Sponsored

The Analysis of Victrix Investment Advisors's Holdings & P&L

Currently, Victrix Investment Advisors holds 106 types of securities in its portfolio with a total value $275.4M. In the most recent quarter, they have increased their positions in N/A (+19.3K shares, valued at $9.3M), VEA (+24.4K shares, valued at $1.6M), MSFT (+4.0K shares, valued at $1.5M); decreased their positions in TSM (-1.8K shares, valued at $609.0K), N/A (-1.0K shares, valued at $585.9K), SCHX (-7.6K shares, valued at $194.1K); initiated new positions in N/A (+19.3K shares, valued at $9.3M), VUSB (+10.4K shares, valued at $517.1K), AMGN (+901 shares, valued at $317.0K).

1M P&L

+12.6M+5.17%

3M P&L

+16.5M+6.86%

HY P&L

+33.6M+15.07%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A62.6M

27.7%

2Semiconductors22.1M

9.8%

3Aerospace & Defense16.1M

7.1%

Top Industries by Stock Count

1N/A30 stocks

31.6%

2Semiconductors5 stocks

5.3%

3Aerospace & Defense5 stocks

5.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION75.3K shares0.40%2026-03-312026-04-09

ALPHABET INC ALPHABET INC44.4K shares0.27%2026-03-312026-04-09

VEA VANGUARD TAX-MANAGED FDS170.4K shares16.70%2026-03-312026-04-09

VANGUARD INDEX FDS VANGUARD INDEX FDS17.4K shares7.51%2026-03-312026-04-09

AAPL APPLE INC40.7K shares3.16%2026-03-312026-04-09

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL19.3K sharesnew addition2026-03-312026-04-09

