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 19.7 %
  • Utilities 14.0 %
  • Industrials 11.5 %
  • Health care 10.1 %
  • Technology 6.9 %
  • Real estate 5.9 %
  • Consumer discretionary 5.9 %
  • Materials 4.4 %
  • Energy 3.7 %
  • Consumer staples 3.5 %
  • Communication 2.5 %
  • Unattributed 11.8 %

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

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US122227.3M $97.42 %
2BM12.4M $1.05 %
3IE11.9M $0.82 %
4NL11.7M $0.72 %

Positions

RankCompanySharesValueWeight
1FirstEnergy Corp 75,1073.8M $1.63 %
2Berkshire Hathaway Inc 7,5263.6M $1.54 %
3Loews Corp 33,2523.5M $1.52 %
4Ameren Corp 31,9503.5M $1.50 %
5Evergy Inc 42,7073.5M $1.49 %
6Atmos Energy Corp 18,7183.5M $1.48 %
7CenterPoint Energy Inc 78,6423.4M $1.45 %
8Consolidated Edison Inc 28,2133.2M $1.36 %
9Entergy Corp 27,9093.1M $1.34 %
10Johnson & Johnson 12,7233.1M $1.33 %
11VICI Properties Inc 112,2833.1M $1.31 %
12Realty Income Corp 49,9953.1M $1.31 %
13Exelon Corp 59,5602.9M $1.25 %
14Ventas Inc 35,5812.9M $1.24 %
15WP Carey Inc 41,8722.8M $1.22 %
16Chubb Ltd 8,7002.8M $1.21 %
17Markel Group Inc 1,4452.8M $1.18 %
18Ross Stores Inc 12,2242.6M $1.13 %
19Exxon Mobil Corp 15,4262.6M $1.12 %
20Welltower Inc 13,0712.6M $1.10 %
21Annaly Capital Management Inc 122,1212.6M $1.10 %
22Cincinnati Financial Corp 16,2572.6M $1.09 %
23Bank of New York Mellon Corp/The 21,4012.5M $1.08 %
24General Dynamics Corp 7,3902.5M $1.08 %
25Medtronic PLC 28,8782.5M $1.07 %
26Arch Capital Group Ltd 25,4222.4M $1.04 %
27Snap-on Inc 6,7032.4M $1.04 %
28Bank of America Corp 48,3662.4M $1.01 %
29Tyson Foods Inc 36,7582.4M $1.01 %
30Marathon Petroleum Corp 9,3302.3M $0.97 %
31M&T Bank Corp 10,9512.3M $0.97 %
32Prologis Inc 16,8902.2M $0.95 %
33RTX Corp 11,4462.2M $0.94 %
34US Bancorp 42,3862.2M $0.94 %
35Verizon Communications Inc 43,8272.2M $0.94 %
36Truist Financial Corp 46,7982.2M $0.92 %
37News Corp 84,9712.1M $0.90 %
38L3Harris Technologies Inc 6,0502.1M $0.89 %
39Archer-Daniels-Midland Co 28,6042.1M $0.89 %
40Pfizer Inc 73,8532.1M $0.89 %
41Morgan Stanley 12,5442.1M $0.88 %
42Quest Diagnostics Inc 10,4912.1M $0.88 %
43State Street Corp 16,1392M $0.87 %
44American International Group Inc 27,0132M $0.87 %
45Monster Beverage Corp 27,7762M $0.86 %
46Edison International 27,3092M $0.85 %
47SS&C Technologies Holdings Inc 28,9202M $0.83 %
48Valero Energy Corp 7,9062M $0.83 %
49Wells Fargo & Co 24,3841.9M $0.83 %
50Citizens Financial Group Inc 32,3521.9M $0.83 %
51Northern Trust Corp 13,8971.9M $0.83 %
52Regions Financial Corp 74,1861.9M $0.83 %
53API Group Corp 47,7801.9M $0.83 %
54Citigroup Inc 16,9901.9M $0.82 %
55Goldman Sachs Group Inc/The 2,2651.9M $0.82 %
56Kraft Heinz Co/The 85,1411.9M $0.82 %
57Eversource Energy 27,5091.9M $0.81 %
58Johnson Controls International plc 14,5501.9M $0.81 %
59Fox Corp 32,2121.9M $0.80 %
60Devon Energy Corp 37,2001.9M $0.80 %
61FedEx Corp 5,2301.9M $0.80 %
62First Citizens BancShares Inc/NC 9631.8M $0.78 %
63HCA Healthcare Inc 3,8241.8M $0.77 %
64Alphabet Inc 6,2031.8M $0.76 %
65PG&E Corp 101,0681.8M $0.76 %
66Gilead Sciences Inc 12,6261.8M $0.75 %
67Synchrony Financial 25,1991.7M $0.73 %
68Bunge Global SA 13,4361.7M $0.73 %
69LyondellBasell Industries NV 20,8371.7M $0.72 %
70Nucor Corp 9,9231.7M $0.72 %
71DuPont de Nemours Inc 36,3331.7M $0.71 %
72Curtiss-Wright Corp 2,4271.7M $0.71 %
73Cognizant Technology Solutions Corp. 26,5801.6M $0.70 %
74Cummins Inc 3,0191.6M $0.69 %
75HP Inc 83,3651.6M $0.68 %
76United Parcel Service Inc 16,2551.6M $0.68 %
77TE Connectivity PLC 7,6251.6M $0.68 %
78Caterpillar Inc 2,2461.6M $0.68 %
79Leidos Holdings Inc 10,1371.6M $0.67 %
80CVS Health Corp 21,6121.6M $0.66 %
81Hewlett Packard Enterprise Co 64,4111.5M $0.66 %
82Cardinal Health, Inc. 7,2501.5M $0.65 %
83Steel Dynamics Inc 8,4461.5M $0.65 %
84Capital One Financial Corp 8,3121.5M $0.65 %
85Biogen Inc 8,1711.5M $0.64 %
86Aptiv PLC 21,4121.5M $0.64 %
87Zoom Communications Inc 18,4471.5M $0.63 %
88Jones Lang LaSalle Inc 4,8111.5M $0.63 %
89QUALCOMM Inc 11,2371.4M $0.62 %
90Ford Motor Co 124,0361.4M $0.61 %
91Dow Inc 34,2321.4M $0.61 %
92General Motors Co 18,8931.4M $0.60 %
93Cigna Group/The 5,1491.4M $0.59 %
94Jabil Inc 5,0621.3M $0.57 %
95Huntington Ingalls Industries, Inc. 3,5171.3M $0.57 %
96Ulta Beauty Inc 2,5321.3M $0.57 %
97Delta Air Lines Inc 19,2991.3M $0.55 %
98PayPal Holdings Inc 27,1461.2M $0.52 %
99United Therapeutics Corp 2,0551.2M $0.52 %
100Dollar General Corp 10,1831.2M $0.52 %