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Victrix Investment Advisors

Portfolio Manager
Victrix Investment Advisors
Performance
-3.89% (2026 Q1)
AUM (13F)
$275.39M
# of Holdings
106
Performance Rank
Allocation (Top 20)
55.55%

Victrix Investment Advisors Holdings Map

Top 50 Victrix Investment Advisors Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
NVDA
NVIDIA CORPORATION
4.77%75.3K$13.1M
+0.40%(+301)
2025-Q1: 82.7K shares2025-Q2: 86.1K shares2025-Q3: 76.7K shares2025-Q4: 75.0K shares2026-Q1: 75.3K shares
$128.31(+53.14%)
2026-03-31
GOOGL
ALPHABET INC
4.63%44.4K$12.8M
+0.27%(+120)
2025-Q1: 45.3K shares2025-Q2: 46.2K shares2025-Q3: 46.6K shares2025-Q4: 44.3K shares2026-Q1: 44.4K shares
$178.13(+118.06%)
2026-03-31
VEA
VANGUARD TAX-MANAGED FDS
3.96%170.4K$10.9M
+16.70%(+24.38K)
2025-Q1: 116.6K shares2025-Q2: 130.5K shares2025-Q3: 0 shares2025-Q4: 146.0K shares2026-Q1: 170.4K shares
$52.79(+30.67%)
2026-03-31
VOO
VANGUARD INDEX FDS
3.78%17.4K$10.4M
+7.51%(+1.22K)
2025-Q1: 13.7K shares2025-Q2: 14.8K shares2025-Q3: 0 shares2025-Q4: 16.2K shares2026-Q1: 17.4K shares
$540.73(+23.04%)
2026-03-31
AAPL
APPLE INC
3.75%40.7K$10.3M
+3.16%(+1.25K)
2025-Q1: 37.3K shares2025-Q2: 38.4K shares2025-Q3: 41.0K shares2025-Q4: 39.4K shares2026-Q1: 40.7K shares
$240.86(+17.98%)
2026-03-31
BRK.B
BERKSHIRE HATHAWAY INC DEL
3.36%19.3K$9.3Mnew2025-Q1: 16.6K shares2025-Q2: 17.0K shares2025-Q3: 18.0K shares2025-Q4: 0 shares2026-Q1: 19.3K shares
$462.07(+0.75%)
2026-03-31
AMZN
AMAZON COM INC
3.2%42.3K$8.8M
+8.71%(+3.39K)
2025-Q1: 37.0K shares2025-Q2: 37.9K shares2025-Q3: 38.9K shares2025-Q4: 39.0K shares2026-Q1: 42.3K shares
$204.70(+33.64%)
2026-03-31
MSFT
MICROSOFT CORP
3.04%22.6K$8.4M
+21.39%(+3.99K)
2025-Q1: 16.1K shares2025-Q2: 18.3K shares2025-Q3: 18.6K shares2025-Q4: 18.7K shares2026-Q1: 22.6K shares
$427.68(-3.81%)
2026-03-31
LMT
LOCKHEED MARTIN CORP
2.64%12.0K$7.3M
-0.02%(-2)
2025-Q1: 8.5K shares2025-Q2: 10.3K shares2025-Q3: 11.5K shares2025-Q4: 12.0K shares2026-Q1: 12.0K shares
$512.47(-0.69%)
2026-03-31
SCHA
SCHWAB STRATEGIC TR
2.62%247.7K$7.2M
+5.31%(+12.50K)
2025-Q1: 227.5K shares2025-Q2: 220.3K shares2025-Q3: 0 shares2025-Q4: 235.2K shares2026-Q1: 247.7K shares
$25.07(+32.24%)
2026-03-31

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