Titelia

Holdings of Victory Market Neutral Income Fund

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

Net assets
2.9B $ including 2.6B $ in equities, 90.3 %
Positions
403 in 40 countries
Top ten
5.0 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
201DT Midstream Inc 47,5946.4M $0.22 %
202EOG Resources Inc 44,1646.4M $0.22 %
203EDP SA 1,200,1296.3M $0.22 %
204China Petroleum & Chemical Corp 11,044,0006.3M $0.22 %
205Edison International 86,5506.3M $0.22 %
206Amgen Inc 17,9256.3M $0.22 %
207Paychex Inc 68,3036.3M $0.22 %
208Fortum Oyj 244,6666.3M $0.21 %
209First BanCorp/Puerto Rico 292,2556.2M $0.21 %
210Orient Overseas International Ltd 347,0006.2M $0.21 %
211Winmark Corp 14,4426.2M $0.21 %
212Origin Energy Ltd 715,0336.2M $0.21 %
213Deutsche Post AG 116,6456.1M $0.21 %
214ConocoPhillips 46,3146.1M $0.21 %
215Telekom Malaysia Bhd 3,449,7006.1M $0.21 %
216Redeia Corp SA 356,7876M $0.21 %
217Valero Energy Corp 24,4586M $0.21 %
218CK Hutchison Holdings Ltd 786,0006M $0.21 %
219Artisan Partners Asset Management Inc 165,2896M $0.21 %
220Standard Life PLC 662,2026M $0.21 %
221Tingyi Cayman Islands Holding Corp 3,588,0006M $0.21 %
222Gilead Sciences Inc 42,6976M $0.20 %
223BNP Paribas SA 62,3095.9M $0.20 %
224Cal-Maine Foods Inc 74,9595.9M $0.20 %
225Quanta Computer Inc 659,0005.9M $0.20 %
226Permian Resources Corp 278,1015.9M $0.20 %
227Aviva PLC 733,2035.9M $0.20 %
228Canadian Tire Corp Ltd 43,5955.9M $0.20 %
229Mercedes-Benz Group AG 95,2755.9M $0.20 %
230Expand Energy Corp 52,8605.8M $0.20 %
231Bank of Communications Co Ltd 6,400,0005.8M $0.20 %
232John Wiley & Sons Inc 151,5425.8M $0.20 %
233Kimberly-Clark de Mexico SAB de CV 2,436,0585.8M $0.20 %
234Power Grid Corp of India Ltd 1,829,4395.8M $0.20 %
235Greenbrier Cos Inc/The 109,3135.8M $0.20 %
236First Financial Bancorp 206,3715.8M $0.20 %
237Takeda Pharmaceutical Co Ltd 156,2005.8M $0.20 %
238Industrial Bank of Korea 397,8395.7M $0.20 %
239Fifth Third Bancorp 123,7175.7M $0.20 %
240OGE Energy Corp 119,7745.7M $0.20 %
241MetLife Inc 80,9395.7M $0.20 %
242Fidelity National Financial Inc 122,4435.7M $0.19 %
243Viatris Inc 420,2995.7M $0.19 %
244Admiral Group PLC 135,5615.7M $0.19 %
245Vedanta Ltd 805,8785.7M $0.19 %
246SITC International Holdings Co Ltd 1,286,0005.6M $0.19 %
247Vodacom Group Ltd 655,2135.6M $0.19 %
248Target Corp 46,2435.6M $0.19 %
249Bank of Nova Scotia/The 80,5935.6M $0.19 %
250Valley National Bancorp 455,1145.6M $0.19 %
251Bosideng International Holdings Ltd 10,816,0005.6M $0.19 %
252Power Assets Holdings Ltd 707,5005.5M $0.19 %
253Eversource Energy 79,5415.5M $0.19 %
254BASF SE 89,2575.5M $0.19 %
255Uni-President Enterprises Corp 2,454,0005.5M $0.19 %
256Beijing Enterprises Holdings Ltd 1,430,5005.5M $0.19 %
257Woori Financial Group Inc 249,0165.5M $0.19 %
258La-Z-Boy Inc 169,7565.5M $0.19 %
259World Kinect Corp 234,2105.4M $0.19 %
260HNI Corp 159,9525.3M $0.18 %
261Simmons First National Corp 274,5825.3M $0.18 %
262Comcast Corp 185,6555.3M $0.18 %
263Strategic Education Inc 63,9485.3M $0.18 %
264Isuzu Motors Ltd 364,7005.3M $0.18 %
265Grupo Aeroportuario del Sureste SAB de CV 155,1665.2M $0.18 %
266First Merchants Corp 135,0365.2M $0.18 %
267CVS Health Corp 72,7205.2M $0.18 %
268Prudential Financial, Inc. 53,4075.2M $0.18 %
269Northwest Bancshares Inc 404,3465.1M $0.18 %
270Pegatron Corp 2,110,0005.1M $0.18 %
271Elisa Oyj 104,8455.1M $0.18 %
272Pinnacle West Capital Corp. 50,5495.1M $0.17 %
273Postal Savings Bank of China Co Ltd 8,069,0005.1M $0.17 %
274Banco BPM SpA 364,3995.1M $0.17 %
275Evonik Industries AG 257,8115.1M $0.17 %
276Provident Financial Services Inc 238,2895M $0.17 %
277Banner Corp 82,8435M $0.17 %
278United Tractors Tbk PT 2,745,9005M $0.17 %
279Kaiser Aluminum Corp 41,6055M $0.17 %
280Kingfisher PLC 1,318,1625M $0.17 %
281Atlantic Union Bankshares Corp 140,1515M $0.17 %
282Arca Continental SAB de CV 434,1465M $0.17 %
283J Sainsbury PLC 1,108,4855M $0.17 %
284US Physical Therapy Inc 66,5365M $0.17 %
285GERDAU S.A. 1,357,5005M $0.17 %
286Morgan Stanley 30,1645M $0.17 %
287Kuehne + Nagel International AG 21,6555M $0.17 %
288Ford Motor Co 429,6285M $0.17 %
289Hon Hai Precision Industry Co Ltd 809,0004.9M $0.17 %
290Far Eastern New Century Corp 5,911,0004.9M $0.17 %
291Eastman Chemical Co 64,1614.9M $0.17 %
292Meritage Homes Corp 78,8224.9M $0.17 %
293Yamaha Motor Co Ltd 667,7004.8M $0.17 %
294China Railway Group Ltd 9,236,0004.8M $0.16 %
295MSC Industrial Direct Co Inc 51,9124.8M $0.16 %
296Upbound Group Inc 264,9634.8M $0.16 %
297Ally Financial Inc 120,1184.7M $0.16 %
298Rio Tinto Ltd 41,1914.7M $0.16 %
299Kesko Oyj 210,6484.7M $0.16 %
300Banca Monte dei Paschi di Siena SpA 535,8274.7M $0.16 %

