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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 90 of 121  ·  2,410 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1781 CNOB CONNECTONE BANCORP INC Financial Services 43,900.0 $1.2M 0.00% -600.0 -1.4% $26.77 +11.2%
1782 BFST BUSINESS FIRST BANCSHARES IN Financial Services 43,450.0 $1.2M 0.00% -550.0 -1.2% $27.04 +3.6%
1783 BTI BRITISH AMERN TOB PLC Consumer Defensive 20,000.0 $1.2M 0.00% NEW $58.47 +12.4%
1784 POWI POWER INTEGRATIONS INC Technology 22,810.0 $1.2M 0.00% +2K +7.2% $51.20 +35.0%
1785 FDS FACTSET RESH SYS INC Financial Services 5,362.0 $1.2M 0.00% -7K -55.4% $216.97 +3.7%
1786 GOLF ACUSHNET HLDGS CORP Consumer Cyclical 12,411.0 $1.2M 0.00% +774.0 +6.7% $93.48 -5.5%
1787 MLR MILLER INDS INC TENN Consumer Cyclical 25,350.0 $1.2M 0.00% -12K -31.3% $45.55 +1.8%
1788 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 24,757.0 $1.1M 0.00% -116K -82.5% $46.42 +3.1%
1789 SVCO SILVACO GROUP INC Technology 162,000.0 $1.1M 0.00% NEW $7.08 +31.4%
1790 MTX MINERALS TECHNOLOGIES INC Basic Materials 16,136.0 $1.1M 0.00% +1K +8.2% $70.92 +6.3%
1791 AAL AMERICAN AIRLINES GROUP INC Industrials 106,184.0 $1.1M 0.00% +9K +8.8% $10.74 +26.5%
1792 IVW ISHARES TR 10,079.0 $1.1M 0.00% +4K +74.9% $113.12 +20.8%
1793 AVNS AVANOS MED INC Healthcare 80,871.0 $1.1M 0.00% -618.0 -0.8% $14.01 +76.3%
1794 TECH BIO-TECHNE CORP Healthcare 21,641.0 $1.1M 0.00% -2K -6.8% $52.26 -10.6%
1795 EPC EDGEWELL PERSONAL CARE CO Consumer Defensive 52,762.0 $1.1M 0.00% -198K -78.9% $21.34 -18.6%
1796 NX QUANEX BLDG PRODS CORP Industrials 62,600.0 $1.1M 0.00% -6K -9.3% $17.97 -4.4%
1797 PLOW DOUGLAS DYNAMICS INC Consumer Cyclical 26,700.0 $1.1M 0.00% $42.09 +4.3%
1798 ADUS ADDUS HOMECARE CORP Healthcare 11,895.0 $1.1M 0.00% -8K -40.1% $93.65 -0.4%
1799 TNGX TANGO THERAPEUTICS INC Healthcare 52,801.0 $1.1M 0.00% +43K +417.4% $20.92 +0.8%
1800 STOK STOKE THERAPEUTICS INC Healthcare 33,890.0 $1.1M 0.00% -7K -17.6% $32.56 -6.9%
Page 90 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%