Victrix Investment Advisors

CIK

2055229

Location

Stuart, FL

Portfolio Value

Small $204,155,953

Diversification

Diversified

Filing Date

Global Rank

#3,813 / 8,232 ▲ 352

Top Industry

Semiconductors 11.9%

3Y Alpha vs SPY

+8.0%

Period ended 2 months ago

Filed Apr 9, 2026 · 2mo

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+34.7%

SPY

+23.4%

Annualised alpha

+8.0%

Max drawdown

−17.2%

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

75 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

6.4%

−0.8 pts

Top 5

26.6%

−2.6 pts

Top 10

42.9%

−1.0 pts

HHI

289

Diversified−21

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	26.0%	$53,054,977	16
Financial Services	16.8%	$34,399,464	11
Industrials	14.0%	$28,514,495	12
Healthcare	12.3%	$25,189,308	14
Communication Services	9.5%	$19,410,405	3
Consumer Cyclical	7.1%	$14,592,564	6
Unclassified	5.1%	$10,481,795	3
Consumer Defensive	4.3%	$8,678,994	4
Energy	2.5%	$5,140,892	3
Utilities	2.3%	$4,693,059	3

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
MSFT	Microsoft Corp	+3,989	22,640	$8,380,648
UNH	Unitedhealth Group Inc	+3,423	21,568	$5,836,085
AMZN	Amazon Com Inc	+3,393	42,349	$8,820,026
CSCO	Cisco Systems, Inc.	+3,052	69,366	$5,382,107
NEE	Nextera Energy Inc	+2,128	25,373	$2,356,644
SCHW	Schwab Charles Corp	+1,855	45,263	$4,253,816
DIS	Walt Disney Co	+1,758	27,782	$2,677,629
JNJ	Johnson & Johnson	+1,660	25,717	$6,286,263
BAC	Bank Of America Corp /De/	+1,335	89,414	$4,358,932
V	Visa Inc.	+1,264	13,280	$4,013,747
DUK	Duke Energy CORP	+1,250	15,520	$2,032,188
AAPL	Apple Inc.	+1,246	40,678	$10,323,669
BA	Boeing Co	+1,001	23,991	$4,774,928
META	Meta Platforms, Inc.	+953	6,942	$3,971,726
TXN	Texas Instruments Inc	+823	16,037	$3,113,423
LHX	L3harris Technologies, Inc. /De/	+810	3,389	$1,169,713
MMM	3M Co	+807	32,861	$4,772,403
SHEL	Shell plc	+790	20,671	$1,922,403
SNOW	Snowflake Inc.	+730	6,067	$915,024
AVGO	Broadcom Inc.	+728	2,974	$920,482
HD	Home Depot, Inc.	+625	12,618	$4,149,934
JPM	Jpmorgan Chase & Co	+380	12,388	$3,644,054
MRK	Merck & Co., Inc.	+373	24,714	$2,972,847
TGT	Target Corp	+353	16,650	$2,017,980
NVDA	Nvidia Corp	+301	75,275	$13,127,960
No positions match the current search.

Trimmed

Positions the filer reduced

22 positions

Ticker	Company	Δ Shares	Shares	Value
INTC	Intel Corp	−2,158	79,029	$3,487,549
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−1,802	4,996	$1,688,398
CAVA	Cava Group, Inc.	−1,177	3,440	$278,296
QQQ	Invesco Qqq Trust, Series 1	−1,015	8,825	$5,093,613
ABBV	AbbVie Inc.	−581	9,414	$2,047,450
SPY	Spdr S&P 500 ETF Trust	−259	7,704	$5,010,219
ED	Consolidated Edison Inc	−225	2,688	$304,227
XOM	Exxon Mobil Corp	−211	12,013	$2,038,125
CAT	Caterpillar Inc	−210	5,419	$3,839,144
PLTR	Palantir Technologies Inc.	−191	6,174	$903,132
AMD	Advanced Micro Devices Inc	−160	3,311	$673,556
REGN	Regeneron Pharmaceuticals, Inc.	−134	4,766	$3,682,402
PG	PROCTER & GAMBLE Co	−100	1,489	$215,071
DIA	Spdr Dow Jones Industrial Average ETF Trust	−100	816	$377,963
ABT	Abbott Laboratories	−100	2,435	$250,001
RTX	RTX Corp	−95	6,295	$1,214,305
GS	Goldman Sachs Group Inc	−74	2,209	$1,868,791
NOC	Northrop Grumman Corp /De/	−20	2,449	$1,670,805
MCK	Mckesson Corp	−20	1,064	$920,743
PANW	Palo Alto Networks Inc	−20	1,599	$256,351
DE	Deere & Co	−7	704	$396,563
LMT	Lockheed Martin Corp	−2	12,024	$7,267,185
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
BRK-B	Berkshire Hathaway Inc	19,324	$9,260,060
AMGN	Amgen Inc	901	$317,016
AMAT	Applied Materials Inc /De	756	$258,393
CRWD	CrowdStrike Holdings, Inc.	572	$223,314
TEVA	Teva Pharmaceutical Industries Ltd	7,169	$215,930
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
ADBE	Adobe Inc.	1,129	$395,138
CLX	Clorox Co /De/	3,609	$363,895
QCOM	Qualcomm Inc/De	1,557	$266,324
CIEN	Ciena Corp	975	$228,023
WFC	Wells Fargo & Company/Mn	2,339	$217,994
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

