Titelia

Holdings of Victory RS Global Fund

Victory Portfolios · 94 declared positions · as of Mar 31, 2026

Original filing · Net assets 1.7B $ · Ten largest lines: 29.3 % of the equity sleeve

Sector breakdown

  • Technology 24.0 %
  • Financials 10.7 %
  • Health care 8.4 %
  • Communication 7.9 %
  • Industrials 6.2 %
  • Consumer discretionary 5.7 %
  • Consumer staples 4.7 %
  • Energy 3.8 %
  • Utilities 3.1 %
  • Materials 2.9 %
  • Real estate 2.0 %
  • Unattributed 20.7 %

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

Currency breakdown

  • USD 64.9 %
  • EUR 8.1 %
  • JPY 4.9 %
  • TWD 4.5 %
  • GBP 4.1 %
  • CHF 3.3 %
  • CAD 2.9 %
  • HKD 2.1 %
  • SGD 1.2 %
  • NOK 0.9 %
  • NZD 0.7 %
  • IDR 0.6 %
  • AUD 0.6 %
  • SEK 0.5 %
  • KRW 0.5 %

The quoted currency of each line, as declared.

Country breakdown

  • US 64.9 %
  • JP 4.9 %
  • TW 4.5 %
  • GB 4.1 %
  • CH 3.3 %
  • CA 2.9 %
  • HK 2.1 %
  • FR 2.1 %
  • ES 1.8 %
  • SG 1.2 %
  • AT 1.2 %
  • DE 1.2 %
  • Other countries 5.7 %

Shares computed on the equity sleeve.

CountryLinesValueShare
US511.1B $64.95 %
JP883.1M $4.94 %
TW375.8M $4.51 %
GB568.8M $4.09 %
CH456.1M $3.34 %
CA447.9M $2.85 %
HK235.8M $2.13 %
FR335.1M $2.09 %
ES230M $1.79 %
SG120.5M $1.22 %
AT120.4M $1.21 %
DE219.5M $1.16 %

