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: $238.5M75 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$5.9M	2.5%Prev: 2.1%	36,697 SH	Increased+6,190 SH
ABBOTT LABORATORIES	COM	$221K	0.1%	2,436 SH	New
ABBVIE INC	COM	$2.8M	1.2%Prev: 0.8%	11,038 SH	Increased+1,342 SH
ADVANCED MICRO DEVICES INC	COM	$2.1M	0.9%Prev: 0.2%	3,532 SH	Increased-91 SH
ALPHABET INC	CAP STK CL A	$15.7M	6.6%Prev: 3.6%	44,038 SH	Increased-2,195 SH
ALPHABET INC	CAP STK CL C	$1.9M	0.8%Prev: 0.5%	5,447 SH	Increased-782 SH
AMAZON COM INC	COM	$10.7M	4.5%Prev: 3.7%	45,054 SH	Increased+7,143 SH
AMERICAN EXPRESS CO	COM	$1.4M	0.6%	4,147 SH	New
AMGEN INC	COM	$479K	0.2%	1,322 SH	New
APPLE INC	COM	$11.9M	5.0%Prev: 3.5%	41,290 SH	Increased+2,868 SH
APPLIED MATLS INC	COM	$494K	0.2%	683 SH	New
ARISTA NETWORKS INC	COM SHS	$579K	0.2%Prev: 0.1%	3,406 SH	Increased+206 SH
ARM HOLDINGS PLC	SPONSORED ADS	$282K	0.1%Prev: 0.1%	796 SH	Increased-510 SH
ASML HLDG NV	N Y REGISTRY SHS	$4.9M	2.1%	2,482 SH	New
BANK OF AMER CORP	COM	$5.2M	2.2%	91,267 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$10.5M	4.4%Prev: 3.7%	21,035 SH	Increased+4,013 SH
BOEING CO	COM	$5.5M	2.3%Prev: 2.0%	25,452 SH	Increased+3,879 SH
BROADCOM INC	COM	$1.1M	0.5%Prev: 0.3%	2,960 SH	Increased+683 SH
CARDINAL HEALTH INC	COM	$609K	0.3%Prev: 0.2%	2,565 SH	Increased-94 SH
CATERPILLAR INC	COM	$5.7M	2.4%Prev: 1.0%	5,385 SH	Increased-693 SH
CHENIERE ENERGY INC	COM NEW	$584K	0.2%	2,442 SH	New
CHUBB LIMITED	COM	$4.5M	1.9%Prev: 1.5%	13,241 SH	Increased+1,171 SH
CISCO SYS INC	COM	$8.2M	3.4%Prev: 1.9%	70,063 SH	Increased+7,128 SH
CONSOLIDATED EDISON INC	COM	$234K	0.1%Prev: 0.1%	2,117 SH	Decreased-735 SH
COSTCO WHOLESALE CORPORATION	COM	$856K	0.4%	915 SH	New
CROWDSTRIKE HLDGS INC	CL A	$437K	0.2%Prev: 0.1%	573 SH	Increased+174 SH
CUMMINS INC	COM	$285K	0.1%	400 SH	New
DEERE & CO	COM	$447K	0.2%Prev: 0.2%	704 SH	Increased-106 SH
DISNEY WALT CO	COM	$2.9M	1.2%Prev: 1.3%	30,342 SH	Decreased+5,860 SH
DUKE ENERGY CORP NEW	COM NEW	$2.5M	1.0%Prev: 0.7%	19,746 SH	Increased+6,990 SH
ELI LILLY & CO	COM	$1.5M	0.6%Prev: 0.4%	1,253 SH	Increased-42 SH
EXXON MOBIL CORP	COM	$672K	0.3%Prev: 0.6%	4,914 SH	Decreased-7,262 SH
GE AEROSPACE	COM NEW	$2.9M	1.2%Prev: 0.8%	7,890 SH	Increased+818 SH
GE VERNOVA INC	COM	$1.5M	0.6%Prev: 0.2%	1,285 SH	Increased+386 SH
GOLDMAN SACHS GROUP INC	COM	$2.1M	0.9%Prev: 0.7%	2,098 SH	Increased-257 SH
HOME DEPOT INC	COM	$5.3M	2.2%Prev: 1.8%	15,055 SH	Increased+4,159 SH
INTEL CORP	COM	$7.6M	3.2%Prev: 0.9%	54,381 SH	Increased-31,835 SH
IONIS PHARMACEUTICALS INC	COM	$270K	0.1%	3,400 SH	New
JOHNSON & JOHNSON	COM	$7.1M	3.0%Prev: 1.6%	28,068 SH	Increased+4,749 SH
JPMORGAN CHASE & CO	COM	$4.4M	1.9%	13,533 SH	New
L3HARRIS TECHNOLOGIES INC	COM	$1.5M	0.6%Prev: 0.3%	4,997 SH	Increased+2,700 SH
LOCKHEED MARTIN CORP	COM	$7.1M	3.0%Prev: 2.1%	13,880 SH	Increased+3,613 SH
