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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 35 of 121  ·  2,410 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 GLOBUS MED INC 401,913.0 $34.6M 0.02% -93K -18.8% $86.16
682 IGM ISHARES TR 291,804.0 $34.6M 0.02% +3K +1.0% $118.51 +31.5%
683 BOW BOWHEAD SPECIALTY HLDGS INC Financial Services 1,541,650.0 $34.6M 0.02% -23K -1.4% $22.43 +26.9%
684 ENTERGY CORP NEW 307,343.0 $34.5M 0.02% +70K +29.5% $112.36
685 NJR NEW JERSEY RES CORP Utilities 628,309.0 $34.5M 0.02% +18K +3.0% $54.92 +4.1%
686 ODFL OLD DOMINION FREIGHT LINE IN Industrials 176,353.0 $34.5M 0.02% -7K -3.9% $195.40 +6.3%
687 PRU PRUDENTIAL FINL INC Financial Services 352,695.0 $34.5M 0.02% -64K -15.4% $97.69 +5.7%
688 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 366,330.0 $34.4M 0.02% +177K +93.8% $93.87 +106.0%
689 EMR EMERSON ELEC CO Industrials 260,230.0 $34.1M 0.02% -5K -2.0% $131.02 +3.0%
690 MKTX MARKETAXESS HLDGS INC Financial Services 204,932.0 $33.8M 0.02% +111K +118.8% $164.98 -17.4%
691 MRSH MARSH & MCLENNAN COS INC Financial Services 194,080.0 $33.7M 0.02% -31K -13.6% $173.45 -4.8%
692 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 862,495.0 $33.6M 0.02% -113K -11.6% $38.97 -6.8%
693 SR SPIRE INC Utilities 371,226.0 $33.6M 0.02% +8K +2.1% $90.54 -4.2%
694 SEIC SEI INVTS CO Financial Services 427,591.0 $33.6M 0.02% +45K +11.7% $78.47 +15.7%
695 KRC KILROY REALTY CORP Real Estate 1,188,206.0 $33.5M 0.02% +207K +21.1% $28.21 +21.0%
696 AIZ ASSURANT INC Financial Services 153,781.0 $33.5M 0.02% +15K +10.7% $217.81 +17.4%
697 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 387,829.0 $33.2M 0.02% -4.0M -91.1% $85.66 +10.5%
698 DX DYNEX CAP INC Real Estate 2,599,598.0 $33.2M 0.02% +942K +56.8% $12.76 +0.7%
699 NI NISOURCE INC Utilities 710,768.0 $33.2M 0.02% -248K -25.9% $46.66 +2.3%
700 ROKU ROKU INC Communication Services 347,225.0 $32.9M 0.02% +82K +30.8% $94.62 +31.2%
Page 35 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%