Victrix-Investment-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "HUM",
  "SNOW",
  "MMM",
  "ABT",
  "ABBV",
  "GOOGL",
  null,
  "CAT",
  "AVGO",
  "DUK",
  null,
  "HD",
  "MCD",
  "UNP",
  "META",
  "LHX",
  "MMC",
  "MA",
  "MSFT",
  "TMUS",
  "NDAQ",
  "GE",
  "IJR",
  "ANET",
  "NOC",
  "PANW",
  "IEMG",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "INTC",
  "GEHC",
  "PLTR",
  "LMT",
  "PG",
  "MRK",
  "DGX",
  "REGN",
  null,
  "IEFA",
  "SCHX",
  null,
  "SHEL",
  "RTX",
  "TXN",
  "TGT",
  "VXF",
  "SCHW",
  "VWO",
  null,
  "VIG",
  "TSM",
  "AMD",
  "CAH",
  "AMZN",
  "VEA",
  "VBR",
  "VOO",
  "VTV",
  "V",
  "WMT",
  "SCHD",
  "DVY",
  "SCHG",
  null,
  "SCHF",
  "SCHA",
  "MKL",
  "DIA",
  "GEV",
  "MCK",
  "BAC",
  "BRK-B",
  "BA",
  "CAVA",
  "CVX",
  "CB",
  "CSCO",
  "ED",
  "COST",
  "DE",
  "RSP",
  null,
  "NEE",
  "QQQ",
  "IWM",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-24
Total Holdings: 95
Total Value: 190377330
Accession Number: 0001667731-25-000511
Form Type: 13F-HR
CIK: victrix-investment-advisors
Manager Name: Victrix-Investment-Advisors

Data Enrichment

93% identified

88 identified7 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

95 positions • $190.4M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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NVIDIA CORP

NVDA|67066G104

Shares:82.7K

Value:$8.9M

% of Portfolio:4.7% ($8.9M/$190.4M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:16.6K

Value:$8.7M

% of Portfolio:4.6% ($8.7M/$190.4M)

Apple Inc.

AAPL|037833100

Shares:37.3K

Value:$8.2M

% of Portfolio:4.3% ($8.2M/$190.4M)

AMAZON COM INC

AMZN|023135106

Shares:37.0K

Value:$7.0M

% of Portfolio:3.7% ($7.0M/$190.4M)

922908363

VOO|922908363

Shares:13.7K

Value:$6.9M

% of Portfolio:3.6% ($6.9M/$190.4M)

Alphabet Inc.

GOOGL|02079K305

Shares:45.3K

Value:$6.8M

% of Portfolio:3.6% ($6.8M/$190.4M)

MICROSOFT CORP

MSFT|594918104

Shares:16.1K

Value:$6.1M

% of Portfolio:3.2% ($6.1M/$190.4M)

921943858

VEA|921943858

Shares:116.6K

Value:$5.7M

% of Portfolio:3.0% ($5.7M/$190.4M)

808524607

SCHA|808524607

Shares:227.5K

Value:$5.1M

% of Portfolio:2.7% ($5.1M/$190.4M)

808524508

Shares:186.5K

Value:$4.7M

% of Portfolio:2.5% ($4.7M/$190.4M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:8.6K

Value:$4.7M

% of Portfolio:2.5% ($4.7M/$190.4M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:9.2K

Value:$4.2M

% of Portfolio:2.2% ($4.2M/$190.4M)

3M CO

MMM|88579Y101

Shares:28.9K

Value:$4.1M

% of Portfolio:2.2% ($4.1M/$190.4M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:98.7K

Value:$4.0M

% of Portfolio:2.1% ($4.0M/$190.4M)

922908744

VTV|922908744

Shares:23.0K

Value:$3.8M

% of Portfolio:2.0% ($3.8M/$190.4M)

LOCKHEED MARTIN CORP

LMT|539830109

Shares:8.5K

Value:$3.7M

% of Portfolio:2.0% ($3.7M/$190.4M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:23.1K

Value:$3.7M

% of Portfolio:1.9% ($3.7M/$190.4M)

HOME DEPOT, INC.

HD|437076102

Shares:10.1K

Value:$3.6M

% of Portfolio:1.9% ($3.6M/$190.4M)

Walmart Inc.

