Titelia

Holdings of Victory Capital Growth Fund

Victory Portfolios III · 439 declared positions · as of Apr 30, 2026

Original filing · Net assets 1.1B $ · Ten largest lines: 22.6 % of the equity sleeve

Sector breakdown

  • Technology 21.8 %
  • Financials 13.5 %
  • Industrials 7.8 %
  • Health care 7.7 %
  • Communication 6.0 %
  • Consumer discretionary 5.0 %
  • Consumer staples 4.3 %
  • Materials 3.8 %
  • Energy 2.1 %
  • Utilities 1.3 %
  • Unattributed 26.6 %

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

Currency breakdown

  • USD 60.2 %
  • EUR 12.0 %
  • JPY 7.5 %
  • GBP 5.4 %
  • CHF 2.9 %
  • CAD 2.4 %
  • HKD 1.5 %
  • AUD 1.4 %
  • TWD 1.2 %
  • INR 1.0 %
  • KRW 0.9 %
  • SEK 0.7 %
  • NOK 0.7 %
  • SGD 0.5 %
  • DKK 0.3 %
  • ZAR 0.2 %
  • BRL 0.2 %
  • NZD 0.2 %
  • IDR 0.2 %
  • MYR 0.1 %
  • MXN 0.1 %
  • PLN 0.1 %
  • CLP 0.1 %
  • SAR 0.1 %
  • HUF 0.1 %

The quoted currency of each line, as declared.

Country breakdown

  • US 59.2 %
  • JP 7.5 %
  • GB 5.8 %
  • FR 3.1 %
  • CH 2.9 %
  • DE 2.7 %
  • NL 2.4 %
  • CA 2.2 %
  • AU 1.4 %
  • ES 1.4 %
  • TW 1.2 %
  • SG 1.0 %
  • Other countries 9.1 %

Shares computed on the equity sleeve.

CountryLinesValueShare
US118630M $59.23 %
JP3879.4M $7.46 %
GB2661.5M $5.78 %
FR1933.1M $3.11 %
CH1130.6M $2.87 %
DE1228.9M $2.72 %
NL1126M $2.45 %
CA923.7M $2.23 %
AU815.1M $1.42 %
ES714.9M $1.40 %
TW2313.2M $1.24 %
SG410.5M $0.98 %