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Sector breakdown

  • Utilities 6.7 %
  • Energy 6.1 %
  • Financials 4.6 %
  • Consumer staples 4.1 %
  • Health care 3.1 %
  • Industrials 1.7 %
  • Communication 1.7 %
  • Materials 1.4 %
  • Consumer discretionary 0.9 %
  • Technology 0.9 %
  • Unattributed 68.9 %

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

Currency breakdown

  • USD 50.3 %
  • EUR 12.4 %
  • HKD 6.3 %
  • BRL 4.4 %
  • TWD 3.9 %
  • GBP 3.1 %
  • CAD 2.7 %
  • INR 2.2 %
  • THB 1.7 %
  • IDR 1.4 %
  • MXN 1.4 %
  • ZAR 1.3 %
  • PLN 1.3 %
  • KRW 1.3 %
  • JPY 1.2 %
  • SEK 0.9 %
  • MYR 0.8 %
  • AUD 0.7 %
  • NOK 0.7 %
  • SGD 0.6 %
  • CZK 0.3 %
  • CLP 0.3 %
  • DKK 0.3 %
  • CHF 0.2 %
  • TRY 0.2 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 48.1 %
  • Hong Kong SAR China 5.4 %
  • Brazil 4.4 %
  • Taiwan 3.9 %
  • France 3.7 %
  • United Kingdom 3.3 %
  • Canada 2.8 %
  • Italy 2.5 %
  • India 2.2 %
  • Thailand 1.7 %
  • Spain 1.6 %
  • Netherlands 1.6 %
  • Other countries 18.7 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States1921.3B $48.11 %
2Hong Kong SAR China23143.5M $5.45 %
3Brazil13116.5M $4.42 %
4Taiwan17103.3M $3.92 %
5France1397.6M $3.71 %
6United Kingdom1586.4M $3.28 %
7Canada1174.6M $2.83 %
8Italy864.8M $2.46 %
9India1358.2M $2.21 %
10Thailand545M $1.71 %
11Spain642.7M $1.62 %
12Netherlands642.6M $1.62 %
Cite this page

Titelia. "Holdings of Victory Market Neutral Income Fund". https://titelia.com/en/funds/S000037769