$13.9M	5.4%Prev: 6.2%	44,257 SH	Increased-2,331 SH
ALPHABET INC	CAP STK CL C	$1.7M	0.6%Prev: 0.8%	5,349 SH	Increased-270 SH
AMAZON COM INC	COM	$9.0M	3.5%Prev: 4.7%	38,956 SH	Increased+43 SH
AMERICAN EXPRESS CO	COM	$1.6M	0.6%	4,348 SH	New
APPLE INC	COM	$10.7M	4.2%Prev: 5.7%	39,432 SH	Increased-1,539 SH
ARISTA NETWORKS INC	COM SHS	$428K	0.2%Prev: 0.3%	3,266 SH	Decreased+66 SH
ASML HOLDING N V	N Y REGISTRY SHS	$2.2M	0.9%Prev: 1.1%	2,100 SH	Increased+16 SH
BANK AMERICA CORP	COM	$4.8M	1.9%Prev: 2.8%	88,079 SH	Decreased-11,688 SH
BOEING CO	COM	$5.0M	1.9%Prev: 2.6%	22,990 SH	Increased+618 SH
BROADCOM INC	COM	$777K	0.3%Prev: 0.4%	2,246 SH	Increased-90 SH
CARDINAL HEALTH INC	COM	$532K	0.2%Prev: 0.2%	2,588 SH	Increased
CATERPILLAR INC	COM	$3.2M	1.2%Prev: 1.6%	5,629 SH	Increased-311 SH
CAVA GROUP INC	COM	$271K	0.1%Prev: 0.2%	4,617 SH	Decreased-1,650 SH
CHEVRON CORP NEW	COM	$860K	0.3%Prev: 0.2%	5,641 SH	Increased+2,843 SH
CHUBB LIMITED	COM	$3.9M	1.5%Prev: 1.9%	12,453 SH	Increased+283 SH
CIENA CORP	COM NEW	$228K	0.1%	975 SH	New
CISCO SYS INC	COM	$5.1M	2.0%Prev: 2.5%	66,314 SH	Increased+3 SH
CLOROX CO DEL	COM	$364K	0.1%	3,609 SH	New
CONSOLIDATED EDISON INC	COM	$289K	0.1%Prev: 0.2%	2,913 SH	Decreased
COSTCO WHSL CORP NEW	COM	$721K	0.3%Prev: 0.4%	836 SH	Increased+120 SH
CUMMINS INC	COM	$204K	0.1%	400 SH	New
DEERE & CO	COM	$331K	0.1%Prev: 0.2%	711 SH	Decreased-54 SH
DISNEY WALT CO	COM	$3.0M	1.1%Prev: 1.6%	26,024 SH	Decreased-38 SH
DUKE ENERGY CORP NEW	COM NEW	$1.7M	0.6%Prev: 0.9%	14,270 SH	Decreased+567 SH
ELI LILLY & CO	COM	$1.4M	0.5%Prev: 0.5%	1,278 SH	Increased-16 SH
EXXON MOBIL CORP	COM	$1.5M	0.6%Prev: 0.8%	12,224 SH	Decreased-1,491 SH
FIDELITY COVINGTON TRUST	BLUE CHIP GRWTH	$328K	0.1%	5,981 SH	New
GE AEROSPACE	COM NEW	$2.1M	0.8%Prev: 1.1%	6,807 SH	Increased-135 SH
GE HEALTHCARE TECHNOLOGIES I	COMMON STOCK	$255K	0.1%Prev: 0.1%	3,103 SH	Increased-36 SH
GE VERNOVA INC	COM	$577K	0.2%Prev: 0.3%	883 SH	Increased-16 SH
GOLDMAN SACHS GROUP INC	COM	$2.0M	0.8%Prev: 1.0%	2,283 SH	Increased-17 SH
HOME DEPOT INC	COM	$4.1M	1.6%Prev: 2.6%	11,993 SH	Decreased+486 SH
INTEL CORP	COM	$3.0M	1.2%Prev: 1.6%	81,187 SH	Increased-6,940 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$2.0M	0.8%	10,437 SH	New
INVESCO QQQ TR	UNIT SER 1	$6.0M	2.3%	9,840 SH	New
ISHARES INC	CORE MSCI EMKT	$779K	0.3%	11,596 SH	New
ISHARES TR	CORE MSCI EAFE	$1.3M	0.5%	14,238 SH	New
ISHARES TR	CORE S&P SCP ETF	$911K	0.4%	7,581 SH	New
ISHARES TR	CORE S&P500 ETF	$216K	0.1%	316 SH	New
ISHARES TR	PFD AND INCM SEC	$2.9M	1.1%	93,406 SH	New
ISHARES TR	SELECT DIVID ETF	$299K	0.1%	2,120 SH	New
JOHNSON & JOHNSON	COM	$5.0M	1.9%Prev: 2.4%	24,057 SH	Increased-28 SH
JPMORGAN CHASE & CO.	COM	$3.9M	1.5%Prev: 2.1%	12,008 SH	Increased-163 SH
L3HARRIS TECHNOLOGIES INC	COM	$757K	0.3%Prev: 0.4%	2,579 SH	Decreased+23 SH
LOCKHEED MARTIN CORP	COM	$5.8M	2.3%Prev: 3.2%	12,026 SH	Increased+514 SH
MARKEL GROUP INC	COM	$666K	0.3%Prev: 0.3%	310 SH	Increased-11 SH
MARRIOTT INTL INC NEW	CL A	$218K	0.1%	702 SH	New
MASTERCARD INCORPORATED	CL A	$866K	0.3%Prev: 0.5%	1,518 SH	Increased
MCDONALDS CORP	COM	$316K	0.1%Prev: 0.4%	1,034 SH	Decreased-1,245 SH
MCKESSON CORP	COM	$889K	0.3%Prev: 0.6%	1,084 SH	Decreased-248 SH
MERCK & CO INC	COM	$2.6M	1.0%Prev: 1.1%	24,341 SH	Increased-277 SH
META PLATFORMS INC	CL A	$4.0M	1.5%Prev: 2.4%	5,989 SH	Decreased+67 SH
