☆Victrix Investment Advisors
Quality Q
0.074
AUM ($M)
239
Positions
75
Turnover
0.30
Top-10 wt
45%
Herfindahl
0.031
History (qtrs)
6
Excess Return
—
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Holdings · 112 positions · portfolio value $239M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆GOOGL funds › | ALPHABET INC | TRIM | — | 6.6% | +2.0% | 15.7 | 44,038 | -339 | 5 | — |
| ☆NVDA funds › | NVIDIA CORPORATION | ADD | — | 6.5% | +1.7% | 15.5 | 77,317 | +2,042 | 5 | — |
| ☆AAPL funds › | APPLE INC | ADD | — | 5.0% | +1.3% | 11.9 | 41,290 | +612 | 5 | — |
| ☆AMZN funds › | AMAZON COM INC | ADD | — | 4.5% | +1.3% | 10.7 | 45,054 | +2,705 | 5 | — |
| ☆BRKB funds › | BERKSHIRE HATHAWAY INC DEL | ADD | — | 4.4% | +1.0% | 10.5 | 21,035 | +1,711 | 2 | — |
| ☆MSFT funds › | MICROSOFT CORP | ADD | — | 4.3% | +1.3% | 10.3 | 27,595 | +4,955 | 5 | — |
| ☆UNH funds › | UNITEDHEALTH GROUP INC | ADD | — | 4.1% | +2.0% | 9.7 | 23,443 | +1,875 | 5 | — |
| ☆CSCO funds › | CISCO SYS INC | ADD | — | 3.4% | +1.5% | 8.2 | 70,063 | +697 | 5 | — |
| ☆INTC funds › | INTEL CORP | TRIM | — | 3.2% | +1.9% | 7.6 | 54,381 | -24,648 | 5 | — |
| ☆JNJ funds › | JOHNSON & JOHNSON | ADD | — | 3.0% | +0.7% | 7.1 | 28,068 | +2,351 | 5 | — |
| ☆LMT funds › | LOCKHEED MARTIN CORP | ADD | — | 3.0% | +0.3% | 7.1 | 13,880 | +1,856 | 5 | — |
| ☆MMM funds › | 3M CO | ADD | — | 2.5% | +0.8% | 5.9 | 36,697 | +3,836 | 5 | — |
| ☆CAT funds › | CATERPILLAR INC | TRIM | — | 2.4% | +1.0% | 5.7 | 5,385 | -34 | 5 | — |
| ☆BA funds › | BOEING CO | ADD | — | 2.3% | +0.6% | 5.5 | 25,452 | +1,461 | 5 | — |
| ☆V funds › | VISA INC | ADD | — | 2.3% | +0.8% | 5.5 | 16,018 | +2,738 | 5 | — |
| ☆META funds › | META PLATFORMS INC | ADD | — | 2.3% | +0.8% | 5.4 | 9,589 | +2,647 | 5 | — |
| ☆HD funds › | HOME DEPOT INC | ADD | — | 2.2% | +0.7% | 5.3 | 15,055 | +2,437 | 5 | — |
| ☆WMT funds › | WALMART INC | ADD | — | 2.2% | +0.2% | 5.3 | 46,820 | +2,370 | 5 | — |
| ☆BAC funds › | BANK OF AMER CORP | ADD | — | 2.2% | +0.6% | 5.2 | 91,267 | +1,853 | 5 | — |
| ☆ASML funds › | ASML HLDG NV | ADD | — | 2.1% | +1.0% | 4.9 | 2,482 | +211 | 5 | — |
| ☆TXN funds › | TEXAS INSTRS INC | TRIM | — | 1.9% | +0.8% | 4.6 | 15,507 | -530 | 5 | — |
| ☆CB funds › | CHUBB LIMITED | ADD | — | 1.9% | +0.4% | 4.5 | 13,241 | +775 | 5 | — |
| ☆SCHW funds › | SCHWAB CHARLES CORP | ADD | — | 1.9% | +0.3% | 4.4 | 48,070 | +2,807 | 5 | — |
| ☆JPM funds › | JPMORGAN CHASE & CO | ADD | — | 1.9% | +0.5% | 4.4 | 13,533 | +1,145 | 5 | — |
| ☆MRK funds › | MERCK & CO INC | ADD | — | 1.5% | +0.4% | 3.5 | 26,958 | +2,244 | 5 | — |
| ☆REGN funds › | REGENERON PHARMACEUTICALS | HOLD | — | 1.2% | -0.1% | 3.0 | 4,766 | +0 | 5 | — |
| ☆GE funds › | GE AEROSPACE | ADD | — | 1.2% | +0.5% | 2.9 | 7,890 | +839 | 5 | — |
| ☆DIS funds › | DISNEY WALT CO | ADD | — | 1.2% | +0.3% | 2.9 | 30,342 | +2,560 | 5 | — |
