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Portfolio (Quarterly) Guide ↗

VICTORY CAPITAL MANAGEMENT INC

· CIK 0001040188
13F Portfolio $177.2B AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2421 New
Page 114 of 122  ·  2,421 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2261 AESI ATLAS ENERGY SOLUTIONS INC Energy 12,672.0 $119K NEW $9.42 +106.5%
2262 MRTN MARTEN TRANS LTD Industrials 10,244.0 $117K NEW $11.38 +36.4%
2263 KODIAK AI INC. 10,537.0 $115K NEW $10.92
2264 UWMC UWM HOLDINGS CORPORATION Financial Services 25,276.0 $111K NEW $4.38 -31.5%
2265 IOVA IOVANCE BIOTHERAPEUTICS INC Healthcare 38,993.0 $106K NEW $2.73 +26.4%
2266 CLOV CLOVER HEALTH INVESTMENTS CO Healthcare 45,055.0 $106K NEW $2.35 +44.3%
2267 ESRT EMPIRE ST RLTY TR INC Real Estate 16,028.0 $105K NEW $6.52 -17.5%
2268 DCH AMERICAN AXLE & MFG HLDGS IN Industrials 16,243.0 $104K NEW $6.41 -0.8%
2269 MNSO MINISO GROUP HLDG LTD Consumer Cyclical 5,496.0 $103K NEW $18.75 -24.5%
2270 AMPX AMPRIUS TECHNOLOGIES INC Industrials 12,817.0 $101K NEW $7.89 +101.1%
2271 RCAT RED CAT HLDGS INC Technology 12,073.0 $96K NEW $7.93 +19.7%
2272 RNW RENEW ENERGY GLOBAL PLC Utilities 16,912.0 $96K NEW $5.65 -5.3%
2273 KREF KKR REAL ESTATE FIN TR INC Real Estate 11,308.0 $93K NEW $8.22 -23.0%
2274 GERN GERON CORP Healthcare 69,926.0 $92K NEW $1.32 -2.3%
2275 YEXT YEXT INC Technology 11,427.0 $92K NEW $8.06 -57.1%
2276 AMC ENTMT HLDGS INC 58,801.0 $92K NEW $1.56
2277 NEXT NEXTDECADE CORP Energy 17,262.0 $91K NEW $5.27 +73.1%
2278 TNGX TANGO THERAPEUTICS INC Healthcare 10,206.0 $90K NEW $8.86 +132.1%
2279 VIR VIR BIOTECHNOLOGY INC Healthcare 14,972.0 $90K NEW $6.03 +45.8%
2280 BLACKSTONE MORTGAGE TRUST IN 90,000.0 $89K NEW $0.99
Page 114 of 122  ·  2,421 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 28.3%
Financial Services 13.9%
Consumer Cyclical 11.2%
Industrials 11.0%
Healthcare 10.3%
Communication Services 6.7%
Utilities 4.5%
Basic Materials 4.0%
Consumer Defensive 4.0%
Energy 3.9%