Victrix Investment Advisors
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 4, 2025), Victrix Investment Advisors reported 69 stock positions worth $182.4 million. Its top holding was Nvidia (NVDA) at 7.8% of the portfolio, followed by Alphabet Class A (GOOGL, 6.2%) and Apple (AAPL, 5.7%). Compared with Q2 2025, it opened 2 new positions, sold out of 35, added to 43 and reduced 17. The biggest buy was Alphabet Class A (GOOGL, shares +1%) and the biggest sale an exit from Vanguard S&P 500 ETF (VOO).
- Most Recent 13F
- Q2 2026
- Location
- Stuart, FL
- CIK
- 0002055229
- Portfolio Value
- $182.4M (Q3 2025)
- SEC Filing
- 0002085853-25-000224 ↗ filed Nov 4, 2025
Holdings Value
Holdings 69 stocks · $182.4M
| NVDA Nvidia Corp. | 7.84% | 76,664 | $14.3M | Reduce -10.9% |
| GOOGL Alphabet Inc. Class A | 6.21% | 46,588 | $11.3M | Add +0.8% |
| AAPL Apple Inc. | 5.72% | 40,971 | $10.4M | Add +6.6% |
| MSFT Microsoft Corp. | 5.29% | 18,620 | $9.6M | Add +2.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 4.95% | 17,967 | $9.0M | Add +5.5% |
| AMZN Amazon.com Inc. | 4.68% | 38,913 | $8.5M | Add +2.6% |
| LMT Lockheed Martin Corp. | 3.15% | 11,512 | $5.7M | Add +12.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 2.82% | 99,767 | $5.1M | Add +1.0% |
| UNH Unitedhealth Group Inc. | 2.74% | 14,464 | $5.0M | Add +91.6% |
| MMM 3M Co. | 2.73% | 32,047 | $5.0M | Add +5.0% |
| BA The Boeing Co. | 2.65% | 22,372 | $4.8M | Add +3.7% |
| HD Home Depot Inc. | 2.56% | 11,507 | $4.7M | Add +5.6% |
| WMT Walmart Inc. | 2.51% | 44,468 | $4.6M | Add +5.2% |
| CSCO Cisco Systems Inc. | 2.49% | 66,311 | $4.5M | Add +5.4% |
| JNJ Johnson & Johnson | 2.45% | 24,085 | $4.5M | Add +3.3% |
| META Meta Platforms Inc. Class A | 2.38% | 5,922 | $4.3M | Add +6.2% |
| SCHW Schwab (charles) Corp. | 2.29% | 43,838 | $4.2M | Add +2.1% |
| V Visa Inc. Class A | 2.21% | 11,824 | $4.0M | Add +6.3% |
| JPM JPMorgan Chase & Co. | 2.10% | 12,171 | $3.8M | Add +2.9% |
| CB Chubb Ltd. | 1.88% | 12,170 | $3.4M | Add +0.8% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 1.64% | 26,062 | $3.0M | Add +6.5% |
| INTC Intel Corp. | 1.62% | 88,127 | $3.0M | Add +2.2% |
| CAT Caterpillar Inc. | 1.55% | 5,940 | $2.8M | Reduce -2.3% |
| REGN Regeneron Pharmaceuticals | 1.51% | 4,900 | $2.8M | No change |
| TXN Texas Instruments Inc. | 1.45% | 14,392 | $2.6M | Add +8.8% |
| ABBV Abbvie Inc. | 1.35% | 10,653 | $2.5M | Add +9.9% |
| GE General Electric filed as GE AEROSPACE | 1.14% | 6,942 | $2.1M | Reduce -1.8% |
| MRK Merck & Co. Inc. | 1.13% | 24,618 | $2.1M | Add +11.4% |
| ASML ASML Holding NV-NY Reg SHS | 1.11% | 2,084 | $2.0M | Add +18.1% |
| TSM Taiwan Semiconductor-SP ADR | 1.09% | 7,101 | $2.0M | Add +17.1% |
