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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 109 of 121  ·  2,410 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2161 CAI CARIS LIFE SCIENCES INC Healthcare 13,802.0 $247K +539.0 +4.1% $17.88 -16.3%
2162 RSI RUSH STREET INTERACTIVE INC Consumer Cyclical 11,326.0 $246K +451.0 +4.2% $21.75 +27.2%
2163 FLUTTER ENTMT PLC 2,380.0 $243K -770.0 -24.4% $101.95
2164 ADAMM ADAMAS TRUST INC. Financial Services 32,771.0 $241K -22K -39.9% $7.36 +246.1%
2165 AMBA AMBARELLA INC Technology 4,659.0 $240K $51.47 +53.2%
2166 IMVT IMMUNOVANT INC Healthcare 9,614.0 $239K +1K +12.6% $24.84 +6.8%
2167 GO GROCERY OUTLET HLDG CORP Consumer Defensive 33,787.0 $238K -229K -87.2% $7.05 +7.7%
2168 BSVN BANK7 CORP Financial Services 5,971.0 $238K -847.0 -12.4% $39.88 +5.6%
2169 THE BALDWIN INSURANCE GRP IN 10,829.0 $238K NEW $21.94
2170 PRGO PERRIGO CO PLC Healthcare 21,965.0 $236K -289K -92.9% $10.74 -0.6%
2171 ARLO ARLO TECHNOLOGIES INC Industrials 16,505.0 $235K -224K -93.1% $14.23 -9.0%
2172 CNXN PC CONNECTION INC Technology 4,012.0 $235K -9K -69.2% $58.46 +11.6%
2173 UPSTREAM BIO INC 25,866.0 $233K NEW $9.00
2174 EWT ISHARES INC 3,249.0 $230K NEW $70.92 +26.7%
2175 ORKA ORUKA THERAPEUTICS INC Healthcare 4,678.0 $229K NEW $49.05 +18.9%
2176 LKFN LAKELAND FINL CORP Financial Services 3,998.0 $229K $57.38 +0.9%
2177 ECPG ENCORE CAP GROUP INC Financial Services 3,264.0 $229K NEW $70.12 +15.1%
2178 NWL NEWELL BRANDS INC Consumer Defensive 66,331.0 $228K +3K +5.5% $3.43 +6.4%
2179 VITL VITAL FARMS INC Consumer Defensive 15,965.0 $225K +872.0 +5.8% $14.12 -41.4%
2180 AMPX AMPRIUS TECHNOLOGIES INC Industrials 13,361.0 $225K +544.0 +4.2% $16.86 -8.2%
Page 109 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%