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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 15 of 121  ·  2,410 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 SYF SYNCHRONY FINANCIAL Financial Services 1,633,638.0 $111.1M 0.07% +312K +23.6% $68.02 +4.5%
282 IUSB ISHARES TR 2,397,900.0 $110.8M 0.07% NEW $46.19 -1.4%
283 UMBF UMB FINL CORP Financial Services 979,052.0 $110.4M 0.07% -124K -11.2% $112.79 +12.4%
284 RNST RENASANT CORP Financial Services 3,054,507.0 $110.4M 0.07% -213K -6.5% $36.13 +10.1%
285 XLC SELECT SECTOR SPDR TR 987,357.0 $109.5M 0.07% +11K +1.1% $110.86 +4.5%
286 OKTA OKTA INC Technology 1,382,432.0 $108.8M 0.07% +523K +60.8% $78.71 +10.6%
287 MDLZ MONDELEZ INTL INC Consumer Defensive 1,875,934.0 $108.1M 0.07% -72K -3.7% $57.64 +6.9%
288 COF CAPITAL ONE FINL CORP Financial Services 591,472.0 $107.9M 0.07% +215K +57.1% $182.43 +2.6%
289 SPG SIMON PPTY GROUP INC NEW Real Estate 576,903.0 $107.6M 0.07% +4K +0.7% $186.53 +7.4%
290 ONB OLD NATL BANCORP IND Financial Services 4,866,956.0 $107.6M 0.07% -690K -12.4% $22.10 +6.2%
291 C CITIGROUP INC Financial Services 946,105.0 $107.3M 0.07% -308K -24.6% $113.41 +5.8%
292 CW CURTISS WRIGHT CORP Industrials 157,152.0 $107.0M 0.07% +9K +5.7% $681.12 +4.3%
293 DRI DARDEN RESTAURANTS INC Consumer Cyclical 543,589.0 $106.6M 0.07% -39K -6.7% $196.04 -1.2%
294 KGC KINROSS GOLD CORP Basic Materials 3,466,137.0 $106.5M 0.07% $30.72 -7.2%
295 GLW CORNING INC Technology 780,395.0 $106.1M 0.07% -805K -50.8% $135.97 +31.3%
296 ON ON SEMICONDUCTOR CORP Technology 1,712,519.0 $106.0M 0.07% +1.4M +439.9% $61.92 +76.7%
297 SCHW SCHWAB CHARLES CORP Financial Services 1,126,631.0 $105.9M 0.07% +175K +18.3% $93.98 -1.7%
298 MAR MARRIOTT INTL INC NEW Consumer Cyclical 323,528.0 $105.8M 0.07% +3K +1.1% $327.07 +9.8%
299 IEUR ISHARES TR 1,501,248.0 $105.5M 0.07% +1.2M +394.5% $70.27 +5.0%
300 PGR PROGRESSIVE CORP Financial Services 525,640.0 $104.2M 0.07% +27K +5.5% $198.24 +2.9%
Page 15 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%