Victrix Investment Advisors
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 24, 2025), Victrix Investment Advisors reported 95 stock positions worth $190.4 million. Its top holding was Nvidia (NVDA) at 4.7% of the portfolio, followed by Berkshire Hathaway Class B (BRK.B, 4.6%) and Apple (AAPL, 4.3%). Compared with Q4 2024, it opened 33 new positions, sold out of 2, added to 26 and reduced 33. The biggest buy was a new position in Vanguard S&P 500 ETF (VOO) and the biggest sale Nvidia (NVDA, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- Stuart, FL
- CIK
- 0002055229
- Portfolio Value
- $190.4M (Q1 2025)
- SEC Filing
- 0001667731-25-000511 ↗ filed Apr 24, 2025
Holdings Value
Holdings 95 stocks · $190.4M
| NVDA Nvidia Corp. | 4.70% | 82,683 | $8.9M | Reduce -1.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 4.58% | 16,603 | $8.7M | Reduce -0.3% |
| AAPL Apple Inc. | 4.31% | 37,325 | $8.2M | Reduce -0.9% |
| AMZN Amazon.com Inc. | 3.66% | 37,046 | $7.0M | Add +1.1% |
| VOO Vanguard S&P 500 ETF | 3.63% | 13,716 | $6.9M | New |
| GOOGL Alphabet Inc. Class A | 3.60% | 45,301 | $6.8M | Add +2.9% |
| MSFT Microsoft Corp. | 3.18% | 16,093 | $6.1M | Add +5.4% |
| VEA Vanguard Ftse Developed ETF | 2.97% | 116,641 | $5.7M | New |
| SCHA Schwab US Small-Cap ETF | 2.70% | 227,542 | $5.1M | New |
| SCHM Schwab US Mid Cap ETF | 2.49% | 186,491 | $4.7M | New |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.47% | 8,551 | $4.7M | New |
| QQQ Invesco QQQ Trust Series 1 | 2.22% | 9,217 | $4.2M | New |
| MMM 3M Co. | 2.15% | 28,909 | $4.1M | Reduce -0.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 2.11% | 98,670 | $4.0M | Reduce -5.8% |
| VTV Vanguard Mrngstr Val ETF-Aui | 2.01% | 22,997 | $3.8M | New |
| LMT Lockheed Martin Corp. | 1.95% | 8,545 | $3.7M | Add +7.5% |
| JNJ Johnson & Johnson | 1.94% | 23,137 | $3.7M | Add +0.6% |
| HD Home Depot Inc. | 1.90% | 10,093 | $3.6M | Add +3.3% |
| WMT Walmart Inc. | 1.89% | 41,610 | $3.6M | Reduce -1.3% |
| CSCO Cisco Systems Inc. | 1.88% | 60,777 | $3.6M | Reduce -1.7% |
| CB Chubb Ltd. | 1.83% | 11,810 | $3.5M | Reduce -2.4% |
| V Visa Inc. Class A | 1.74% | 9,617 | $3.3M | Add +1.1% |
| SCHW Schwab (charles) Corp. | 1.70% | 43,248 | $3.2M | Reduce -1.5% |
| REGN Regeneron Pharmaceuticals | 1.63% | 4,900 | $3.1M | No change |
| META Meta Platforms Inc. Class A | 1.56% | 5,284 | $3.0M | Add +13.9% |
| BA The Boeing Co. | 1.48% | 17,268 | $2.8M | Reduce -2.8% |
| UNH Unitedhealth Group Inc. | 1.48% | 5,575 | $2.8M | Add +4.9% |
| JPM JPMorgan Chase & Co. | 1.45% | 11,474 | $2.8M | Add +20.7% |
| PFF iShares Preferred & Income S | 1.42% | 89,311 | $2.7M | New |
| VWO Vanguard Ftse Emerging Marke | 1.31% | 57,764 | $2.5M | New |
| SCHZ Schwab US Aggregate Bond ETF | 1.25% | 104,042 | $2.4M | New |
| TXN Texas Instruments Inc. | 1.17% | 12,660 | $2.2M | Add +7.3% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 1.16% | 23,576 | $2.2M | Add +1.3% |
| SCHX Schwab US Large-Cap ETF | 1.06% | 97,232 | $2.0M | New |
| RSP Invesco S&P 500 Equal Weight | 1.00% | 11,246 | $1.9M | New |
