Titelia

Holdings of Victory Target Managed Allocation Fund

Victory Portfolios III ·287 declared positions · as of Feb 28, 2026

Original filing · Net assets 225.9M $ · Ten largest lines: 17.9 % of the equity sleeve

Sector breakdown

  • Technology 18.8 %
  • Financials 15.7 %
  • Industrials 8.6 %
  • Consumer discretionary 7.3 %
  • Health care 6.9 %
  • Communication 6.1 %
  • Consumer staples 5.1 %
  • Energy 4.5 %
  • Materials 3.9 %
  • Real estate 0.6 %
  • Utilities 0.3 %
  • Unattributed 22.2 %

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

Currency breakdown

  • USD 47.4 %
  • CAD 20.9 %
  • JPY 14.6 %
  • EUR 5.8 %
  • GBP 3.6 %
  • CHF 2.7 %
  • HKD 2.3 %
  • SEK 1.1 %
  • SGD 0.8 %
  • AUD 0.6 %
  • DKK 0.1 %

The quoted currency of each line, as declared.

Country breakdown

  • US 47.8 %
  • CA 20.5 %
  • JP 14.6 %
  • GB 3.6 %
  • CH 2.7 %
  • FR 2.1 %
  • HK 2.0 %
  • DE 1.4 %
  • NL 1.3 %
  • SE 1.1 %
  • SG 0.8 %
  • IT 0.6 %
  • Other countries 1.5 %

Shares computed on the equity sleeve.

CountryLinesValueShare
US12092.7M $47.79 %
CA5439.7M $20.49 %
JP4328.4M $14.64 %
GB147M $3.63 %
CH115.2M $2.70 %
FR84.1M $2.12 %
HK83.8M $1.96 %
DE52.6M $1.36 %
NL52.6M $1.32 %
SE62.2M $1.11 %
SG31.6M $0.81 %
IT31.2M $0.60 %

