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Portfolio (Quarterly) Guide ↗

VICTORY CAPITAL MANAGEMENT INC

· CIK 0001040188
13F Portfolio $177.2B AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2421 New
Page 95 of 122  ·  2,421 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1881 DOCN DIGITALOCEAN HLDGS INC Technology 18,665.0 $898K 0.00% NEW $48.12 +206.4%
1882 UCTT ULTRA CLEAN HLDGS INC Technology 35,200.0 $892K 0.00% NEW $25.33 +206.6%
1883 FBRT FRANKLIN BSP RLTY TR INC Real Estate 88,649.0 $889K 0.00% NEW $10.03 -8.9%
1884 AGYS AGILYSYS INC Technology 7,470.0 $888K 0.00% NEW $118.84 -33.6%
1885 HR HEALTHCARE RLTY TR Real Estate 52,301.0 $887K 0.00% NEW $16.95 +20.4%
1886 REX REX AMERICAN RES CORP Basic Materials 27,369.0 $885K NEW $32.32 +55.5%
1887 CAVA CAVA GROUP INC Consumer Cyclical 14,940.0 $877K NEW $58.69 +33.1%
1888 VNO VORNADO RLTY TR Real Estate 26,313.0 $876K NEW $33.28 -4.9%
1889 PKOH PARK-OHIO HLDGS CORP Industrials 41,700.0 $873K NEW $20.94 +41.9%
1890 AXSM AXSOME THERAPEUTICS INC Healthcare 4,776.0 $872K NEW $182.64 +24.1%
1891 HZO MARINEMAX INC Consumer Cyclical 36,000.0 $872K NEW $24.23 +35.1%
1892 PLOW DOUGLAS DYNAMICS INC Consumer Cyclical 26,700.0 $872K NEW $32.65 +35.5%
1893 CPF CENTRAL PAC FINL CORP Financial Services 27,868.0 $868K NEW $31.16 +9.8%
1894 ACRE ARES COML REAL ESTATE CORP Real Estate 181,000.0 $865K NEW $4.78 -1.9%
1895 OII OCEANEERING INTL INC Energy 35,831.0 $861K NEW $24.03 +60.4%
1896 FWRG FIRST WATCH RESTAURANT GROUP Consumer Cyclical 57,000.0 $860K NEW $15.08 -27.0%
1897 BEAM BEAM THERAPEUTICS INC Healthcare 30,982.0 $859K NEW $27.72 -5.0%
1898 USLM UNITED STS LIME & MINERALS I Basic Materials 7,134.0 $854K NEW $119.74 -12.9%
1899 PSN PARSONS CORP DEL Industrials 13,797.0 $853K NEW $61.80 -16.7%
1900 FIZZ NATIONAL BEVERAGE CORP Consumer Defensive 26,537.0 $846K NEW $31.89 +10.5%
Page 95 of 122  ·  2,421 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 28.3%
Financial Services 13.9%
Consumer Cyclical 11.2%
Industrials 11.0%
Healthcare 10.3%
Communication Services 6.7%
Utilities 4.5%
Basic Materials 4.0%
Consumer Defensive 4.0%
Energy 3.9%