Institutional Fund
Victrix Investment Advisors
Stuart, FLCIK 20552295 filings on record
Portfolio Value
$275.39M
Q1 2026
Holdings
106
Reported positions
New Buys
9
Opened this quarter
QoQ Change
+6.6%
from $258.22M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Nvidia Corporation4.8%
- Alphabet Inc4.6%
- Vanguard Tax-Managed Fds4.0%
- Vanguard Index Fds3.8%
- Apple Inc3.7%
- Berkshire Hathaway Inc Del3.4%
- Other75.7%
Portfolio Holdings
106 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 75.3K | $13.13M | 4.8% | +301 | Added |
| 2 | Alphabet Inc | 44.4K | $12.76M | 4.6% | +120 | Added |
| 3 | Vanguard Tax-Managed Fds | 170.4K | $10.92M | 4.0% | +24.4K | Added |
| 4 | Vanguard Index Fds | 17.4K | $10.42M | 3.8% | +1.2K | Added |
| 5 | Apple Inc | 40.7K | $10.32M | 3.7% | +1.2K | Added |
| 6 | Berkshire Hathaway Inc Del | 19.3K | $9.26M | 3.4% | +19.3K | New |
| 7 | Amazon Com Inc | 42.3K | $8.82M | 3.2% | +3.4K | Added |
| 8 | Microsoft Corp | 22.6K | $8.38M | 3.0% | +4.0K | Added |
| 9 | Lockheed Martin Corp | 12.0K | $7.27M | 2.6% | −2 | Reduced |
| 10 | Schwab Strategic Tr | 247.7K | $7.20M | 2.6% | +12.5K | Added |
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