AMZN AMAZON COM INC42.3K shares8.71%2026-03-312026-04-09

MSFT MICROSOFT CORP22.6K shares21.39%2026-03-312026-04-09

Sponsored

LMT LOCKHEED MARTIN CORP12.0K shares-0.02%2026-03-312026-04-09

SCHA SCHWAB STRATEGIC TR247.7K shares5.31%2026-03-312026-04-09

SCHM SCHWAB STRATEGIC TR213.7K shares5.38%2026-03-312026-04-09

JNJ JOHNSON & JOHNSON25.7K shares6.90%2026-03-312026-04-09

UNH UNITEDHEALTH GROUP INC21.6K shares18.86%2026-03-312026-04-09

WMT WALMART INC44.5K shares0.20%2026-03-312026-04-09

CSCO CISCO SYS INC69.4K shares4.60%2026-03-312026-04-09

INVESCO QQQ TR INVESCO QQQ TR8.8K shares-10.32%2026-03-312026-04-09

Sponsored

VWO VANGUARD INTL EQUITY INDEX F93.6K shares34.09%2026-03-312026-04-09

SPY STATE STR SPDR S&P 500 ETF T7.7K shares-3.25%2026-03-312026-04-09

VTV VANGUARD INDEX FDS25.2K shares1.78%2026-03-312026-04-09

BA BOEING CO24.0K shares4.35%2026-03-312026-04-09

MMM 3M CO32.9K shares2.52%2026-03-312026-04-09

BAC BANK AMERICA CORP89.4K shares1.52%2026-03-312026-04-09

SCHW SCHWAB CHARLES CORP45.3K shares4.27%2026-03-312026-04-09

HD HOME DEPOT INC12.6K shares5.21%2026-03-312026-04-09

Sponsored

CB CHUBB LTD SWITZ12.5K shares0.10%2026-03-312026-04-09

V VISA INC13.3K shares10.52%2026-03-312026-04-09

META META PLATFORMS INC6.9K shares15.91%2026-03-312026-04-09

CAT CATERPILLAR INC5.4K shares-3.73%2026-03-312026-04-09

REGN REGENERON PHARMACEUTICALS4.8K shares-2.73%2026-03-312026-04-09

JPM JPMORGAN CHASE & CO12.4K shares3.16%2026-03-312026-04-09

INTC INTEL CORP79.0K shares-2.66%2026-03-312026-04-09

SCHZ SCHWAB STRATEGIC TR147.1K shares7.87%2026-03-312026-04-09

Sponsored

TXN TEXAS INSTRS INC16.0K shares5.41%2026-03-312026-04-09

ASML ASML HLDG NV2.3K shares8.14%2026-03-312026-04-09

MERCK & CO INC MERCK & CO INC24.7K shares1.53%2026-03-312026-04-09

PFF ISHARES TR93.3K shares-0.06%2026-03-312026-04-09

DIS DISNEY WALT CO27.8K shares6.76%2026-03-312026-04-09

NEE NEXTERA ENERGY INC25.4K shares9.15%2026-03-312026-04-09

ABBV ABBVIE INC9.4K shares-5.81%2026-03-312026-04-09

XOM EXXON MOBIL CORP12.0K shares-1.73%2026-03-312026-04-09

Sponsored

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW15.5K shares8.76%2026-03-312026-04-09

TGT TARGET CORP16.6K shares2.17%2026-03-312026-04-09

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T10.4K shares0.11%2026-03-312026-04-09

