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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 21 of 53  ·  1,042 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 DBX DROPBOX INC Technology 1,208,292.0 $27.5M 0.02% -22K -1.8% $22.72 +21.2%
402 HPE HEWLETT PACKARD ENTERPRISE C Technology 1,150,355.0 $27.4M 0.02% -535K -31.8% $23.81 +37.0%
403 BKD BROOKDALE SR LIVING INC Healthcare 1,986,112.0 $27.2M 0.02% -200K -9.1% $13.68 -2.5%
404 RBLX ROBLOX CORP Technology 475,897.0 $26.9M 0.02% -48K -9.2% $56.56 -21.4%
405 NWE NORTHWESTERN ENERGY GROUP IN Utilities 407,099.0 $26.8M 0.02% -10K -2.4% $65.94 +7.6%
406 SUPN SUPERNUS PHARMACEUTICALS Healthcare 502,406.0 $26.0M 0.02% -24K -4.5% $51.69 -7.9%
407 HEICO CORP NEW 122,409.0 $25.8M 0.02% -5K -4.2% $211.09
408 JCI JOHNSON CONTROLS INTERNATION Industrials 195,497.0 $25.6M 0.02% -165K -45.7% $130.95 +3.4%
409 EXTR EXTREME NETWORKS INC Technology 1,689,229.0 $25.5M 0.02% -2.4M -58.4% $15.08 +59.9%
410 AMG AFFILIATED MANAGERS GROUP Financial Services 91,635.0 $25.4M 0.02% -3K -3.0% $276.70 +8.9%
411 DLR DIGITAL RLTY TR INC Real Estate 139,983.0 $25.2M 0.02% -2K -1.7% $180.21 +3.4%
412 HRL HORMEL FOODS CORP Consumer Defensive 1,109,182.0 $25.1M 0.02% -69K -5.8% $22.65 -9.9%
413 POST POST HLDGS INC Consumer Defensive 252,108.0 $24.9M 0.02% -22K -8.1% $98.86 -1.2%
414 FNB F N B CORP Financial Services 1,480,420.0 $24.8M 0.02% -161K -9.8% $16.72 +2.5%
415 HII HUNTINGTON INGALLS INDS INC Industrials 65,122.0 $24.7M 0.02% -340.0 -0.5% $379.90 -14.6%
416 VMBS VANGUARD SCOTTSDALE FDS 525,552.0 $24.7M 0.02% -244K -31.7% $46.95 -1.0%
417 QRVO QORVO INC Technology 318,630.0 $24.7M 0.02% -75K -19.1% $77.40 +22.2%
418 BBY BEST BUY INC Consumer Cyclical 382,973.0 $24.6M 0.02% -431K -52.9% $64.20 -5.0%
419 TRGP TARGA RES CORP Energy 97,325.0 $24.4M 0.02% -4K -4.4% $250.73 +10.2%
420 KINIKSA PHARMACEUTICALS INTL 506,521.0 $24.4M 0.02% -6K -1.1% $48.15
Page 21 of 53  ·  1,042 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%