| CAT Caterpillar Inc. | 1.00% | 5,797 | $1.9M | Add +0.6% |
| MRK Merck & Co. Inc. | 0.97% | 21,631 | $1.8M | Reduce -0.1% |
| ABBV Abbvie Inc. | 0.96% | 8,829 | $1.8M | Add +53.3% |
| INTC Intel Corp. | 0.91% | 80,107 | $1.7M | Reduce -1.9% |
| SCHD Schwab US DVD Equity ETF | 0.82% | 57,947 | $1.6M | New |
| DUK Duke Energy Corp. | 0.79% | 12,367 | $1.5M | Reduce -22.9% |
| SCHJ Schwab 1-5 YR Corp. BND ETF | 0.78% | 60,568 | $1.5M | New |
| NEE Nextera Energy Inc. | 0.76% | 21,386 | $1.4M | Add +61.3% |
| GE General Electric filed as GE AEROSPACE | 0.72% | 6,867 | $1.4M | Reduce -4.7% |
| TGT Target Corp. | 0.71% | 13,502 | $1.4M | Add +0.9% |
| NOC Northrop Grumman Corp. | 0.66% | 2,462 | $1.3M | Add +8.7% |
| SHEL Shell PLC-ADR | 0.66% | 18,130 | $1.3M | Reduce -25.8% |
| GS Goldman Sachs Group Inc. | 0.66% | 2,323 | $1.2M | Reduce -0.3% |
| SCHF Schwab Intl Equity ETF | 0.65% | 65,270 | $1.2M | New |
| XOM Exxon Mobil Corp. | 0.62% | 10,026 | $1.2M | Add +28.8% |
| IEFA iShares Core MSCI Eafe ETF | 0.57% | 14,238 | $1.1M | New |
| MCK McKesson Corp. | 0.50% | 1,408 | $946K | Reduce -3.2% |
| GOOG Alphabet Inc. Class C | 0.46% | 5,683 | $877K | Reduce -9.0% |
| MA Mastercard Inc. Class A | 0.45% | 1,563 | $855K | Reduce -2.0% |
| VXF Vanguard Extended Market ETF | 0.43% | 4,752 | $819K | New |
| TSM Taiwan Semiconductor-SP ADR | 0.42% | 4,949 | $804K | Add +85.8% |
| IJR iShares Core S&P Small-Cap E | 0.42% | 7,583 | $793K | New |
| RTX RTX Corp. | 0.39% | 5,686 | $739K | Reduce -6.5% |
| IEMG iShares Core MSCI Emerging | 0.35% | 12,383 | $668K | New |
| COST Costco Wholesale Corp. | 0.35% | 685 | $657K | Reduce -2.7% |
| MKL Markel Group Inc. | 0.32% | 327 | $606K | Reduce -7.1% |
| PG The Procter & Gamble Co. | 0.30% | 3,379 | $576K | Add +48.2% |
| LLY Eli Lilly & Co. | 0.27% | 562 | $514K | Reduce -53.6% |
| SNOW Snowflake Inc. | 0.27% | 3,472 | $507K | Reduce -7.6% |
| PLTR Palantir Technologies Inc. Class A | 0.26% | 5,768 | $490K | Reduce -10.4% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.25% | 17,711 | $471K | New |
| MCD McDonald's Corp. | 0.24% | 1,540 | $454K | New |
| CVX Chevron Corp. | 0.24% | 2,743 | $448K | New |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.23% | 1,166 | $435K | New |
| AMD Advanced Micro Devices | 0.23% | 4,215 | $429K | Reduce -40.4% |
| LHX L3HARRIS Technologies Inc. | 0.22% | 2,065 | $427K | Add +6.5% |
| AVGO Broadcom Inc. | 0.21% | 2,243 | $395K | Reduce -0.7% |
| DE Deere & Co. | 0.20% | 818 | $377K | Add +0.1% |
| CAH Cardinal Health Inc. | 0.19% | 2,659 | $366K | Add +3.9% |
| ABT Abbott Laboratories | 0.18% | 2,576 | $342K | New |
| SCHG Schwab US Large-Cap Growth | 0.18% | 13,364 | $335K | New |
| ED Consolidated Edison Inc. | 0.17% | 2,988 | $330K | No change |
| TSLA Tesla Inc. | 0.17% | 1,214 | $329K | Add +14.5% |
| CAVA Cava Group Inc. | 0.17% | 3,737 | $323K | Add +43.8% |
| PANW Palo Alto Networks Inc. | 0.17% | 1,824 | $315K | Add +4.2% |
| MRSH Marsh & McLennan Cos | 0.16% | 1,258 | $307K | Reduce -1.2% |
