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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 25 of 55  ·  1,099 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 GLNG GOLAR LNG LTD Energy 183,763.0 $9.9M 0.01% +40K +28.1% $54.11 +5.5%
482 EFC ELLINGTON FINANCIAL INC Real Estate 837,834.0 $9.9M 0.01% +247K +41.9% $11.85 +12.1%
483 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 5,241.0 $9.9M 0.01% +84.0 +1.6% $1884.66 +1.6%
484 HRMY HARMONY BIOSCIENCES HLDGS IN Healthcare 351,630.0 $9.8M 0.01% +79K +29.0% $28.01 +6.8%
485 G GENPACT LIMITED Technology 256,157.0 $9.5M 0.01% +104K +68.8% $37.25 -14.9%
486 OPLN OPENLANE INC Consumer Cyclical 326,434.0 $9.5M 0.01% +32K +10.8% $29.15 +18.5%
487 CUBI CUSTOMERS BANCORP INC Financial Services 136,218.0 $9.5M 0.01% +62K +83.6% $69.41 +3.3%
488 BXMT BLACKSTONE MORTGAGE TRUST IN Real Estate 484,987.0 $9.3M 0.01% +98K +25.4% $19.15 -6.2%
489 BIRKENSTOCK HOLDING PLC 257,752.0 $9.2M 0.01% +145K +129.0% $35.83
490 TNK TEEKAY TANKERS LTD Energy 124,885.0 $9.2M 0.01% +78K +167.2% $73.32 +5.6%
491 MOD MODINE MFG CO Consumer Cyclical 42,175.0 $9.1M 0.01% +9K +28.5% $216.71 +12.1%
492 BMI BADGER METER INC Technology 59,584.0 $9.1M 0.01% +43K +266.6% $152.35 -21.1%
493 CBU COMMUNITY FINANCIAL SYSTEM I Financial Services 154,285.0 $9.0M 0.01% +5K +3.6% $58.65 +5.6%
494 OWL BLUE OWL CAPITAL INC Financial Services 986,512.0 $9.0M 0.01% +343K +53.3% $9.13 +3.8%
495 CPK CHESAPEAKE UTILS CORP Utilities 71,028.0 $9.0M 0.01% +2K +3.1% $126.37 -0.3%
496 BRX BRIXMOR PPTY GROUP INC Real Estate 310,885.0 $9.0M 0.01% +9K +2.8% $28.80 +4.2%
497 ORA ORMAT TECHNOLOGIES INC Utilities 78,925.0 $8.8M 0.01% +61K +338.5% $111.92 +15.2%
498 IESC IES HOLDINGS INC Industrials 18,528.0 $8.8M 0.01% +6K +50.1% $476.47 +35.8%
499 MIRM MIRUM PHARMACEUTICALS INC Healthcare 95,555.0 $8.8M 0.01% +23K +32.4% $92.38 +3.4%
500 PTGX PROTAGONIST THERAPEUTICS INC Healthcare 83,544.0 $8.8M 0.01% +3K +3.7% $105.40 -5.1%
Page 25 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%