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Victrix Investment Advisors

Institutional InvestorSimilar funds →SEC EDGAR: CIK 2055229
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Sector Allocation

  • Technology44.0%$108.3M
  • Financials16.0%$39.3M
  • Healthcare14.6%$35.8M
  • Industrials9.2%$22.6M
  • Consumer Discretionary7.0%$17.3M
  • Consumer Staples4.2%$10.2M
  • Utilities2.0%$4.9M
  • Energy1.6%$4.0M
  • Communication Services1.3%$3.1M
  • Other0.1%$354,420

AUM History

13fpro.ai/research/fund/victrix-investment-advisors-2055229

Conviction and streaks

Concentrating · top 10 = 47.7%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

NVDA$NVDAConviction hold7.2% weight · held 8 quartersGOOG$GOOGConviction hold7.0% weight · held 8 quartersMSFT$MSFTConviction hold6.0% weight · held 8 quartersAAPL$AAPLConviction hold5.7% weight · held 8 quartersAMZN$AMZNConviction hold4.7% weight · held 8 quartersMSFT$MSFTAccumulating+89% shares · 7 quarters runningAMZN$AMZNAccumulating+27% shares · 7 quarters runningUNH$UNHAccumulating+345% shares · 7 quarters runningMETA$METAAccumulating+123% shares · 7 quarters runningV$VAccumulating+82% shares · 7 quarters runningMCK$MCKTrimming-31% shares · 7 quarters runningCAT$CATTrimming-14% shares · 5 quarters runningGS$GSTrimming-14% shares · 5 quarters runningINTC$INTCTrimming-41% shares · 4 quarters runningPANW$PANWTrimming-11% shares · 4 quarters running

Largest positions — Q3 2026

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/victrix-investment-advisors-2055229

Victrix Investment Advisors 13F holdings — Q3 2026

$245.9M portfolio (+3.1% QoQ) · 74 holdings · Q3 2026 13F · top 10 are 48% of the stock portfolio

Includes $76K of put/call options ($76K puts, $0 calls), which 13F rules report at the value of the underlying shares, not the premium at risk. Stocks alone: $245.8M. Weights use the stock portfolio.

All holdings — Victrix Investment Advisors (Q3 2026)

74 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

Company
LMT$LMTLOCKHEED MARTIN CORP$7.3M+3%
MMM$MMM3M CO$6.3M+4%
INTC$INTCINTEL CORP$6.2M-5%
V$VVISA INC.$6.2M+8%
BAC$BACBANK OF AMERICA CORP /DE/$5.1M+2%
WMT$WMTWalmart Inc.$5.0M+3%
BA$BABOEING CO$5.0M+5%
SCHW$SCHWSCHWAB CHARLES CORP$4.8M+3%
ASML$ASMLASML HOLDING NV$4.5M+0.9%
HD$HDHOME DEPOT, INC.$4.5M+5%
JPM$JPMJPMORGAN CHASE & CO$4.4M-0.8%
TXN$TXNTEXAS INSTRUMENTS INC$4.4M+2%
CB$CBChubb Ltd$4.3M+0.4%
CAT$CATCATERPILLAR INC$4.2M-3%
MRK$MRKMerck & Co., Inc.$4.0M+2%

What changed in Q3 2026

Against the previous quarter's 13F: 4 new, 40 added to, 20 trimmed, 4 sold out. Share-count changes; largest moves by dollar size first.

New positions (4)

  • TEVA PHARMACEUTICAL INDS LTD - SHS$354K

    first bought this quarter

  • CVX$CVXCHEVRON CORP$267K

    first bought this quarter

  • NDAQ$NDAQNASDAQ, INC.$267K

    first bought this quarter

  • REGN$REGNPUTREGENERON PHARMACEUTICALS, INC.$76K

    first bought this quarter

Added to (40)

  • GOOGL$GOOGLAlphabet Inc.+13%

    now $17.1M · held 8+ qtrs

  • MSFT$MSFTMICROSOFT CORP+4%

    now $14.8M · held 8+ qtrs, 3 adds in a row

  • META$METAMeta Platforms, Inc.+8%

    now $7.5M · held 8+ qtrs, 7 adds in a row

  • V$VVISA INC.+8%

    now $6.2M · held 8+ qtrs, 7 adds in a row

  • CRWD$CRWDCrowdStrike Holdings, Inc.+303%

    now $611K · held 3 qtrs

  • BRK.B$BRK.BBERKSHIRE HATHAWAY INC+4%

    now $10.9M · held 3 qtrs, 3 adds in a row

+34 more in the Excel export

Trimmed (20)

  • INTC$INTCINTEL CORP-5%

    now $6.2M · held 8+ qtrs, 4 trims in a row

  • AMD$AMDADVANCED MICRO DEVICES INC-6%

    now $2.0M · held 8+ qtrs

  • CAT$CATCATERPILLAR INC-3%

    now $4.2M · held 8+ qtrs

  • DIS$DISWalt Disney Co-3%

    now $3.1M · held 8+ qtrs

  • REGN$REGNREGENERON PHARMACEUTICALS, INC.-2%

    now $3.5M · held 8+ qtrs

  • GS$GSGOLDMAN SACHS GROUP INC-3%

    now $1.8M · held 8+ qtrs, 3 trims in a row

+14 more in the Excel export

Sold out (4)

  • AXP$AXPAMERICAN EXPRESS COwas $1.4M

    held 3 qtrs

  • IONS$IONSIONIS PHARMACEUTICALS INCwas $270K

    held 1 qtr

  • TEVA$TEVATEVA PHARMACEUTICAL INDUSTRIES LTDwas $266K

    held 2 qtrs

  • PG$PGPROCTER & GAMBLE Cowas $218K

Firm AUM (Form ADV): $343.3M as of 2025-12-31 · SEC IAPD

Share

Holdings by quarter

Every 13F Victrix Investment Advisors has filed, 7 earlier quarters. Pick one to see what it held then.

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Q3 2026 13F filed with the SEC on Oct 13, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of Victrix Investment Advisors's top 20 holdings: 72/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)

Top 10 since filing

-3.4%

Value-weighted move of the 10 largest stock positions

Turnover

2%

Last quarter; 17% over the last 4

Top 10 weight

48%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

94%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured
  • Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
  • Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
  • Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
  • Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
  • Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

Victrix Investment Advisors disclosed 74 positions worth $245.9M in its Form 13F-HR for Q3 2026 — $245.8M in common stock plus $75,827 of put/call option positions (reported at underlying notional value, not premium at risk), led by $NVDA (NVIDIA CORP) at 7.2% of the equity portfolio, followed by $GOOGL and $MSFT. During the quarter the fund opened 4 new positions and exited 4 and a full exit from $AXP. The portfolio is most concentrated in Technology (44.0% of disclosed assets). All figures are sourced directly from Victrix Investment Advisors’s Form 13F-HR filing with the SEC under CIK 2055229.

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AI-Powered Hedge Fund Analysis: Victrix Investment Advisors

13F Pro is an AI hedge fund tracker and stock research platform. For Victrix Investment Advisors (SEC CIK: 2055229), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Victrix Investment Advisors's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.