GE AEROSPACE GE AEROSPACE7.1K shares3.58%2026-03-312026-04-09

SCHJ SCHWAB STRATEGIC TR78.3K shares9.06%2026-03-312026-04-09

SHEL SHELL PLC20.7K shares3.97%2026-03-312026-04-09

GS GOLDMAN SACHS GROUP INC2.2K shares-3.24%2026-03-312026-04-09

SCHX SCHWAB STRATEGIC TR68.6K shares-9.93%2026-03-312026-04-09

Sponsored

TSM TAIWAN SEMICONDUCTOR MANUFAC5.0K shares-26.51%2026-03-312026-04-09

NOC NORTHROP GRUMMAN CORP2.4K shares-0.81%2026-03-312026-04-09

ALPHABET INC ALPHABET INC5.6K shares5.16%2026-03-312026-04-09

SCHD SCHWAB STRATEGIC TR51.7K shares-3.35%2026-03-312026-04-09

IEFA ISHARES TR15.1K shares6.04%2026-03-312026-04-09

SCHF SCHWAB STRATEGIC TR53.4K shares-6.24%2026-03-312026-04-09

AXP AMERICAN EXPRESS CO4.4K shares0.25%2026-03-312026-04-09

LLY ELI LILLY & CO1.3K shares3.44%2026-03-312026-04-09

Sponsored

RTX RTX CORPORATION6.3K shares-1.49%2026-03-312026-04-09

CVX CHEVRON CORPORATION5.7K shares1.13%2026-03-312026-04-09

LHX L3HARRIS TECHNOLOGIES INC3.4K shares31.41%2026-03-312026-04-09

IJR ISHARES TR8.5K shares12.27%2026-03-312026-04-09

COST COSTCO WHOLESALE CORPORATION925 shares10.65%2026-03-312026-04-09

MCK MCKESSON CORP1.1K shares-1.85%2026-03-312026-04-09

BROADCOM INC BROADCOM INC3.0K shares32.41%2026-03-312026-04-09

SNOW SNOWFLAKE INC6.1K shares13.68%2026-03-312026-04-09

Sponsored

GEV GE VERNOVA INC1.0K shares17.78%2026-03-312026-04-09

PLTR PALANTIR TECHNOLOGIES INC6.2K shares-3.00%2026-03-312026-04-09

VBR VANGUARD INDEX FDS4.1K shares15.80%2026-03-312026-04-09

VXF VANGUARD INDEX FDS4.3K shares-2.84%2026-03-312026-04-09

IEMG ISHARES INC11.6K shares-0.34%2026-03-312026-04-09

MA MASTERCARD INCORPORATED1.6K shares2.70%2026-03-312026-04-09

TSLA TESLA INC2.1K shares6.82%2026-03-312026-04-09

VBIL VANGUARD INSTL INDEX FD9.4K shares223.11%2026-03-312026-04-09

Sponsored

AMD ADVANCED MICRO DEVICES INC3.3K shares-4.61%2026-03-312026-04-09

MKL MARKEL GROUP INC310 shares0.00%2026-03-312026-04-09

SCHE SCHWAB STRATEGIC TR16.8K shares7.78%2026-03-312026-04-09

CAH CARDINAL HEALTH INC2.6K shares0.00%2026-03-312026-04-09

VGIT VANGUARD SCOTTSDALE FDS9.2K shares148.74%2026-03-312026-04-09

VUSB VANGUARD BD INDEX FDS10.4K sharesnew addition2026-03-312026-04-09

SYK STRYKER CORPORATION1.3K shares0.00%2026-03-312026-04-09

ARISTA NETWORKS INC ARISTA NETWORKS INC3.3K shares0.09%2026-03-312026-04-09

Sponsored

DE DEERE & CO704 shares-0.98%2026-03-312026-04-09

DIA STATE STR SPDR DOW JONES IND816 shares-10.92%2026-03-312026-04-09

VIG VANGUARD SPECIALIZED FUNDS1.7K shares0.11%2026-03-312026-04-09

MCD MCDONALDS CORP1.1K shares9.38%2026-03-312026-04-09

SCHG SCHWAB STRATEGIC TR11.1K shares1.99%2026-03-312026-04-09

AMGN AMGEN INC901 sharesnew addition2026-03-312026-04-09

FLTR VANECK ETF TRUST12.4K sharesnew addition2026-03-312026-04-09

ED CONSOLIDATED EDISON INC2.7K shares-7.72%2026-03-312026-04-09

Sponsored

SMH VANECK ETF TRUST768 sharesnew addition2026-03-312026-04-09

UNP UNION PAC CORP1.2K shares1.73%2026-03-312026-04-09

CAVA CAVA GROUP INC3.4K shares-25.49%2026-03-312026-04-09

DVY ISHARES TR1.8K shares-14.15%2026-03-312026-04-09

