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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 22 of 121  ·  2,410 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 TIGO MILLICOM INTL CELLULAR S A Communication Services 883,247.0 $66.2M 0.04% +73K +9.0% $74.94 +10.3%
422 MTDR MATADOR RES CO Energy 1,040,320.0 $65.7M 0.04% -159K -13.3% $63.18 -1.7%
423 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 727,924.0 $65.6M 0.04% +136K +23.0% $90.11 +12.5%
424 APLE APPLE HOSPITALITY REIT INC Real Estate 5,675,994.0 $65.3M 0.04% -497K -8.1% $11.51 +22.0%
425 GTES GATES INDL CORP PLC Industrials 2,889,063.0 $65.3M 0.04% -398K -12.1% $22.61 +5.7%
426 PPL CAP FDG INC 55,361,000.0 $64.8M 0.04% -626K -1.1% $1.17
427 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 195,937.0 $64.8M 0.04% -25K -11.3% $330.87 -10.9%
428 INSM INSMED INC Healthcare 396,245.0 $64.8M 0.04% -250K -38.7% $163.52 -34.4%
429 HWM HOWMET AEROSPACE INC Industrials 280,833.0 $64.7M 0.04% -28K -9.0% $230.46 +11.2%
430 GL GLOBE LIFE INC Financial Services 464,768.0 $64.7M 0.04% -48K -9.4% $139.17 +8.8%
431 KKR & CO INC 1,601,012.0 $64.4M 0.04% +173K +12.1% $40.22
432 R RYDER SYS INC Industrials 314,402.0 $64.4M 0.04% -8K -2.4% $204.71 +12.9%
433 SF STIFEL FINL CORP Financial Services 869,575.0 $64.3M 0.04% +243K +38.8% $73.92 -1.3%
434 HFWA HERITAGE FINL CORP WASH Financial Services 2,469,315.0 $64.2M 0.04% +34K +1.4% $26.00 +2.9%
435 SFBS SERVISFIRST BANCSHARES INC Financial Services 877,405.0 $63.9M 0.04% +144K +19.6% $72.83 +4.8%
436 HCA HCA HEALTHCARE INC Healthcare 134,157.0 $63.5M 0.04% +18K +15.5% $473.24 -16.3%
437 BCO BRINKS CO Industrials 610,062.0 $63.2M 0.04% +48K +8.6% $103.63 -0.7%
438 IOSP INNOSPEC INC Basic Materials 864,994.0 $63.2M 0.04% -85K -9.0% $73.02 +6.3%
439 AME AMETEK INC Industrials 292,912.0 $62.8M 0.04% +4K +1.3% $214.36 +3.2%
440 SYBT STOCK YDS BANCORP INC Financial Services 944,301.0 $62.6M 0.04% -116K -10.9% $66.29 +6.0%
Page 22 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%