VICTORY CAPITAL MANAGEMENT INC Q4 2025 Filing

Filed February 13, 2026

Portfolio Value

$177.2T

Holdings

2,421

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (2,421 positions)

#StockSharesValue% PortfolioType
1
NVDANVIDIA CORPORATION
39,067,050$7.3T4.11%
2
MSFTMICROSOFT CORP
13,047,023$6.3T3.56%
3
AAPLAPPLE INC
22,254,786$6.0T3.41%
4
AMZNAMAZON COM INC
24,448,590$5.6T3.18%
5
GOOGLALPHABET INC
12,585,134$3.9T2.22%
6
LLYELI LILLY & CO
2,683,391$2.9T1.63%
7
VVISA INC
6,508,089$2.3T1.29%
8
GOOGALPHABET INC
6,521,467$2.0T1.15%
9
AVGOBROADCOM INC
5,651,908$2.0T1.10%
10
BACBANK AMERICA CORP
31,923,927$1.8T0.99%
11
CSCOCISCO SYS INC
21,102,912$1.6T0.92%
12
TFCTRUIST FINL CORP
31,964,393$1.6T0.89%
13
MLMMARTIN MARIETTA MATLS INC
2,448,928$1.5T0.86%
14
VRTXVERTEX PHARMACEUTICALS INC
3,356,766$1.5T0.86%
15
UPSUNITED PARCEL SERVICE INC
13,818,314$1.4T0.77%
16
AMDADVANCED MICRO DEVICES INC
6,351,656$1.4T0.77%
17
IBMINTERNATIONAL BUSINESS MACHS
4,582,818$1.4T0.77%
18
LHLABCORP HOLDINGS INC
5,356,825$1.3T0.76%
19
METAMETA PLATFORMS INC
2,017,012$1.3T0.75%
20
SNPSSYNOPSYS INC
2,730,643$1.3T0.72%
21
PWRQUANTA SVCS INC
2,915,440$1.2T0.69%
22
NRANRG ENERGY INC
7,676,513$1.2T0.69%
23
BJBJS WHSL CLUB HLDGS INC
12,930,288$1.2T0.66%
24
APHAMPHENOL CORP NEW
8,462,907$1.1T0.65%
25
UBERUBER TECHNOLOGIES INC
13,637,558$1.1T0.63%
26
FCXFREEPORT-MCMORAN INC
17,366,596$882.0B0.50%
27
JNJJOHNSON & JOHNSON
4,204,386$870.0B0.49%
28
TSLATESLA INC
1,922,239$864.0B0.49%
29
MAMASTERCARD INCORPORATED
1,498,716$855.0B0.48%
30
MCHPMICROCHIP TECHNOLOGY INC.
13,375,920$850.0B0.48%
31
ISRGINTUITIVE SURGICAL INC
1,483,780$840.0B0.47%
32
JPMJPMORGAN CHASE & CO.
2,527,003$814.0B0.46%
33
AMATAPPLIED MATLS INC
3,099,085$796.0B0.45%
34
RRXREGAL REXNORD CORPORATION
5,658,365$793.0B0.45%
35
EMEEMCOR GROUP INC
1,276,966$781.0B0.44%
36
BKNGBOOKING HOLDINGS INC
144,630$774.0B0.44%
37
TJXTJX COS INC NEW
5,031,485$772.0B0.44%
38
GSGOLDMAN SACHS GROUP INC
874,254$768.0B0.43%
39
CEGCONSTELLATION ENERGY CORP
2,170,936$766.0B0.43%
40
INTUINTUIT
1,139,587$754.0B0.43%
41
APOAPOLLO GLOBAL MGMT INC
5,089,631$736.0B0.42%
42
AEPAMERICAN ELEC PWR CO INC
6,316,688$728.0B0.41%
43
HDHOME DEPOT INC
2,092,445$720.0B0.41%
44
UITBVICTORY PORTFOLIOS II
14,850,508$703.0B0.40%
45
PINSPINTEREST INC
26,808,870$694.0B0.39%
46
DISDISNEY WALT CO
6,087,317$692.0B0.39%
47
KLACKLA CORP
558,600$678.0B0.38%
48
ADBEADOBE INC
1,916,802$670.0B0.38%
49
NFLXNETFLIX INC
6,943,971$651.0B0.37%