| ☆ABBV funds › | ABBVIE INC | ADD | — | 1.2% | +0.4% | 2.8 | 11,038 | +1,624 | 5 | — |
| ☆TSM funds › | TAIWAN SEMICONDUCTOR MANUFAC | ADD | — | 1.1% | +0.5% | 2.6 | 5,344 | +348 | 5 | — |
| ☆NEE funds › | NEXTERA ENERGY INC | ADD | — | 1.1% | +0.2% | 2.5 | 28,643 | +3,270 | 5 | — |
| ☆DUK funds › | DUKE ENERGY CORP NEW | ADD | — | 1.0% | +0.3% | 2.5 | 19,746 | +4,226 | 5 | — |
| ☆TGT funds › | TARGET CORP | ADD | — | 1.0% | +0.3% | 2.4 | 18,099 | +1,449 | 5 | — |
| ☆GS funds › | GOLDMAN SACHS GROUP INC | TRIM | — | 0.9% | +0.2% | 2.1 | 2,098 | -111 | 5 | — |
| ☆AMD funds › | ADVANCED MICRO DEVICES INC | ADD | — | 0.9% | +0.6% | 2.1 | 3,532 | +221 | 5 | — |
| ☆GOOG funds › | ALPHABET INC | TRIM | — | 0.8% | +0.2% | 1.9 | 5,447 | -178 | 5 | — |
| ☆SHEL funds › | SHELL PLC | ADD | — | 0.7% | +0.0% | 1.7 | 22,186 | +1,515 | 5 | — |
| ☆SNOW funds › | SNOWFLAKE INC | ADD | — | 0.7% | +0.3% | 1.6 | 6,361 | +294 | 5 | — |
| ☆GEV funds › | GE VERNOVA INC | ADD | — | 0.6% | +0.3% | 1.5 | 1,285 | +245 | 5 | — |
| ☆LLY funds › | ELI LILLY & CO | TRIM | — | 0.6% | +0.2% | 1.5 | 1,253 | -69 | 5 | — |
| ☆LHX funds › | L3HARRIS TECHNOLOGIES INC | ADD | — | 0.6% | +0.2% | 1.5 | 4,997 | +1,608 | 5 | — |
| ☆AXP funds › | AMERICAN EXPRESS CO | TRIM | — | 0.6% | +0.1% | 1.4 | 4,147 | -212 | 3 | — |
| ☆NOC funds › | NORTHROP GRUMMAN CORP | ADD | — | 0.5% | -0.1% | 1.3 | 2,469 | +20 | 5 | — |
| ☆RTX funds › | RTX CORPORATION | TRIM | — | 0.5% | +0.1% | 1.2 | 6,185 | -110 | 5 | — |
| ☆AVGO funds › | BROADCOM INC | TRIM | — | 0.5% | +0.1% | 1.1 | 2,960 | -14 | 5 | — |
| ☆COST funds › | COSTCO WHOLESALE CORPORATION | TRIM | — | 0.4% | +0.0% | 0.9 | 915 | -10 | 5 | — |
| ☆TSLA funds › | TESLA INC | TRIM | — | 0.4% | +0.1% | 0.9 | 2,023 | -30 | 5 | — |
| ☆MA funds › | MASTERCARD INCORPORATED | ADD | — | 0.3% | +0.1% | 0.8 | 1,573 | +14 | 5 | — |
| ☆PLTR funds › | PALANTIR TECHNOLOGIES INC | ADD | — | 0.3% | +0.0% | 0.8 | 6,910 | +736 | 5 | — |
| ☆MCK funds › | MCKESSON CORP | TRIM | — | 0.3% | -0.0% | 0.8 | 1,040 | -24 | 5 | — |
| ☆CUSIP:30231G102 funds › | EXXON MOBIL CORP | TRIM | — | 0.3% | -0.5% | 0.7 | 4,914 | -7,099 | 5 | — |
| ☆CAH funds › | CARDINAL HEALTH INC | TRIM | — | 0.3% | +0.1% | 0.6 | 2,565 | -23 | 5 | — |
| ☆MKL funds › | MARKEL GROUP INC | TRIM | — | 0.3% | +0.0% | 0.6 | 306 | -4 | 5 | — |
| ☆LNG funds › | CHENIERE ENERGY INC | NEW | — | 0.2% | +0.2% | 0.6 | 2,442 | +2,442 | 1 | — |
| ☆ANET funds › | ARISTA NETWORKS INC | ADD | — | 0.2% | +0.1% | 0.6 | 3,406 | +137 | 5 | — |
| ☆PANW funds › | PALO ALTO NETWORKS INC | TRIM | — | 0.2% | +0.1% | 0.5 | 1,554 | -45 | 5 | — |
| ☆AMAT funds › | APPLIED MATLS INC | TRIM | — | 0.2% | +0.1% | 0.5 | 683 | -73 | 2 | — |
| ☆AMGN funds › | AMGEN INC | ADD | — | 0.2% | +0.1% | 0.5 | 1,322 | +421 | 2 | — |
