Victrix Investment Advisors Q2 2026 Portfolio Activity
Victrix Investment Advisors saw its portfolio value increase to $238.5 million as of June 30, 2026, reflecting notable shifts in holdings across various sectors.
As of June 30, 2026, Victrix Investment Advisors managed a substantial portfolio valued at approximately $238.5 million. This quarter's filing reveals significant changes in their investment strategy, with notable purchases and sales impacting various sectors.
The firm demonstrated strong conviction in certain areas by establishing new positions or significantly increasing existing ones. Key examples include:
- LNG (Cheniere Energy Inc.), where Victrix acquired shares entirely from scratch, suggesting a strong belief in the company's prospects.
- SCHW (Schwab Charlestown Corp.), seeing its stake increase by 6.2%, indicating ongoing confidence or recent buying interest.
- V (Visa Inc.), which experienced a significant boost of over 20% in the quarter, reflecting substantial new investment.
Conversely, Victrix also showed clear disengagement from some sectors or specific companies by reducing their holdings substantially. Notably:
- XOM (Exxon Mobil Corp.) saw its position reduced by a hefty 59%, representing one of the largest sell-offs in their portfolio this quarter.
- Micrsoft (MSFT), despite an overall increase, had a slight reduction from previous levels compared to other Technology stocks like Apple and Alphabet.
These changes highlight Victrix's dynamic approach. While they added exposure to new positions in LNG, significantly bolstered their stake in Charles Schwab Corp., and increased investment in Visa, they simultaneously divested a large portion of their holdings in Exxon Mobil.
Other adjustments were also made, including smaller reductions or increases across various sectors. For instance, Intel shares decreased by nearly 31% from the prior period, while positions like Duke Energy Corp., IONIS Pharmaceuticals Inc., and NextEra Energy Inc. saw modest additions.