Titelia

Holdings of Victory Diversified Stock Fund

Victory Portfolios · Original filing · Compare with another fund · Report an error

Net assets
357.8M $ including 344.4M $ in equities, 96.2 %
Positions
115 in 4 countries
Top ten
36.5 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1NVIDIA Corp 161,07828.1M $7.85 %
2Apple Inc 109,49127.8M $7.77 %
3Microsoft Corp 57,48221.3M $5.95 %
4Alphabet Inc 65,92918.9M $5.29 %
5Eli Lilly & Co 7,6867.1M $1.98 %
6Broadcom Inc 21,4706.6M $1.86 %
7KLA Corp 3,6735.4M $1.51 %
8EOG Resources Inc 36,7775.3M $1.49 %
9JPMorgan Chase & Co 17,9345.3M $1.47 %
10Amazon.com Inc 23,6374.9M $1.38 %
11Altria Group, Inc. 73,5354.9M $1.36 %
12CF Industries Holdings Inc 35,8334.7M $1.30 %
13Amphenol Corp 34,7994.4M $1.23 %
14HCA Healthcare Inc 9,0714.3M $1.20 %
15Allstate Corp/The 20,6464.3M $1.20 %
16McKesson Corp 4,7054.1M $1.14 %
17Expedia Group Inc 17,4534M $1.13 %
18Ralph Lauren Corp 11,5724M $1.11 %
19Casey's General Stores Inc 5,4634M $1.11 %
20Verizon Communications Inc 78,2403.9M $1.10 %
21TechnipFMC PLC 55,5813.8M $1.07 %
22Comfort Systems USA Inc 2,7503.8M $1.06 %
23Interactive Brokers Group Inc 55,1243.7M $1.03 %
24Popular Inc 27,4863.7M $1.03 %
25Synchrony Financial 54,0753.7M $1.03 %
26Affiliated Managers Group Inc 13,2713.7M $1.03 %
27Adobe Inc 14,4443.5M $0.98 %
28Cencora Inc 10,7223.4M $0.94 %
29Bristol-Myers Squibb Co 55,5123.4M $0.94 %
30Fabrinet 6,2703.3M $0.91 %
31Cisco Systems, Inc. 41,9933.3M $0.91 %
32Newmont Corp 29,4203.2M $0.89 %
33AbbVie Inc 13,6853M $0.83 %
34Ameriprise Financial Inc 6,5662.9M $0.82 %
35Jabil Inc 10,9392.9M $0.81 %
36Ensign Group Inc/The 14,0472.8M $0.79 %
37Delta Air Lines Inc 41,7822.8M $0.78 %
38Lockheed Martin Corp 4,4992.7M $0.76 %
39BrightSpring Health Services Inc 61,3262.6M $0.73 %
40Edison International 35,3982.6M $0.72 %
41Millicom International Cellular SA 34,5572.6M $0.72 %
42PayPal Holdings Inc 56,3552.5M $0.71 %
43United Airlines Holdings Inc 27,6742.5M $0.71 %
44Goldman Sachs Group Inc/The 2,9822.5M $0.71 %
45Meta Platforms Inc 4,3522.5M $0.70 %
46International Business Machines Corp. 10,0922.4M $0.68 %
47Salesforce Inc 13,0802.4M $0.68 %
48EMCOR Group Inc 3,2802.4M $0.68 %
49Johnson & Johnson 9,9022.4M $0.68 %
50Coca-Cola Consolidated Inc 11,7922.3M $0.63 %
51Merck & Co Inc 18,1522.2M $0.61 %
52General Motors Co 28,5992.1M $0.60 %
53National Fuel Gas Co 22,6582.1M $0.59 %
54Kroger Co/The 28,2742M $0.57 %
55Philip Morris International Inc. 12,3472M $0.57 %
56Gilead Sciences Inc 14,5612M $0.57 %
57FirstCash Holdings Inc 10,5872M $0.56 %
58Baker Hughes Co 32,5142M $0.55 %
59PNC Financial Services Group Inc/The 9,5092M $0.55 %
60Wells Fargo & Co 24,8212M $0.55 %
61eBay Inc 21,3151.9M $0.54 %
62Globe Life Inc 13,5481.9M $0.53 %
63Bank of New York Mellon Corp/The 15,2091.8M $0.50 %
64Assurant Inc 8,1331.8M $0.50 %
65GoDaddy Inc 21,3531.8M $0.49 %
66Federal Signal Corp 16,2381.8M $0.49 %
67Trane Technologies PLC 4,1681.7M $0.49 %
68GE Vernova Inc 1,9871.7M $0.48 %
69Hartford Insurance Group Inc/The 12,8031.7M $0.48 %
70Royal Gold Inc 6,7901.7M $0.48 %
71Booking Holdings Inc 4101.7M $0.48 %
72Cigna Group/The 6,2651.7M $0.47 %
73Deckers Outdoor Corp 16,6501.7M $0.47 %
74Cognizant Technology Solutions Corp. 27,1161.7M $0.46 %
75Avery Dennison Corp 9,4821.6M $0.46 %
76Mueller Industries Inc 14,3361.6M $0.44 %
77Halozyme Therapeutics Inc 23,9741.5M $0.43 %
78CBRE Group Inc 11,2911.5M $0.43 %
79Owens Corning 13,9391.5M $0.42 %
80Universal Health Services Inc 8,3601.5M $0.42 %
81Travelers Cos Inc/The 4,9561.4M $0.40 %
82Las Vegas Sands Corp 25,9841.4M $0.39 %
83Ulta Beauty Inc 2,6701.4M $0.39 %
84Raymond James Financial Inc 9,4471.4M $0.38 %
85Sysco Corp 18,5621.3M $0.37 %
86Dollar General Corp 11,0631.3M $0.37 %
87F5 Inc 4,5161.3M $0.37 %
88Exelixis Inc 30,3951.3M $0.36 %
89NRG Energy Inc 8,2981.2M $0.34 %
90Leidos Holdings Inc 7,5911.2M $0.33 %
91PulteGroup Inc 9,9811.2M $0.33 %
92Arista Networks Inc 9,3011.1M $0.32 %
93Ferguson Enterprises Inc 3,874903.6K $0.25 %
94Walt Disney Co/The 9,215888.1K $0.25 %
95NU Holdings Ltd/Cayman Islands 59,126849.6K $0.24 %
96Steel Dynamics Inc 4,578824K $0.23 %
97Nucor Corp 4,672790K $0.22 %
98VICI Properties Inc 25,213688.8K $0.19 %
99Tapestry Inc 4,716665.5K $0.19 %
100NetApp Inc 6,180632.8K $0.18 %

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Sector breakdown

  • Technology 34.2 %
  • Financials 10.6 %
  • Health care 10.0 %
  • Communication 7.6 %
  • Consumer discretionary 6.5 %
  • Industrials 5.6 %
  • Materials 3.4 %
  • Consumer staples 3.2 %
  • Energy 2.7 %
  • Utilities 1.1 %
  • Real estate 0.6 %
  • Unattributed 14.4 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 97.2 %
  • United Kingdom 1.1 %
  • Cayman Islands 0.9 %
  • Luxembourg 0.8 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States112334.7M $97.18 %
2United Kingdom13.8M $1.12 %
3Cayman Islands13.3M $0.95 %
4Luxembourg12.6M $0.75 %
Cite this page

Titelia. "Holdings of Victory Diversified Stock Fund". https://titelia.com/en/funds/S000000787