MARKEL GROUP INC	COM	$598K	0.3%Prev: 0.3%	306 SH	Decreased-21 SH
MARRIOTT INTL INC NEW	CL A	$260K	0.1%	702 SH	New
MARVELL TECHNOLOGY INC	COM	$364K	0.2%	1,223 SH	New
MASTERCARD INCORPORATED	CL A	$808K	0.3%Prev: 0.4%	1,573 SH	Decreased+43 SH
MCDONALDS CORP	COM	$227K	0.1%Prev: 0.2%	839 SH	Decreased-996 SH
MCKESSON CORP	COM	$786K	0.3%Prev: 0.4%	1,040 SH	Decreased-336 SH
MERCK & CO INC	COM	$3.5M	1.5%Prev: 0.8%	26,958 SH	Increased+4,852 SH
META PLATFORMS INC	CL A	$5.4M	2.3%Prev: 1.8%	9,589 SH	Increased+4,010 SH
MICROSOFT CORP	COM	$10.3M	4.3%Prev: 4.0%	27,595 SH	Increased+9,343 SH
NEXTERA ENERGY INC	COM	$2.5M	1.1%Prev: 0.7%	28,643 SH	Increased+5,301 SH
NORTHROP GRUMMAN CORP	COM	$1.3M	0.5%Prev: 0.6%	2,469 SH	Decreased-51 SH
NVIDIA CORPORATION	COM	$15.5M	6.5%Prev: 6.0%	77,317 SH	Increased-8,766 SH
PALANTIR TECHNOLOGIES INC	CL A	$806K	0.3%Prev: 0.4%	6,910 SH	Decreased+462 SH
PALO ALTO NETWORKS INC	COM	$530K	0.2%Prev: 0.2%	1,554 SH	Increased-169 SH
PRESIDIO PPTY TR INC	*W EXP 01/24/202	$183	0.0%Prev: 0.0%	12,603 SH	Decreased
PROCTER & GAMBLE CO	COM	$218K	0.1%	1,489 SH	New
QUALCOMM INC	COM	$271K	0.1%Prev: 0.1%	1,468 SH	Increased-168 SH
QUEST DIAGNOSTICS INC	COM	$256K	0.1%Prev: 0.1%	1,210 SH	Increased-100 SH
REGENERON PHARMACEUTICALS	COM	$3.0M	1.2%Prev: 1.1%	4,766 SH	Increased-134 SH
RTX CORPORATION	COM	$1.2M	0.5%Prev: 0.4%	6,185 SH	Increased+217 SH
SCHWAB CHARLES CORP	COM	$4.4M	1.9%Prev: 1.7%	48,070 SH	Increased+5,134 SH
SHELL PLC	SPON ADS	$1.7M	0.7%Prev: 0.6%	22,186 SH	Increased+3,831 SH
SNOWFLAKE INC	COM SHS	$1.6M	0.7%	6,361 SH	New
STRYKER CORPORATION	COM	$401K	0.2%Prev: 0.2%	1,275 SH	Decreased-8 SH
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$2.6M	1.1%	5,344 SH	New
TARGET CORP	COM	$2.4M	1.0%Prev: 0.8%	18,099 SH	Increased+138 SH
TESLA INC	COM	$851K	0.4%Prev: 0.3%	2,023 SH	Increased+135 SH
TEVA PHARMACEUTICAL INDS LTD	SPONSORED ADS	$266K	0.1%	7,850 SH	New
TEXAS INSTRS INC	COM	$4.6M	1.9%Prev: 1.2%	15,507 SH	Increased+2,283 SH
UNION PAC CORP	COM	$274K	0.1%Prev: 0.1%	1,006 SH	Decreased-200 SH
UNITEDHEALTH GROUP INC	COM	$9.7M	4.1%Prev: 1.0%	23,443 SH	Increased+15,895 SH
VISA INC	COM CL A	$5.5M	2.3%Prev: 1.7%	16,018 SH	Increased+4,891 SH
WALMART INC	COM	$5.3M	2.2%Prev: 1.8%	46,820 SH	Increased+4,559 SH

Sold (vs prior filing)

ABBOTT LABS — $350K
ASML HOLDING N V — $1.4M
BANK AMERICA CORP — $4.7M
CAVA GROUP INC — $401K
CHEVRON CORP NEW — $306K
COSTCO WHSL CORP NEW — $709K
ELEVANCE HEALTH INC — $345K
FIDELITY COVINGTON TRUST — $288K
GE HEALTHCARE TECHNOLOGIES I — $233K
INVESCO EXCHANGE TRADED FD T — $2.0M
INVESCO QQQ TR — $5.4M
ISHARES INC — $692K
ISHARES TR — $1.2M
ISHARES TR — $830K
ISHARES TR — $2.7M
ISHARES TR — $221K
ISHARES TR — $294K
JPMORGAN CHASE & CO. — $3.4M
MARSH & MCLENNAN COS INC — $275K
NASDAQ INC — $259K
… and 25 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