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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 69 of 121  ·  2,410 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1361 ISHARES TR 98,568.0 $4.6M 0.00% $46.23
1362 PRAXIS PRECISION MEDICINES I 14,132.0 $4.6M 0.00% +834.0 +6.3% $322.19
1363 ACM AECOM Industrials 53,590.0 $4.5M 0.00% -903.0 -1.7% $84.82 -15.1%
1364 FPS FORGENT POWER SOLUTIONS INC Industrials 155,132.0 $4.5M 0.00% NEW $29.27 +63.6%
1365 AOS SMITH A O CORP Industrials 68,474.0 $4.5M 0.00% -30K -30.4% $65.94 -13.1%
1366 IT GARTNER INC Technology 28,342.0 $4.5M 0.00% -378K -93.0% $158.34 +1.1%
1367 ENB ENBRIDGE INC Energy 66,800.0 $4.5M 0.00% +16K +32.0% $66.91 -13.3%
1368 SN SHARKNINJA INC Consumer Cyclical 42,025.0 $4.5M 0.00% +18K +74.5% $105.90 +5.8%
1369 ATI ATI INC Industrials 30,239.0 $4.4M 0.00% +10K +48.0% $145.46 +11.6%
1370 AAOI APPLIED OPTOELECTRONICS INC Technology 51,634.0 $4.4M 0.00% +44K +595.8% $84.59 +114.6%
1371 DUOL DUOLINGO INC Technology 43,960.0 $4.3M 0.00% +18K +68.5% $98.57 +8.2%
1372 CCS CENTURY COMMUNITIES INC Consumer Cyclical 75,457.0 $4.3M 0.00% +63K +489.3% $57.38 -9.5%
1373 PLPC PREFORMED LINE PRODS CO Industrials 15,989.0 $4.3M 0.00% NEW $270.75 +32.2%
1374 MBC MASTERBRAND INC Consumer Cyclical 520,365.0 $4.3M 0.00% +30K +6.1% $8.31 -7.3%
1375 NUTX NUTEX HEALTH INC Healthcare 45,134.0 $4.3M 0.00% +31K +211.6% $95.04 +25.1%
1376 IIPR INNOVATIVE INDL PPTYS INC Real Estate 85,127.0 $4.3M 0.00% $50.16 +13.8%
1377 VUG VANGUARD INDEX FDS 9,766.0 $4.3M 0.00% -7K -40.9% $436.91 -80.0%
1378 GWRE GUIDEWIRE SOFTWARE INC Technology 28,418.0 $4.3M 0.00% -6K -18.4% $149.56 -6.2%
1379 COLB COLUMBIA BKG SYS INC Financial Services 154,750.0 $4.2M 0.00% +1K +1.0% $27.43 +8.4%
1380 SHOO MADDEN STEVEN LTD Consumer Cyclical 125,047.0 $4.2M 0.00% -1.5M -92.3% $33.92 +23.6%
Page 69 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%