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Portfolio (Quarterly) Guide ↗

VICTORY CAPITAL MANAGEMENT INC

· CIK 0001040188
13F Portfolio $156.1B AUM 2,565 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 96 New 1099 Added 1042 Reduced 107 Exited
Page 24 of 55  ·  1,099 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 GGG GRACO INC Industrials 149,297.0 $12.6M 0.01% +4K +2.5% $84.65 -10.5%
462 MTG MGIC INVT CORP WIS Financial Services 466,365.0 $12.2M 0.01% +38K +8.8% $26.25 +0.5%
463 INVA INNOVIVA INC Healthcare 523,415.0 $12.2M 0.01% +155K +42.2% $23.30 -6.4%
464 CG CARLYLE GROUP INC Financial Services 250,022.0 $12.1M 0.01% +154K +160.3% $48.39 -5.9%
465 CDP COPT DEFENSE PROPERTIES Real Estate 393,787.0 $12.0M 0.01% +30K +8.2% $30.60 +4.2%
466 ENS ENERSYS Industrials 65,197.0 $11.3M 0.01% +54K +501.4% $173.72 +29.2%
467 DTM DT MIDSTREAM INC Energy 83,470.0 $11.2M 0.01% +23K +38.0% $134.67 +10.5%
468 ITRI ITRON INC Technology 125,226.0 $11.2M 0.01% +74K +142.4% $89.63 -9.9%
469 GPN GLOBAL PMTS INC Industrials 159,081.0 $10.7M 0.01% +7K +4.5% $67.30 +0.4%
470 CATY CATHAY GEN BANCORP Financial Services 214,121.0 $10.7M 0.01% +130K +154.4% $49.86 +12.4%
471 MZTI MARZETTI COMPANY Consumer Defensive 76,643.0 $10.6M 0.01% +50K +184.3% $138.33 -18.3%
472 KRYS KRYSTAL BIOTECH INC Healthcare 40,715.0 $10.5M 0.01% +14K +53.9% $258.32 +12.9%
473 TPC TUTOR PERINI CORP Industrials 135,291.0 $10.4M 0.01% +17K +14.0% $77.19 -2.3%
474 HNI HNI CORP Industrials 309,686.0 $10.3M 0.01% +35K +12.7% $33.39 -9.7%
475 ABM ABM INDS INC Industrials 266,895.0 $10.3M 0.01% +242K +972.7% $38.52 +0.9%
476 AGO ASSURED GUARANTY LTD Financial Services 125,592.0 $10.2M 0.01% +29K +29.9% $81.48 -4.6%
477 SOLV SOLVENTUM CORP Healthcare 156,580.0 $10.2M 0.01% +23K +17.0% $65.30 +16.6%
478 RKLB ROCKET LAB CORP Industrials 158,056.0 $10.2M 0.01% +14K +9.8% $64.22 +104.2%
479 HLF HERBALIFE LTD Consumer Defensive 687,197.0 $10.1M 0.01% +139K +25.4% $14.72 -14.5%
480 YETI YETI HLDGS INC Consumer Cyclical 276,351.0 $10.1M 0.01% +45K +19.4% $36.59 +16.0%
Page 24 of 55  ·  1,099 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 27.3%
Financial Services 12.1%
Industrials 11.6%
Consumer Cyclical 10.7%
Healthcare 10.0%
Communication Services 7.1%
Energy 5.2%
Utilities 4.7%
Consumer Defensive 4.6%
Basic Materials 4.4%