Titelia

Holdings of Victory Aggressive Growth Fund

Victory Portfolios III · 112 declared positions · as of Apr 30, 2026

Original filing · Net assets 2.7B $ · Ten largest lines: 54.9 % of the equity sleeve

Sector breakdown

  • Technology 46.7 %
  • Communication 14.2 %
  • Consumer discretionary 10.2 %
  • Industrials 8.9 %
  • Health care 6.3 %
  • Financials 4.6 %
  • Consumer staples 1.3 %
  • Materials 0.3 %
  • Energy 0.2 %
  • Unattributed 7.1 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.2 %
  • CH 0.5 %
  • BM 0.3 %

Shares computed on the equity sleeve.

CountryLinesValueShare
US1102.5B $99.23 %
CH111.9M $0.47 %
BM17.7M $0.30 %

Positions

CompanySharesValueWeight
NVIDIA Corp 1,825,754364.4M $13.72 %
Alphabet Inc 538,312205.6M $7.74 %
Broadcom Inc 427,611178.5M $6.72 %
Apple Inc 510,105138.4M $5.21 %
Microsoft Corp 324,429132.3M $4.98 %
Meta Platforms Inc 179,224109.7M $4.13 %
Amazon.com Inc 377,785100.1M $3.77 %
Visa Inc 226,56274.7M $2.81 %
Eli Lilly & Co 56,11952.4M $1.97 %
Netflix Inc 526,49249.3M $1.86 %
Vertiv Holdings Co 149,63649.2M $1.85 %
Tesla Inc 125,08247.7M $1.80 %
Arista Networks Inc 247,73342.8M $1.61 %
Palo Alto Networks Inc 220,23039.5M $1.49 %
Uber Technologies Inc 506,99437.8M $1.42 %
O'Reilly Automotive Inc 374,17437.2M $1.40 %
Trane Technologies PLC 70,27434.6M $1.30 %
Monolithic Power Systems Inc 21,31934.4M $1.30 %
Cadence Design Systems Inc 97,76332.2M $1.21 %
Motorola Solutions Inc 72,84832M $1.20 %
Intuitive Surgical Inc 69,01631.6M $1.19 %
ServiceNow Inc 349,54630.9M $1.16 %
Lam Research Corp 117,22430.2M $1.14 %
McKesson Corp 35,82329.2M $1.10 %
AppLovin Corp 55,00924.6M $0.92 %
Quanta Services Inc 28,64820.8M $0.78 %
GE Vernova Inc 19,10620.7M $0.78 %
Palantir Technologies Inc 139,92919.5M $0.73 %
Costco Wholesale Corp 17,65617.9M $0.67 %
Crowdstrike Holdings Inc 40,04417.8M $0.67 %
Comfort Systems USA Inc 9,12516.8M $0.63 %
Reddit Inc 100,24014.8M $0.56 %
Hilton Worldwide Holdings Inc 43,59214.1M $0.53 %
Royalty Pharma PLC 269,07313.5M $0.51 %
Mastercard Inc 26,71413.4M $0.51 %
Adobe Inc 54,09213.3M $0.50 %
Burlington Stores Inc 39,82512.7M $0.48 %
Natera Inc 60,77712.5M $0.47 %
KLA Corp 7,10112.4M $0.47 %
On Holding AG 335,30111.9M $0.45 %
Huntington Bancshares Inc/OH 691,32711.6M $0.44 %
Snowflake Inc 84,14611.5M $0.43 %
Woodward Inc 30,76311.2M $0.42 %
Deckers Outdoor Corp 108,20711.1M $0.42 %
Ulta Beauty Inc 19,61610.5M $0.40 %