| ☆DE funds › | DEERE & CO | HOLD | — | 0.2% | +0.0% | 0.4 | 704 | +0 | 5 | — |
| ☆CRWD funds › | CROWDSTRIKE HLDGS INC | ADD | — | 0.2% | +0.1% | 0.4 | 573 | +1 | 2 | — |
| ☆SYK funds › | STRYKER CORPORATION | HOLD | — | 0.2% | +0.0% | 0.4 | 1,275 | +0 | 5 | — |
| ☆MRVL funds › | MARVELL TECHNOLOGY INC | NEW | — | 0.2% | +0.2% | 0.4 | 1,223 | +1,223 | 1 | — |
| ☆CMI funds › | CUMMINS INC | HOLD | — | 0.1% | +0.0% | 0.3 | 400 | +0 | 3 | — |
| ☆ARM funds › | ARM HOLDINGS PLC | NEW | — | 0.1% | +0.1% | 0.3 | 796 | +796 | 1 | — |
| ☆UNP funds › | UNION PAC CORP | TRIM | — | 0.1% | +0.0% | 0.3 | 1,006 | -171 | 5 | — |
| ☆QCOM funds › | QUALCOMM INC | NEW | — | 0.1% | +0.1% | 0.3 | 1,468 | +1,468 | 1 | — |
| ☆IONS funds › | IONIS PHARMACEUTICALS INC | NEW | — | 0.1% | +0.1% | 0.3 | 3,400 | +3,400 | 1 | — |
| ☆TEVA funds › | TEVA PHARMACEUTICAL INDS LTD | ADD | — | 0.1% | +0.0% | 0.3 | 7,850 | +681 | 2 | — |
| ☆MAR funds › | MARRIOTT INTL INC NEW | HOLD | — | 0.1% | +0.0% | 0.3 | 702 | +0 | 3 | — |
| ☆DGX funds › | QUEST DIAGNOSTICS INC | TRIM | — | 0.1% | +0.0% | 0.3 | 1,210 | -100 | 5 | — |
| ☆ED funds › | CONSOLIDATED EDISON INC | TRIM | — | 0.1% | -0.0% | 0.2 | 2,117 | -571 | 5 | — |
| ☆MCD funds › | MCDONALDS CORP | TRIM | — | 0.1% | -0.0% | 0.2 | 839 | -292 | 5 | — |
| ☆ABT funds › | ABBOTT LABORATORIES | ADD | — | 0.1% | +0.0% | 0.2 | 2,436 | +1 | 5 | — |
| ☆PG funds › | PROCTER & GAMBLE CO | HOLD | — | 0.1% | +0.0% | 0.2 | 1,489 | +0 | 5 | — |
| ☆CUSIP:74102L113 funds › | PRESIDIO PPTY TR INC | NEW | — | 0.0% | +0.0% | 0.0 | 12,603 | +12,603 | 1 | — |
| ☆VBR funds › | VANGUARD INDEX FDS | EXIT | — | 0.0% | -0.3% | 0.0 | 0 | -4,126 | 0 | — |
| ☆GEHC funds › | GE HEALTHCARE TECHNOLOGIES I | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -3,120 | 0 | — |
| ☆FLTR funds › | VANECK ETF TRUST | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -12,352 | 0 | — |
| ☆SMH funds › | VANECK ETF TRUST | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -768 | 0 | — |
| ☆VGIT funds › | VANGUARD SCOTTSDALE FDS | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -9,171 | 0 | — |
| ☆DVY funds › | ISHARES TR | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -1,820 | 0 | — |
| ☆SCHG funds › | SCHWAB STRATEGIC TR | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -11,084 | 0 | — |
| ☆VUG funds › | VANGUARD INDEX FDS | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -626 | 0 | — |
| ☆VUSB funds › | VANGUARD BD INDEX FDS | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -10,387 | 0 | — |
| ☆DIA funds › | STATE STR SPDR DOW JONES IND | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -816 | 0 | — |
| ☆IEMG funds › | ISHARES INC | EXIT | — | 0.0% | -0.3% | 0.0 | 0 | -11,556 | 0 | — |
| ☆QQQ funds › | INVESCO QQQ TR | EXIT | — | 0.0% | -1.8% | 0.0 | 0 | -8,825 | 0 | — |
| ☆IVV funds › | ISHARES TR | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -316 | 0 | — |