VUG VANGUARD INDEX FDS626 shares12.59%2026-03-312026-04-09

AMAT APPLIED MATLS INC756 sharesnew addition2026-03-312026-04-09

DGX QUEST DIAGNOSTICS INC1.3K shares0.00%2026-03-312026-04-09

PANW PALO ALTO NETWORKS INC1.6K shares-1.24%2026-03-312026-04-09

Sponsored

ABT ABBOTT LABORATORIES2.4K shares-3.94%2026-03-312026-04-09

NDAQ NASDAQ INC2.9K shares0.00%2026-03-312026-04-09

MAR MARRIOTT INTL INC NEW702 shares0.00%2026-03-312026-04-09

CRWD CROWDSTRIKE HLDGS INC572 sharesnew addition2026-03-312026-04-09

GEHC GE HEALTHCARE TECHNOLOGIES I3.1K shares0.55%2026-03-312026-04-09

TEVA TEVA PHARMACEUTICAL INDS LTD7.2K sharesnew addition2026-03-312026-04-09

CMI CUMMINS INC400 shares0.00%2026-03-312026-04-09

PG PROCTER & GAMBLE CO1.5K shares-6.29%2026-03-312026-04-09

Sponsored

IWN ISHARES TR1.1K sharesnew addition2026-03-312026-04-09

IVV ISHARES TR316 shares0.00%2026-03-312026-04-09

NVDA

NVIDIA CORPORATION

0.40%

Shares75.3K

Event2026-03-31

Filed2026-04-09

ALPHABET INC

0.27%

Shares44.4K

Event2026-03-31

Filed2026-04-09

VEA

VANGUARD TAX-MANAGED FDS

16.70%

Shares170.4K

Event2026-03-31

Filed2026-04-09

VANGUARD INDEX FDS

7.51%

Shares17.4K

Event2026-03-31

Filed2026-04-09

AAPL

APPLE INC

3.16%

Shares40.7K

Event2026-03-31

Filed2026-04-09

BERKSHIRE HATHAWAY INC DEL

New

Shares19.3K

Event2026-03-31

Filed2026-04-09

AMZN

AMAZON COM INC

8.71%

Shares42.3K

Event2026-03-31

Filed2026-04-09

MSFT

MICROSOFT CORP

21.39%

Shares22.6K

Event2026-03-31

Filed2026-04-09

LMT

LOCKHEED MARTIN CORP

-0.02%

Shares12.0K

Event2026-03-31

Filed2026-04-09

SCHA

SCHWAB STRATEGIC TR

5.31%

Shares247.7K

Event2026-03-31

Filed2026-04-09

SCHM

SCHWAB STRATEGIC TR

5.38%

Shares213.7K

Event2026-03-31

Filed2026-04-09

JNJ

JOHNSON & JOHNSON

6.90%

Shares25.7K

Event2026-03-31

Filed2026-04-09

UNH

UNITEDHEALTH GROUP INC

18.86%

Shares21.6K

Event2026-03-31

Filed2026-04-09

WMT

WALMART INC

0.20%

Shares44.5K

Event2026-03-31

Filed2026-04-09

CSCO

CISCO SYS INC

4.60%

Shares69.4K

Event2026-03-31

Filed2026-04-09

INVESCO QQQ TR

-10.32%

Shares8.8K

Event2026-03-31

Filed2026-04-09

VWO

VANGUARD INTL EQUITY INDEX F

34.09%

Shares93.6K

Event2026-03-31

Filed2026-04-09

SPY

STATE STR SPDR S&P 500 ETF T

-3.25%

Shares7.7K

Event2026-03-31

Filed2026-04-09

VTV

VANGUARD INDEX FDS

1.78%

Shares25.2K

Event2026-03-31

Filed2026-04-09

BOEING CO

4.35%

Shares24.0K

Event2026-03-31

Filed2026-04-09

MMM

3M CO

2.52%

Shares32.9K

Event2026-03-31

Filed2026-04-09

BAC

BANK AMERICA CORP

1.52%

Shares89.4K

Event2026-03-31

Filed2026-04-09

SCHW

SCHWAB CHARLES CORP

4.27%

Shares45.3K

Event2026-03-31

Filed2026-04-09

HOME DEPOT INC

5.21%

Shares12.6K

Event2026-03-31

Filed2026-04-09

CHUBB LTD SWITZ

0.10%

Shares12.5K

Event2026-03-31

Filed2026-04-09

VISA INC

10.52%

Shares13.3K

Event2026-03-31

Filed2026-04-09

META

META PLATFORMS INC

15.91%

Shares6.9K

Event2026-03-31

Filed2026-04-09

CAT

CATERPILLAR INC

-3.73%

Shares5.4K

Event2026-03-31

Filed2026-04-09

REGN

REGENERON PHARMACEUTICALS

-2.73%

Shares4.8K

Event2026-03-31

Filed2026-04-09