50
HBANHUNTINGTON BANCSHARES INC
37,412,989$647.0B0.37%
51
ESEVERSOURCE ENERGY
9,546,217$642.0B0.36%
52
EXPEEXPEDIA GROUP INC
2,197,716$621.0B0.35%
53
RFREGIONS FINANCIAL CORP NEW
22,836,163$618.0B0.35%
54
ORLYOREILLY AUTOMOTIVE INC
6,722,278$613.0B0.35%
55
GEVGE VERNOVA INC
930,735$608.0B0.34%
56
NOWSERVICENOW INC
3,868,025$592.0B0.33%
57
STTSTATE STR CORP
4,559,546$588.0B0.33%
58
ICEINTERCONTINENTAL EXCHANGE IN
3,602,921$583.0B0.33%
59
CTRACOTERRA ENERGY INC
21,986,795$577.0B0.33%
60
NEMNEWMONT CORP
5,746,707$573.0B0.32%
61
MTZMASTEC INC
2,637,451$573.0B0.32%
62
CRMSALESFORCE INC
2,157,044$571.0B0.32%
63
QCOMQUALCOMM INC
3,317,433$567.0B0.32%
64
LOWLOWES COS INC
2,320,570$559.0B0.32%
65
CMECME GROUP INC
2,049,649$559.0B0.32%
66
LNTALLIANT ENERGY CORP
8,578,743$557.0B0.31%
67
CAHCARDINAL HEALTH INC
2,698,189$554.0B0.31%
68
ROSTROSS STORES INC
3,028,237$545.0B0.31%
69
CMSCMS ENERGY CORP
7,386,713$515.0B0.29%
70
PEPPEPSICO INC
3,547,303$509.0B0.29%
71
DVNDEVON ENERGY CORP NEW
13,916,979$509.0B0.29%
72
MRKMERCK & CO INC
4,808,527$506.0B0.29%
73
USBUS BANCORP DEL
9,480,254$505.0B0.28%
74
XOMEXXON MOBIL CORP
4,092,737$492.0B0.28%
75
PFEPFIZER INC
19,796,365$492.0B0.28%
76
PKGPACKAGING CORP AMER
2,309,412$475.0B0.27%
77
KEYSKEYSIGHT TECHNOLOGIES INC
2,304,835$467.0B0.26%
78
TMOTHERMO FISHER SCIENTIFIC INC
775,407$449.0B0.25%
79
UBNDVICTORY PORTFOLIOS II
20,358,908$447.0B0.25%
80
RJFRAYMOND JAMES FINL INC
2,785,857$445.0B0.25%
81
LNGCHENIERE ENERGY INC
2,279,078$443.0B0.25%
82
BMYBRISTOL-MYERS SQUIBB CO
8,204,416$442.0B0.25%
83
CSXCSX CORP
12,082,610$437.0B0.25%
84
HIGHARTFORD INSURANCE GROUP INC
3,075,791$423.0B0.24%
85
MSIMOTOROLA SOLUTIONS INC
1,092,018$418.0B0.24%
86
HOLXHOLOGIC INC
5,609,912$416.0B0.23%
87
WTWWILLIS TOWERS WATSON PLC LTD
1,263,205$413.0B0.23%
88
LECOLINCOLN ELEC HLDGS INC
1,726,698$412.0B0.23%
89
WFCWELLS FARGO CO NEW
4,416,260$411.0B0.23%
90
MKSIMKS INC.
2,562,399$409.0B0.23%
91
TSMTAIWAN SEMICONDUCTOR MFG LTD
1,327,921$403.0B0.23%
92
ELSEQUITY LIFESTYLE PPTYS INC
6,661,686$403.0B0.23%
93
LAMRLAMAR ADVERTISING CO NEW
3,131,989$395.0B0.22%
94
PFGCPERFORMANCE FOOD GROUP CO
4,370,995$391.0B0.22%
95
TRMBTRIMBLE INC
4,962,879$387.0B0.22%
96
AFGAMERICAN FINL GROUP INC OHIO
2,803,850$382.0B0.22%
97
XYLXYLEM INC
2,800,517$380.0B0.21%
98
CASYCASEYS GEN STORES INC
688,920$379.0B0.21%
99
IQVIQVIA HLDGS INC
1,675,479$376.0B0.21%
100
ROKROCKWELL AUTOMATION INC
964,878$375.0B0.21%
Page 1 of 25Next