Q3 2026 13F · SEC CIK 2055229

Victrix Investment Advisors

Wealth managerFiled 2026-10-13 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $245.8M
Reported positions: 73
Holdings vs S&P 500, 3 yrs: —
Assets under management: $343.3M

Victrix Investment Advisors is a wealth manager that reported 73 positions worth $245.8M in its Q3 2026 13F, filed 2026-10-13. Its largest holdings were Nvidia Corporation (NVDA, 7.2%), Alphabet Inc (GOOGL, 6.9%), Microsoft Corp (MSFT, 6.0%).

Victrix Investment Advisors holdings largest 50 of 73 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Victrix Investment Advisors 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
NVDANvidia Corporation	7.2%	6.5%	77,584	+0.3%	$17.7M
GOOGLAlphabet Inc	6.9%	6.6%	49,689	+12.8%	$17.1M
MSFTMicrosoft Corp	6.0%	4.3%	28,789	+4.3%	$14.8M
AAPLApple Inc	5.7%	5.0%	41,914	+1.5%	$14.0M
AMZNAmazon Com Inc	4.7%	4.5%	46,527	+3.3%	$11.6M
BRK-BBerkshire Hathaway Inc Del	4.4%	4.4%	21,923	+4.2%	$10.9M
UNHUnitedhealth Group Inc	3.5%	4.1%	23,629	+0.8%	$8.7M
JNJJohnson & Johnson	3.1%	3.0%	28,505	+1.6%	$7.5M
CSCOCisco Sys Inc	3.1%	3.5%	70,111	+0.1%	$7.5M
METAMeta Platforms Inc	3.1%	2.3%	10,345	+7.9%	$7.5M
LMTLockheed Martin Corp	3.0%	3.0%	14,297	+3.0%	$7.3M
MMM3m Co	2.5%	2.5%	38,147	+4.0%	$6.3M
INTCIntel Corp	2.5%	3.2%	51,876	-4.6%	$6.2M
VVisa Inc	2.5%	2.3%	17,306	+8.0%	$6.2M
BACBank of Amer Corp	2.1%	2.2%	92,921	+1.8%	$5.1M
WMTWalmart Inc	2.0%	2.2%	48,301	+3.2%	$5.0M
BABoeing Co	2.0%	2.3%	26,777	+5.2%	$5.0M
SCHWCharles Schwab Corp (the)	2.0%	1.9%	49,465	+2.9%	$4.8M
ASMLAsml Hldg NV	1.8%	2.1%	2,505	+0.9%	$4.5M
HDHome Depot Inc	1.8%	2.2%	15,798	+4.9%	$4.5M
JPMJpmorgan Chase & Co	1.8%	1.9%	13,419	-0.8%	$4.4M
TXNTexas Instrs Inc	1.8%	1.9%	15,786	+1.8%	$4.4M
CBChubb Limited	1.8%	1.9%	13,290	+0.4%	$4.3M
CATCaterpillar Inc	1.7%	2.4%	5,230	-2.9%	$4.2M
MRKMerck & Co Inc	1.6%	1.5%	27,588	+2.3%	$4.0M
REGNRegeneron Pharmaceuticals	1.4%	1.2%	4,666	-2.1%	$3.5M
DISDisney Walt Co	1.3%	1.2%	29,306	-3.4%	$3.1M
TGTTarget Corp	1.2%	1.0%	18,790	+3.8%	$2.9M
ABBVAbbvie Inc	1.2%	1.2%	11,017	-0.2%	$2.9M
GEGe Aerospace	1.1%	1.2%	8,347	+5.8%	$2.6M
DUKDuke Energy Corp New	1.0%	1.0%	21,330	+8.0%	$2.4M
TSMTaiwan Semiconductor Manufac	1.0%	1.1%	5,295	-0.9%	$2.4M
NEENextera Energy Inc	0.9%	1.1%	29,297	+2.3%	$2.2M
SNOWSnowflake Inc	0.9%	0.7%	6,341	-0.3%	$2.2M
SHELShell PLC	0.9%	0.7%	22,311	+0.6%	$2.1M
AMDAdvanced Micro Devices Inc	0.8%	0.9%	3,317	-6.1%	$2.0M
GSGoldman Sachs Group Inc	0.7%	0.9%	2,027	-3.4%	$1.8M
LLYEli Lilly & Co	0.6%	0.6%	1,251	-0.2%	$1.4M
GEVGe Vernova Inc	0.6%	0.6%	1,470	+14.4%	$1.4M
PLTRPalantir Technologies Inc	0.5%	0.3%	7,207	+4.3%	$1.3M
LHXL3harris Technologies Inc	0.5%	0.6%	5,282	+5.7%	$1.3M
RTXRtx Corporation	0.5%	0.5%	6,328	+2.3%	$1.2M
NOCNorthrop Grumman Corp	0.5%	0.5%	2,396	-3.0%	$1.2M
AVGOBroadcom Inc	0.4%	0.5%	2,974	+0.5%	$1.0M
XOMExxonmobil Holdings Corp	0.4%	—	5,629	—	$916K
MAMastercard Incorporated	0.4%	0.3%	1,586	+0.8%	$874K
MCKMckesson Corp	0.3%	0.3%	1,000	-3.8%	$854K
COSTCostco Wholesale Corporation	0.3%	0.4%	908	-0.8%	$827K
TSLATesla Inc	0.3%	0.4%	2,225	+10.0%	$790K
ANETArista Networks Inc	0.3%	—	3,400	—	$692K

What Victrix Investment Advisors bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +24.6% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$245.8M	73
Q2 2026	$238.5M	75
Q1 2026	$275.4M	106
Q4 2025	$258.2M	104
Q3 2025	$182.4M	70
Q2 2025	$226.0M	103
Q1 2025	$190.4M	95
Q4 2024	$138.7M	64

Questions about Victrix Investment Advisors's portfolio

What stocks does Victrix Investment Advisors own?

Victrix Investment Advisors's latest 13F, for Q3 2026 and filed Oct 13, 2026, lists 73 positions worth $245.8M. The largest are Nvidia Corporation (NVDA) at 7.2%, Alphabet Inc (GOOGL) at 6.9%, Microsoft Corp (MSFT) at 6.0%, Apple Inc (AAPL) at 5.7% and Amazon Com Inc (AMZN) at 4.7%.

What did Victrix Investment Advisors buy last quarter?

In Q3 2026, Victrix Investment Advisors added Ge Vernova Inc (GEV) (+14.4% shares), Alphabet Inc (GOOGL) (+12.8% shares) and Tesla Inc (TSLA) (+10.0% shares), compared with its Q2 2026 filing.

What did Victrix Investment Advisors sell last quarter?

In Q3 2026, Victrix Investment Advisors cut from its top 50 Alphabet Inc (GOOG), cut from its top 50 American Express Co (AXP) and Advanced Micro Devices Inc (AMD) (-6.1% shares), compared with its Q2 2026 filing.

When is Victrix Investment Advisors's next 13F filing due?

13F filings are due 45 days after each quarter ends. Victrix Investment Advisors's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Victrix Investment Advisors manage?

Victrix Investment Advisors reported $343.3M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $245.8M.