Positions

CompanySharesValueWeight
NVIDIA Corp 489,25985.3M $4.94 %
Apple Inc 322,86581.9M $4.74 %
Alphabet Inc 225,25664.6M $3.74 %
Microsoft Corp 151,76256.2M $3.25 %
Taiwan Semiconductor Manufacturing Co Ltd 847,00049M $2.84 %
Amazon.com Inc 171,14235.6M $2.06 %
Exxon Mobil Corp 204,99134.8M $2.01 %
Meta Platforms Inc 52,98130.3M $1.75 %
Eli Lilly & Co 30,19027.8M $1.61 %
Caterpillar Inc 38,68227.4M $1.59 %
JPMorgan Chase & Co 89,24126.3M $1.52 %
Mastercard Inc 49,29224.6M $1.43 %
Broadcom Inc 77,20323.9M $1.38 %
McDonald's Corp. 76,21823.7M $1.37 %
Johnson & Johnson 95,50423.3M $1.35 %
Roche Holding AG 55,04722M $1.27 %
Curtiss-Wright Corp 32,02621.8M $1.26 %
Colgate-Palmolive Co 252,99721.6M $1.25 %
Banco Bilbao Vizcaya Argentaria SA 985,38921.3M $1.23 %
Singapore Exchange Ltd 1,341,50020.5M $1.19 %
BAWAG Group AG 134,21020.4M $1.18 %
Agnico Eagle Mines Ltd 99,36020.2M $1.17 %
Mizuho Financial Group Inc 498,00020.2M $1.17 %
PepsiCo Inc 125,28119.5M $1.13 %
Simon Property Group Inc 103,12519.2M $1.11 %
Tencent Holdings Ltd 303,10019.1M $1.11 %
ASML Holding NV 14,25819M $1.10 %
Fortinet Inc 229,89418.8M $1.09 %
HSBC Holdings PLC 1,136,75518.7M $1.08 %
APA Corp 431,77918.3M $1.06 %
Texas Instruments Inc 94,33218.3M $1.06 %
Gilead Sciences Inc 130,57818.2M $1.05 %
Nestle SA 185,22418.2M $1.05 %
Cathay Financial Holding Co Ltd 8,105,00018.1M $1.05 %
Netflix Inc 186,80218M $1.04 %
Cisco Systems, Inc. 228,03617.7M $1.02 %
Industrial & Commercial Bank of China Ltd 18,890,00016.7M $0.96 %
Bank of America Corp 341,45516.6M $0.96 %
Tesla Inc 43,13916M $0.93 %
Micron Technology Inc 46,44415.7M $0.91 %
Rio Tinto PLC 168,48115.6M $0.90 %
Kongsberg Gruppen ASA 357,96515.3M $0.89 %
Prologis Inc 111,64014.8M $0.85 %
Chubb Ltd 44,76414.6M $0.84 %
Hoya Corp 83,90014.5M $0.84 %
PNC Financial Services Group Inc/The 68,92714.3M $0.83 %
Amgen Inc 40,69814.3M $0.83 %
Edison International 195,20414.3M $0.83 %
Unum Group 192,18414M $0.81 %
Gaztransport Et Technigaz SA 59,40214M $0.81 %
S&P Global Inc 32,69913.9M $0.81 %
PulteGroup Inc 114,13413.4M $0.78 %
Imperial Brands PLC 329,91413.4M $0.77 %
Alcoa Corp 198,51713.2M $0.76 %
Freeport-McMoRan Inc 223,65713.1M $0.76 %
IDEXX Laboratories Inc 23,30513.1M $0.76 %
Jackson Financial Inc 120,56612.7M $0.74 %
Booking Holdings Inc 3,02712.7M $0.74 %
George Weston Ltd 179,30012.7M $0.73 %
Vertiv Holdings Co 49,90412.5M $0.72 %
Fisher & Paykel Healthcare Corp Ltd 559,64212.1M $0.70 %
Eiffage SA 77,63111.9M $0.69 %
Siemens AG 47,89511.7M $0.68 %
Enel SpA 1,066,36511.7M $0.67 %
Howden Joinery Group PLC 1,090,96511.6M $0.67 %
Eaton Corp PLC 30,64711M $0.63 %
Fuji Electric Co Ltd 153,40010.7M $0.62 %
ConocoPhillips 81,20210.7M $0.62 %
Telkom Indonesia Persero Tbk PT 57,805,20010.5M $0.61 %
National Fuel Gas Co 110,32910.4M $0.60 %
Delta Air Lines Inc 155,03310.3M $0.60 %
Logitech International SA 108,01810M $0.58 %
Aristocrat Leisure Ltd 299,9349.5M $0.55 %
Next PLC 56,4169.5M $0.55 %
Synchrony Financial 137,5089.4M $0.54 %
Adobe Inc 38,0429.2M $0.54 %
Rexel SA 232,3849.2M $0.53 %
Constellation Energy Corp. 32,9049.2M $0.53 %
Disco Corp 22,2009M $0.52 %
Atlas Copco AB 575,8589M $0.52 %
Atco Ltd/Canada 183,9159M $0.52 %
Kia Corp 91,1349M $0.52 %
Aena SME SA 295,8628.8M $0.51 %
Lite-On Technology Corp 1,902,0008.7M $0.50 %
Gap Inc/The 346,4038.4M $0.49 %
Toyo Suisan Kaisha Ltd 118,6008.3M $0.48 %
Dexcom Inc 131,5578.3M $0.48 %
Oracle Corp Japan 149,3008.1M $0.47 %
Carnival Corp 308,8388M $0.46 %
Heidelberg Materials AG 37,2767.9M $0.46 %
Open House Group Co Ltd 113,1007.2M $0.42 %
Constellation Software Inc/Canada 3,4676.1M $0.35 %
Partners Group Holding AG 5,5306M $0.35 %
Kakaku.com Inc 369,4004.9M $0.28 %