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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 34 of 121  ·  2,410 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 NKE NIKE INC Consumer Cyclical 682,342.0 $36.0M 0.02% +28K +4.3% $52.82 -16.0%
662 TSN TYSON FOODS INC Consumer Defensive 562,373.0 $36.0M 0.02% -141K -20.0% $64.07 +3.8%
663 AEE AMEREN CORP Utilities 327,640.0 $36.0M 0.02% +9K +2.7% $109.92 -0.1%
664 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 60,541.0 $35.9M 0.02% -168K -73.5% $592.98 -4.9%
665 AVNT AVIENT CORPORATION Basic Materials 987,634.0 $35.9M 0.02% -480K -32.7% $36.30 -6.0%
666 HAL HALLIBURTON CO Energy 910,030.0 $35.5M 0.02% -158K -14.8% $38.99 +7.6%
667 FORM FORMFACTOR INC Technology 365,810.0 $35.5M 0.02% -891K -70.9% $96.99 +32.0%
668 RYN RAYONIER INC Real Estate 1,712,399.0 $35.3M 0.02% -599K -25.9% $20.62 -1.9%
669 EWC ISHARES INC 644,178.0 $35.3M 0.02% -373K -36.7% $54.79 +6.9%
670 UAL UNITED AIRLS HLDGS INC Industrials 383,276.0 $35.3M 0.02% +14K +3.8% $92.07 +6.5%
671 NEXTERA ENERGY INC 668,957.0 $35.1M 0.02% -7K -1.0% $52.54
672 XLY SELECT SECTOR SPDR TR 322,372.0 $35.1M 0.02% +3K +1.0% $108.98 +8.9%
673 SM SM ENERGY COMPANY Energy 1,126,394.0 $35.1M 0.02% +310K +37.9% $31.18 +11.6%
674 TDC TERADATA CORP DEL Technology 1,369,000.0 $35.1M 0.02% +1.3M +3429.9% $25.63 +29.1%
675 BOKF BOK FINL CORP Financial Services 272,380.0 $34.9M 0.02% +51K +23.0% $128.06 +1.3%
676 ZTS ZOETIS INC Healthcare 295,063.0 $34.9M 0.02% +49K +19.7% $118.21 -32.6%
677 BOH BANK HAWAII CORP Financial Services 467,629.0 $34.7M 0.02% -101K -17.8% $74.25 +5.2%
678 PNW PINNACLE WEST CAP CORP Utilities 344,517.0 $34.7M 0.02% -12K -3.4% $100.75 +1.2%
679 TROW PRICE T ROWE GROUP INC Financial Services 384,958.0 $34.7M 0.02% -30K -7.2% $90.14 +13.0%
680 VSCO VICTORIAS SECRET AND CO Consumer Cyclical 747,712.0 $34.7M 0.02% -516K -40.9% $46.36 +2.9%
Page 34 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%