Titelia

Holdings of Victory Growth and Tax Strategy Fund

Victory Portfolios III ·430 declared positions · as of Feb 28, 2026

Original filing · Net assets 894.4M $ · Ten largest lines: 36.2 % of the equity sleeve

Sector breakdown

  • Technology 32.5 %
  • Financials 12.4 %
  • Communication 10.4 %
  • Consumer discretionary 9.9 %
  • Health care 9.6 %
  • Industrials 8.5 %
  • Consumer staples 4.9 %
  • Energy 2.8 %
  • Utilities 2.4 %
  • Materials 2.2 %
  • Real estate 1.3 %
  • Unattributed 3.0 %

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 99.6 %
  • IE 0.3 %
  • NL 0.1 %
  • BM 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US425406.7M $99.60 %
2IE21.2M $0.30 %
3NL2323.5K $0.08 %
4BM182.5K $0.02 %

Positions

RankCompanySharesValueWeight
1NVIDIA Corp 168,36029.8M $3.34 %
2Apple Inc 101,33726.8M $2.99 %
3Microsoft Corp 50,07819.7M $2.20 %
4Amazon.com Inc 66,52714M $1.56 %
5Alphabet Inc 42,41813.2M $1.48 %
6Broadcom Inc 32,69310.4M $1.17 %
7Meta Platforms Inc 14,8829.6M $1.08 %
8Alphabet Inc 29,5979.2M $1.03 %
9Tesla Inc 21,6708.7M $0.98 %
10Berkshire Hathaway Inc 12,7486.4M $0.72 %
11JPMorgan Chase & Co 21,0836.3M $0.71 %
12Eli Lilly & Co 6,0156.3M $0.71 %
13Exxon Mobil Corp 29,4854.5M $0.50 %
14Visa Inc 12,9354.1M $0.46 %
15Johnson & Johnson 15,7513.9M $0.44 %
16Walmart Inc 29,4863.8M $0.42 %
17Netflix Inc 33,8123.3M $0.36 %
18Micron Technology Inc 7,7373.2M $0.36 %
19Bank of America Corp 61,0323M $0.34 %
20Costco Wholesale Corp 2,9603M $0.33 %
21Procter & Gamble Co/The 17,0312.8M $0.32 %
22Mastercard Inc 5,4982.8M $0.32 %
23AbbVie Inc 11,5902.7M $0.30 %
24Goldman Sachs Group Inc/The 3,0962.7M $0.30 %
25Cisco Systems, Inc. 32,5122.6M $0.29 %
26General Electric Co 6,7792.3M $0.26 %
27Advanced Micro Devices Inc 11,2622.3M $0.25 %
28Caterpillar Inc 2,9252.2M $0.24 %
29McDonald's Corp. 6,3302.2M $0.24 %
30Coca-Cola Co/The 25,4672.1M $0.23 %
31Lam Research Corp 8,7072M $0.23 %
32Merck & Co Inc 16,4412M $0.23 %
33Philip Morris International Inc. 10,8912M $0.23 %
34Applied Materials Inc 5,3802M $0.22 %
35RTX Corp 9,8702M $0.22 %
36UnitedHealth Group Inc 6,7432M $0.22 %
37Oracle Corp 13,2281.9M $0.22 %
38Amgen Inc 4,8301.9M $0.21 %
39International Business Machines Corp. 7,5401.8M $0.20 %
40Abbott Laboratories 15,5031.8M $0.20 %
41Morgan Stanley 10,6311.8M $0.20 %
42Home Depot Inc/The 4,5451.7M $0.19 %
43Wells Fargo & Co 20,7301.7M $0.19 %
44Amphenol Corp 11,2681.6M $0.18 %
45Chevron Corp 8,7161.6M $0.18 %
46Intuitive Surgical Inc 3,2131.6M $0.18 %
47TJX Cos Inc/The 9,9861.6M $0.18 %
48Intel Corp 33,4471.5M $0.17 %
49Walt Disney Co/The 14,3631.5M $0.17 %
50GE Vernova Inc 1,7071.5M $0.17 %
51NextEra Energy Inc 15,7921.5M $0.17 %
52ConocoPhillips 12,9841.5M $0.16 %
53Palo Alto Networks Inc 9,3381.4M $0.16 %
54Gilead Sciences Inc 9,2371.4M $0.15 %
55Texas Instruments Inc 6,4741.4M $0.15 %
56KLA Corp 8971.4M $0.15 %
57Stryker Corp 3,3611.3M $0.15 %
58Adobe Inc 4,8621.3M $0.14 %
59Arista Networks Inc 9,4561.3M $0.14 %
60Parker-Hannifin Corp 1,2161.2M $0.14 %
61Blackrock Inc 1,1541.2M $0.14 %
62Intuit Inc 2,9691.2M $0.14 %
63Salesforce Inc 6,2191.2M $0.14 %
64Verizon Communications Inc 23,8121.2M $0.13 %
65Constellation Energy Corp. 3,5731.2M $0.13 %
66Boeing Co/The 5,1741.2M $0.13 %
67Progressive Corp/The 5,4341.2M $0.13 %
68Corning Inc 7,6701.2M $0.13 %
69Honeywell International Inc 4,6101.1M $0.13 %
70Danaher Corp 5,3081.1M $0.13 %
71PepsiCo Inc 6,5841.1M $0.13 %
72QUALCOMM Inc 7,8441.1M $0.12 %
73Freeport-McMoRan Inc 15,8811.1M $0.12 %
74Linde PLC 2,1211.1M $0.12 %
75Williams Cos Inc/The 14,3351.1M $0.12 %
76Lockheed Martin Corp 1,6181.1M $0.12 %
77Crowdstrike Holdings Inc 2,8501.1M $0.12 %
78Thermo Fisher Scientific Inc 1,9921M $0.12 %
79AT&T Inc 37,0581M $0.12 %
80AppLovin Corp 2,3611M $0.11 %
81CSX Corp 24,0271M $0.11 %
82Analog Devices Inc 2,8761M $0.11 %
83Welltower Inc 4,9071M $0.11 %
84Starbucks Corp 10,2601M $0.11 %
85Union Pacific Corp 3,764997.4K $0.11 %
86Comcast Corp 32,205997.1K $0.11 %
87Boston Scientific Corp 12,870989.1K $0.11 %
88Northrop Grumman Corp 1,346975K $0.11 %
89Howmet Aerospace Inc 3,713974.8K $0.11 %
90Johnson Controls International plc 6,676963.3K $0.11 %
91Seagate Technology Holdings PLC 2,325948.2K $0.11 %
92Altria Group, Inc. 13,669943.7K $0.11 %
93Marsh & McLennan Cos Inc 5,030939.3K $0.11 %
94Hilton Worldwide Holdings Inc 3,004936.6K $0.10 %
95ServiceNow Inc 8,570925.6K $0.10 %
96Waste Management Inc 3,791913K $0.10 %
97Cadence Design Systems Inc 2,993902.1K $0.10 %
98AutoZone Inc 236886.3K $0.10 %
99Lowe's Cos Inc 3,214850.3K $0.10 %
100Deere & Co 1,348848.8K $0.09 %