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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 42 of 53  ·  1,042 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 CNOB CONNECTONE BANCORP INC Financial Services 43,900.0 $1.2M 0.00% -600.0 -1.4% $26.77 +9.3%
822 BFST BUSINESS FIRST BANCSHARES IN Financial Services 43,450.0 $1.2M 0.00% -550.0 -1.2% $27.04 +0.7%
823 FDS FACTSET RESH SYS INC Financial Services 5,362.0 $1.2M 0.00% -7K -55.4% $216.97 -2.0%
824 MLR MILLER INDS INC TENN Consumer Cyclical 25,350.0 $1.2M 0.00% -12K -31.3% $45.55 +2.6%
825 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 24,757.0 $1.1M 0.00% -116K -82.5% $46.42 +0.6%
826 AVNS AVANOS MED INC Healthcare 80,871.0 $1.1M 0.00% -618.0 -0.8% $14.01 +76.6%
827 TECH BIO-TECHNE CORP Healthcare 21,641.0 $1.1M 0.00% -2K -6.8% $52.26 -17.1%
828 EPC EDGEWELL PERSONAL CARE CO Consumer Defensive 52,762.0 $1.1M 0.00% -198K -78.9% $21.34 -25.4%
829 NX QUANEX BLDG PRODS CORP Industrials 62,600.0 $1.1M 0.00% -6K -9.3% $17.97 -7.6%
830 ADUS ADDUS HOMECARE CORP Healthcare 11,895.0 $1.1M 0.00% -8K -40.1% $93.65 -1.1%
831 STOK STOKE THERAPEUTICS INC Healthcare 33,890.0 $1.1M 0.00% -7K -17.6% $32.56 -7.6%
832 OPFI OPPFI INC Technology 142,633.0 $1.1M 0.00% -26K -15.2% $7.71 +11.7%
833 WYNN WYNN RESORTS LTD Consumer Cyclical 10,812.0 $1.1M 0.00% -11K -49.8% $101.55 -6.0%
834 MP MP MATERIALS CORP Basic Materials 22,588.0 $1.1M 0.00% -32K -58.9% $48.26 +27.0%
835 OBT ORANGE CNTY BANCORP INC Financial Services 34,000.0 $1.1M 0.00% -4K -10.5% $31.98 +2.3%
836 CIVB CIVISTA BANCSHARES INC Financial Services 47,400.0 $1.1M 0.00% -650.0 -1.4% $22.79 +8.8%
837 CAKE CHEESECAKE FACTORY INC Consumer Cyclical 19,634.0 $1.1M 0.00% -1.5M -98.7% $54.75 +9.0%
838 PKE PARK AEROSPACE CORP Industrials 39,000.0 $1.1M 0.00% -6K -13.2% $27.38 +23.0%
839 FRST PRIMIS FINANCIAL CORP Financial Services 80,200.0 $1.1M 0.00% -800.0 -1.0% $13.28 +4.1%
840 REX REX AMERICAN RES CORP Basic Materials 23,308.0 $1.1M 0.00% -4K -14.8% $45.57 +9.9%
Page 42 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%