Titelia

Holdings of Victory Integrity Small/Mid-Cap Value Fund

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

Net assets
327.2M $ including 325.1M $ in equities, 99.4 %
Positions
116 in 7 countries
Top ten
12.3 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1MKS Inc 19,9254.6M $1.40 %
2Textron Inc 50,2504.4M $1.34 %
3Valmont Industries Inc 10,5334.2M $1.29 %
4CH Robinson Worldwide Inc 23,9784M $1.22 %
5Kirby Corp 29,7984M $1.21 %
6Timken Co/The 39,3264M $1.21 %
7Scorpio Tankers Inc 52,7343.9M $1.20 %
8Federal Realty Investment Trust 35,3003.7M $1.15 %
9Commerce Bancshares Inc/MO 75,8543.7M $1.14 %
10WESCO International Inc 13,6383.7M $1.14 %
11Jack Henry & Associates Inc 23,3503.7M $1.13 %
12Murphy Oil Corp 88,3603.6M $1.11 %
13F5 Inc 12,5003.6M $1.11 %
14Oshkosh Corp 24,4653.6M $1.10 %
15Everest Group Ltd 11,0003.6M $1.10 %
16First Industrial Realty Trust Inc 61,2003.5M $1.08 %
17ITT Inc 18,5333.5M $1.08 %
18SOUTHSTATE BANK CORP 38,0003.5M $1.07 %
19Cushman & Wakefield Ltd 284,4183.5M $1.07 %
20Allison Transmission Holdings Inc 29,4113.4M $1.05 %
21Sensata Technologies Holding PLC 97,5003.4M $1.05 %
22Flex Ltd 52,1263.4M $1.04 %
23Commercial Metals Co 54,9503.4M $1.03 %
24Camden Property Trust 34,0003.3M $1.02 %
25Glacier Bancorp Inc 73,4003.3M $1.00 %
26UGI Corp 89,9403.3M $1.00 %
27Knight-Swift Transportation Holdings Inc 56,6253.3M $1.00 %
28Jazz Pharmaceuticals PLC 17,1203.2M $0.99 %
29Prosperity Bancshares Inc 47,8303.2M $0.98 %
30Western Alliance Bancorp 45,1723.2M $0.98 %
31Ryder System Inc 15,6103.2M $0.98 %
32Globus Medical Inc 37,0453.2M $0.98 %
33Amdocs Ltd 48,2963.2M $0.96 %
34Avery Dennison Corp 18,2323.1M $0.96 %
35First Horizon Corp 138,0003.1M $0.96 %
36Evergy Inc 37,9923.1M $0.95 %
37LivaNova PLC 48,8483.1M $0.95 %
38WP Carey Inc 45,3503.1M $0.94 %
39Envista Holdings Corp 121,0003.1M $0.94 %
40Synaptics Inc 43,7813.1M $0.94 %
41Cinemark Holdings Inc 106,5503M $0.93 %
42Casey's General Stores Inc 4,0703M $0.91 %
43Crown Holdings Inc 29,1002.9M $0.89 %
44Annaly Capital Management Inc 137,7872.9M $0.89 %
45Assurant Inc 13,3652.9M $0.89 %
46Brink's Co/The 27,9742.9M $0.89 %
47Patterson-UTI Energy Inc 264,5002.9M $0.88 %
48Essent Group Ltd 49,0002.9M $0.88 %
49Antero Resources Corp 67,4002.9M $0.87 %
50First Interstate BancSystem Inc 84,8752.8M $0.87 %
51Permian Resources Corp 130,9002.8M $0.85 %
52RLI Corp 48,7822.8M $0.85 %
53Revvity Inc 31,7052.8M $0.85 %
54Gaming and Leisure Properties Inc 62,5002.8M $0.85 %
55CACI International Inc 5,0972.8M $0.85 %
56Unum Group 37,5002.7M $0.84 %
57SkyWest Inc 29,5332.7M $0.83 %
58Element Solutions Inc 79,3662.7M $0.83 %
59Performance Food Group Co 31,5762.7M $0.83 %
60Roku Inc 28,5292.7M $0.83 %
61AGNC Investment Corp 268,3502.7M $0.82 %
62Ingevity Corp 37,7302.7M $0.82 %
63National Fuel Gas Co 28,5092.7M $0.82 %
64Taylor Morrison Home Corp 45,9622.7M $0.82 %
65Mosaic Co/The 104,7422.7M $0.82 %
66Terex Corp 44,9602.7M $0.81 %
67TD SYNNEX Corp 15,7352.7M $0.81 %
68Charles River Laboratories International Inc 15,3402.6M $0.81 %
69Pinnacle West Capital Corp. 26,2392.6M $0.81 %
70Caesars Entertainment Inc 99,6002.6M $0.80 %
71Lincoln National Corp 74,0002.6M $0.80 %
72Kilroy Realty Corp 92,6642.6M $0.80 %
73Littelfuse Inc 7,6312.6M $0.79 %
74Tenet Healthcare Corp 13,6942.6M $0.79 %
75First American Financial Corp 42,7512.6M $0.79 %
76Virtus Investment Partners Inc 19,1002.6M $0.78 %
77Owens Corning 23,4002.5M $0.77 %
78Solstice Advanced Materials Inc 33,0102.5M $0.77 %
79Kontoor Brands Inc 35,2902.5M $0.76 %
80DHT Holdings Inc 135,5002.5M $0.76 %
81National Vision Holdings Inc 95,3882.5M $0.76 %
82Okta Inc 31,3482.5M $0.75 %
83Globe Life Inc 17,7212.5M $0.75 %
84Diodes Inc 36,0772.5M $0.75 %
85Nexstar Media Group Inc 13,6152.5M $0.75 %
86Signet Jewelers Ltd 28,9392.4M $0.75 %
87Docusign Inc 51,3192.4M $0.74 %
88V2X Inc 35,5002.4M $0.74 %
89Highwoods Properties Inc 111,5002.4M $0.73 %
90BJ's Wholesale Club Holdings Inc 24,1502.4M $0.73 %
91Belden Inc 20,5792.4M $0.72 %
92Artisan Partners Asset Management Inc 64,2002.3M $0.71 %
93Marriott Vacations Worldwide Corp 35,3722.3M $0.70 %
94Reliance Inc 7,5602.3M $0.70 %
95Core Natural Resources Inc 21,9002.3M $0.70 %
96Qorvo Inc 29,4002.3M $0.70 %
97Builders FirstSource Inc 27,4702.3M $0.69 %
98Teradata Corp 86,7972.2M $0.68 %
99Korn Ferry 35,3192.2M $0.68 %
100Sally Beauty Holdings Inc 160,0002.2M $0.68 %

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Sector breakdown

  • Industrials 6.0 %
  • Technology 3.6 %
  • Consumer staples 1.6 %
  • Consumer discretionary 1.4 %
  • Health care 1.4 %
  • Utilities 1.0 %
  • Energy 0.9 %
  • Materials 0.7 %
  • Unattributed 83.6 %

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 93.4 %
  • Bermuda 1.6 %
  • Monaco 1.2 %
  • Singapore 1.0 %
  • Ireland 1.0 %
  • Guernsey 1.0 %
  • Marshall Islands 0.8 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States109303.5M $93.38 %
2Bermuda25.3M $1.63 %
3Monaco13.9M $1.21 %
4Singapore13.4M $1.05 %
5Ireland13.2M $1.00 %
6Guernsey13.2M $0.97 %
7Marshall Islands12.5M $0.76 %
Cite this page

Titelia. "Holdings of Victory Integrity Small/Mid-Cap Value Fund". https://titelia.com/en/funds/S000046398