Titelia

Holdings of Victory Target Managed Allocation Fund

Victory Portfolios III ·287 declared positions · as of Feb 28, 2026

Original filing · Net assets 225.9M $ · Ten largest lines: 17.9 % of the equity sleeve

Sector breakdown

  • Technology 18.8 %
  • Financials 15.7 %
  • Industrials 8.6 %
  • Consumer discretionary 7.3 %
  • Health care 6.9 %
  • Communication 6.1 %
  • Consumer staples 5.1 %
  • Energy 4.5 %
  • Materials 3.9 %
  • Real estate 0.6 %
  • Utilities 0.3 %
  • Unattributed 22.2 %

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

Currency breakdown

  • USD 47.4 %
  • CAD 20.9 %
  • JPY 14.6 %
  • EUR 5.8 %
  • GBP 3.6 %
  • CHF 2.7 %
  • HKD 2.3 %
  • SEK 1.1 %
  • SGD 0.8 %
  • AUD 0.6 %
  • DKK 0.1 %

The quoted currency of each line, as declared.

Country breakdown

  • US 47.8 %
  • CA 20.5 %
  • JP 14.6 %
  • GB 3.6 %
  • CH 2.7 %
  • FR 2.1 %
  • HK 2.0 %
  • DE 1.4 %
  • NL 1.3 %
  • SE 1.1 %
  • SG 0.8 %
  • IT 0.6 %
  • Other countries 1.5 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US12092.7M $47.79 %
2CA5439.7M $20.49 %
3JP4328.4M $14.64 %
4GB147M $3.63 %
5CH115.2M $2.70 %
6FR84.1M $2.12 %
7HK83.8M $1.96 %
8DE52.6M $1.36 %
9NL52.6M $1.32 %
10SE62.2M $1.11 %
11SG31.6M $0.81 %
12IT31.2M $0.60 %

