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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Chubb Ltd

CB|H1467J104

Shares:11.8K

Value:$3.5M

% of Portfolio:1.8% ($3.5M/$190.4M)

VISA INC.

V|92826C839

Shares:9.6K

Value:$3.3M

% of Portfolio:1.7% ($3.3M/$190.4M)

SCHWAB CHARLES CORP

SCHW|808513105

Shares:43.2K

Value:$3.2M

% of Portfolio:1.7% ($3.2M/$190.4M)

REGENERON PHARMACEUTICALS, INC.

REGN|75886F107

Shares:4.9K

Value:$3.1M

% of Portfolio:1.6% ($3.1M/$190.4M)

Meta Platforms, Inc.

META|30303M102

Shares:5.3K

Value:$3.0M

% of Portfolio:1.6% ($3.0M/$190.4M)

BOEING CO

BA|097023105

Shares:17.3K

Value:$2.8M

% of Portfolio:1.5% ($2.8M/$190.4M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:5.6K

Value:$2.8M

% of Portfolio:1.5% ($2.8M/$190.4M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:11.5K

Value:$2.8M

% of Portfolio:1.5% ($2.8M/$190.4M)

464288687

Shares:89.3K

Value:$2.7M

% of Portfolio:1.4% ($2.7M/$190.4M)

922042858

VWO|922042858

Shares:57.8K

Value:$2.5M

% of Portfolio:1.3% ($2.5M/$190.4M)

808524839

Shares:104.0K

Value:$2.4M

% of Portfolio:1.2% ($2.4M/$190.4M)

TEXAS INSTRUMENTS INC

TXN|882508104

Shares:12.7K

Value:$2.2M

% of Portfolio:1.2% ($2.2M/$190.4M)

Walt Disney Co

DIS|254687106

Shares:23.6K

Value:$2.2M

% of Portfolio:1.2% ($2.2M/$190.4M)

808524201

SCHX|808524201

Shares:97.2K

Value:$2.0M

% of Portfolio:1.1% ($2.0M/$190.4M)

46137V357

RSP|46137V357

Shares:11.2K

Value:$1.9M

% of Portfolio:1.0% ($1.9M/$190.4M)

CATERPILLAR INC

CAT|149123101

Shares:5.8K

Value:$1.9M

% of Portfolio:1.0% ($1.9M/$190.4M)

Merck & Co., Inc.

MRK|58933Y105

Shares:21.6K

Value:$1.8M

% of Portfolio:1.0% ($1.8M/$190.4M)

AbbVie Inc.

ABBV|00287Y109

Shares:8.8K

Value:$1.8M

% of Portfolio:1.0% ($1.8M/$190.4M)

INTEL CORP

INTC|458140100

Shares:80.1K

Value:$1.7M

% of Portfolio:0.9% ($1.7M/$190.4M)