| ☆SCHJ funds › | SCHWAB STRATEGIC TR | EXIT | — | 0.0% | -0.7% | 0.0 | 0 | -78,322 | 0 | — |
| ☆IWN funds › | ISHARES TR | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -1,094 | 0 | — |
| ☆VTV funds › | VANGUARD INDEX FDS | EXIT | — | 0.0% | -1.8% | 0.0 | 0 | -25,207 | 0 | — |
| ☆VWO funds › | VANGUARD INTL EQUITY INDEX F | EXIT | — | 0.0% | -1.8% | 0.0 | 0 | -93,617 | 0 | — |
| ☆SCHE funds › | SCHWAB STRATEGIC TR | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -16,790 | 0 | — |
| ☆SCHM funds › | SCHWAB STRATEGIC TR | EXIT | — | 0.0% | -2.4% | 0.0 | 0 | -213,732 | 0 | — |
| ☆VEA funds › | VANGUARD TAX-MANAGED FDS | EXIT | — | 0.0% | -4.0% | 0.0 | 0 | -170,393 | 0 | — |
| ☆VOO funds › | VANGUARD INDEX FDS | EXIT | — | 0.0% | -3.8% | 0.0 | 0 | -17,432 | 0 | — |
| ☆SCHD funds › | SCHWAB STRATEGIC TR | EXIT | — | 0.0% | -0.6% | 0.0 | 0 | -51,662 | 0 | — |
| ☆VBIL funds › | VANGUARD INSTL INDEX FD | EXIT | — | 0.0% | -0.3% | 0.0 | 0 | -9,354 | 0 | — |
| ☆IJR funds › | ISHARES TR | EXIT | — | 0.0% | -0.4% | 0.0 | 0 | -8,511 | 0 | — |
| ☆CVX funds › | CHEVRON CORPORATION | EXIT | — | 0.0% | -0.4% | 0.0 | 0 | -5,705 | 0 | — |
| ☆CAVA funds › | CAVA GROUP INC | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -3,440 | 0 | — |
| ☆NDAQ funds › | NASDAQ INC | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -2,900 | 0 | — |
| ☆SCHA funds › | SCHWAB STRATEGIC TR | EXIT | — | 0.0% | -2.6% | 0.0 | 0 | -247,727 | 0 | — |
| ☆SCHF funds › | SCHWAB STRATEGIC TR | EXIT | — | 0.0% | -0.5% | 0.0 | 0 | -53,447 | 0 | — |
| ☆VXF funds › | VANGUARD INDEX FDS | EXIT | — | 0.0% | -0.3% | 0.0 | 0 | -4,272 | 0 | — |
| ☆SCHZ funds › | SCHWAB STRATEGIC TR | EXIT | — | 0.0% | -1.2% | 0.0 | 0 | -147,061 | 0 | — |
| ☆IEFA funds › | ISHARES TR | EXIT | — | 0.0% | -0.5% | 0.0 | 0 | -15,098 | 0 | — |
| ☆SCHX funds › | SCHWAB STRATEGIC TR | EXIT | — | 0.0% | -0.6% | 0.0 | 0 | -68,628 | 0 | — |
| ☆RSP funds › | INVESCO EXCHANGE TRADED FD T | EXIT | — | 0.0% | -0.7% | 0.0 | 0 | -10,449 | 0 | — |
| ☆PFF funds › | ISHARES TR | EXIT | — | 0.0% | -1.0% | 0.0 | 0 | -93,346 | 0 | — |
| ☆SPY funds › | STATE STR SPDR S&P 500 ETF T | EXIT | — | 0.0% | -1.8% | 0.0 | 0 | -7,704 | 0 | — |
| ☆VIG funds › | VANGUARD SPECIALIZED FUNDS | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -1,748 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 239 | 75 | 0.30 | 45% | 0.031 | 0.075 | — | in |
| 2026Q1 | 275 | 106 | 0.08 | 36% | 0.021 | 0.300 | — | in |
| 2025Q4 | 258 | 104 | 0.30 | 37% | 0.023 | 0.050 | — | in |
| 2025Q3 | 182 | 70 | 0.30 | 46% | 0.033 | 0.063 | — | in |
| 2025Q2 | 226 | 103 | 0.07 | 36% | 0.022 | 0.294 | — | entered |
| 2025Q1 | 190 | 95 | 0.00 | 36% | 0.022 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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