| TGT Target Corp. | 1.01% | 20,512 | $1.8M | Add +14.2% |
| GS Goldman Sachs Group Inc. | 1.00% | 2,300 | $1.8M | Reduce -2.3% |
| NEE Nextera Energy Inc. | 0.99% | 23,941 | $1.8M | Add +2.6% |
| DUK Duke Energy Corp. | 0.93% | 13,703 | $1.7M | Add +7.4% |
| XOM Exxon Mobil Corp. | 0.85% | 13,715 | $1.5M | Add +12.6% |
| NOC Northrop Grumman Corp. | 0.82% | 2,470 | $1.5M | Reduce -2.0% |
| SHEL Shell PLC-ADR | 0.76% | 19,356 | $1.4M | Add +5.5% |
| GOOG Alphabet Inc. Class C | 0.75% | 5,619 | $1.4M | Reduce -9.8% |
| PLTR Palantir Technologies Inc. Class A | 0.72% | 7,181 | $1.3M | Add +11.4% |
| SNOW Snowflake Inc. | 0.65% | 5,290 | $1.2M | Add +24.0% |
| RTX RTX Corp. | 0.58% | 6,368 | $1.1M | Add +6.7% |
| MCK McKesson Corp. | 0.56% | 1,332 | $1.0M | Reduce -3.2% |
| LLY Eli Lilly & Co. | 0.54% | 1,294 | $987K | Reduce -0.1% |
| TSLA Tesla Inc. | 0.52% | 2,137 | $950K | Add +13.2% |
| MA Mastercard Inc. Class A | 0.47% | 1,518 | $863K | Reduce -0.8% |
| LHX L3HARRIS Technologies Inc. | 0.43% | 2,556 | $781K | Add +11.3% |
| AVGO Broadcom Inc. | 0.42% | 2,336 | $771K | Add +2.6% |
| MCD McDonald's Corp. | 0.38% | 2,279 | $693K | Add +24.2% |
| COST Costco Wholesale Corp. | 0.36% | 716 | $663K | No change |
| MKL Markel Group Inc. | 0.34% | 321 | $614K | Reduce -1.8% |
| GEV GE Vernova Inc. | 0.30% | 899 | $553K | No change |
| AMD Advanced Micro Devices | 0.30% | 3,366 | $545K | Reduce -7.1% |
| SYK Stryker Corp. | 0.26% | 1,275 | $471K | Reduce -0.6% |
| ANET Arista Networks Inc. | 0.26% | 3,200 | $466K | No change |
| CVX Chevron Corp. | 0.24% | 2,798 | $435K | Add +31.0% |
| CAH Cardinal Health Inc. | 0.22% | 2,588 | $406K | Reduce -2.7% |
| CAVA Cava Group Inc. | 0.21% | 6,267 | $379K | Add +31.6% |
| PG The Procter & Gamble Co. | 0.20% | 2,422 | $372K | Reduce -1.0% |
| PANW Palo Alto Networks Inc. | 0.19% | 1,729 | $352K | Add +0.3% |
| DE Deere & Co. | 0.19% | 765 | $350K | Reduce -5.6% |
| ABT Abbott Laboratories | 0.19% | 2,577 | $345K | No change |
| UNP Union Pacific Corp. | 0.16% | 1,264 | $299K | Add +4.8% |
| ED Consolidated Edison Inc. | 0.16% | 2,913 | $293K | Add +2.1% |
| QCOM Qualcomm Inc. | 0.15% | 1,601 | $266K | Reduce -2.1% |
| DGX Quest Diagnostics Inc. | 0.14% | 1,310 | $250K | No change |
| GEHC GE Healthcare Technology | 0.13% | 3,139 | $236K | No change |
| IONS Ionis Pharmaceuticals Inc. | 0.12% | 3,400 | $222K | New |
| ORCL Oracle Corp. | 0.12% | 764 | $215K | Reduce -33.6% |
| WFC Wells Fargo & Co. | 0.11% | 2,433 | $204K | New |
Other holdings (1): bonds, preferreds, convertibles and warrants · $471 (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| SQFTW Presidio Property TRST -CW27 | *W EXP 01/24/202 | 12,603 | $471 | No change |
Total filed on the 13F, all lines: $182.4M.
