VICTORY FINANCIAL GROUP, LLC
Filing Date
Global Rank
#4,313
/ 8,603
▲ 244
· as of Mar 2026
Top Industry
Semiconductors
17.8%
3Y Alpha vs SPY
-1.1%
Period ended 3 months ago
Filed Apr 27, 2026 · 2mo
9 quarters · since Dec 2023
Clone Performance
Feb 2024–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+50.2%
SPY
+54.1%
Annualised alpha
-1.3%
Max drawdown
−24.2%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
189 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
10.0%
−0.8 pts
Top 5
27.8%
−3.6 pts
Top 10
40.6%
−4.1 pts
HHI
264
Diversified−49
Portfolio Trend
9 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 34.8% | $65,161,629 |
| Financial Services | 10.8% | $20,187,112 |
| Consumer Cyclical | 10.5% | $19,601,148 |
| Unclassified | 8.4% | $15,751,471 |
| Communication Services | 7.8% | $14,611,613 |
| Healthcare | 7.1% | $13,212,317 |
| Industrials | 6.8% | $12,694,186 |
| Consumer Defensive | 5.5% | $10,380,756 |
| Energy | 4.5% | $8,476,638 |
| Utilities | 1.7% | $3,159,975 |
| Basic Materials | 1.2% | $2,198,242 |
| Real Estate | 1.0% | $1,829,387 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| TEM | Tempus AI, Inc. | +9,455 | 22,226 | $1,005,059 | |
| KDP | Keurig Dr Pepper Inc. | +8,842 | 39,365 | $1,036,480 | |
| NCIQ | Hashdex Nasdaq CME Crypto Index ETF | +5,766 | 22,760 | $392,154 | |
| LMND | Lemonade, Inc. | +5,621 | 8,919 | $559,042 | |
| MTG | Mgic Investment Corp | +5,221 | 46,861 | $1,230,101 | |
| ORCL | Oracle Corp | +5,135 | 9,193 | $1,352,382 | |
| T | At&T Inc. | +4,311 | 13,545 | $392,669 | |
| SOFI | SoFi Technologies, Inc. | +3,592 | 34,673 | $550,607 | |
| GENI | Genius Sports Ltd | +3,525 | 13,765 | $60,978 | |
| NVDA | Nvidia Corp | +3,486 | 107,551 | $18,756,894 | |
| CSCO | Cisco Systems, Inc. | +3,290 | 7,505 | $582,312 | |
| GOOGL | Alphabet Inc. | +3,058 | 20,690 | $5,949,616 | |
| PLTR | Palantir Technologies Inc. | +2,438 | 12,462 | $1,822,941 | |
| MPC | Marathon Petroleum Corp | +2,436 | 5,622 | $1,372,779 | |
| AMZN | Amazon Com Inc | +2,415 | 28,698 | $5,976,932 | |
| SMR | NUSCALE POWER Corp | +2,390 | 42,054 | $455,865 | |
| CDE | Coeur Mining, Inc. | +2,196 | 35,634 | $668,850 | |
| QQQ | Invesco Qqq Trust, Series 1 | +2,166 | 10,128 | $5,845,679 | |
| IBIT | iShares Bitcoin Trust ETF | +2,115 | 16,485 | $633,353 | |
| DAC | Danaos Corp | +1,970 | 7,050 | $794,112 | |
| PFE | Pfizer Inc | +1,964 | 16,088 | $451,751 | |
| KO | Coca Cola Co | +1,639 | 7,851 | $597,068 | |
| INTU | Intuit Inc. | +1,598 | 2,029 | $877,299 | |
| ETHA | iShares Ethereum Trust ETF | +1,508 | 46,256 | $732,232 | |
| WMT | Walmart Inc. | +1,501 | 17,017 | $2,114,872 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NB | Niocorp Developments Ltd | −20,889 | 54,236 | $241,892 | |
| APLD | Applied Digital Corp. | −12,403 | 9,698 | $230,230 | |
| SLV | iShares Silver Trust | −12,029 | 8,311 | $566,311 | |
| WFC | Wells Fargo & Company/Mn | −8,175 | 16,087 | $1,280,686 | |
| TPR | Tapestry, Inc. | −4,074 | 7,498 | $1,058,042 | |
| NIO | NIO Inc. | −3,945 | 20,015 | $120,690 | |
| OXY | Occidental Petroleum Corp /De/ | −3,819 | 19,239 | $1,250,535 | |
| PM | Philip Morris International Inc. | −3,316 | 10,306 | $1,703,994 | |
| GSK | GSK plc | −3,046 | 7,571 | $417,843 | |
| BAC | Bank Of America Corp /De/ | −2,458 | 13,533 | $659,733 | |
| MDY | Spdr S&P Midcap 400 ETF Trust | −1,350 | 4,236 | $2,612,595 | |
| LI | Li Auto Inc. | −1,329 | 36,348 | $648,084 | |
| MSFT | Microsoft Corp | −1,112 | 18,327 | $6,784,105 | |
