Victrix Investment Advisors

Stuart, FL · CIK 2055229 · 13F filing filed 2026-07-08

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyStuart, FL

$238.5m reported value -13.4% vs Q1 2026

75positions

45.0%in top 10

6 new 41 added 22 reduced 37 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ALPHABET INC CAP STK CL A GOOGL	GOOGL	44,038	$15.7m6.60%	6.60%	Reduced -339	-339 -0.8%
2	NVIDIA CORPORATION COM NVDA	NVDA	77,317	$15.5m6.49%	6.49%	Added +2.0k	+2,042 2.7%
3	APPLE INC COM AAPL	AAPL	41,290	$11.9m5.01%	5.01%	Added +612	+612 1.5%
4	AMAZON COM INC COM AMZN	AMZN	45,054	$10.7m4.50%	4.50%	Added +2.7k	+2,705 6.4%
5	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	21,035	$10.5m4.41%	4.41%	Added +1.7k	+1,711 8.8%
6	MICROSOFT CORP COM MSFT	MSFT	27,595	$10.3m4.32%	4.32%	Added +5.0k	+4,955 21.9%
7	UNITEDHEALTH GROUP INC COM UNH	UNH	23,443	$9.7m4.08%	4.08%	Added +1.9k	+1,875 8.7%
8	CISCO SYS INC COM CSCO	CSCO	70,063	$8.2m3.45%	3.45%	Added +697	+697 1.0%
9	INTEL CORP COM INTC	INTC	54,381	$7.6m3.18%	3.18%	Reduced -24.6k	-24,648 -31.2%
10	JOHNSON & JOHNSON COM JNJ	JNJ	28,068	$7.1m2.99%	2.99%	Added +2.4k	+2,351 9.1%
11	LOCKHEED MARTIN CORP COM LMT	LMT	13,880	$7.1m2.96%	2.96%	Added +1.9k	+1,856 15.4%
12	3M CO COM MMM	MMM	36,697	$5.9m2.49%	2.49%	Added +3.8k	+3,836 11.7%
13	CATERPILLAR INC COM CAT	CAT	5,385	$5.7m2.40%	2.40%	Reduced -34	-34 -0.6%
14	BOEING CO COM BA	BA	25,452	$5.5m2.31%	2.31%	Added +1.5k	+1,461 6.1%
15	VISA INC COM CL A V	V	16,018	$5.5m2.30%	2.30%	Added +2.7k	+2,738 20.6%
16	META PLATFORMS INC CL A META	META	9,589	$5.4m2.26%	2.26%	Added +2.6k	+2,647 38.1%
17	HOME DEPOT INC COM HD	HD	15,055	$5.3m2.23%	2.23%	Added +2.4k	+2,437 19.3%
18	WALMART INC COM WMT	WMT	46,820	$5.3m2.22%	2.22%	Added +2.4k	+2,370 5.3%
19	BANK AMERICA CORP COM BAC	BAC	91,267	$5.2m2.18%	2.18%	Added +1.9k	+1,853 2.1%
20	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	2,482	$4.9m2.07%	2.07%	Added +211	+211 9.3%
21	TEXAS INSTRS INC COM TXN	TXN	15,507	$4.6m1.94%	1.94%	Reduced -530	-530 -3.3%
22	CHUBB LIMITED COM CB	CB	13,241	$4.5m1.89%	1.89%	Added +775	+775 6.2%
23	SCHWAB CHARLES CORP COM SCHW	SCHW	48,070	$4.4m1.86%	1.86%	Added +2.8k	+2,807 6.2%
24	JPMORGAN CHASE & CO COM JPM	JPM	13,533	$4.4m1.86%	1.86%	Added +1.1k	+1,145 9.2%
25	MERCK & CO INC COM MRK	MRK	26,958	$3.5m1.45%	1.45%	Added +2.2k	+2,244 9.1%
26	REGENERON PHARMACEUTICALS COM REGN	REGN	4,766	$3.0m1.25%	1.25%	Unchanged
27	GE AEROSPACE COM NEW GE	GE	7,890	$2.9m1.24%	1.24%	Added +839	+839 11.9%
28	DISNEY WALT CO COM DIS	DIS	30,342	$2.9m1.22%	1.22%	Added +2.6k	+2,560 9.2%