| UNP Union Pacific Corp. | 0.16% | 1,308 | $304K | Reduce -23.2% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.16% | 1,607 | $299K | New |
| GEV GE Vernova Inc. | 0.15% | 934 | $285K | Reduce -21.2% |
| GEHC GE Healthcare Technology | 0.14% | 3,271 | $264K | Reduce -1.0% |
| IWM iShares Russell 2000 ETF | 0.13% | 1,253 | $250K | New |
| VIG Vanguard Dividend Apprec ETF | 0.13% | 1,287 | $250K | New |
| ANET Arista Networks Inc. | 0.13% | 3,200 | $248K | No change |
| FBCG Fidelity Blue Chip Grow ETF | 0.13% | 5,980 | $239K | New |
| DVY iShares Select Dividend ETF | 0.12% | 2,020 | $238K | New |
| DGX Quest Diagnostics Inc. | 0.12% | 1,375 | $233K | Reduce -14.1% |
| TMUS T-Mobile US Inc. | 0.12% | 867 | $231K | New |
| NDAQ Nasdaq Inc. | 0.12% | 2,900 | $220K | New |
| HUM Humana Inc. | 0.11% | 808 | $214K | Reduce -9.0% |
| VDC Vanguard Consumer Staple ETF | 0.11% | 947 | $207K | New |
Portfolio Sells Q4 2024 → Q1 2025
| NVDA Nvidia Corp. | Reduce -1.6% | 4.70% | −3.44 |
| AAPL Apple Inc. | Reduce -0.9% | 4.31% | −2.49 |
| BAC Bank of America Corp. | Reduce -5.8% | 2.11% | −1.21 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.3% | 4.58% | −0.86 |
| WMT Walmart Inc. | Reduce -1.3% | 1.89% | −0.85 |
| BA The Boeing Co. | Reduce -2.8% | 1.48% | −0.79 |
| CSCO Cisco Systems Inc. | Reduce -1.7% | 1.88% | −0.76 |
| VRSN Verisign Inc. | Sold out | 0.00% | −0.65 |
| SCHW Schwab (charles) Corp. | Reduce -1.5% | 1.70% | −0.64 |
| MRK Merck & Co. Inc. | Reduce -0.1% | 0.97% | −0.58 |
| CB Chubb Ltd. | Reduce -2.4% | 1.83% | −0.58 |
| MMM 3M Co. | Reduce -0.1% | 2.15% | −0.54 |
| DUK Duke Energy Corp. | Reduce -22.9% | 0.79% | −0.46 |
| SHEL Shell PLC-ADR | Reduce -25.8% | 0.66% | −0.44 |
| LLY Eli Lilly & Co. | Reduce -53.6% | 0.27% | −0.40 |
| GOOG Alphabet Inc. Class C | Reduce -9.0% | 0.46% | −0.40 |
| AMD Advanced Micro Devices | Reduce -40.4% | 0.23% | −0.39 |
| GS Goldman Sachs Group Inc. | Reduce -0.3% | 0.66% | −0.31 |
| INTC Intel Corp. | Reduce -1.9% | 0.91% | −0.27 |
| AVGO Broadcom Inc. | Reduce -0.7% | 0.21% | −0.17 |
| CRM Salesforce Inc. | Sold out | 0.00% | −0.16 |
| MA Mastercard Inc. Class A | Reduce -2.0% | 0.45% | −0.16 |
| SNOW Snowflake Inc. | Reduce -7.6% | 0.27% | −0.15 |
| GE General Electric | Reduce -4.7% | 0.72% | −0.14 |
| GEV GE Vernova Inc. | Reduce -21.2% | 0.15% | −0.13 |
| UNP Union Pacific Corp. | Reduce -23.2% | 0.16% | −0.12 |
| MKL Markel Group Inc. | Reduce -7.1% | 0.32% | −0.12 |
| COST Costco Wholesale Corp. | Reduce -2.7% | 0.35% | −0.12 |
| RTX RTX Corp. | Reduce -6.5% | 0.39% | −0.12 |
| MCK McKesson Corp. | Reduce -3.2% | 0.50% | −0.10 |
| PLTR Palantir Technologies Inc. Class A | Reduce -10.4% | 0.26% | −0.09 |
| DGX Quest Diagnostics Inc. | Reduce -14.1% | 0.12% | −0.05 |
| HUM Humana Inc. | Reduce -9.0% | 0.11% | −0.05 |
| GEHC GE Healthcare Technology | Reduce -1.0% | 0.14% | −0.05 |
| MRSH Marsh & McLennan Cos | Reduce -1.2% | 0.16% | −0.03 |
Portfolio Buys Q4 2024 → Q1 2025
| VOO Vanguard S&P 500 ETF | New | 3.63% | +3.63 |
| VEA Vanguard Ftse Developed ETF | New | 2.97% | +2.97 |
| SCHA Schwab US Small-Cap ETF | New | 2.70% | +2.70 |
