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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 106 of 121  ·  2,410 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2101 GPGI GPGI INC Industrials 20,303.0 $347K NEW $17.10 -29.6%
2102 RH RH Consumer Cyclical 2,471.0 $345K +114.0 +4.8% $139.82 -11.9%
2103 CHYM CHIME FINL INC Financial Services 18,427.0 $345K -3K -13.8% $18.73 -9.7%
2104 PLUG PLUG PWR INC Industrials 152,333.0 $344K $2.26 +52.7%
2105 WK WORKIVA INC Technology 5,766.0 $344K $59.63 -16.5%
2106 QS QUANTUMSCAPE CORP Consumer Cyclical 53,714.0 $343K -169K -75.9% $6.38 +18.7%
2107 AMSC AMERICAN SUPERCONDUCTOR CORP Industrials 10,088.0 $341K -67K -86.9% $33.85 +39.1%
2108 SEZL SEZZLE INC Financial Services 5,369.0 $340K +232.0 +4.5% $63.29 +61.9%
2109 AXTI AXT INC Technology 5,857.0 $334K NEW $56.98 +98.1%
2110 NIC NICOLET BANKSHARES INC Financial Services 2,235.0 $332K NEW $148.62 -5.2%
2111 AUGO AURA MINERALS INC Basic Materials 4,031.0 $329K $81.60 -12.4%
2112 IMMUNITYBIO INC 42,762.0 $328K +5K +12.4% $7.67
2113 TASK TASKUS INC Technology 48,865.0 $328K +5K +11.7% $6.71 -16.5%
2114 SMR NUSCALE PWR CORP Utilities 29,862.0 $324K +9K +44.5% $10.84 -3.3%
2115 IWB ISHARES TR 903.0 $322K +270.0 +42.6% $356.55 +12.1%
2116 TARS TARSUS PHARMACEUTICALS INC Healthcare 4,571.0 $321K +66.0 +1.5% $70.15 -10.4%
2117 DIGITALBRIDGE GROUP INC 20,680.0 $319K $15.42
2118 UNIT UNITI GROUP LLC Real Estate 33,241.0 $312K +3K +8.6% $9.38 +15.1%
2119 BROWN FORMAN CORP 11,607.0 $311K +123.0 +1.1% $26.79
2120 DNLI DENALI THERAPEUTICS INC Healthcare 16,194.0 $311K +1K +7.5% $19.20 -4.2%
Page 106 of 121  ·  2,410 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%