29	ABBVIE INC COM ABBV	ABBV	11,038	$2.8m1.16%	1.16%	Added +1.6k	+1,624 17.2%
30	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	5,344	$2.6m1.07%	1.07%	Added +348	+348 7.0%
31	NEXTERA ENERGY INC COM NEE	NEE	28,643	$2.5m1.05%	1.05%	Added +3.3k	+3,270 12.9%
32	DUKE ENERGY CORP NEW COM NEW DUK	DUK	19,746	$2.5m1.05%	1.05%	Added +4.2k	+4,226 27.2%
33	TARGET CORP COM TGT	TGT	18,099	$2.4m0.99%	0.99%	Added +1.4k	+1,449 8.7%
34	GOLDMAN SACHS GROUP INC COM GS	GS	2,098	$2.1m0.89%	0.89%	Reduced -111	-111 -5.0%
35	ADVANCED MICRO DEVICES INC COM AMD	AMD	3,532	$2.1m0.86%	0.86%	Added +221	+221 6.7%
36	ALPHABET INC CAP STK CL C GOOG	GOOG	5,447	$1.9m0.81%	0.81%	Reduced -178	-178 -3.2%
37	SHELL PLC SPON ADS SHEL	SHEL	22,186	$1.7m0.72%	0.72%	Added +1.5k	+1,515 7.3%
38	SNOWFLAKE INC CL A SNOW	SNOW	6,361	$1.6m0.68%	0.68%	Added +294	+294 4.8%
39	GE VERNOVA INC COM GEV	GEV	1,285	$1.5m0.63%	0.63%	Added +245	+245 23.6%
40	ELI LILLY & CO COM LLY	LLY	1,253	$1.5m0.63%	0.63%	Reduced -69	-69 -5.2%
41	L3HARRIS TECHNOLOGIES INC COM LHX	LHX	4,997	$1.5m0.61%	0.61%	Added +1.6k	+1,608 47.5%
42	AMERICAN EXPRESS CO COM AXP	AXP	4,147	$1.4m0.59%	0.59%	Reduced -212	-212 -4.9%
43	NORTHROP GRUMMAN CORP COM NOC	NOC	2,469	$1.3m0.53%	0.53%	Added +20	+20 0.8%
44	RTX CORPORATION COM RTX	RTX	6,185	$1.2m0.49%	0.49%	Reduced -110	-110 -1.8%
45	BROADCOM INC COM AVGO	AVGO	2,960	$1.1m0.47%	0.47%	Reduced -14	-14 -0.5%
46	COSTCO WHSL CORP NEW COM COST	COST	915	$855.9k0.36%	0.36%	Reduced -10	-10 -1.1%
47	TESLA INC COM TSLA	TSLA	2,023	$850.9k0.36%	0.36%	Reduced -30	-30 -1.5%
48	MASTERCARD INCORPORATED CL A MA	MA	1,573	$807.7k0.34%	0.34%	Added +14	+14 0.9%
49	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	6,910	$806.2k0.34%	0.34%	Added +736	+736 11.9%
50	MCKESSON CORP COM MCK	MCK	1,040	$785.8k0.33%	0.33%	Reduced -24	-24 -2.3%
51	EXXON MOBIL CORP COM XOM	XOM	4,914	$671.8k0.28%	0.28%	Reduced -7.1k	-7,099 -59.1%
52	CARDINAL HEALTH INC COM CAH	CAH	2,565	$609.3k0.26%	0.26%	Reduced -23	-23 -0.9%
53	MARKEL GROUP INC COM MKL	MKL	306	$597.6k0.25%	0.25%	Reduced -4	-4 -1.3%
54	CHENIERE ENERGY INC COM NEW LNG	LNG	2,442	$583.7k0.24%	0.24%	New
55	ARISTA NETWORKS INC COM SHS ANET	ANET	3,406	$578.6k0.24%	0.24%	Added +137	+137 4.2%
56	PALO ALTO NETWORKS INC COM PANW	PANW	1,554	$529.9k0.22%	0.22%	Reduced -45	-45 -2.8%
57	APPLIED MATLS INC COM AMAT	AMAT	683	$493.9k0.21%	0.21%	Reduced -73	-73 -9.7%
58	AMGEN INC COM AMGN	AMGN	1,322	$478.7k0.20%	0.20%	Added +421	+421 46.7%
59	DEERE & CO COM DE	DE	704	$446.6k0.19%	0.19%	Unchanged
60	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	573	$437.3k0.18%	0.18%	Added +1	+1 0.2%
