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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 99 of 121  ·  2,410 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1961 SND SMART SAND INC Energy 134,029.0 $686K NEW $5.12 -4.7%
1962 HIMS HIMS & HERS HEALTH INC Healthcare 32,850.0 $682K -25K -43.0% $20.76 +15.7%
1963 LIFE ETHOS TECHNOLOGIES INC Financial Services 61,000.0 $681K NEW $11.17 +85.4%
1964 CZWI CITIZENS CMNTY BANCORP INC M Financial Services 34,000.0 $673K NEW $19.80 +3.1%
1965 UVSP UNIVEST FINANCIAL CORPORATIO Financial Services 19,600.0 $671K -1K -4.8% $34.26 +13.8%
1966 GABC GERMAN AMERN BANCORP INC Financial Services 16,000.0 $669K -4K -20.0% $41.79 +3.8%
1967 THRM GENTHERM INC Consumer Cyclical 24,036.0 $668K NEW $27.78 +12.3%
1968 ALK ALASKA AIR GROUP INC Industrials 18,150.0 $668K -71K -79.6% $36.78 +11.7%
1969 KMPR KEMPER CORP Financial Services 21,785.0 $666K +1K +6.0% $30.56 -2.9%
1970 DSP VIANT TECHNOLOGY INC Technology 59,000.0 $661K NEW $11.20 -1.8%
1971 PTLO PORTILLOS INC Consumer Cyclical 124,357.0 $658K NEW $5.29 -26.3%
1972 OUTFRONT MEDIA INC 24,583.0 $651K +2K +11.2% $26.50
1973 AGIO AGIOS PHARMACEUTICALS INC Healthcare 19,115.0 $647K -9K -31.0% $33.83 -14.9%
1974 GETY GETTY IMAGES HOLDINGS INC Communication Services 810,475.0 $643K +499K +160.4% $0.79 +31.1%
1975 HLMN HILLMAN SOLUTIONS CORP Industrials 77,023.0 $641K +3K +4.8% $8.32 -12.9%
1976 ANNX ANNEXON INC Healthcare 115,527.0 $640K +101K +682.9% $5.54 -1.8%
1977 OLED UNIVERSAL DISPLAY CORP Technology 6,976.0 $639K +324.0 +4.9% $91.66 -0.1%
1978 KRT KARAT PACKAGING INC Consumer Cyclical 22,735.0 $635K +2K +9.0% $27.92 -4.3%
1979 PUBM PUBMATIC INC Technology 77,232.0 $632K +8K +11.0% $8.18 +20.8%
1980 ALGM ALLEGRO MICROSYSTEMS INC Technology 19,814.0 $625K +1K +5.8% $31.53 +41.8%
Page 99 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%