Positions

RankCompanySharesValueWeight
1NVIDIA Corp 37,3336.6M $2.93 %
2Apple Inc 22,9806.1M $2.69 %
3Microsoft Corp 10,5084.1M $1.83 %
4Amazon.com Inc 14,4983M $1.35 %
5Royal Bank of Canada 17,4512.9M $1.29 %
6Alphabet Inc 8,4272.6M $1.16 %
7Alphabet Inc 7,9582.5M $1.10 %
8Meta Platforms Inc 3,5602.3M $1.02 %
9Broadcom Inc 7,1212.3M $1.01 %
10Toronto-Dominion Bank/The 22,8002.2M $0.98 %
11Shopify Inc 16,5742M $0.89 %
12Tesla Inc 4,3661.8M $0.78 %
13Enbridge Inc 29,9231.6M $0.70 %
14Toyota Motor Corp. 60,3001.5M $0.65 %
15Canadian Natural Resources Ltd 32,0071.4M $0.62 %
16Brookfield Corp 31,5511.4M $0.61 %
17Bank of Montreal 9,5471.4M $0.61 %
18Mitsubishi Corp 38,7001.3M $0.58 %
19Eli Lilly & Co 1,2111.3M $0.56 %
20Canadian Imperial Bank of Commerce 12,1951.2M $0.55 %
21Mitsubishi UFJ Financial Group Inc 66,1001.2M $0.54 %
22Bank of Nova Scotia/The 15,6351.2M $0.53 %
23Visa Inc 3,6431.2M $0.52 %
24Suncor Energy Inc 20,6131.2M $0.52 %
25ASML Holding NV 7861.1M $0.51 %
26Bridgestone Corp 45,7001.1M $0.49 %
27Agnico Eagle Mines Ltd 4,2991.1M $0.48 %
28Canadian Pacific Kansas City Ltd 12,3011.1M $0.48 %
29ITOCHU Corp 70,2001M $0.45 %
30Procter & Gamble Co/The 5,977999.4K $0.44 %
31Exxon Mobil Corp 6,295960K $0.42 %
32United Utilities Group PLC 50,641949.1K $0.42 %
33Sumitomo Mitsui Financial Group Inc 24,800935.9K $0.41 %
34TC Energy Corp 14,324920.5K $0.41 %
35Advantest Corp 5,200900.6K $0.40 %
36Goldman Sachs Group Inc/The 1,033887.9K $0.39 %
37Hitachi Ltd 27,100887.3K $0.39 %
38Manulife Financial Corp 24,752881.4K $0.39 %
39Tokio Marine Holdings Inc 21,100876.4K $0.39 %
40National Bank of Canada 6,226869K $0.38 %
41Mizuho Financial Group Inc 18,800838.8K $0.37 %
42Sony Group Corp 36,300834.6K $0.37 %
43Chevron Corp 4,445830.1K $0.37 %
44Mastercard Inc 1,605830.1K $0.37 %
45Barrick Mining Corp 16,260825.1K $0.37 %
46Daiwa Securities Group Inc. 77,900818.8K $0.36 %
47JPMorgan Chase & Co 2,716815.6K $0.36 %
48Allianz SE 1,815815K $0.36 %
49Canadian National Railway Co 7,178805.6K $0.36 %
50Veolia Environnement SA 18,790795.6K $0.35 %
51Verizon Communications Inc 15,850794.7K $0.35 %
52Netflix Inc 8,247793.7K $0.35 %
53General Electric Co 2,313791.6K $0.35 %
54Coca-Cola Co/The 9,691790.4K $0.35 %
55Prologis Inc 5,528788.1K $0.35 %
56Extra Space Storage Inc 5,133775.2K $0.34 %
57Sun Hung Kai Properties Ltd 41,500771.5K $0.34 %
58Costco Wholesale Corp 760768.2K $0.34 %
59Novartis AG 4,534762.5K $0.34 %
60Applied Materials Inc 2,041759.9K $0.34 %
61Tokyo Electron Ltd 2,700759.8K $0.34 %
62Hoya Corp 4,200758.7K $0.34 %
63Sumitomo Corp 17,800755.9K $0.33 %
64Lam Research Corp 3,212751.3K $0.33 %
65Walmart Inc 5,831746.1K $0.33 %
66AbbVie Inc 3,212745.4K $0.33 %
67TJX Cos Inc/The 4,510729.1K $0.32 %
68AstraZeneca PLC 3,462728.4K $0.32 %
69Cameco Corp 6,145727.1K $0.32 %
70Caterpillar Inc 961713.9K $0.32 %
71Dollarama Inc 4,843713.1K $0.32 %
72Nomura Holdings Inc 76,700712.2K $0.32 %
73Roche Holding AG 1,494711.1K $0.31 %
74Mitsubishi Heavy Industries Ltd 22,200707.8K $0.31 %
75Wheaton Precious Metals Corp 4,318703.7K $0.31 %
76McDonald's Corp. 2,052699.9K $0.31 %
77Johnson & Johnson 2,808697.6K $0.31 %
78Constellation Software Inc/Canada 374691.2K $0.31 %
79Berkshire Hathaway Inc 1,368690.8K $0.31 %
80SoftBank Corp 497,200680.1K $0.30 %
81Home Depot Inc/The 1,780677.7K $0.30 %
82Marubeni Corp 17,700677.4K $0.30 %
83RTX Corp 3,340676.8K $0.30 %
84Shell PLC 16,087673.6K $0.30 %
85PepsiCo Inc 3,961672.3K $0.30 %
86DBS Group Holdings Ltd 14,800666.8K $0.30 %
87HSBC Holdings PLC 35,579664.9K $0.29 %
88Pfizer Inc 23,682654.8K $0.29 %
89AT&T Inc 23,279652K $0.29 %
90Airbus SE 2,993649.9K $0.29 %
91Advanced Micro Devices Inc 3,240648.7K $0.29 %
92KDDI Corp 37,400642.5K $0.28 %
93Canon Inc 21,100637.7K $0.28 %
94Intact Financial Corp 3,302637.6K $0.28 %
95Pembina Pipeline Corp 14,495637.1K $0.28 %
96Alimentation Couche-Tard Inc 10,445633.9K $0.28 %
97Shin-Etsu Chemical Co Ltd 16,100633.9K $0.28 %
98Progressive Corp/The 2,963633.1K $0.28 %
99Hilton Worldwide Holdings Inc 2,030632.9K $0.28 %
100ING Groep NV 21,899631.8K $0.28 %