Titelia

Holdings of VictoryShares US Value Momentum ETF

Victory Portfolios II · 125 declared positions · as of Mar 31, 2026

Original filing · Net assets 234.1M $ · Ten largest lines: 14.7 % of the equity sleeve

Sector breakdown

  • Financials 11.6 %
  • Industrials 7.6 %
  • Health care 6.6 %
  • Real estate 4.6 %
  • Technology 4.1 %
  • Utilities 4.1 %
  • Energy 2.9 %
  • Consumer discretionary 1.7 %
  • Communication 1.7 %
  • Consumer staples 0.9 %
  • Materials 0.4 %
  • Unattributed 53.8 %

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 100.0 %

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 97.4 %
  • BM 1.0 %
  • IE 0.8 %
  • NL 0.7 %

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

CountryLinesValue (USD)Share
US122227.3M $97.42 %
BM12.4M $1.05 %
IE11.9M $0.82 %
NL11.7M $0.72 %

Positions

CompanySharesValue (USD)Weight
FirstEnergy Corp 75,1073.8M $1.63 %
Berkshire Hathaway Inc 7,5263.6M $1.54 %
Loews Corp 33,2523.5M $1.52 %
Ameren Corp 31,9503.5M $1.50 %
Evergy Inc 42,7073.5M $1.49 %
Atmos Energy Corp 18,7183.5M $1.48 %
CenterPoint Energy Inc 78,6423.4M $1.45 %
Consolidated Edison Inc 28,2133.2M $1.36 %
Entergy Corp 27,9093.1M $1.34 %
Johnson & Johnson 12,7233.1M $1.33 %
VICI Properties Inc 112,2833.1M $1.31 %
Realty Income Corp 49,9953.1M $1.31 %
Exelon Corp 59,5602.9M $1.25 %
Ventas Inc 35,5812.9M $1.24 %
WP Carey Inc 41,8722.8M $1.22 %
Chubb Ltd 8,7002.8M $1.21 %
Markel Group Inc 1,4452.8M $1.18 %
Ross Stores Inc 12,2242.6M $1.13 %
Exxon Mobil Corp 15,4262.6M $1.12 %
Welltower Inc 13,0712.6M $1.10 %
Annaly Capital Management Inc 122,1212.6M $1.10 %
Cincinnati Financial Corp 16,2572.6M $1.09 %
Bank of New York Mellon Corp/The 21,4012.5M $1.08 %
General Dynamics Corp 7,3902.5M $1.08 %
Medtronic PLC 28,8782.5M $1.07 %
Arch Capital Group Ltd 25,4222.4M $1.04 %
Snap-on Inc 6,7032.4M $1.04 %
Bank of America Corp 48,3662.4M $1.01 %
Tyson Foods Inc 36,7582.4M $1.01 %
Marathon Petroleum Corp 9,3302.3M $0.97 %
M&T Bank Corp 10,9512.3M $0.97 %
Prologis Inc 16,8902.2M $0.95 %
RTX Corp 11,4462.2M $0.94 %
US Bancorp 42,3862.2M $0.94 %
Verizon Communications Inc 43,8272.2M $0.94 %
Truist Financial Corp 46,7982.2M $0.92 %
News Corp 84,9712.1M $0.90 %
L3Harris Technologies Inc 6,0502.1M $0.89 %
Archer-Daniels-Midland Co 28,6042.1M $0.89 %
Pfizer Inc 73,8532.1M $0.89 %
Morgan Stanley 12,5442.1M $0.88 %
Quest Diagnostics Inc 10,4912.1M $0.88 %
State Street Corp 16,1392M $0.87 %
American International Group Inc 27,0132M $0.87 %
Monster Beverage Corp 27,7762M $0.86 %
Edison International 27,3092M $0.85 %
SS&C Technologies Holdings Inc 28,9202M $0.83 %
Valero Energy Corp 7,9062M $0.83 %
Wells Fargo & Co 24,3841.9M $0.83 %
Citizens Financial Group Inc 32,3521.9M $0.83 %
Northern Trust Corp 13,8971.9M $0.83 %