JPM

JPMORGAN CHASE & CO

3.16%

Shares12.4K

Event2026-03-31

Filed2026-04-09

INTC

INTEL CORP

-2.66%

Shares79.0K

Event2026-03-31

Filed2026-04-09

SCHZ

SCHWAB STRATEGIC TR

7.87%

Shares147.1K

Event2026-03-31

Filed2026-04-09

TXN

TEXAS INSTRS INC

5.41%

Shares16.0K

Event2026-03-31

Filed2026-04-09

ASML

ASML HLDG NV

8.14%

Shares2.3K

Event2026-03-31

Filed2026-04-09

MERCK & CO INC

1.53%

Shares24.7K

Event2026-03-31

Filed2026-04-09

PFF

ISHARES TR

-0.06%

Shares93.3K

Event2026-03-31

Filed2026-04-09

DIS

DISNEY WALT CO

6.76%

Shares27.8K

Event2026-03-31

Filed2026-04-09

NEE

NEXTERA ENERGY INC

9.15%

Shares25.4K

Event2026-03-31

Filed2026-04-09

ABBV

ABBVIE INC

-5.81%

Shares9.4K

Event2026-03-31

Filed2026-04-09

XOM

EXXON MOBIL CORP

-1.73%

Shares12.0K

Event2026-03-31

Filed2026-04-09

DUKE ENERGY CORP NEW

8.76%

Shares15.5K

Event2026-03-31

Filed2026-04-09

TGT

TARGET CORP

2.17%

Shares16.6K

Event2026-03-31

Filed2026-04-09

INVESCO EXCHANGE TRADED FD T

0.11%

Shares10.4K

Event2026-03-31

Filed2026-04-09

GE AEROSPACE

3.58%

Shares7.1K

Event2026-03-31

Filed2026-04-09

SCHJ

SCHWAB STRATEGIC TR

9.06%

Shares78.3K

Event2026-03-31

Filed2026-04-09

SHEL

SHELL PLC

3.97%

Shares20.7K

Event2026-03-31

Filed2026-04-09

GOLDMAN SACHS GROUP INC

-3.24%

Shares2.2K

Event2026-03-31

Filed2026-04-09

SCHX

SCHWAB STRATEGIC TR

-9.93%

Shares68.6K

Event2026-03-31

Filed2026-04-09

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-26.51%

Shares5.0K

Event2026-03-31

Filed2026-04-09

NOC

NORTHROP GRUMMAN CORP

-0.81%

Shares2.4K

Event2026-03-31

Filed2026-04-09

ALPHABET INC

5.16%

Shares5.6K

Event2026-03-31

Filed2026-04-09

SCHD

SCHWAB STRATEGIC TR

-3.35%

Shares51.7K

Event2026-03-31

Filed2026-04-09

IEFA

ISHARES TR

6.04%

Shares15.1K

Event2026-03-31

Filed2026-04-09

SCHF

SCHWAB STRATEGIC TR

-6.24%

Shares53.4K

Event2026-03-31

Filed2026-04-09

AXP

AMERICAN EXPRESS CO

0.25%

Shares4.4K

Event2026-03-31

Filed2026-04-09

LLY

ELI LILLY & CO

3.44%

Shares1.3K

Event2026-03-31

Filed2026-04-09

RTX

RTX CORPORATION

-1.49%

Shares6.3K

Event2026-03-31

Filed2026-04-09

CVX

CHEVRON CORPORATION

1.13%

Shares5.7K

Event2026-03-31

Filed2026-04-09

LHX

L3HARRIS TECHNOLOGIES INC

31.41%

Shares3.4K

Event2026-03-31

Filed2026-04-09

IJR

ISHARES TR

12.27%

Shares8.5K

Event2026-03-31

Filed2026-04-09

COST

COSTCO WHOLESALE CORPORATION

10.65%

Shares925

Event2026-03-31

Filed2026-04-09

MCK

MCKESSON CORP

-1.85%

Shares1.1K

Event2026-03-31

Filed2026-04-09

BROADCOM INC

32.41%

Shares3.0K

Event2026-03-31

Filed2026-04-09

SNOW

SNOWFLAKE INC

13.68%

Shares6.1K

Event2026-03-31

Filed2026-04-09

GEV

GE VERNOVA INC

17.78%

Shares1.0K

Event2026-03-31

Filed2026-04-09

PLTR

PALANTIR TECHNOLOGIES INC

-3.00%

Shares6.2K

Event2026-03-31

Filed2026-04-09

VBR

VANGUARD INDEX FDS

15.80%

Shares4.1K

Event2026-03-31

Filed2026-04-09

VXF

VANGUARD INDEX FDS

-2.84%

Shares4.3K

Event2026-03-31

Filed2026-04-09

IEMG

ISHARES INC

-0.34%

Shares11.6K

Event2026-03-31

Filed2026-04-09

MASTERCARD INCORPORATED