Positions

CompanySharesValueWeight
GE Vernova Inc 711621.1K $0.27 %
CK Asset Holdings Ltd 97,500618.6K $0.27 %
Takeda Pharmaceutical Co Ltd 16,500617.6K $0.27 %
Parker-Hannifin Corp 607612.6K $0.27 %
Church & Dwight Co Inc 5,811609.3K $0.27 %
Texas Instruments Inc 2,870608.8K $0.27 %
Ford Motor Co 42,961605.3K $0.27 %
Sun Life Financial Inc 9,233605.2K $0.27 %
Intuitive Surgical Inc 1,192600.2K $0.27 %
Denso Corp 41,700598.4K $0.26 %
TotalEnergies SE 7,419594.2K $0.26 %
Honeywell International Inc 2,433592.7K $0.26 %
Thermo Fisher Scientific Inc 1,131589.4K $0.26 %
Intercontinental Exchange Inc 3,589589.1K $0.26 %
Cisco Systems, Inc. 7,396587.7K $0.26 %
McKesson Corp 595587.5K $0.26 %
KLA Corp 385587K $0.26 %
Philip Morris International Inc. 3,140586.6K $0.26 %
Cummins Inc 1,001584.5K $0.26 %
Palantir Technologies Inc 4,244582.2K $0.26 %
Vulcan Materials Co 1,865578.2K $0.26 %
Public Service Enterprise Group Inc 6,665573.7K $0.25 %
3M Co 3,392560.8K $0.25 %
Zurich Insurance Group AG 738556.8K $0.25 %
International Business Machines Corp. 2,304553.4K $0.25 %
Charles Schwab Corp/The 5,796551.8K $0.24 %
Intesa Sanpaolo SpA 79,890548.1K $0.24 %
Schneider Electric SE 1,668545.1K $0.24 %
Sherwin-Williams Co/The 1,490540.3K $0.24 %
Fairfax Financial Holdings Ltd 311535.3K $0.24 %
O'Reilly Automotive Inc 5,700535.1K $0.24 %
FANUC Corp 11,800534.4K $0.24 %
Nutrien Ltd 7,045529.9K $0.23 %
Mitsubishi Estate Co Ltd 15,700529.5K $0.23 %
Merck & Co Inc 4,254526.7K $0.23 %
Bank of America Corp 10,551525.8K $0.23 %
Danaher Corp 2,493525.1K $0.23 %
Henderson Land Development Co Ltd 116,000524.4K $0.23 %
Shimadzu Corp 18,800523.3K $0.23 %
Power Corp of Canada 10,405522.7K $0.23 %
Blackrock Inc 488518.9K $0.23 %
Cenovus Energy Inc 22,871509.6K $0.23 %
Williams Cos Inc/The 6,820509.6K $0.23 %
Gilead Sciences Inc 3,418509.1K $0.23 %
British American Tobacco PLC 8,154509.1K $0.23 %
Quanta Services Inc 904509K $0.23 %
Nestle SA 4,647507.8K $0.22 %
Siemens AG 1,752506.5K $0.22 %
Ross Stores Inc 2,460505.9K $0.22 %
Banco Santander SA 40,100505.7K $0.22 %
UnitedHealth Group Inc 1,722505K $0.22 %
Komatsu Ltd 10,500504.1K $0.22 %
Fujitsu Ltd 22,600503.9K $0.22 %
Hong Kong Exchanges & Clearing Ltd 9,400502.2K $0.22 %
Ameriprise Financial Inc 1,061498.8K $0.22 %
Salesforce Inc 2,555497.7K $0.22 %
Wells Fargo & Co 6,056493.3K $0.22 %
L E Lundbergforetagen AB 7,530493.1K $0.22 %
Equitable Holdings Inc 12,141488.3K $0.22 %
SAP SE 2,428487.7K $0.22 %
Hong Kong & China Gas Co Ltd 500,000485.8K $0.22 %
Tourmaline Oil Corp 10,337485.4K $0.21 %
Linde PLC 953484.2K $0.21 %
Genting Singapore Ltd 856,700483.4K $0.21 %
Infineon Technologies AG 8,949482.3K $0.21 %
Keurig Dr Pepper Inc 15,907481.7K $0.21 %
Amphenol Corp 3,286480K $0.21 %
QUALCOMM Inc 3,363478.8K $0.21 %
Vodafone Group PLC 309,887477.1K $0.21 %
Kroger Co/The 6,990477K $0.21 %
Amgen Inc 1,219473.2K $0.21 %
Murata Manufacturing Co Ltd 18,000470.7K $0.21 %
Rogers Communications Inc 11,767469.7K $0.21 %
Restaurant Brands International Inc 6,475464.6K $0.21 %
LY Corp 186,900462K $0.20 %
Walt Disney Co/The 4,330459.2K $0.20 %
Brown & Brown Inc 6,226447.2K $0.20 %
Eaton Corp PLC 1,188446.6K $0.20 %
MTR Corp Ltd 93,500445.3K $0.20 %
WSP Global Inc 2,626444.9K $0.20 %
Cie Financiere Richemont SA 2,181444.7K $0.20 %
Celestica Inc 1,598443.8K $0.20 %
ABB Ltd 4,761443.5K $0.20 %
Teck Resources Ltd 7,506440.9K $0.20 %
Fiserv Inc 7,074440.6K $0.20 %
Bristol-Myers Squibb Co 7,053439.9K $0.19 %
Mitsubishi Electric Corp 11,500437.8K $0.19 %
Experian PLC 11,610436.9K $0.19 %
Honda Motor Co Ltd 43,600436.8K $0.19 %
Kinross Gold Corp 11,806436.4K $0.19 %
Oracle Corp 2,994435.3K $0.19 %
Next PLC 2,381433.8K $0.19 %
Disco Corp 900432.8K $0.19 %
Franco-Nevada Corp 1,540430.5K $0.19 %
Sumitomo Electric Industries Ltd. 6,500429.6K $0.19 %
Keysight Technologies Inc 1,397429.3K $0.19 %
Southern Copper Corp 1,960427.8K $0.19 %
Recruit Holdings Co Ltd 9,800426.5K $0.19 %
Sanofi SA 4,352425.6K $0.19 %
TransDigm Group Inc 326424.7K $0.19 %