UnitedHealth Group Inc 27,68210.3M $0.39 %
Howmet Aerospace Inc 40,7319.9M $0.37 %
BWX Technologies Inc 41,3148.9M $0.34 %
Viper Energy Inc 178,7678.8M $0.33 %
Oracle Corp 53,5248.6M $0.33 %
Coca-Cola Co/The 107,6458.5M $0.32 %
Incyte Corp 88,4178.4M $0.32 %
Halozyme Therapeutics Inc 130,4508.3M $0.31 %
Rollins Inc 145,2668.1M $0.30 %
Viking Holdings Ltd 93,4997.7M $0.29 %
Tradeweb Markets Inc 67,4247.6M $0.29 %
HEICO Corp 35,9807.5M $0.28 %
Medpace Holdings Inc 17,6517.4M $0.28 %
Lululemon Athletica Inc 52,1197.2M $0.27 %
Mueller Industries Inc 51,2766.9M $0.26 %
FTAI Aviation Ltd 27,3646.8M $0.26 %
Monster Beverage Corp 88,6356.8M $0.26 %
Marriott International Inc/MD 18,8486.8M $0.26 %
Expedia Group Inc 27,2966.8M $0.26 %
Neurocrine Biosciences Inc 51,1096.7M $0.25 %
Dell Technologies Inc 30,7826.4M $0.24 %
MSCI Inc 10,8726.4M $0.24 %
LPL Financial Holdings Inc 18,6116.2M $0.23 %
Cencora Inc 20,1706.2M $0.23 %
Dexcom Inc 102,3356.1M $0.23 %
Autodesk Inc 25,4446M $0.23 %
Amphenol Corp 40,4506M $0.22 %
Clean Harbors Inc 18,5445.8M $0.22 %
Booking Holdings Inc 33,9755.7M $0.22 %
Airbnb Inc 39,9795.6M $0.21 %
Diamondback Energy Inc 26,7955.5M $0.21 %
Progressive Corp/The 26,3535.3M $0.20 %
ExlService Holdings Inc 163,8365.2M $0.20 %
Alnylam Pharmaceuticals Inc 16,6845.2M $0.19 %
Ralph Lauren Corp 13,1154.7M $0.18 %
Las Vegas Sands Corp 82,7364.5M $0.17 %
Paychex Inc 48,2164.5M $0.17 %
GoDaddy Inc 51,3164.5M $0.17 %
Royal Caribbean Cruises Ltd 16,6524.4M $0.17 %
Trade Desk Inc/The 180,0934.2M $0.16 %
Lyft Inc 284,4034M $0.15 %
IDEXX Laboratories Inc 7,1454M $0.15 %
Cardinal Health, Inc. 20,5494M $0.15 %
Exelixis Inc 88,8013.9M $0.15 %
Cintas Corp 22,3623.9M $0.15 %
WW Grainger Inc 3,2913.8M $0.14 %
Astera Labs Inc 16,8103.3M $0.12 %
Veeva Systems Inc 19,9133.1M $0.12 %
Intuit Inc 7,9793.1M $0.12 %
Fortinet Inc 34,4812.9M $0.11 %
New York Times Co/The 35,8282.8M $0.11 %
elf Beauty Inc 42,0832.7M $0.10 %
Texas Pacific Land Corp 5,9492.6M $0.10 %
DoorDash Inc 15,3382.6M $0.10 %
Fair Isaac Corp 2,3832.4M $0.09 %
Armstrong World Industries Inc 12,8142.2M $0.08 %
Maplebear Inc 47,1762M $0.08 %
Atlassian Corp 26,3751.8M $0.07 %
Datadog Inc 12,2651.6M $0.06 %
TALEN ENERGY CORP 4,0451.5M $0.06 %
HubSpot Inc 5,8211.3M $0.05 %
Chewy Inc 45,0911.1M $0.04 %
Manhattan Associates Inc 7,9951.1M $0.04 %
DraftKings Inc 46,3451.1M $0.04 %
Nutanix Inc 24,5211M $0.04 %
Celsius Holdings Inc 29,193980K $0.04 %
Elastic NV 16,525767.3K $0.03 %