808524797

SCHD|808524797

Shares:57.9K

Value:$1.6M

% of Portfolio:0.8% ($1.6M/$190.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Chubb Ltd(CBcusipH1467J104)	11.8K	QoQ -2.36% (-286) YoY-	All Managers (Combined)	$3.5M	1.8% ($3.5M/$190.4M)	QoQ +4.31% (-$144.3K) YoY-
VISA INC.(Vcusip92826C839)	9.6K	QoQ +1.11% (+106) YoY-	All Managers (Combined)	$3.3M	1.7% ($3.3M/$190.4M)	QoQ +10.10% (+$303.9K) YoY-
SCHWAB CHARLES CORP(SCHWcusip808513105)	43.2K	QoQ -1.46% (-641) YoY-	All Managers (Combined)	$3.2M	1.7% ($3.2M/$190.4M)	QoQ -0.29% (-$9.7K) YoY-
REGENERON PHARMACEUTICALS, INC.(REGNcusip75886F107)	4.9K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$3.1M	1.6% ($3.1M/$190.4M)	QoQ -10.96% (-$382.7K) YoY-
Meta Platforms, Inc.(METAcusip30303M102)	5.3K	QoQ +13.87% (+644) YoY-	All Managers (Combined)	$3.0M	1.6% ($3.0M/$190.4M)	QoQ +9.38% (+$255.0K) YoY-
BOEING CO(BAcusip097023105)	17.3K	QoQ -2.83% (-504) YoY-	All Managers (Combined)	$2.8M	1.5% ($2.8M/$190.4M)	QoQ -10.25% (-$322.5K) YoY-
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	5.6K	QoQ +4.87% (+259) YoY-	All Managers (Combined)	$2.8M	1.5% ($2.8M/$190.4M)	QoQ +4.83% (+$130.2K) YoY-
JPMORGAN CHASE & CO(JPMcusip46625H100)	11.5K	QoQ +20.70% (+2.0K) YoY-	All Managers (Combined)	$2.8M	1.5% ($2.8M/$190.4M)	QoQ +21.36% (+$486.9K) YoY-
(cusip464288687)✕	89.3K	QoQ NEW(+89.3K) YoY-	All Managers (Combined)	$2.7M	1.4% ($2.7M/$190.4M)	QoQ NEW(+$2.7M) YoY-
(VWOcusip922042858)	57.8K	QoQ NEW(+57.8K) YoY-	All Managers (Combined)	$2.5M	1.3% ($2.5M/$190.4M)	QoQ NEW(+$2.5M) YoY-
(cusip808524839)✕	104.0K	QoQ NEW(+104.0K) YoY-	All Managers (Combined)	$2.4M	1.2% ($2.4M/$190.4M)	QoQ NEW(+$2.4M) YoY-
TEXAS INSTRUMENTS INC(TXNcusip882508104)	12.7K	QoQ +7.26% (+858) YoY-	All Managers (Combined)	$2.2M	1.2% ($2.2M/$190.4M)	QoQ +0.31% (+$7.0K) YoY-
Walt Disney Co(DIScusip254687106)	23.6K	QoQ +1.25% (-293) YoY-	All Managers (Combined)	$2.2M	1.2% ($2.2M/$190.4M)	QoQ -14.78% (-$383.4K) YoY-
(SCHXcusip808524201)	97.2K	QoQ NEW(+97.2K) YoY-	All Managers (Combined)	$2.0M	1.1% ($2.0M/$190.4M)	QoQ NEW(+$2.0M) YoY-
(RSPcusip46137V357)	11.2K	QoQ NEW(+11.2K) YoY-	All Managers (Combined)	$1.9M	1.0% ($1.9M/$190.4M)	QoQ NEW(+$1.9M) YoY-
CATERPILLAR INC(CATcusip149123101)	5.8K	QoQ +0.62% (-36) YoY-	All Managers (Combined)	$1.9M	1.0% ($1.9M/$190.4M)	QoQ -9.09% (-$190.1K) YoY-
Merck & Co., Inc.(MRKcusip58933Y105)	21.6K	QoQ -0.07% (-17) YoY-	All Managers (Combined)	$1.8M	1.0% ($1.8M/$190.4M)	QoQ -14.40% (-$310.2K) YoY-
AbbVie Inc.(ABBVcusip00287Y109)	8.8K	QoQ +53.25% (+3.1K) YoY-	All Managers (Combined)	$1.8M	1.0% ($1.8M/$190.4M)	QoQ +78.64% (+$805.2K) YoY-
INTEL CORP(INTCcusip458140100)	80.1K	QoQ -1.93% (-1.6K) YoY-	All Managers (Combined)	$1.7M	0.9% ($1.7M/$190.4M)	QoQ +5.84% (-$95.8K) YoY-
(SCHDcusip808524797)	57.9K	QoQ NEW(+57.9K) YoY-	All Managers (Combined)	$1.6M	0.8% ($1.6M/$190.4M)	QoQ NEW(+$1.6M) YoY-