| AX | Axos Financial, Inc. | −970 | 2,670 | $227,190 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | −945 | 6,345 | $2,144,292 | |
| GLW | Corning Inc /Ny | −886 | 2,215 | $301,173 | |
| SPY | Spdr S&P 500 ETF Trust | −807 | 3,143 | $2,044,018 | |
| NFLX | Netflix Inc | −383 | 13,611 | $1,308,697 | |
| ADI | Analog Devices Inc | −277 | 710 | $225,879 | |
| LMT | Lockheed Martin Corp | −270 | 1,274 | $769,992 | |
| CRM | Salesforce, Inc. | −230 | 2,008 | $374,833 | |
| JPM | Jpmorgan Chase & Co | −222 | 4,412 | $1,297,833 | |
| LRCX | Lam Research Corp | −165 | 4,458 | $952,496 | |
| BRK-B | Berkshire Hathaway Inc | −142 | 5,243 | $2,512,445 | |
| AMD | Advanced Micro Devices Inc | −133 | 6,017 | $1,224,038 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| MTDR | Matador Resources Co | 15,361 | $970,507 | |
| APA | APA Corp | 20,403 | $865,903 | |
| DHC | Diversified Healthcare Trust | 107,969 | $716,914 | |
| CMCSA | Comcast Corp | 22,690 | $651,429 | |
| AAP | Advance Auto Parts Inc | 7,463 | $393,673 | |
| LNG | Cheniere Energy, Inc. | 1,283 | $364,064 | |
| IAU | Ishares Gold Trust | 4,030 | $355,284 | |
| BE | Bloom Energy Corp | 2,486 | $336,828 | |
| AMAT | Applied Materials Inc /De | 951 | $325,042 | |
| MCK | Mckesson Corp | 347 | $300,279 | |
| STX | Seagate Technology Holdings plc | 759 | $297,345 | |
| MO | Altria Group, Inc. | 4,499 | $296,889 | |
| RKT | Rocket Companies, Inc. | 20,619 | $293,820 | |
| NVT | nVent Electric plc | 2,457 | $290,613 | |
| VRT | Vertiv Holdings Co | 1,125 | $281,902 | |
| JXN | Jackson Financial Inc. | 2,569 | $271,594 | |
| ALSN | Allison Transmission Holdings Inc | 2,251 | $263,502 | |
| CB | Chubb Ltd | 806 | $262,699 | |
| MDLZ | Mondelez International, Inc. | 4,515 | $260,244 | |
| SR | Spire Inc | 2,819 | $255,232 | |
| NKE | NIKE, Inc. | 4,664 | $246,352 | |
| SO | Southern Co | 2,434 | $234,929 | |
| INTC | Intel Corp | 5,279 | $232,962 | |
| SGHC | Super Group (SGHC) Ltd | 21,565 | $232,902 | |
| TT | Trane Technologies plc | 534 | $222,539 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
20 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| DD | DuPont de Nemours, Inc. | 5,731 | $691,158 | |
| SNOW | Snowflake Inc. | 2,565 | $562,658 | |
| CMG | Chipotle Mexican Grill Inc | 8,365 | $309,505 | |
| COF | Capital One Financial Corp | 1,150 | $278,714 | |
| ABT | Abbott Laboratories | 2,170 | $271,879 | |
| PATH | UiPath, Inc. | 16,546 | $271,188 | |
| DKNG | DraftKings Inc. | 7,738 | $266,651 | |
| RNST | Renasant Corp | 7,305 | $257,282 | |
| QCOM | Qualcomm Inc/De | 1,312 | $224,417 | |
| Q | Qnity Electronics, Inc. | 2,730 | $222,904 | |
| AMP | Ameriprise Financial Inc | 450 | $220,653 | |
| LOW | Lowes Companies Inc | 894 | $215,597 | |
| EL | Estee Lauder Companies Inc | 2,052 | $214,885 | |
| PDD | PDD Holdings Inc. | 1,878 | $212,946 | |
| TME | Tencent Music Entertainment Group | 12,144 | $212,884 | |
| EOSE | Eos Energy Enterprises, Inc. | 18,228 | $208,892 | |
| GTE | Gran Tierra Energy Inc. | 24,485 | $103,816 | |
| OPEN | Opendoor Technologies Inc. | 12,490 | $72,816 | |
| LAC | Lithium Americas Corp. | 14,054 | $61,275 | |
| GPRO | GoPro, Inc. | 13,000 | $18,330 | |
| No positions match the current search. | ||||
189 positions ·
$187,264,474 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 189 positions by value
· page 1 of 4
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Added | 107,551 | $18,756,894 | 10.02% | |
| AAPL |
Apple Inc.