2.70%

Shares1.6K

Event2026-03-31

Filed2026-04-09

TSLA

TESLA INC

6.82%

Shares2.1K

Event2026-03-31

Filed2026-04-09

VBIL

VANGUARD INSTL INDEX FD

223.11%

Shares9.4K

Event2026-03-31

Filed2026-04-09

AMD

ADVANCED MICRO DEVICES INC

-4.61%

Shares3.3K

Event2026-03-31

Filed2026-04-09

MKL

MARKEL GROUP INC

0.00%

Shares310

Event2026-03-31

Filed2026-04-09

SCHE

SCHWAB STRATEGIC TR

7.78%

Shares16.8K

Event2026-03-31

Filed2026-04-09

CAH

CARDINAL HEALTH INC

0.00%

Shares2.6K

Event2026-03-31

Filed2026-04-09

VGIT

VANGUARD SCOTTSDALE FDS

148.74%

Shares9.2K

Event2026-03-31

Filed2026-04-09

VUSB

VANGUARD BD INDEX FDS

New

Shares10.4K

Event2026-03-31

Filed2026-04-09

SYK

STRYKER CORPORATION

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-09

ARISTA NETWORKS INC

0.09%

Shares3.3K

Event2026-03-31

Filed2026-04-09

DEERE & CO

-0.98%

Shares704

Event2026-03-31

Filed2026-04-09

DIA

STATE STR SPDR DOW JONES IND

-10.92%

Shares816

Event2026-03-31

Filed2026-04-09

VIG

VANGUARD SPECIALIZED FUNDS

0.11%

Shares1.7K

Event2026-03-31

Filed2026-04-09

MCD

MCDONALDS CORP

9.38%

Shares1.1K

Event2026-03-31

Filed2026-04-09

SCHG

SCHWAB STRATEGIC TR

1.99%

Shares11.1K

Event2026-03-31

Filed2026-04-09

AMGN

AMGEN INC

New

Shares901

Event2026-03-31

Filed2026-04-09

FLTR

VANECK ETF TRUST

New

Shares12.4K

Event2026-03-31

Filed2026-04-09

CONSOLIDATED EDISON INC

-7.72%

Shares2.7K

Event2026-03-31

Filed2026-04-09

SMH

VANECK ETF TRUST

New

Shares768

Event2026-03-31

Filed2026-04-09

UNP

UNION PAC CORP

1.73%

Shares1.2K

Event2026-03-31

Filed2026-04-09

CAVA

CAVA GROUP INC

-25.49%

Shares3.4K

Event2026-03-31

Filed2026-04-09

DVY

ISHARES TR

-14.15%

Shares1.8K

Event2026-03-31

Filed2026-04-09

VUG

VANGUARD INDEX FDS

12.59%

Shares626

Event2026-03-31

Filed2026-04-09

AMAT

APPLIED MATLS INC

New

Shares756

Event2026-03-31

Filed2026-04-09

DGX

QUEST DIAGNOSTICS INC

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-09

PANW

PALO ALTO NETWORKS INC

-1.24%

Shares1.6K

Event2026-03-31

Filed2026-04-09

ABT

ABBOTT LABORATORIES

-3.94%

Shares2.4K

Event2026-03-31

Filed2026-04-09

NDAQ

NASDAQ INC

0.00%

Shares2.9K

Event2026-03-31

Filed2026-04-09

MAR

MARRIOTT INTL INC NEW

0.00%

Shares702

Event2026-03-31

Filed2026-04-09

CRWD

CROWDSTRIKE HLDGS INC

New

Shares572

Event2026-03-31

Filed2026-04-09

GEHC

GE HEALTHCARE TECHNOLOGIES I

0.55%

Shares3.1K

Event2026-03-31

Filed2026-04-09

TEVA

TEVA PHARMACEUTICAL INDS LTD

New

Shares7.2K

Event2026-03-31

Filed2026-04-09

CMI

CUMMINS INC

0.00%

Shares400

Event2026-03-31

Filed2026-04-09

PROCTER & GAMBLE CO

-6.29%

Shares1.5K

Event2026-03-31

Filed2026-04-09

IWN

ISHARES TR

New

Shares1.1K

Event2026-03-31

Filed2026-04-09

IVV

ISHARES TR

0.00%

Shares316

Event2026-03-31

Filed2026-04-09

Call Option Holdings

SQFTW Call CallPRESIDIO PPTY TR INC12.6K sharesnew addition2026-03-312026-04-09

SQFTW Call

PRESIDIO PPTY TR INC

New

Shares12.6K

Event2026-03-31

Filed2026-04-09

Put Option Holdings

No put option holdings data available