MICROSOFT CORP	COM	$9.0M	3.5%Prev: 5.3%	18,651 SH	Decreased+31 SH
NASDAQ INC	COM	$282K	0.1%	2,900 SH	New
NEXTERA ENERGY INC	COM	$1.9M	0.7%Prev: 1.0%	23,245 SH	Increased-696 SH
NORTHROP GRUMMAN CORP	COM	$1.4M	0.5%Prev: 0.8%	2,469 SH	Decreased-1 SH
NVIDIA CORPORATION	COM	$14.0M	5.4%Prev: 7.8%	74,974 SH	Decreased-1,690 SH
PALANTIR TECHNOLOGIES INC	CL A	$1.1M	0.4%Prev: 0.7%	6,365 SH	Decreased-816 SH
PALO ALTO NETWORKS INC	COM	$298K	0.1%Prev: 0.2%	1,619 SH	Decreased-110 SH
PROCTER AND GAMBLE CO	COM	$228K	0.1%Prev: 0.2%	1,589 SH	Decreased-833 SH
QUALCOMM INC	COM	$266K	0.1%Prev: 0.1%	1,557 SH	Decreased-44 SH
QUEST DIAGNOSTICS INC	COM	$227K	0.1%Prev: 0.1%	1,310 SH	Decreased
REGENERON PHARMACEUTICALS	COM	$3.8M	1.5%Prev: 1.5%	4,900 SH	Increased
RTX CORPORATION	COM	$1.2M	0.5%Prev: 0.6%	6,390 SH	Increased+22 SH
SCHWAB CHARLES CORP	COM	$4.3M	1.7%Prev: 2.3%	43,408 SH	Increased-430 SH
SCHWAB STRATEGIC TR	1 5YR CORP BD	$1.8M	0.7%	71,818 SH	New
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$510K	0.2%	15,578 SH	New
SCHWAB STRATEGIC TR	INTL EQTY ETF	$1.4M	0.5%	57,005 SH	New
SCHWAB STRATEGIC TR	US AGGREGATE B	$3.2M	1.2%	136,337 SH	New
SCHWAB STRATEGIC TR	US BRD MKT ETF	$202K	0.1%	7,706 SH	New
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$1.5M	0.6%	53,450 SH	New
SCHWAB STRATEGIC TR	US LCAP GR ETF	$355K	0.1%	10,868 SH	New
SCHWAB STRATEGIC TR	US LRG CAP ETF	$2.1M	0.8%	76,197 SH	New
SCHWAB STRATEGIC TR	US MID-CAP ETF	$6.1M	2.4%	202,819 SH	New
SCHWAB STRATEGIC TR	US SML CAP ETF	$6.7M	2.6%	235,228 SH	New
SHELL PLC	SPON ADS	$1.5M	0.6%Prev: 0.8%	19,881 SH	Increased+525 SH
SNOWFLAKE INC	COM SHS	$1.2M	0.5%Prev: 0.7%	5,337 SH	Decreased+47 SH
SPDR DOW JONES INDL AVERAGE	UT SER 1	$440K	0.2%	916 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$5.4M	2.1%	7,963 SH	New
STRYKER CORPORATION	COM	$448K	0.2%Prev: 0.3%	1,275 SH	Decreased
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$2.1M	0.8%Prev: 1.1%	6,798 SH	Increased-303 SH
TARGET CORP	COM	$1.6M	0.6%Prev: 1.0%	16,297 SH	Decreased-4,215 SH
TESLA INC	COM	$864K	0.3%Prev: 0.5%	1,922 SH	Decreased-215 SH
TEXAS INSTRS INC	COM	$2.6M	1.0%Prev: 1.4%	15,214 SH	Decreased+822 SH
UNION PAC CORP	COM	$268K	0.1%Prev: 0.2%	1,157 SH	Decreased-107 SH
UNITEDHEALTH GROUP INC	COM	$6.0M	2.3%Prev: 2.7%	18,145 SH	Increased+3,681 SH
VANGUARD INDEX FDS	EXTEND MKT ETF	$920K	0.4%	4,397 SH	New
VANGUARD INDEX FDS	GROWTH ETF	$271K	0.1%	556 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$10.2M	3.9%	16,215 SH	New
VANGUARD INDEX FDS	SM CP VAL ETF	$755K	0.3%	3,563 SH	New
VANGUARD INDEX FDS	VALUE ETF	$4.7M	1.8%	24,766 SH	New
VANGUARD INSTL INDEX FD	0-3 MO TREAS BIL	$218K	0.1%	2,895 SH	New
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$3.8M	1.5%	69,816 SH	New
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$221K	0.1%	3,687 SH	New
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$384K	0.1%	1,746 SH	New
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$9.1M	3.5%	146,010 SH	New
VISA INC	COM CL A	$4.2M	1.6%Prev: 2.2%	12,016 SH	Increased+192 SH
WALMART INC	COM	$4.9M	1.9%Prev: 2.5%	44,362 SH	Increased-106 SH
WELLS FARGO CO NEW	COM	$218K	0.1%Prev: 0.1%	2,339 SH	Increased-94 SH

Sold (vs prior filing)

BERKSHIRE HATHAWAY INC DEL — $9.0M
IONIS PHARMACEUTICALS INC — $222K
ORACLE CORP — $215K
PRESIDIO PPTY TR INC — $471

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