Technology
|
Added | 57,525 | $14,599,269 | 7.80% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 18,327 | $6,784,105 | 3.62% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 28,698 | $5,976,932 | 3.19% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 20,690 | $5,949,616 | 3.18% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 10,128 | $5,845,679 | 3.12% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 15,300 | $5,687,775 | 3.04% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 17,129 | $5,301,596 | 2.83% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 7,652 | $4,377,938 | 2.34% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 3,044 | $2,799,779 | 1.50% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
Reduced | 4,236 | $2,612,595 | 1.40% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 5,243 | $2,512,445 | 1.34% | |
| GLD |
Spdr Gold Trust
|
Added | 5,523 | $2,376,491 | 1.27% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 2,282 | $2,273,853 | 1.21% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Reduced | 6,345 | $2,144,292 | 1.15% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 6,495 | $2,136,140 | 1.14% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 17,017 | $2,114,872 | 1.13% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Added | 2,474 | $2,092,979 | 1.12% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 3,143 | $2,044,018 | 1.09% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 8,582 | $1,866,499 | 1.00% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Added | 12,462 | $1,822,941 | 0.97% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Reduced | 10,306 | $1,703,994 | 0.91% | |
| TXN |
Texas Instruments Inc
Technology
|
Added | 8,487 | $1,647,666 | 0.88% | |
| V |
Visa Inc.
Financial Services
|
Added | 5,172 | $1,563,185 | 0.83% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 6,023 | $1,472,262 | 0.79% | |
| CAT |
Caterpillar Inc
Industrials
|
Added | 2,043 | $1,447,383 | 0.77% | |
| MPC |
Marathon Petroleum Corp
Energy
|
Added | 5,622 | $1,372,779 | 0.73% | |
| ORCL |
Oracle Corp
Technology
|
Added | 9,193 | $1,352,382 | 0.72% | |
| CVX |
Chevron Corp
Energy
|
Added | 6,507 | $1,346,298 | 0.72% | |
| NFLX |
Netflix Inc
Communication Services
|
Reduced | 13,611 | $1,308,697 | 0.70% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 4,412 | $1,297,833 | 0.69% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Reduced | 16,087 | $1,280,686 | 0.68% | |
| EPD |
Enterprise Products Partners L.P.
Energy
|
Held | 33,516 | $1,268,245 | 0.68% | |
| CME |
Cme Group Inc.
Financial Services
|
Added | 4,268 | $1,260,553 | 0.67% | |
| OXY |
Occidental Petroleum Corp /De/
Energy
|
Reduced | 19,239 | $1,250,535 | 0.67% | |
| MTG |
Mgic Investment Corp
Financial Services
|
Added | 46,861 | $1,230,101 | 0.66% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Reduced | 6,017 | $1,224,038 | 0.65% | |
| UBER |
Uber Technologies, Inc
Technology
|
Added | 16,105 | $1,158,432 | 0.62% | |
| TPR |
Tapestry, Inc.
Consumer Cyclical
|
Reduced | 7,498 | $1,058,042 | 0.56% | |
| AEP |
American Electric Power Co Inc
Utilities
|
Added | 7,937 | $1,040,381 | 0.56% | |
| KDP |
Keurig Dr Pepper Inc.
Consumer Defensive
|
Added | 39,365 | $1,036,480 | 0.55% | |
| TEM |
Tempus AI, Inc.
Healthcare
|
Added | 22,226 | $1,005,059 | 0.54% | |
| MU |
Micron Technology Inc
Technology
|
Added | 2,964 | $1,001,357 | 0.53% | |
| MTDR |
Matador Resources Co
Energy
|
NEW | 15,361 | $970,507 | 0.52% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
Added | 6,072 | $969,698 | 0.52% | |
| LRCX |
Lam Research Corp
Technology
|
Reduced | 4,458 | $952,496 | 0.51% | |
| AMGN |
Amgen Inc
Healthcare
|
Added | 2,657 | $934,865 | 0.50% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Added | 3,426 | $927,041 | 0.50% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Added | 5,636 | $903,563 | 0.48% | |
| BA |
Boeing Co
Industrials
|
Reduced | 4,409 | $877,523 | 0.47% |