61	STRYKER CORPORATION COM SYK	SYK	1,275	$401.4k0.17%	0.17%	Unchanged
62	MARVELL TECHNOLOGY INC COM MRVL	MRVL	1,223	$364.2k0.15%	0.15%	New
63	CUMMINS INC COM CMI	CMI	400	$285.3k0.12%	0.12%	Unchanged
64	ARM HOLDINGS PLC SPONSORED ADS ARM	ARM	796	$282.2k0.12%	0.12%	New
65	UNION PAC CORP COM UNP	UNP	1,006	$273.6k0.11%	0.11%	Reduced -171	-171 -14.5%
66	QUALCOMM INC COM QCOM	QCOM	1,468	$271.3k0.11%	0.11%	New
67	IONIS PHARMACEUTICALS INC COM IONS	IONS	3,400	$269.6k0.11%	0.11%	New
68	TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS SPONSORED ADS		7,850	$266.0k0.11%	0.11%	Added +681	+681 9.5%
69	MARRIOTT INTL INC NEW CL A MAR	MAR	702	$260.2k0.11%	0.11%	Unchanged
70	QUEST DIAGNOSTICS INC COM DGX	DGX	1,210	$256.5k0.11%	0.11%	Reduced -100	-100 -7.6%
71	CONSOLIDATED EDISON INC COM ED	ED	2,117	$234.2k0.10%	0.10%	Reduced -571	-571 -21.2%
72	MCDONALDS CORP COM MCD	MCD	839	$226.8k0.10%	0.10%	Reduced -292	-292 -25.8%
73	ABBOTT LABS COM ABT	ABT	2,436	$221.0k0.09%	0.09%	Added +1	+1 0.0%
74	PROCTER AND GAMBLE CO COM PG	PG	1,489	$218.3k0.09%	0.09%	Unchanged
75	PRESIDIO PPTY TR INC *W EXP 01/24/202 SQFTW	SQFTW	12,603	$1830.00%	0.00%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
VANGUARD TAX-MANAGED FDS VEA	VEA	170,393	$10.9m170.4k shares
VANGUARD INDEX FDS VOO	VOO	17,432	$10.4m17.4k shares
SCHWAB STRATEGIC TR SCHA	SCHA	247,727	$7.2m247.7k shares
SCHWAB STRATEGIC TR SCHM	SCHM	213,732	$6.6m213.7k shares
INVESCO QQQ TR QQQ	QQQ	8,825	$5.1m8.8k shares
VANGUARD INTL EQUITY INDEX F VWO	VWO	93,617	$5.1m93.6k shares
SPDR S&P 500 ETF TR SPY	SPY	7,704	$5.0m7.7k shares
VANGUARD INDEX FDS VTV	VTV	25,207	$4.9m25.2k shares
SCHWAB STRATEGIC TR SCHZ	SCHZ	147,061	$3.4m147.1k shares
ISHARES TR PFF	PFF	93,346	$2.8m93.3k shares
INVESCO EXCHANGE TRADED FD T RSP	RSP	10,449	$2.0m10.4k shares
SCHWAB STRATEGIC TR SCHJ	SCHJ	78,322	$1.9m78.3k shares
SCHWAB STRATEGIC TR SCHX	SCHX	68,628	$1.8m68.6k shares
SCHWAB STRATEGIC TR SCHD	SCHD	51,662	$1.6m51.7k shares
ISHARES TR IEFA	IEFA	15,098	$1.4m15.1k shares
SCHWAB STRATEGIC TR SCHF	SCHF	53,447	$1.3m53.4k shares
CHEVRON CORP NEW CVX	CVX	5,705	$1.2m5.7k shares
ISHARES TR IJR	IJR	8,511	$1.1m8.5k shares
VANGUARD INDEX FDS VBR	VBR	4,126	$896.4k4.1k shares
VANGUARD INDEX FDS VXF	VXF	4,272	$879.2k4.3k shares
ISHARES INC IEMG	IEMG	11,556	$806.0k11.6k shares
VANGUARD INSTL INDEX FD VBIL	VBIL	9,354	$707.6k9.4k shares
SCHWAB STRATEGIC TR SCHE	SCHE	16,790	$553.2k16.8k shares
VANGUARD SCOTTSDALE FDS VGIT	VGIT	9,171	$546.1k9.2k shares
VANGUARD BD INDEX FDS VUSB	VUSB	10,387	$517.1k10.4k shares