Titelia

Holdings of Victory RS Value Fund

Victory Portfolios · 56 declared positions · as of Mar 31, 2026

Original filing · Net assets 245M $ · Ten largest lines: 29.6 % of the equity sleeve

Sector breakdown

  • Utilities 2.8 %
  • Technology 2.8 %
  • Energy 2.2 %
  • Health care 2.0 %
  • Consumer staples 1.0 %
  • Unattributed 89.2 %

Sector is not declared in Form N-PORT: this is a Titelia classification, decided company by company. The unattributed share is counted as such rather than spread over the others.

Currency breakdown

  • USD 98.3 %
  • CAD 1.7 %

The currency each line is denominated in, as declared. It does not follow the country: a French company listed in the United States is declared in dollars.

Country breakdown

  • US 92.3 %
  • CA 3.5 %
  • IL 1.7 %
  • GB 1.5 %
  • BM 1.0 %

Shares computed on the equity sleeve, the only part this site carries.

CountryLinesValueShare
US51209.4M $92.25 %
CA27.9M $3.48 %
IL13.8M $1.69 %
GB13.5M $1.54 %
BM12.3M $1.03 %

Positions

CompanySharesValueWeight
Globe Life Inc 64,5109M $3.66 %
MarketAxess Holdings Inc 51,3708.5M $3.46 %
FirstEnergy Corp 145,0607.3M $3.00 %
Timken Co/The 67,3206.8M $2.76 %
CenterPoint Energy Inc 147,4506.4M $2.60 %
AMETEK Inc 29,3906.3M $2.57 %
PPL Corp 160,4506.1M $2.50 %
NNN REIT Inc 139,6705.9M $2.40 %
CACI International Inc 10,1105.5M $2.24 %
Baker Hughes Co 88,8305.4M $2.21 %
Mattel Inc 368,8905.4M $2.19 %
Littelfuse Inc 15,0005.1M $2.08 %
Valero Energy Corp 20,5405.1M $2.07 %
Equity LifeStyle Properties Inc 81,2105.1M $2.07 %
Dover Corp 24,2305.1M $2.06 %
WESCO International Inc 18,4005M $2.06 %
TFI International Inc 43,6204.7M $1.93 %
CVS Health Corp 63,4704.6M $1.86 %
Encompass Health Corp 46,7404.5M $1.85 %
Prosperity Bancshares Inc 67,0204.5M $1.84 %
AGCO Corp 38,6804.5M $1.83 %
US Foods Holding Corp 45,6604.2M $1.72 %
Methanex Corp 69,5204.1M $1.69 %
Suncor Energy Inc 60,7304M $1.64 %
Leidos Holdings Inc 25,6104M $1.63 %
Fairfax Financial Holdings Ltd 2,2803.9M $1.59 %
Knife River Corp 47,4103.9M $1.58 %
Check Point Software Technologies Ltd 26,8803.8M $1.57 %
Expand Energy Corp 34,2303.8M $1.53 %
Zebra Technologies Corp 17,8303.7M $1.52 %
API Group Corp 91,8953.7M $1.52 %
KeyCorp 181,5003.6M $1.49 %
Westlake Corp 30,1703.5M $1.44 %
Noble Corp PLC 71,3303.5M $1.43 %
Option Care Health Inc 116,8603.1M $1.28 %
Maximus Inc 48,5303.1M $1.27 %
Element Solutions Inc 88,5703M $1.23 %
Toll Brothers Inc 22,1003M $1.23 %
PVH Corp 42,7903M $1.22 %
Cboe Global Markets Inc 10,2302.9M $1.17 %
Fidelity National Financial Inc 58,8302.7M $1.11 %
Citizens Financial Group Inc 42,6902.6M $1.05 %
Trimble Inc 39,2402.6M $1.04 %
Teleflex Inc 21,3902.6M $1.04 %
CubeSmart 69,1502.5M $1.03 %
Bath & Body Works Inc 135,7302.5M $1.03 %
UMB Financial Corp 21,7702.5M $1.00 %
Euronet Worldwide Inc 36,5402.4M $0.99 %
Lantheus Holdings Inc 31,9102.4M $0.99 %
Commvault Systems Inc 30,5602.4M $0.97 %
Axalta Coating Systems Ltd 84,3702.3M $0.95 %
Vontier Corp 64,4602.3M $0.93 %
Unum Group 30,7602.2M $0.92 %
Keurig Dr Pepper Inc 84,8852.2M $0.91 %
SS&C Technologies Holdings Inc 32,8502.2M $0.91 %
Camden Property Trust 19,0101.9M $0.76 %