SEC 13F Intelligence

Managers / Q2 2026

Victrix Investment Advisors

CIK 0002055229 · 823 SE OSCEOLA ST, STUART, FL, 34994 · (772) 320-9658

Reported Value
$239M
Q2 2026
Positions
75
Filings on Record
7
2019–present window
Filed
Jul 8, 2026
original filing

Summary

Victrix Investment Advisors reported $239M in U.S.-listed holdings across 75 positions for Q2 2026.

Its largest position, GOOGL, represents 6.6% of the portfolio.

Compared with Q1 2026, the fund opened 5 new positions and exited 37.

Portfolio Metrics

Turnover
+19.0%
vs prior filed quarter
Top-10 Concentration
+45.0%
share of reported value
Largest Position
+6.6%
Alphabet
New / Exited
5 / 37
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’24: $139MQ4 ’24Q1 ’25: $190MQ1 ’25Q2 ’25: $226MQ2 ’25Q3 ’25: $182MQ3 ’25Q4 ’25: $258MQ4 ’25Q1 ’26: $275MQ1 ’26Q2 ’26: $239MQ2 ’26filingsflow.com

Portfolio Composition

By security type
Common Stock: 94.0%Other: 4.0%ADR: 2.0%Equity WRT: 0.0%
  • Common Stock · 94.0% · $224M
  • Other · 4.0% · $9M
  • ADR · 2.0% · $5M
  • Equity WRT · 0.0% · $183

Quarter-over-Quarter Changes full breakdown →

vs Q1 2026 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
LNGCHENIERE ENERGY INCNEW+2.4K2.4K+$583,662$583,662
MRVLMARVELL TECHNOLOGY INCNEW+1.2K1.2K+$364,229$364,229
ARMARM HOLDINGS PLCNEW+796796+$282,238$282,238
QCOMQUALCOMM INCNEW+1.5K1.5K+$271,272$271,272
ISIIONIS PHARMACEUTICALS INCNEW+3.4K3.4K+$269,586$269,586
VANGUARD TAX-MANAGED FDSSOLD OUT170.4K0$11M$0
VANGUARD INDEX FDSSOLD OUT17.4K0$10M$0
SCHWAB STRATEGIC TRSOLD OUT247.7K0$7M$0

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q2 2026

49 positions
#IssuerClass% PortfolioValueShares
1GOOGLALPHABET INCCAP STK CL A · CAP STK CL C7.40%$18M49.5K
2NVDANVIDIA CORPORATIONhistory →COM6.49%$15M77.3K
3AAPLAPPLE INChistory →COM5.01%$12M41.3K
4AMZNAMAZON COM INChistory →COM4.50%$11M45.1K
5BRK/BBERKSHIRE HATHAWAY INC DELhistory →CL B NEW4.41%$11M21.0K
6MSFTMICROSOFT CORPhistory →COM4.32%$10M27.6K
7UNHUNITEDHEALTH GROUP INChistory →COM4.08%$10M23.4K
8CSCOCISCO SYS INChistory →COM3.45%$8M70.1K
9INTCINTEL CORPhistory →COM3.18%$8M54.4K
10JNJJOHNSON & JOHNSONhistory →COM2.99%$7M28.1K
11LMTLOCKHEED MARTIN CORPhistory →COM2.96%$7M13.9K
12MMM3M COhistory →COM2.49%$6M36.7K
13CATCATERPILLAR INChistory →COM2.40%$6M5.4K
14BABOEING COhistory →COM2.31%$6M25.5K
15VVISA INChistory →COM CL A2.30%$5M16.0K
16METAMETA PLATFORMS INChistory →CL A2.26%$5M9.6K
17HDHOME DEPOT INChistory →COM2.23%$5M15.1K
18WMTWALMART INChistory →COM2.22%$5M46.8K
19BACBANK OF AMER CORPhistory →COM2.18%$5M91.3K
20ASML HLDG NVN Y REGISTRY SHS2.07%$5M2.5K
21TXNTEXAS INSTRS INChistory →COM1.94%$5M15.5K
22CHUBB LIMITEDCOM1.89%$5M13.2K
23SCHWSCHWAB CHARLES CORPhistory →COM1.86%$4M48.1K
24JPMJPMORGAN CHASE & COhistory →COM1.86%$4M13.5K
25MRKMERCK & CO INChistory →COM1.45%$3M27.0K
26REGNREGENERON PHARMACEUTICALShistory →COM1.25%$3M4.8K
27GE AEROSPACECOM NEW1.24%$3M7.9K
28DISDISNEY WALT COhistory →COM1.22%$3M30.3K
29ABBVABBVIE INChistory →COM1.16%$3M11.0K
30TSMTAIWAN SEMICONDUCTOR MANUFAChistory →SPONSORED ADS1.07%$3M5.3K
31NEENEXTERA ENERGY INChistory →COM1.05%$3M28.6K
32DUKDUKE ENERGY CORP NEWhistory →COM NEW1.05%$2M19.7K
33DYHTARGET CORPCOM0.99%$2M18.1K
34GSGOLDMAN SACHS GROUP INCCOM0.89%$2M2.1K
35AMDADVANCED MICRO DEVICES INCCOM0.86%$2M3.5K
36SHELSHELL PLCSPON ADS0.72%$2M22.2K
37SNOWSNOWFLAKE INCCOM SHS0.68%$2M6.4K
38GEVGE VERNOVA INCCOM0.63%$2M1.3K
39LLYELI LILLY & COCOM0.63%$2M1.3K
40LHXL3HARRIS TECHNOLOGIES INCCOM0.61%$1M5.0K
41AXPAMERICAN EXPRESS COCOM0.59%$1M4.1K
42NOCNORTHROP GRUMMAN CORPCOM0.53%$1M2.5K
43RTXRTX CORPORATIONCOM0.49%$1M6.2K
44AVGOBROADCOM INCCOM0.47%$1M3.0K
45COSTCOSTCO WHOLESALE CORPORATIONCOM0.36%$855,904915
46TSLATESLA INCCOM0.36%$850,9372.0K
47MAMASTERCARD INCORPORATEDCL A0.34%$807,7341.6K
48PLTRPALANTIR TECHNOLOGIES INCCL A0.34%$806,2076.9K
49MCKMCKESSON CORPCOM0.33%$785,8241.0K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q2 2026$239M75Jul 8, 202613F-HRchanges · EDGAR ↗
Q1 2026$275M107Apr 9, 202613F-HRchanges · EDGAR ↗
Q4 2025$258M104Feb 11, 202613F-HRchanges · EDGAR ↗
Q3 2025$182M70Nov 4, 202513F-HRchanges · EDGAR ↗
Q2 2025$226M103Jul 18, 202513F-HRchanges · EDGAR ↗
Q1 2025$190M95Apr 24, 202513F-HRchanges · EDGAR ↗
Q4 2024$139M64Feb 14, 202513F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.