Titelia

Holdings of Victory RS Large Cap Alpha Fund

Victory Portfolios · 48 declared positions · as of Mar 31, 2026

Original filing · Net assets 538.2M $ · Ten largest lines: 31.2 % of the equity sleeve

Sector breakdown

  • Financials 15.9 %
  • Industrials 15.2 %
  • Health care 14.4 %
  • Technology 6.8 %
  • Energy 6.6 %
  • Consumer staples 6.4 %
  • Utilities 5.3 %
  • Consumer discretionary 4.8 %
  • Materials 3.3 %
  • Communication 2.9 %
  • Unattributed 18.5 %

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

Currency breakdown

  • USD 97.8 %
  • CAD 2.2 %

The quoted currency of each line, as declared.

Country breakdown

  • US 95.9 %
  • CA 2.2 %
  • IL 1.9 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US46453.7M $95.85 %
2CA110.6M $2.24 %
3IL19M $1.91 %

Positions

RankCompanySharesValueWeight
1Exxon Mobil Corp 119,66020.3M $3.77 %
2KeyCorp 812,59016.3M $3.03 %
3Citigroup Inc 132,04015M $2.78 %
4FedEx Corp 41,18014.7M $2.73 %
5Exelon Corp 293,49014.4M $2.67 %
6Cigna Group/The 52,82014.1M $2.62 %
7Alphabet Inc 47,22013.6M $2.52 %
8Honeywell International Inc 59,83013.5M $2.51 %
9Union Pacific Corp 53,91013.1M $2.43 %
10Corpay Inc 43,68012.7M $2.36 %
11Johnson & Johnson 51,38012.6M $2.33 %
12Cboe Global Markets Inc 44,28012.4M $2.31 %
13AMETEK Inc 57,32012.3M $2.28 %
14Eaton Corp PLC 30,93011.1M $2.06 %
15Analog Devices Inc 33,99010.8M $2.01 %
16American Electric Power Co Inc 82,45010.8M $2.01 %
17Medtronic PLC 123,94010.7M $2.00 %
18Valero Energy Corp 43,33010.7M $1.99 %
19Fairfax Financial Holdings Ltd 6,22010.6M $1.97 %
20Amazon.com Inc 50,79010.6M $1.97 %
21RTX Corp 51,58210M $1.85 %
22US Bancorp 189,7409.9M $1.83 %
23Equity LifeStyle Properties Inc 155,7109.7M $1.81 %
24Zebra Technologies Corp 45,7009.6M $1.78 %
25Dover Corp 45,6309.5M $1.77 %
26US Foods Holding Corp 99,2609.2M $1.70 %
27PPG Industries Inc 85,1909.1M $1.69 %
28Check Point Software Technologies Ltd 63,2309M $1.68 %
29CACI International Inc 16,5909M $1.68 %
30CVS Health Corp 125,5909M $1.68 %
31JPMorgan Chase & Co 30,2008.9M $1.65 %
32AbbVie Inc 38,9808.5M $1.58 %
33Regeneron Pharmaceuticals, Inc. 10,8808.4M $1.56 %
34Procter & Gamble Co/The 57,9808.4M $1.56 %
35Mondelez International Inc 135,5907.8M $1.45 %
36Unum Group 106,3407.8M $1.44 %
37Leidos Holdings Inc 48,4307.5M $1.40 %
38Mattel Inc 510,5007.4M $1.38 %
39MarketAxess Holdings Inc 44,6507.4M $1.37 %
40Toll Brothers Inc 51,6107M $1.31 %
41Newmont Corp 61,8006.7M $1.24 %
42SS&C Technologies Holdings Inc 82,4505.6M $1.04 %
43GE HealthCare Technologies Inc 70,6905M $0.93 %
44Keurig Dr Pepper Inc 182,4504.8M $0.89 %
45Amphenol Corp 36,9404.7M $0.87 %
46Applied Materials Inc 13,0804.5M $0.83 %
47Darden Restaurants Inc 22,7904.5M $0.83 %
48Rocket Cos Inc 308,5404.4M $0.82 %