Titelia

Holdings of Victory RS Mid Cap Growth Fund

Victory Portfolios · 81 declared positions · as of Mar 31, 2026

Original filing · Net assets 62.2M $ · Ten largest lines: 29.4 % of the equity sleeve

Sector breakdown

  • Industrials 21.9 %
  • Consumer discretionary 12.0 %
  • Technology 10.9 %
  • Health care 9.3 %
  • Financials 4.9 %
  • Energy 3.8 %
  • Communication 2.8 %
  • Utilities 1.2 %
  • Unattributed 33.2 %

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

  • US 98.0 %
  • CA 1.1 %
  • NL 0.9 %
  • IL 0.1 %

Shares computed on the equity sleeve.

CountryLinesValueShare
US7860.1M $97.95 %
CA1661.4K $1.08 %
NL1556.2K $0.91 %
IL139.2K $0.06 %

Positions

CompanySharesValueWeight
Vertiv Holdings Co 9,2402.3M $3.72 %
Howmet Aerospace Inc 9,2602.1M $3.43 %
Monolithic Power Systems Inc 1,7201.9M $3.02 %
Royal Caribbean Cruises Ltd 6,7901.9M $3.00 %
Hilton Worldwide Holdings Inc 6,0501.8M $2.96 %
Cloudflare Inc 8,8001.8M $2.92 %
Burlington Stores Inc 5,3801.8M $2.81 %
Woodward Inc 4,5201.6M $2.60 %
FTAI Aviation Ltd 5,8301.4M $2.29 %
Cencora Inc 4,3301.4M $2.19 %
Comfort Systems USA Inc 9301.3M $2.06 %
Quanta Services Inc 2,2201.2M $1.96 %
Mercury Systems Inc 16,3001.2M $1.91 %
Rockwell Automation Inc 3,0801.1M $1.78 %
MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC 4,9601.1M $1.77 %
Carvana Co 3,3601.1M $1.70 %
IDEXX Laboratories Inc 1,8401M $1.66 %
Natera Inc 5,0901M $1.64 %
Targa Resources Corp 3,830960.3K $1.54 %
Ameriprise Financial Inc 1,930857.7K $1.38 %
ROBLOX Corp 15,130855.8K $1.37 %
Ulta Beauty Inc 1,630852K $1.37 %
Take-Two Interactive Software Inc 4,250839.4K $1.35 %
Datadog Inc 6,960821.6K $1.32 %
LPL Financial Holdings Inc 2,610785.2K $1.26 %
Piper Sandler Cos 10,240783.9K $1.26 %
Five Below Inc 3,410779.1K $1.25 %
Coherent Corp 3,250774.2K $1.24 %
BWX Technologies Inc 3,740764.8K $1.23 %
Planet Fitness Inc 10,040746.8K $1.20 %
Constellation Energy Corp. 2,640737.2K $1.18 %
Reddit Inc 5,420729.8K $1.17 %
Dexcom Inc 11,310710.3K $1.14 %
Axon Enterprise Inc 1,670709.2K $1.14 %
FirstCash Holdings Inc 3,630682.4K $1.10 %
Applied Industrial Technologies Inc 2,570681.9K $1.10 %
Alnylam Pharmaceuticals Inc 2,000661.7K $1.06 %
Novanta Inc 5,600661.4K $1.06 %
Cheniere Energy Inc 2,180618.6K $0.99 %
SPX Technologies Inc 3,090617.8K $0.99 %
HEICO Corp 2,920616.4K $0.99 %
MSCI Inc 1,140614.5K $0.99 %
Rocket Lab Corp 9,050581.2K $0.93 %
Dutch Bros Inc 11,430579K $0.93 %
Affirm Holdings Inc 12,620578.2K $0.93 %
Wintrust Financial Corp 4,100569.7K $0.92 %
Ionis Pharmaceuticals Inc 7,520564.7K $0.91 %
Nebius Group NV 5,360556.2K $0.89 %
Insulet Corp 2,630551.9K $0.89 %
AppLovin Corp 1,370545.3K $0.88 %
Huntington Bancshares Inc/OH 34,320537.1K $0.86 %
Tradeweb Markets Inc 4,490528.3K $0.85 %
WisdomTree Inc 35,370515K $0.83 %
Maplebear Inc 13,710513.6K $0.83 %
Dynatrace Inc 13,870512.9K $0.82 %
Fair Isaac Corp 470501.7K $0.81 %
BJ's Wholesale Club Holdings Inc 5,000492.1K $0.79 %
HealthEquity Inc 5,720478K $0.77 %
HubSpot Inc 1,910466.2K $0.75 %
Waystar Holding Corp 19,192462.7K $0.74 %
Mueller Water Products Inc 16,650457.7K $0.74 %
Teradyne Inc 1,520450.6K $0.72 %
Insmed Inc 2,730446.4K $0.72 %
Ollie's Bargain Outlet Holdings Inc 4,840445.5K $0.72 %
Permian Resources Corp 19,520416.2K $0.67 %
Pinterest Inc 21,630396.7K $0.64 %
Wingstop Inc 2,520390.5K $0.63 %
Veeva Systems Inc 2,220390K $0.63 %
Guardant Health Inc 4,220389.8K $0.63 %
Celsius Holdings Inc 10,970389.2K $0.63 %
Bridgebio Pharma Inc 4,970369.1K $0.59 %
Zscaler Inc 2,370332.5K $0.53 %
Diamondback Energy Inc 1,670330.3K $0.53 %
Toast Inc 11,360301.2K $0.48 %
Champion Homes Inc 3,990296.7K $0.48 %
Clean Harbors Inc 1,000286.7K $0.46 %
Flutter Entertainment PLC 2,380242.6K $0.39 %
Robinhood Markets Inc 3,390234.9K $0.38 %
Builders FirstSource Inc 2,330191.8K $0.31 %
Penumbra Inc 370121.5K $0.20 %
CYBERARK SOFTWARE LTD 87039.2K $0.06 %