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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 52 of 55  ·  1,099 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 TNDM TANDEM DIABETES CARE INC Healthcare 10,883.0 $209K +1K +11.4% $19.17 -26.4%
1022 ENOV ENOVIS CORPORATION Industrials 9,102.0 $207K +777.0 +9.3% $22.75 +14.8%
1023 PSTL POSTAL REALTY TRUST INC Real Estate 10,800.0 $200K +118.0 +1.1% $18.56 +23.9%
1024 KW KENNEDY-WILSON HOLDINGS INC Real Estate 18,296.0 $198K +3K +22.9% $10.82 +1.8%
1025 JBLU JETBLUE AIRWAYS CORP Industrials 44,461.0 $197K +520.0 +1.2% $4.42 +10.4%
1026 OCUL OCULAR THERAPEUTIX INC Healthcare 22,528.0 $191K +1K +4.7% $8.47 +12.2%
1027 BBAI BIGBEAR AI HLDGS INC Technology 53,876.0 $190K +4K +8.4% $3.52 +15.9%
1028 EOSE EOS ENERGY ENTERPRISES INC Industrials 38,034.0 $189K +2K +4.8% $4.96 +64.7%
1029 CLBT CELLEBRITE DI LTD Technology 13,310.0 $183K +163.0 +1.2% $13.78 -5.8%
1030 WVE WAVE LIFE SCIENCES LTD Healthcare 24,793.0 $180K +9K +57.7% $7.25 -4.8%
1031 BW BABCOCK & WILCOX ENTERPRISES Industrials 12,137.0 $178K +70.0 +0.6% $14.69 +48.7%
1032 QDEL QUIDELORTHO CORP Healthcare 10,764.0 $177K +850.0 +8.6% $16.43 -30.7%
1033 RXRX RECURSION PHARMACEUTICALS IN Healthcare 53,269.0 $164K +4K +7.3% $3.07 -1.0%
1034 VIR VIR BIOTECHNOLOGY INC Healthcare 17,689.0 $158K +3K +18.1% $8.96 +1.5%
1035 CFFN CAPITOL FED FINL INC Financial Services 22,057.0 $157K +4K +22.9% $7.13 +5.5%
1036 FRMI FERMI INC Utilities 26,740.0 $156K +377.0 +1.4% $5.84 +26.2%
1037 APARTMENT INVT & MGMT CO 37,958.0 $154K +895.0 +2.4% $4.07
1038 ORC ORCHID IS CAP INC Real Estate 21,772.0 $153K +4K +24.8% $7.03 -1.6%
1039 NEO NEOGENOMICS INC Healthcare 20,199.0 $150K +1K +7.2% $7.42 +12.7%
1040 AMLX AMYLYX PHARMACEUTICALS INC Healthcare 10,644.0 $148K +92.0 +0.9% $13.90 -4.4%
Page 52 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%