🎉 Founding Member Beta — Join our Discord and get 3 months of Pro free. Learn more →

Victrix Investment Advisors 13F Filings, Portfolio & Analysis

CIK: 0002055229
Stuart 823 Se Osceola St
Zip Code: 34994
Latest Portfolio Value
$245.87 M
+3.07%
Total Holdings
74
-1
Latest Report Date
Q3 2026
Top 10 Concentration
47.72%

Victrix Investment Advisors — Portfolio Overview & Company Profile

Victrix Investment Advisors (CIK: 0002055229) is a financial institution headquartered at 823 Se Osceola St, , Stuart, Florida 34994. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2026-09-30), the institution manages a portfolio valued at $245.87 M, comprising 74 distinct securities. Over its filing history, it has submitted 8 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q3 2026 — Top-10 concentration: 47.7%. Quarterly turnover: 2.1%. ▲ 3 new, +40 added, −20 reduced, ×5 exited.

Portfolio Summary (Q3 2026)

Top Buys

Q3 2026

Top Sells

Q3 2026

Asset Allocation

Stocks/ETFs
+3.04%
$245.8 M 99.97%
Options
+100.00%
$75,827 0.03%
Debt
$0 0.00%
Other
-29.51%
$129 0.00%

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q3 2026)

Name Shares Market Value Weight Change Activity
77,584 $17.72 M 7.21% ▲ 267 Add 0.4%
49,689 $17.08 M 6.95% ▲ 5,651 Add 12.8%
28,789 $14.77 M 6.01% ▲ 1,194 Add 4.3%
41,914 $13.96 M 5.68% ▲ 624 Add 1.5%
46,527 $11.59 M 4.71% ▲ 1,473 Add 3.3%
21,923 $10.92 M 4.44% ▲ 888 Add 4.2%
23,629 $8.67 M 3.53% ▲ 186 Add 0.8%
28,505 $7.55 M 3.07% ▲ 437 Add 1.6%
70,111 $7.55 M 3.07% ▲ 48 Add 0.1%
10,345 $7.5 M 3.05% ▲ 756 Add 7.9%

Historical Portfolio Charts