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
301VOLKSWAGEN AKTIENGESELLSCHAFT 45,6694.7M $0.16 %
302First Hawaiian Inc 189,5134.7M $0.16 %
303Carter's Inc 129,0224.6M $0.16 %
304Turkiye Petrol Rafinerileri AS 793,5524.6M $0.16 %
305Banco de Sabadell SA 1,275,3054.6M $0.16 %
306BCE Inc 178,4564.5M $0.15 %
307Fortescue Ltd 315,1074.5M $0.15 %
308Pitney Bowes Inc 406,8654.5M $0.15 %
309LyondellBasell Industries NV 55,7614.5M $0.15 %
310ITC Ltd 1,468,3924.5M $0.15 %
311Grupo Mexico SAB de CV 417,9604.5M $0.15 %
312China Gas Holdings Ltd 4,844,4004.4M $0.15 %
313Coal India Ltd 922,3734.4M $0.15 %
314MGE Energy Inc 56,7904.4M $0.15 %
315Swedbank AB 128,5764.4M $0.15 %
316HD Hyundai Co Ltd 25,9224.3M $0.15 %
317HCL Technologies Ltd 300,8934.3M $0.15 %
318MTN Group Ltd 366,9284.3M $0.15 %
319LG Corp 75,4034.3M $0.15 %
320Indian Oil Corp Ltd 2,969,2144.3M $0.15 %
321China Hongqiao Group Ltd 939,0004.2M $0.15 %
322Wells Fargo & Co 53,0894.2M $0.14 %
323Oil & Natural Gas Corp Ltd 1,401,7004.2M $0.14 %
324Magna International Inc 75,1574.2M $0.14 %
325HP Inc 217,8904.2M $0.14 %
326Sanofi SA 43,3074.2M $0.14 %
327United Community Banks Inc/GA 132,6184.2M $0.14 %
328Arkema SA 60,7584.2M $0.14 %
329TMBTHANACHART BANK PUBLIC COMPANY LIMITED 58,889,1004.1M $0.14 %
330Sylvamo Corp 97,9814.1M $0.14 %
331East West Bancorp Inc 38,4234.1M $0.14 %
332Brightstar Lottery PLC 318,1524.1M $0.14 %
333Best Buy Co Inc 63,0404M $0.14 %
334Publicis Groupe SA 48,8534M $0.14 %
335Omnicom Group Inc 53,1944M $0.14 %
336Sonic Healthcare Ltd 280,6554M $0.14 %
337Bank Rakyat Indonesia Persero Tbk PT 19,777,2004M $0.14 %
338Bidvest Group Ltd 292,6053.9M $0.14 %
339Keurig Dr Pepper Inc 149,1743.9M $0.13 %
340Polaris Inc 71,4583.9M $0.13 %
341Sime Darby Bhd 6,891,3003.9M $0.13 %
342Bayerische Motoren Werke AG 41,3503.8M $0.13 %
343Bharat Petroleum Corp Ltd 1,270,0693.8M $0.13 %
344Mondi PLC 335,5453.8M $0.13 %
345MillerKnoll Inc 259,8853.8M $0.13 %
346Energizer Holdings Inc 227,2013.7M $0.13 %
347Guangdong Investment Ltd 3,716,0003.7M $0.13 %
348Bank Mandiri Persero Tbk PT 13,132,5003.7M $0.13 %
349Galp Energia SGPS SA 153,4013.7M $0.13 %
350The Siam Cement Public Company Limited 571,8003.6M $0.13 %
351Alamtri Resources Indonesia Tbk PT 23,858,0003.6M $0.13 %
352Ultrapar Participacoes SA 637,5003.5M $0.12 %
353GAIL India Ltd 2,401,5773.5M $0.12 %
354LKQ Corp 119,4253.5M $0.12 %
355MediaTek Inc 73,0003.5M $0.12 %
356Astellas Pharma Inc 214,2003.5M $0.12 %
357Cohen & Steers Inc 55,7843.5M $0.12 %
358Naturgy Energy Group SA 115,8933.5M $0.12 %
359Edenred SE 173,1043.4M $0.12 %
360Mitsubishi Chemical Group Corp. 589,4003.4M $0.12 %
361Nippon Steel Corp. 931,3003.4M $0.12 %
362NMDC Ltd 4,088,4253.3M $0.11 %
363Compal Electronics Inc 3,797,0003.3M $0.11 %
364Caixa Seguridade Participacoes S/A 915,1743.2M $0.11 %
365Moelis & Co 56,0333.2M $0.11 %
366Doosan Bobcat Inc 81,0523.2M $0.11 %
367China Merchants Bank Co Ltd 495,0003.1M $0.11 %
368WPP PLC 1,004,6423.1M $0.11 %
369Bank Negara Indonesia Persero Tbk PT 13,992,2003.1M $0.11 %
370Tata Consultancy Services Ltd 123,6443.1M $0.11 %
371Constellation Brands Inc 20,5393.1M $0.11 %
372Genuine Parts Co 28,4233M $0.10 %
373Realtek Semiconductor Corp 197,0003M $0.10 %
374Dana Inc 87,3532.9M $0.10 %
375Ping An Insurance Group Co of China Ltd 379,5002.9M $0.10 %
376Blackstone Inc 25,3702.9M $0.10 %
377Mosaic Co/The 113,6912.9M $0.10 %
378SFL Corp Ltd 265,6462.9M $0.10 %
379Winnebago Industries Inc 91,9532.8M $0.10 %
380General Mills, Inc. 76,1952.8M $0.10 %
381Monro Inc 175,9702.8M $0.10 %
382Texas Instruments Inc 13,2332.6M $0.09 %
383Hindustan Petroleum Corp Ltd 715,3212.5M $0.09 %
384Insperity Inc 92,6512.5M $0.09 %
385First Horizon Corp 108,1712.5M $0.08 %
386Apogee Enterprises Inc 71,5262.4M $0.08 %
387AES Corp/The 167,7772.4M $0.08 %
388Svenska Handelsbanken AB 169,0082.2M $0.08 %
389Federal Agricultural Mortgage Corp 14,6782.2M $0.07 %
390United Microelectronics Corp 1,207,0002.2M $0.07 %
391UnitedHealth Group Inc 7,7382.1M $0.07 %
392Dine Brands Global Inc 78,7242.1M $0.07 %
393Webster Financial Corp 29,4022M $0.07 %
394Oxford Industries Inc 46,1001.8M $0.06 %
395Stellantis NV 245,4211.8M $0.06 %
396Canadian Utilities Ltd 49,3021.7M $0.06 %
397Steven Madden Ltd 49,9781.7M $0.06 %
398Herc Holdings Inc 12,9651.3M $0.04 %
399Alight Inc 1,583,263922.6K $0.03 %
400Kumba Iron Ore Ltd 16,539314.1K $0.01 %

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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