Portfolio Sells Q2 2025 → Q3 2025
| VOO Vanguard S&P 500 ETF | Sold out | 0.00% | −3.72 |
| VEA Vanguard Ftse Developed ETF | Sold out | 0.00% | −3.29 |
| SCHA Schwab US Small-Cap ETF | Sold out | 0.00% | −2.47 |
| QQQ Invesco QQQ Trust Series 1 | Sold out | 0.00% | −2.38 |
| SPY SS SPDR S&P 500 ETF Trust-US | Sold out | 0.00% | −2.33 |
| SCHM Schwab US Mid Cap ETF | Sold out | 0.00% | −2.28 |
| VTV Vanguard Mrngstr Val ETF-Aui | Sold out | 0.00% | −1.88 |
| VWO Vanguard Ftse Emerging Marke | Sold out | 0.00% | −1.32 |
| PFF iShares Preferred & Income S | Sold out | 0.00% | −1.20 |
| SCHZ Schwab US Aggregate Bond ETF | Sold out | 0.00% | −1.12 |
| SCHX Schwab US Large-Cap ETF | Sold out | 0.00% | −1.01 |
| RSP Invesco S&P 500 Equal Weight | Sold out | 0.00% | −0.88 |
| SCHJ Schwab 1-5 YR Corp. BND ETF | Sold out | 0.00% | −0.67 |
| SCHD Schwab US DVD Equity ETF | Sold out | 0.00% | −0.67 |
| SCHF Schwab Intl Equity ETF | Sold out | 0.00% | −0.64 |
| IEFA iShares Core MSCI Eafe ETF | Sold out | 0.00% | −0.53 |
| VXF Vanguard Extended Market ETF | Sold out | 0.00% | −0.38 |
| IJR iShares Core S&P Small-Cap E | Sold out | 0.00% | −0.37 |
| IEMG iShares Core MSCI Emerging | Sold out | 0.00% | −0.31 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Sold out | 0.00% | −0.30 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Sold out | 0.00% | −0.23 |
| DIA SS SPDR Dow Jones Indus Avg | Sold out | 0.00% | −0.19 |
| VIG Vanguard Dividend Apprec ETF | Sold out | 0.00% | −0.16 |
| ELV Elevance Health Inc. | Sold out | 0.00% | −0.15 |
| SCHG Schwab US Large-Cap Growth | Sold out | 0.00% | −0.15 |
| DVY iShares Select Dividend ETF | Sold out | 0.00% | −0.13 |
| FBCG Fidelity Blue Chip Grow ETF | Sold out | 0.00% | −0.13 |
| MRSH Marsh & McLennan Cos | Sold out | 0.00% | −0.12 |
| VUG Vanguard Mrngstar GR ETF-Sui | Sold out | 0.00% | −0.12 |
| NDAQ Nasdaq Inc. | Sold out | 0.00% | −0.11 |
| IWN iShares Russell 2000 Value E | Sold out | 0.00% | −0.10 |
| SCHB Schwab US Broad Market ETF | Sold out | 0.00% | −0.10 |
| ARM Arm Holdings PLC-ADR | Sold out | 0.00% | −0.09 |
| VDC Vanguard Consumer Staple ETF | Sold out | 0.00% | −0.09 |
| CRWD CrowdStrike Holdings Inc. Class A | Sold out | 0.00% | −0.09 |
| ORCL Oracle Corp. | Reduce -33.6% | 0.12% | +0.01 |
| DE Deere & Co. | Reduce -5.6% | 0.19% | +0.01 |
| CAH Cardinal Health Inc. | Reduce -2.7% | 0.22% | +0.03 |
| QCOM Qualcomm Inc. | Reduce -2.1% | 0.15% | +0.03 |
| PG The Procter & Gamble Co. | Reduce -1.0% | 0.20% | +0.03 |
| SYK Stryker Corp. | Reduce -0.6% | 0.26% | +0.03 |
| MKL Markel Group Inc. | Reduce -1.8% | 0.34% | +0.05 |
| AMD Advanced Micro Devices | Reduce -7.1% | 0.30% | +0.07 |
| MA Mastercard Inc. Class A | Reduce -0.8% | 0.47% | +0.09 |
| LLY Eli Lilly & Co. | Reduce -0.1% | 0.54% | +0.09 |
| MCK McKesson Corp. | Reduce -3.2% | 0.56% | +0.12 |