WMT|931142103

Shares:41.6K

Value:$3.6M

% of Portfolio:1.9% ($3.6M/$190.4M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:60.8K

Value:$3.6M

% of Portfolio:1.9% ($3.6M/$190.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
NVIDIA CORP(NVDAcusip67066G104)	82.7K	QoQ -1.60% (-1.3K) YoY-	All Managers (Combined)	$8.9M	4.7% ($8.9M/$190.4M)	QoQ -20.75% (-$2.3M) YoY-
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	16.6K	QoQ -0.33% (-56) YoY-	All Managers (Combined)	$8.7M	4.6% ($8.7M/$190.4M)	QoQ +15.49% (-$1.2M) YoY-
Apple Inc.(AAPLcusip037833100)	37.3K	QoQ -0.89% (-336) YoY-	All Managers (Combined)	$8.2M	4.3% ($8.2M/$190.4M)	QoQ -12.90% (-$1.2M) YoY-
AMAZON COM INC(AMZNcusip023135106)	37.0K	QoQ +1.05% (-387) YoY-	All Managers (Combined)	$7.0M	3.7% ($7.0M/$190.4M)	QoQ -13.29% (-$1.1M) YoY-
(VOOcusip922908363)	13.7K	QoQ NEW(+13.7K) YoY-	All Managers (Combined)	$6.9M	3.6% ($6.9M/$190.4M)	QoQ NEW(+$6.9M) YoY-
Alphabet Inc.(GOOGLcusip02079K305)	45.3K	QoQ +2.88% (-1.3K) YoY-	All Managers (Combined)	$6.8M	3.6% ($6.8M/$190.4M)	QoQ -17.83% (-$1.5M) YoY-
MICROSOFT CORP(MSFTcusip594918104)	16.1K	QoQ +5.36% (-820) YoY-	All Managers (Combined)	$6.1M	3.2% ($6.1M/$190.4M)	QoQ -5.87% (-$378.3K) YoY-
(VEAcusip921943858)	116.6K	QoQ NEW(+116.6K) YoY-	All Managers (Combined)	$5.7M	3.0% ($5.7M/$190.4M)	QoQ NEW(+$5.7M) YoY-
(SCHAcusip808524607)	227.5K	QoQ NEW(+227.5K) YoY-	All Managers (Combined)	$5.1M	2.7% ($5.1M/$190.4M)	QoQ NEW(+$5.1M) YoY-
(cusip808524508)✕	186.5K	QoQ NEW(+186.5K) YoY-	All Managers (Combined)	$4.7M	2.5% ($4.7M/$190.4M)	QoQ NEW(+$4.7M) YoY-
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	8.6K	QoQ NEW(+8.6K) YoY-	All Managers (Combined)	$4.7M	2.5% ($4.7M/$190.4M)	QoQ NEW(+$4.7M) YoY-
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	9.2K	QoQ NEW(+9.2K) YoY-	All Managers (Combined)	$4.2M	2.2% ($4.2M/$190.4M)	QoQ NEW(+$4.2M) YoY-
3M CO(MMMcusip88579Y101)	28.9K	QoQ -0.10% (-31) YoY-	All Managers (Combined)	$4.1M	2.2% ($4.1M/$190.4M)	QoQ +9.56% (-$357.3K) YoY-
BANK OF AMERICA CORP /DE/(BACcusip060505104)	98.7K	QoQ -5.78% (-6.1K) YoY-	All Managers (Combined)	$4.0M	2.1% ($4.0M/$190.4M)	QoQ -12.85% (-$591.9K) YoY-
(VTVcusip922908744)	23.0K	QoQ NEW(+23.0K) YoY-	All Managers (Combined)	$3.8M	2.0% ($3.8M/$190.4M)	QoQ NEW(+$3.8M) YoY-
LOCKHEED MARTIN CORP(LMTcusip539830109)	8.5K	QoQ +7.53% (-599) YoY-	All Managers (Combined)	$3.7M	2.0% ($3.7M/$190.4M)	QoQ -3.73% (-$144.2K) YoY-
JOHNSON & JOHNSON(JNJcusip478160104)	23.1K	QoQ +0.59% (+137) YoY-	All Managers (Combined)	$3.7M	1.9% ($3.7M/$190.4M)	QoQ +10.95% (+$364.3K) YoY-
HOME DEPOT, INC.(HDcusip437076102)	10.1K	QoQ +3.27% (-320) YoY-	All Managers (Combined)	$3.6M	1.9% ($3.6M/$190.4M)	QoQ -5.04% (-$192.0K) YoY-
Walmart Inc.(WMTcusip931142103)	41.6K	QoQ -1.25% (-529) YoY-	All Managers (Combined)	$3.6M	1.9% ($3.6M/$190.4M)	QoQ -5.31% (-$202.4K) YoY-
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	60.8K	QoQ -1.70% (-1.1K) YoY-	All Managers (Combined)	$3.6M	1.9% ($3.6M/$190.4M)	QoQ -2.39% (-$87.5K) YoY-