Positions

CompanySharesValueWeight
NVIDIA Corp 290,65458M $5.30 %
Apple Inc 178,35248.4M $4.43 %
Alphabet Inc 117,53445.2M $4.14 %
Microsoft Corp 78,01331.8M $2.91 %
JPMorgan Chase & Co 38,87512.2M $1.11 %
ASML Holding NV 7,01210.1M $0.93 %
Walmart Inc 69,3249.1M $0.84 %
Novartis AG 60,1438.9M $0.81 %
Johnson & Johnson 37,6448.7M $0.79 %
Amazon.com Inc 31,6818.4M $0.77 %
Cisco Systems, Inc. 83,1737.6M $0.70 %
AbbVie Inc 35,9477.6M $0.69 %
Allstate Corp/The 34,5707.5M $0.69 %
Lam Research Corp 28,5757.4M $0.67 %
Goldman Sachs Group Inc/The 7,9417.3M $0.67 %
Comfort Systems USA Inc 3,7136.8M $0.62 %
Palantir Technologies Inc 49,0616.8M $0.62 %
Merck & Co Inc 61,7536.7M $0.62 %
Mizuho Financial Group Inc 151,9206.5M $0.60 %
Allianz SE 14,2726.5M $0.60 %
Verizon Communications Inc 134,6706.5M $0.59 %
QUALCOMM Inc 34,5876.2M $0.57 %
RWE AG 84,5846.2M $0.56 %
Toyota Motor Corp. 319,1006.1M $0.56 %
KLA Corp 3,4166M $0.55 %
Roche Holding AG 14,6356M $0.55 %
Altria Group, Inc. 81,3175.9M $0.54 %
Arista Networks Inc 34,2025.9M $0.54 %
PNC Financial Services Group Inc/The 25,6145.7M $0.52 %
Shell PLC 124,9145.7M $0.52 %
Philip Morris International Inc. 33,9995.6M $0.51 %
Barclays PLC 952,7565.6M $0.51 %
BAWAG Group AG 32,0885.5M $0.50 %
Amphenol Corp 36,7415.4M $0.49 %
Coca-Cola HBC AG 90,9885.3M $0.49 %
Caterpillar Inc 5,9415.3M $0.48 %
Cummins Inc 7,8555.3M $0.48 %
International Business Machines Corp. 22,8085.3M $0.48 %
Newmont Corp 46,5645.2M $0.47 %
Uber Technologies Inc 69,2635.2M $0.47 %
EMCOR Group Inc 5,7735.1M $0.47 %
Synchrony Financial 66,4995.1M $0.46 %
PayPal Holdings Inc 100,8095.1M $0.46 %
McKesson Corp 6,1235M $0.46 %
Ameriprise Financial Inc 10,4705M $0.45 %
GE Vernova Inc 4,5574.9M $0.45 %
Safran SA 15,3774.9M $0.45 %
Manulife Financial Corp 125,4604.9M $0.45 %
Rio Tinto PLC 48,9704.9M $0.45 %
General Motors Co 63,5244.9M $0.45 %
TechnipFMC PLC 64,5474.9M $0.45 %
Mitsubishi Heavy Industries Ltd 162,4004.8M $0.44 %
Gilead Sciences Inc 36,8884.8M $0.44 %
Bristol-Myers Squibb Co 78,7834.8M $0.44 %
Flex Ltd 52,1344.8M $0.44 %
Banco Bilbao Vizcaya Argentaria SA 214,9914.7M $0.43 %
Tokio Marine Holdings Inc 103,6004.7M $0.43 %
Enel SpA 405,9484.7M $0.43 %
Jabil Inc 14,0264.7M $0.43 %
ING Groep NV 160,3304.6M $0.42 %
Disco Corp 9,7004.6M $0.42 %
Expedia Group Inc 18,2904.5M $0.42 %
Booking Holdings Inc 26,4754.5M $0.41 %
CF Industries Holdings Inc 35,5734.4M $0.40 %
National Bank of Canada 29,2004.4M $0.40 %
Cardinal Health, Inc. 22,6584.4M $0.40 %
Royalty Pharma PLC 87,0704.4M $0.40 %
BHP Group Ltd 109,6044.3M $0.40 %
Interactive Brokers Group Inc 54,4734.3M $0.40 %
Adobe Inc 17,2894.3M $0.39 %
CVS Health Corp 50,9384.2M $0.39 %
eBay Inc 40,9734.2M $0.39 %
Salesforce Inc 23,8604.2M $0.39 %
Steel Dynamics Inc 18,3894.2M $0.38 %
Hoya Corp 22,2004.1M $0.38 %
Fuji Electric Co Ltd 49,1004.1M $0.38 %
Broadcom Inc 9,7914.1M $0.37 %
Siemens AG 13,6064M $0.37 %
Travelers Cos Inc/The 13,2064M $0.37 %
Rexel SA 94,1494M $0.36 %
Alphabet Inc 10,3854M $0.36 %
Dropbox Inc 163,2424M $0.36 %
Bombardier Inc 18,5924M $0.36 %
Progressive Corp/The 19,6103.9M $0.36 %
Charles Schwab Corp/The 42,8993.9M $0.36 %
Halliburton Co 92,3943.9M $0.36 %
Hartford Insurance Group Inc/The 28,5573.9M $0.36 %
Nucor Corp 17,2853.9M $0.36 %
HSBC Holdings PLC 210,1983.9M $0.35 %
Lockheed Martin Corp 7,4383.9M $0.35 %
CK Asset Holdings Ltd 610,5003.8M $0.35 %
CRH PLC 32,4613.8M $0.35 %
Next PLC 21,6673.8M $0.35 %
NRG Energy Inc 24,3853.8M $0.35 %
TJX Cos Inc/The 24,1223.8M $0.35 %
Ralph Lauren Corp 10,4963.8M $0.34 %
Cencora Inc 12,1763.8M $0.34 %
Mueller Industries Inc 27,6543.7M $0.34 %
EOG Resources Inc 26,4173.7M $0.34 %
Atlas Copco AB 217,0313.7M $0.34 %