| GOOG Alphabet Inc. Class C | Reduce -9.8% | 0.75% | +0.26 |
| GS Goldman Sachs Group Inc. | Reduce -2.3% | 1.00% | +0.27 |
| NOC Northrop Grumman Corp. | Reduce -2.0% | 0.82% | +0.27 |
| GE General Electric | Reduce -1.8% | 1.14% | +0.34 |
Portfolio Buys Q2 2025 → Q3 2025
| GOOGL Alphabet Inc. Class A | Add +0.8% | 6.21% | +2.60 |
| AAPL Apple Inc. | Add +6.6% | 5.72% | +2.23 |
| UNH Unitedhealth Group Inc. | Add +91.6% | 2.74% | +1.70 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +5.5% | 4.95% | +1.29 |
| MSFT Microsoft Corp. | Add +2.0% | 5.29% | +1.27 |
| LMT Lockheed Martin Corp. | Add +12.1% | 3.15% | +1.05 |
| AMZN Amazon.com Inc. | Add +2.6% | 4.68% | +1.00 |
| JNJ Johnson & Johnson | Add +3.3% | 2.45% | +0.87 |
| HD Home Depot Inc. | Add +5.6% | 2.56% | +0.79 |
| INTC Intel Corp. | Add +2.2% | 1.62% | +0.77 |
| BAC Bank of America Corp. | Add +1.0% | 2.82% | +0.75 |
| WMT Walmart Inc. | Add +5.2% | 2.51% | +0.68 |
| MMM 3M Co. | Add +5.0% | 2.73% | +0.67 |
| BA The Boeing Co. | Add +3.7% | 2.65% | +0.65 |
| JPM JPMorgan Chase & Co. | Add +2.9% | 2.10% | +0.59 |
| META Meta Platforms Inc. Class A | Add +6.2% | 2.38% | +0.56 |
| SCHW Schwab (charles) Corp. | Add +2.1% | 2.29% | +0.56 |
| ABBV Abbvie Inc. | Add +9.9% | 1.35% | +0.56 |
| CSCO Cisco Systems Inc. | Add +5.4% | 2.49% | +0.55 |
| ASML ASML Holding NV-NY Reg SHS | Add +18.1% | 1.11% | +0.48 |
| TSM Taiwan Semiconductor-SP ADR | Add +17.1% | 1.09% | +0.48 |
| V Visa Inc. Class A | Add +6.3% | 2.21% | +0.46 |
| MRK Merck & Co. Inc. | Add +11.4% | 1.13% | +0.36 |
| CB Chubb Ltd. | Add +0.8% | 1.88% | +0.34 |
| PLTR Palantir Technologies Inc. Class A | Add +11.4% | 0.72% | +0.33 |
| DIS The Walt Disney Co. | Add +6.5% | 1.64% | +0.29 |
| NEE Nextera Energy Inc. | Add +2.6% | 0.99% | +0.27 |
| XOM Exxon Mobil Corp. | Add +12.6% | 0.85% | +0.27 |
| DUK Duke Energy Corp. | Add +7.4% | 0.93% | +0.26 |
| TSLA Tesla Inc. | Add +13.2% | 0.52% | +0.26 |
| TXN Texas Instruments Inc. | Add +8.8% | 1.45% | +0.23 |
| SNOW Snowflake Inc. | Add +24.0% | 0.65% | +0.23 |
| TGT Target Corp. | Add +14.2% | 1.01% | +0.22 |
| RTX RTX Corp. | Add +6.7% | 0.58% | +0.20 |
| SHEL Shell PLC-ADR | Add +5.5% | 0.76% | +0.19 |
| LHX L3HARRIS Technologies Inc. | Add +11.3% | 0.43% | +0.17 |
| AVGO Broadcom Inc. | Add +2.6% | 0.42% | +0.14 |
| MCD McDonald's Corp. | Add +24.2% | 0.38% | +0.14 |
| IONS Ionis Pharmaceuticals Inc. | New | 0.12% | +0.12 |
| WFC Wells Fargo & Co. | New | 0.11% | +0.11 |
| CVX Chevron Corp. | Add +31.0% | 0.24% | +0.10 |
| UNP Union Pacific Corp. | Add +4.8% | 0.16% | +0.04 |
| PANW Palo Alto Networks Inc. | Add +0.3% | 0.19% | +0.04 |
| ED Consolidated Edison Inc. | Add +2.1% | 0.16% | +0.03 |
| CAVA Cava Group Inc. | Add +31.6% | 0.21% | +0.03 |
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 |