VICTORY CAPITAL MANAGEMENT INC
Q2 2026 13F filing
Updated 34 days ago2,638 disclosed positions worth $178.3B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | N NVDA NVIDIA CORPORATION | $7B | 34.85M | 3.91% | Added(+6.3%) |
| 2 | A AAPL APPLE INC | $5.4B | 18.75M | 3.04% | Added(+0.2%) |
| 3 | M MSFT MICROSOFT CORP | $4.2B | 11.23M | 2.35% | Added(+4.8%) |
| 4 | G GOOGN ALPHABET INC | $3.8B | 10.54M | 2.11% | Added(+6.4%) |
| 5 | A AMZN AMAZON COM INC | $3.8B | 15.74M | 2.10% | Trimmed(-7.2%) |
| 6 | L LLY ELI LILLY & CO | $2.6B | 2.14M | 1.44% | Added(+14.7%) |
| 7 | A AMD ADVANCED MICRO DEVICES INC | $2.5B | 4.33M | 1.41% | Trimmed(-15.1%) |
| 8 | G GOOGN ALPHABET INC | $2.2B | 6.18M | 1.22% | Added(+6.9%) |
| 9 | A AVGO BROADCOM INC | $2.1B | 5.56M | 1.18% | Added(+7.9%) |
| 10 | B BAC-PS BANK OF AMER CORP | $1.8B | 31.44M | 1.00% | Added(+23.8%) |
| 11 | M META META PLATFORMS INC | $1.6B | 2.88M | 0.91% | Added(+11.3%) |
| 12 | U UPS UNITED PARCEL SVCS INC | $1.5B | 14.25M | 0.86% | Added(+29.1%) |
| 13 | C CSCO CISCO SYS INC | $1.5B | 12.80M | 0.84% | Trimmed(-16.1%) |
| 14 | V V VISA INC | $1.5B | 4.25M | 0.82% | Trimmed(-13.3%) |
| 15 | N NRG NRG ENERGY INC | $1.4B | 9.52M | 0.78% | Added(+32.9%) |
| 16 | T TSLA TESLA INC | $1.3B | 3.20M | 0.75% | Added(+56.2%) |
| 17 | L LH LABCORP HOLDINGS INC | $1.3B | 4.72M | 0.74% | Added(+5843.0%) |
| 18 | S SNPS SYNOPSYS INC | $1.3B | 2.86M | 0.72% | Added(+12.6%) |
| 19 | M MU MICRON TECHNOLOGY INC | $1.3B | 1.09M | 0.71% | Added(+3.4%) |
| 20 | K KLAC KLA CORP | $1.2B | 3.87M | 0.66% | Added(+917.6%) |
| 21 | A AMAT APPLIED MATLS INC | $1.1B | 1.57M | 0.64% | Trimmed(-1.0%) |
| 22 | A APH AMPHENOL CORP | $1.1B | 6.22M | 0.62% | Trimmed(-3.4%) |
| 23 | V VRTX VERTEX PHARMACEUTICALS INC | $1.1B | 2.17M | 0.61% | Added(+15.1%) |
| 24 | R RRX REGAL REXNORD CORPORATION | $1.1B | 4.41M | 0.59% | Added(+7414.4%) |
| 25 | M MLM MARTIN MARIETTA MATLS INC | $1B | 1.78M | 0.58% | Added(+8.9%) |
| 26 | F FCX FREEPORT MCMORAN INC | $1B | 16.32M | 0.58% | Added(+46.0%) |
| 27 | U UBER UBER TECHNOLOGIES INC | $968.3M | 13.42M | 0.54% | Added(+6.4%) |
| 28 | A ASMLF ASML HLDG NV | $947.1M | 476.0K | 0.53% | Trimmed(-12.9%) |
| 29 | M MCHPP MICROCHIP TECHNOLOGY INC. | $870.2M | 9.54M | 0.49% | Added(+4163.3%) |
| 30 | G GEV GE VERNOVA INC | $833.2M | 709.2K | 0.47% | Added(+28.9%) |
| 31 | B BJ BJS WHSL CLUB HLDGS INC | $826.8M | 9.48M | 0.46% | Added(+10159.1%) |
| 32 | C CEG CONSTELLATION ENERGY CORP | $803.2M | 3.23M | 0.45% | Added(+38.6%) |
| 33 | J JPM-PM JPMORGAN CHASE & CO | $801.4M | 2.45M | 0.45% | Added(+1.4%) |
| 34 | S STT-PG STATE STR CORP | $763.6M | 4.50M | 0.43% | Added(+128.5%) |
| 35 | T TFC-PR TRUIST FINL CORP | $759.5M | 15.25M | 0.43% | Added(+4582.3%) |
| 36 | B BKNG BOOKING HOLDINGS INC | $752.4M | 4.22M | 0.42% | Added(+2566.2%) |
| 37 | A ADBE ADOBE INC | $715.6M | 3.49M | 0.40% | Added(+35.0%) |
| 38 | N NOW SERVICENOW INC | $711.2M | 7.16M | 0.40% | Trimmed(-6.1%) |
| 39 | S SNDK SANDISK CORP | $706.4M | 310.7K | 0.40% | Trimmed(-22.9%) |
| 40 | N NFLX NETFLIX INC. | $702.5M | 9.84M | 0.39% | Added(+5.9%) |
| 41 | ? N/A VICTORY PORTFOLIOS II | $695.6M | 14.85M | 0.39% | Unchanged |
| 42 | D DVN DEVON ENERGY CORP NEW | $687M | 16.63M | 0.39% | Added(+5405.4%) |
| 43 | J JNJ JOHNSON & JOHNSON | $665.6M | 2.62M | 0.37% | Trimmed(-23.6%) |
| 44 | X XOM EXXON MOBIL CORP | $665.1M | 4.86M | 0.37% | Added(+38.8%) |
| 45 | G GS-PD GOLDMAN SACHS GROUP INC | $663M | 655.5K | 0.37% | Added(+6.3%) |
| 46 | Q QCOM QUALCOMM INC | $660.9M | 3.58M | 0.37% | Added(+37.2%) |
| 47 | T TJX TJX COS INC NEW | $644.3M | 4.25M | 0.36% | Added(+1.0%) |
| 48 | A ACN ACCENTURE PLC IRELAND | $637.9M | 5.13M | 0.36% | Added(+24.0%) |
| 49 | I IBM INTERNATIONAL BUSINESS MACHS | $622.3M | 2.21M | 0.35% | Trimmed(-26.7%) |
| 50 | E ES EVERSOURCE ENERGY | $618.2M | 8.55M | 0.35% | Added(+16.9%) |