| SCHM Schwab US Mid Cap ETF | New | 2.49% | +2.49 |
| SPY SS SPDR S&P 500 ETF Trust-US | New | 2.47% | +2.47 |
| QQQ Invesco QQQ Trust Series 1 | New | 2.22% | +2.22 |
| VTV Vanguard Mrngstr Val ETF-Aui | New | 2.01% | +2.01 |
| PFF iShares Preferred & Income S | New | 1.42% | +1.42 |
| VWO Vanguard Ftse Emerging Marke | New | 1.31% | +1.31 |
| SCHZ Schwab US Aggregate Bond ETF | New | 1.25% | +1.25 |
| SCHX Schwab US Large-Cap ETF | New | 1.06% | +1.06 |
| RSP Invesco S&P 500 Equal Weight | New | 1.00% | +1.00 |
| SCHD Schwab US DVD Equity ETF | New | 0.82% | +0.82 |
| SCHJ Schwab 1-5 YR Corp. BND ETF | New | 0.78% | +0.78 |
| SCHF Schwab Intl Equity ETF | New | 0.65% | +0.65 |
| IEFA iShares Core MSCI Eafe ETF | New | 0.57% | +0.57 |
| VXF Vanguard Extended Market ETF | New | 0.43% | +0.43 |
| IJR iShares Core S&P Small-Cap E | New | 0.42% | +0.42 |
| IEMG iShares Core MSCI Emerging | New | 0.35% | +0.35 |
| SCHE Schwab Emrg Mrkts Eqty ETF | New | 0.25% | +0.25 |
| MCD McDonald's Corp. | New | 0.24% | +0.24 |
| CVX Chevron Corp. | New | 0.24% | +0.24 |
| DIA SS SPDR Dow Jones Indus Avg | New | 0.23% | +0.23 |
| ABBV Abbvie Inc. | Add +53.3% | 0.96% | +0.22 |
| ABT Abbott Laboratories | New | 0.18% | +0.18 |
| SCHG Schwab US Large-Cap Growth | New | 0.18% | +0.18 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | New | 0.16% | +0.16 |
| IWM iShares Russell 2000 ETF | New | 0.13% | +0.13 |
| VIG Vanguard Dividend Apprec ETF | New | 0.13% | +0.13 |
| FBCG Fidelity Blue Chip Grow ETF | New | 0.13% | +0.13 |
| DVY iShares Select Dividend ETF | New | 0.12% | +0.12 |
| TMUS T-Mobile US Inc. | New | 0.12% | +0.12 |
| NDAQ Nasdaq Inc. | New | 0.12% | +0.12 |
| VDC Vanguard Consumer Staple ETF | New | 0.11% | +0.11 |
| NEE Nextera Energy Inc. | Add +61.3% | 0.76% | +0.07 |
| TSM Taiwan Semiconductor-SP ADR | Add +85.8% | 0.42% | +0.04 |
| PG The Procter & Gamble Co. | Add +48.2% | 0.30% | +0.03 |
| XOM Exxon Mobil Corp. | Add +28.8% | 0.62% | +0.02 |
| CAH Cardinal Health Inc. | Add +3.9% | 0.19% | −0.03 |
| CAVA Cava Group Inc. | Add +43.8% | 0.17% | −0.04 |
| DE Deere & Co. | Add +0.1% | 0.20% | −0.05 |
| PANW Palo Alto Networks Inc. | Add +4.2% | 0.17% | −0.06 |
| LHX L3HARRIS Technologies Inc. | Add +6.5% | 0.22% | −0.07 |
| NOC Northrop Grumman Corp. | Add +8.7% | 0.66% | −0.10 |
| TSLA Tesla Inc. | Add +14.5% | 0.17% | −0.14 |
| JPM JPMorgan Chase & Co. | Add +20.7% | 1.45% | −0.19 |
| META Meta Platforms Inc. Class A | Add +13.9% | 1.56% | −0.40 |
| V Visa Inc. Class A | Add +1.1% | 1.74% | −0.43 |
| TXN Texas Instruments Inc. | Add +7.3% | 1.17% | −0.43 |
| UNH Unitedhealth Group Inc. | Add +4.9% | 1.48% | −0.46 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 74 | $238.5M | GOOGL, NVDA, AAPL, AMZN, BRK.B |
| Q1 2026 | 106 | $275.4M | NVDA, GOOGL, VEA, VOO, AAPL |
| Q4 2025 | 104 | $258.2M | NVDA, GOOGL, AAPL, VOO, VEA |
| Q3 2025 | 69 | $182.4M | NVDA, GOOGL, AAPL, MSFT, BRK.B |
| Q2 2025 | 102 | $226.0M | NVDA, MSFT, VOO, AMZN, BRK.B |
| Q1 2025 | 95 | $190.4M | NVDA, BRK.B, AAPL, AMZN, VOO |
| Q4 2024 | 64 | $138.7M | NVDA, AAPL, GOOGL, AMZN, BRK.B |