VICTORY CAPITAL MANAGEMENT INC

Diversified mechanical Mechanical CIK 1040188
League rank
#112
in Diversified mechanical · #2311 overall
Long book
$155.15B
Q1 2026
Positions
2384
Top-10 weight
19%
concentration
Last quarter
+13.5%
SPY +14.8%
Turnover
8%
of book per quarter

Strategy in plain words

auto-generated from filings

VICTORY CAPITAL MANAGEMENT INC is a mechanically diversified allocator, running a $155.15B US long book across 2384 positions.

The portfolio is broadly diversified across 2384 positions (top 10 only 19%). The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: NVIDIA CORP, APPLE INC, MICROSOFT CORP, AMAZON.COM INC, ALPHABET INC-CL A.

Over the last 9 quarters its long book ran on average 0.9pp per quarter behind the S&P 500, beating the index in 4 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q1 2024
-0.3%
Q2 2024
+7.4%
Q3 2024
-0.1%
Q4 2024
-3.8%
Q1 2025
+6.9%
Q2 2025
+6.9%
Q3 2025
+2.7%
Q4 2025
-1.2%
Q1 2026
+13.5%

Sector allocation

Technology
29%
Industrials
14%
Financials
11%
Consumer discretionary
10%
Healthcare
9%
Services media
6%
Utilities
5%
Other
5%

Long book by quarter

$101.13B
Q1 2024
$98.51B
Q2 2024
$102.57B
Q3 2024
$100.54B
Q4 2024
$96.53B
Q1 2025
$153.91B
Q2 2025
$169.82B
Q3 2025
$176.13B
Q4 2025
$155.15B
Q1 2026

What does VICTORY CAPITAL own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
NVDA NVIDIA CORPTechnology32.8M$5.72B3.7%-16.1%
AAPL APPLE INCTechnology18.7M$4.75B3.1%-15.9%
MSFT MICROSOFT CORPTechnology10.7M$3.97B2.6%-17.9%
AMZN AMAZON.COM INCConsumer discretionary17.0M$3.53B2.3%-30.6%
GOOGL ALPHABET INC-CL ATechnology9.9M$2.85B1.8%-21.3%
LLY ELI LILLY & COHealthcare1.9M$1.72B1.1%-30.4%
GOOG ALPHABET INC-CL CTechnology5.8M$1.66B1.1%-11.3%
AVGO BROADCOM INCTechnology5.2M$1.59B1.0%-8.9%
V VISA INC-CLASS A SHARESServices media4.9M$1.48B1.0%-24.6%
META META PLATFORMS INC-CLASS ATechnology2.6M$1.48B1.0%+28.1%
BAC BANK OF AMERICA CORPFinancials25.4M$1.24B0.8%-20.4%
TFC TRUIST FINANCIAL CORPFinancials26.9M$1.24B0.8%-15.7%
LH LABCORP HOLDINGS INCHealthcare4.6M$1.23B0.8%-13.6%
CSCO CISCO SYSTEMS INCTechnology15.2M$1.18B0.8%-27.7%
BJ BJ'S WHOLESALE CLUB HOLDINGSConsumer discretionary11.3M$1.11B0.7%-13.0%
UPS UNITED PARCEL SERVICE-CL BIndustrials11.0M$1.09B0.7%-20.1%
NRG NRG ENERGY INCUtilities7.2M$1.05B0.7%-6.7%
AMD ADVANCED MICRO DEVICESTechnology5.1M$1.04B0.7%-19.8%
SNPS SYNOPSYS INCTechnology2.5M$1.01B0.6%-7.0%
MLM MARTIN MARIETTA MATERIALSMaterials1.6M$963.8M0.6%-33.1%
UBER UBER TECHNOLOGIES INCServices media12.6M$907.3M0.6%-7.5%
NFLX NETFLIX INCServices media9.3M$893.6M0.6%+33.8%
VRTX VERTEX PHARMACEUTICALS INCHealthcare1.9M$843.3M0.5%-43.7%
JNJ JOHNSON & JOHNSONHealthcare3.4M$838.2M0.5%-18.4%
ACN ACCENTURE PLC-CL AServices media4.1M$820.0M0.5%+262.2%
APH AMPHENOL CORP-CL ATechnology6.4M$814.0M0.5%-23.9%
NOW SERVICENOW INCTechnology7.6M$797.6M0.5%+97.2%
RRX REGAL REXNORD CORPIndustrials4.2M$782.2M0.5%-26.2%
TSLA TESLA INCIndustrials2.0M$761.7M0.5%+6.6%
MCHP MICROCHIP TECHNOLOGY INCTechnology11.7M$756.8M0.5%-12.4%
IBM INTL BUSINESS MACHINES CORPTechnology3.0M$731.4M0.5%-34.2%
ASML ASML HOLDING NV-NY REG SHSIndustrials546.4K$721.8M0.5%+329.7%
PWR QUANTA SERVICES INCIndustrials1.3M$711.7M0.5%-55.5%
JPM JPMORGAN CHASE & COFinancials2.4M$710.6M0.5%-4.4%
TJX TJX COMPANIES INCConsumer discretionary4.2M$672.5M0.4%-16.3%
BKNG BOOKING HOLDINGS INCIndustrials158.3K$666.8M0.4%+9.5%
FCX FREEPORT-MCMORAN INCMaterials11.2M$657.2M0.4%-35.6%
CEG CONSTELLATION ENERGYUtilities2.3M$651.7M0.4%+7.5%
ADBE ADOBE INCTechnology2.6M$628.7M0.4%+34.9%
MA MASTERCARD INC - AServices media1.2M$617.9M0.4%-17.5%
ISRG INTUITIVE SURGICAL INCHealthcare1.3M$599.1M0.4%-12.4%
XOM EXXON MOBIL CORPEnergy3.5M$594.5M0.4%-14.4%
HD HOME DEPOT INCConsumer discretionary1.8M$590.9M0.4%-14.1%
USFD US FOODS HOLDING CORPConsumer discretionary6.1M$560.4M0.4%+26.2%
KLAC KLA CORPOther380.6K$560.3M0.4%-31.9%
BMY BRISTOL-MYERS SQUIBB COHealthcare9.2M$555.0M0.4%+11.5%
EME EMCOR GROUP INCIndustrials751.0K$554.5M0.4%-41.2%
LOW LOWE'S COS INCConsumer discretionary2.3M$550.6M0.4%+0.4%
ROST ROSS STORES INCConsumer discretionary2.5M$547.0M0.4%-16.6%
AMAT APPLIED MATERIALS INCTechnology1.6M$542.1M0.3%-48.8%

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 15, 20262565$156.12B canonicalSEC ↗
Q4 202513F-HRFeb 13, 20262583$177.20B canonicalSEC ↗
Q3 202513F-HRNov 12, 20252579$171.01B canonicalSEC ↗
Q2 202513F-HRAug 13, 20253239$155.07B canonicalSEC ↗
Q1 202513F-HRMay 2, 20252748$97.74B canonicalSEC ↗
Q4 202413F-HRFeb 6, 20252746$101.73B canonicalSEC ↗
Q3 202413F-HRNov 5, 20242765$103.81B canonicalSEC ↗
Q2 202413F-HRAug 5, 20242753$99.75B canonicalSEC ↗
Q1 202413F-HRMay 3, 20242753$102.43B canonicalSEC ↗