Regions Financial Corp 74,1861.9M $0.83 %
API Group Corp 47,7801.9M $0.83 %
Citigroup Inc 16,9901.9M $0.82 %
Goldman Sachs Group Inc/The 2,2651.9M $0.82 %
Kraft Heinz Co/The 85,1411.9M $0.82 %
Eversource Energy 27,5091.9M $0.81 %
Johnson Controls International plc 14,5501.9M $0.81 %
Fox Corp 32,2121.9M $0.80 %
Devon Energy Corp 37,2001.9M $0.80 %
FedEx Corp 5,2301.9M $0.80 %
First Citizens BancShares Inc/NC 9631.8M $0.78 %
HCA Healthcare Inc 3,8241.8M $0.77 %
Alphabet Inc 6,2031.8M $0.76 %
PG&E Corp 101,0681.8M $0.76 %
Gilead Sciences Inc 12,6261.8M $0.75 %
Synchrony Financial 25,1991.7M $0.73 %
Bunge Global SA 13,4361.7M $0.73 %
LyondellBasell Industries NV 20,8371.7M $0.72 %
Nucor Corp 9,9231.7M $0.72 %
DuPont de Nemours Inc 36,3331.7M $0.71 %
Curtiss-Wright Corp 2,4271.7M $0.71 %
Cognizant Technology Solutions Corp. 26,5801.6M $0.70 %
Cummins Inc 3,0191.6M $0.69 %
HP Inc 83,3651.6M $0.68 %
United Parcel Service Inc 16,2551.6M $0.68 %
TE Connectivity PLC 7,6251.6M $0.68 %
Caterpillar Inc 2,2461.6M $0.68 %
Leidos Holdings Inc 10,1371.6M $0.67 %
CVS Health Corp 21,6121.6M $0.66 %
Hewlett Packard Enterprise Co 64,4111.5M $0.66 %
Cardinal Health, Inc. 7,2501.5M $0.65 %
Steel Dynamics Inc 8,4461.5M $0.65 %
Capital One Financial Corp 8,3121.5M $0.65 %
Biogen Inc 8,1711.5M $0.64 %
Aptiv PLC 21,4121.5M $0.64 %
Zoom Communications Inc 18,4471.5M $0.63 %
Jones Lang LaSalle Inc 4,8111.5M $0.63 %
QUALCOMM Inc 11,2371.4M $0.62 %
Ford Motor Co 124,0361.4M $0.61 %
Dow Inc 34,2321.4M $0.61 %
General Motors Co 18,8931.4M $0.60 %
Cigna Group/The 5,1491.4M $0.59 %
Jabil Inc 5,0621.3M $0.57 %
Huntington Ingalls Industries, Inc. 3,5171.3M $0.57 %
Ulta Beauty Inc 2,5321.3M $0.57 %
Delta Air Lines Inc 19,2991.3M $0.55 %
PayPal Holdings Inc 27,1461.2M $0.52 %
United Therapeutics Corp 2,0551.2M $0.52 %
Dollar General Corp 10,1831.2M $0.52 %
Expedia Group Inc 5,2281.2M $0.52 %
Amphenol Corp 9,4851.2M $0.51 %
Elevance Health Inc 4,0381.2M $0.50 %
Tapestry Inc 8,3111.2M $0.50 %
Global Payments Inc 17,3231.2M $0.50 %
Dell Technologies Inc 6,9121.1M $0.48 %
Smurfit Westrock PLC 28,1671.1M $0.48 %
Corning Inc 8,0741.1M $0.47 %
Lennar Corp 12,1651.1M $0.45 %
Tenet Healthcare Corp 5,5491M $0.45 %
Lam Research Corp 4,7771M $0.44 %
ON Semiconductor Corp 16,4751M $0.44 %
Newmont Corp 9,005974.8K $0.42 %
United Airlines Holdings Inc 10,400957.5K $0.41 %
Humana Inc 5,450945K $0.40 %
Comfort Systems USA Inc 684943.2K $0.40 %
Southwest Airlines Co 24,479919.7K $0.39 %
Seagate Technology Holdings PLC 2,052803.9K $0.34 %
Western Digital Corp 2,968802.8K $0.34 %
Intel Corp 17,551774.5K $0.33 %
Fiserv Inc 13,573757.4K $0.32 %
Micron Technology Inc 2,178735.8K $0.31 %
Bloom Energy Corp 4,210570.4K $0.24 %
Centene Corp 17,382569.1K $0.24 %
Hecla Mining Co 28,568532.2K $0.23 %