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
Koninklijke KPN NV 691,7513.7M $0.34 %
American Express Co 11,4073.7M $0.34 %
Delta Air Lines Inc 53,9493.7M $0.34 %
Nestle SA 36,2033.7M $0.34 %
Leidos Holdings Inc 24,4693.7M $0.33 %
Exelixis Inc 81,6943.6M $0.33 %
Sysco Corp 48,5353.6M $0.33 %
Tapestry Inc 24,8923.6M $0.33 %
NetApp Inc 31,6593.5M $0.32 %
United Airlines Holdings Inc 38,7343.5M $0.32 %
Capital One Financial Corp 18,2213.5M $0.32 %
US Foods Holding Corp 37,2263.5M $0.32 %
Automatic Data Processing Inc 16,3503.5M $0.32 %
Edison International 49,8243.5M $0.32 %
Shionogi & Co Ltd 171,2003.5M $0.32 %
Las Vegas Sands Corp 62,4053.4M $0.31 %
Singapore Exchange Ltd 198,4003.4M $0.31 %
Asics Corp 118,6003.4M $0.31 %
Ferguson Enterprises Inc 12,4423.3M $0.30 %
Ulta Beauty Inc 6,1763.3M $0.30 %
TALEN ENERGY CORP 8,8363.3M $0.30 %
GoDaddy Inc 37,8153.3M $0.30 %
Monster Beverage Corp 42,2753.3M $0.30 %
L'Oreal SA 7,5413.2M $0.30 %
Dollar General Corp 27,6583.2M $0.29 %
Macquarie Group Ltd 18,5403.2M $0.29 %
PulteGroup Inc 25,8433.2M $0.29 %
Imperial Brands PLC 82,6653.1M $0.29 %
Nordea Bank Abp 163,8293.1M $0.28 %
Agnico Eagle Mines Ltd 16,3723.1M $0.28 %
AstraZeneca PLC 16,0603M $0.28 %
Popular Inc 20,1893M $0.28 %
Banco Santander SA 240,3462.9M $0.27 %
Tenet Healthcare Corp 16,4192.9M $0.27 %
SAP SE 17,3232.9M $0.27 %
New York Times Co/The 36,5732.9M $0.26 %
AIA Group Ltd 261,0002.9M $0.26 %
Eiffage SA 17,7362.9M $0.26 %
Aena SME SA 104,4802.9M $0.26 %
Coca-Cola Consolidated Inc 13,7722.8M $0.26 %
Kongsberg Gruppen ASA 82,8522.8M $0.25 %
Siemens Energy AG 13,0622.8M $0.25 %
NU Holdings Ltd/Cayman Islands 189,4702.7M $0.25 %
Cincinnati Financial Corp 16,5372.7M $0.25 %
Standard Chartered PLC 105,1572.7M $0.24 %
UBS Group AG 59,5722.6M $0.24 %
Cognizant Technology Solutions Corp. 48,2982.6M $0.23 %
George Weston Ltd 35,3752.6M $0.23 %
ABB Ltd 25,2042.5M $0.23 %
BorgWarner Inc 43,0012.4M $0.22 %
Fujitsu Ltd 121,1002.4M $0.22 %
Fujikura Ltd. 62,3002.4M $0.22 %
Gaztransport Et Technigaz SA 9,8342.4M $0.22 %
Sumitomo Mitsui Financial Group Inc 67,7002.4M $0.22 %
MISUMI Group Inc 102,7002.4M $0.22 %
Aristocrat Leisure Ltd 66,8662.3M $0.21 %
GSK PLC 85,0302.2M $0.20 %
Aptiv PLC 35,7412.2M $0.20 %
Parex Resources Inc 101,1912.1M $0.20 %
Schneider Electric SE 6,2992M $0.18 %
BP PLC 253,0202M $0.18 %
Logitech International SA 19,8062M $0.18 %
Sumitomo Electric Industries Ltd. 29,7002M $0.18 %
Comcast Corp 72,0281.9M $0.18 %
Anheuser-Busch InBev SA/NV 25,6771.9M $0.18 %
Heidelberg Materials AG 8,6821.9M $0.18 %
Affiliated Managers Group Inc 6,4261.9M $0.17 %
Rolls-Royce Holdings PLC 117,1511.9M $0.17 %
Ibiden Co Ltd 22,0001.9M $0.17 %
Wells Fargo & Co 22,8761.9M $0.17 %
ANZ Group Holdings Ltd 67,1471.8M $0.16 %
Capgemini SE 14,5721.8M $0.16 %
Fisher & Paykel Healthcare Corp Ltd 81,7811.8M $0.16 %
Sanwa Holdings Corp 76,8001.8M $0.16 %
Millicom International Cellular SA 20,5271.7M $0.16 %
Norsk Hydro ASA 156,5201.7M $0.16 %
Kakaku.com Inc 100,9001.7M $0.15 %
Centrica PLC 567,8861.7M $0.15 %
ITOCHU Corp 131,8001.6M $0.15 %
Novo Nordisk A/S 38,3141.6M $0.15 %
Brookfield Asset Management Ltd 33,6321.6M $0.15 %
Aker BP ASA 40,3891.6M $0.14 %
Unilever PLC 25,2491.5M $0.13 %
Toyo Suisan Kaisha Ltd 21,4001.5M $0.13 %
Carnival PLC 54,9051.5M $0.13 %
MPI Corp 9,0001.4M $0.13 %
Tencent Holdings Ltd 23,5001.4M $0.13 %
Zurich Insurance Group AG 2,0061.4M $0.13 %
Prosus NV 28,2711.4M $0.13 %
Industria de Diseno Textil SA 22,5161.3M $0.12 %
Meta Platforms Inc 2,1961.3M $0.12 %
Rio Tinto Ltd 10,8951.3M $0.12 %
Howden Joinery Group PLC 125,4351.3M $0.12 %
Nippon Yusen KK 36,6001.3M $0.12 %
Allison Transmission Holdings Inc 9,7411.3M $0.12 %
AerCap Holdings NV 9,1591.3M $0.12 %
Holcim AG 13,9871.3M $0.12 %
DBS Group Holdings Ltd 27,9001.3M $0.12 %
Sony Group Corp 64,0001.3M $0.12 %
Otsuka Holdings Co Ltd 17,2001.3M $0.11 %