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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 27 of 55  ·  1,099 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 EFX EQUIFAX INC Industrials 43,789.0 $7.9M 0.01% +900.0 +2.1% $180.07 -10.7%
522 MOOG INC 26,589.0 $7.8M 0.01% +19K +263.1% $292.64
523 GNL GLOBAL NET LEASE INC Real Estate 826,902.0 $7.7M 0.01% +777K +1549.5% $9.36 -0.4%
524 ANIP ANI PHARMACEUTICALS INC Healthcare 100,565.0 $7.7M 0.01% +19K +24.0% $76.90 +6.6%
525 ASO ACADEMY SPORTS & OUTDOORS IN Consumer Cyclical 136,710.0 $7.7M 0.01% +6K +4.8% $56.45 -10.4%
526 AEIS ADVANCED ENERGY INDS Industrials 23,823.0 $7.7M 0.01% +16K +191.1% $322.71 -3.0%
527 MTH MERITAGE HOMES CORP Consumer Cyclical 124,157.0 $7.7M 0.01% +29K +29.8% $61.84 -1.6%
528 WINA WINMARK CORP Consumer Cyclical 17,928.0 $7.7M 0.01% +2K +10.0% $427.55 -17.9%
529 SYM SYMBOTIC INC Industrials 142,153.0 $7.6M 0.01% +21K +17.6% $53.20 -12.4%
530 OPCH OPTION CARE HEALTH INC Healthcare 280,542.0 $7.6M 0.01% +35K +14.4% $26.92 -22.5%
531 PLMR PALOMAR HLDGS INC Financial Services 63,108.0 $7.5M 0.01% +27K +72.6% $119.50 -5.1%
532 BOX BOX INC Technology 318,713.0 $7.5M 0.01% +121K +61.0% $23.64 +8.9%
533 MCY MERCURY GENL CORP NEW Financial Services 85,307.0 $7.5M 0.01% +12K +16.8% $88.15 +15.1%
534 M MACYS INC Consumer Cyclical 410,356.0 $7.4M 0.01% +103K +33.5% $18.09 +5.3%
535 EPR EPR PPTYS Real Estate 146,846.0 $7.3M 0.01% +8K +6.1% $49.96 +16.0%
536 PII POLARIS INC Consumer Cyclical 134,033.0 $7.3M 0.01% +21K +18.6% $54.50 +10.4%
537 TCBI TEXAS CAP BANCSHARES INC Financial Services 76,973.0 $7.3M 0.01% +7K +10.0% $94.88 +2.0%
538 NDSN NORDSON CORP Industrials 27,409.0 $7.3M 0.01% +648.0 +2.4% $266.06 +2.1%
539 SEB SEABOARD CORP DEL Industrials 1,273.0 $7.2M 0.01% +1K +492.1% $5654.02 -14.9%
540 HRB BLOCK H & R INC Consumer Cyclical 225,203.0 $7.1M 0.01% +57K +33.9% $31.74 +22.3%
Page 27 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%