75 positions · $204,155,953 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 75 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	1,489	-100	$215,071	−5.6%	0.11%
CMI	Cummins Inc Industrials	Held	400	0	$215,208	+5.4%	0.11%
TEVA	Teva Pharmaceutical Industries Ltd Healthcare	NEW	7,169	NEW	$215,930	NEW	0.11%
GEHC	GE HealthCare Technologies Inc. Healthcare	Added	3,120	+17	$222,081	−12.7%	0.11%
CRWD	CrowdStrike Holdings, Inc. Technology	NEW	572	NEW	$223,314	NEW	0.11%
MAR	Marriott International Inc /Md/ Consumer Cyclical	Held	702	0	$229,603	+5.4%	0.11%
NDAQ	Nasdaq, Inc. Financial Services	Held	2,900	0	$246,181	−12.6%	0.12%
ABT	Abbott Laboratories Healthcare	Reduced	2,435	-100	$250,001	−21.3%	0.12%
PANW	Palo Alto Networks Inc Technology	Reduced	1,599	-20	$256,351	−14.0%	0.13%
DGX	Quest Diagnostics Inc Healthcare	Held	1,310	0	$256,733	+12.9%	0.13%
AMAT	Applied Materials Inc /De Technology	NEW	756	NEW	$258,393	NEW	0.13%
CAVA	Cava Group, Inc. Consumer Cyclical	Reduced	3,440	-1,177	$278,296	+2.7%	0.14%
UNP	Union Pacific Corp Industrials	Added	1,177	+20	$285,563	+6.7%	0.14%
ED	Consolidated Edison Inc Utilities	Reduced	2,688	-225	$304,227	+5.2%	0.15%
AMGN	Amgen Inc Healthcare	NEW	901	NEW	$317,016	NEW	0.16%
MCD	Mcdonalds Corp Consumer Cyclical	Added	1,131	+97	$351,503	+11.2%	0.17%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Reduced	816	-100	$377,963	−14.1%	0.19%
DE	Deere & Co Industrials	Reduced	704	-7	$396,563	+19.8%	0.19%
ANET	Arista Networks, Inc. Technology	Added	3,269	+3	$401,367	−6.2%	0.20%
SYK	Stryker Corp Healthcare	Held	1,275	0	$418,952	−6.5%	0.21%
CAH	Cardinal Health Inc Healthcare	Held	2,588	0	$546,870	+2.8%	0.27%
MKL	Markel Group Inc. Financial Services	Held	310	0	$593,361	−11.0%	0.29%
AMD	Advanced Micro Devices Inc Technology	Reduced	3,311	-160	$673,556	−9.4%	0.33%
TSLA	Tesla, Inc. Consumer Cyclical	Added	2,053	+131	$763,202	−11.7%	0.37%
MA	Mastercard Inc Financial Services	Added	1,559	+41	$778,969	−10.1%	0.38%
PLTR	Palantir Technologies Inc. Technology	Reduced	6,174	-191	$903,132	−20.2%	0.44%
GEV	GE Vernova Inc. Industrials	Added	1,040	+157	$907,816	+57.3%	0.44%
SNOW	Snowflake Inc. Technology	Added	6,067	+730	$915,024	−21.8%	0.45%
AVGO	Broadcom Inc. Technology	Added	2,974	+728	$920,482	+18.4%	0.45%
MCK	Mckesson Corp Healthcare	Reduced	1,064	-20	$920,743	+3.5%	0.45%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	925	+89	$921,697	+27.9%	0.45%
LHX	L3harris Technologies, Inc. /De/ Industrials	Added	3,389	+810	$1,169,713	+54.5%	0.57%
CVX	Chevron Corp Energy	Added	5,705	+64	$1,180,364	+37.3%	0.58%
RTX	RTX Corp Industrials	Reduced	6,295	-95	$1,214,305	+3.6%	0.59%
LLY	ELI LILLY & Co Healthcare	Added	1,322	+44	$1,215,935	−11.5%	0.60%
AXP	American Express Co Financial Services	Added	4,359	+11	$1,318,510	−18.0%	0.65%
NOC	Northrop Grumman Corp /De/ Industrials	Reduced	2,449	-20	$1,670,805	+18.7%	0.82%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	4,996	-1,802	$1,688,398	−18.3%	0.83%
GS	Goldman Sachs Group Inc Financial Services	Reduced	2,209	-74	$1,868,791	−6.9%	0.92%
SHEL	Shell plc Energy	Added	20,671	+790	$1,922,403	+31.6%	0.94%
GE	General Electric Co Industrials	Added	7,051	+244	$2,000,862	−4.6%	0.98%
TGT	Target Corp Consumer Defensive	Added	16,650	+353	$2,017,980	+26.7%	0.99%
DUK	Duke Energy CORP Utilities	Added	15,520	+1,250	$2,032,188	+21.5%	1.00%
XOM	Exxon Mobil Corp Energy	Reduced	12,013	-211	$2,038,125	+38.6%	1.00%
ABBV	AbbVie Inc. Healthcare	Reduced	9,414	-581	$2,047,450	−10.3%	1.00%
NEE	Nextera Energy Inc Utilities	Added	25,373	+2,128	$2,356,644	+26.3%	1.15%
DIS	Walt Disney Co Communication Services	Added	27,782	+1,758	$2,677,629	−9.6%	1.31%
MRK	Merck & Co., Inc. Healthcare	Added	24,714	+373	$2,972,847	+16.0%	1.46%
ASML	Asml Holding NV Technology	Added	2,271	+171	$2,999,604	+33.5%	1.47%
TXN	Texas Instruments Inc Technology	Added	16,037	+823	$3,113,423	+18.0%	1.53%