Victrix Investment Advisors Portfolio
Invests via Victrix Investment Advisors | Managed by William D. Thompson IV
Invests via Victrix Investment Advisors
Managed by William D. Thompson IV
Automatically Tracked
Company Profile
Registered as an alternative asset manager, Victrix Investment Advisors operates as a boutique investment firm focused on credit and special situations in emerging and frontier markets. The firm structures opportunistic debt and equity investments, provides portfolio management for institutional and family-office clients, and emphasizes distressed and restructuring mandates. Investment approach blends fundamental credit analysis, local-market execution and capital preservation to target risk-adjusted returns.
Registered as an alternative asset manager, Victrix Investment Advisors operates as a boutique investment firm focused on credit and special situations in emerging and frontier markets. The firm structures opportunistic debt and equity investments, provides portfolio management for institutional and family-office clients, and emphasizes distressed and restructuring mandates. Investment approach blends fundamental credit analysis, local-market execution and capital preservation to target risk-adjusted returns.
Investment Philosophy & Strategy
Operates a value-oriented, opportunistic credit strategy focused on distressed and special situations across emerging and frontier markets. Emphasizes rigorous fundamental credit analysis, local-market sourcing and active restructuring expertise to preserve capital while extracting asymmetric upside from stressed credits. Deploys flexible capital structures—syndicated debt, unitranche and equity-linked instruments—with institutional portfolio construction, disciplined risk controls and medium-term event-driven horizons to optimize risk-adjusted returns for institutional and family-office clients.
Operates a value-oriented, opportunistic credit strategy focused on distressed and special situations across emerging and frontier markets. Emphasizes rigorous fundamental credit analysis, local-market sourcing and active restructuring expertise to preserve capital while extracting asymmetric upside from stressed credits. Deploys flexible capital structures—syndicated debt, unitranche and equity-linked instruments—with institutional portfolio construction, disciplined risk controls and medium-term event-driven horizons to optimize risk-adjusted returns for institutional and family-office clients.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
54.1%
Gain +0.86%
Monthly
2%
Yearly
26.83%
Drawdown
19.39%
$249.3M
Equity
Holdings
$249.3M
Investment
$187.19M
$76M
Profit +$1.73M
Realized
$13.89M
Unrealized
$62.11M
Dividends
$4.99M
Goals
Avg. 64% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.86%
Profit
$1.73M
Win %
78%
This Week
Compared To Last Week
Gain
0.7%
Profit
$1.73M
Win %
78%
This Month
Compared to last month
Gain
2.39%
Profit
$5.81M
Win %
78%
This Year
Compared to last year
Gain
1.42%
Profit
$3.5M
Win %
76%
SQFTW Presidio Property Trust Warrant
+49.17%
+$74.36 
TSLA Tesla, Inc.
+6.17%
+$51,130.5 
ARM Arm Holdings plc ADR
+5.66%
+$9,480.36 
TEVJF Teva Pharmaceutical Industries Ltd.
+5.35%
+$17,721 
GEV GE Vernova Inc.
+4.71%
+$56,448 
INTC Intel Corporation
+4.22%
+$190,384.92 
AMAT Applied Materials Inc.
+3.6%
+$9,798.4 
LMT Lockheed Martin Corporation
+3.44%
+$297,520.71 
ANET Arista Networks Inc.
+3.41%
+$20,009 
CSCO Cisco Systems, Inc.
+3.04%
+$226,781.04 
AVGO Broadcom Inc.
+3.02%
+$28,922.15 
SNOW Snowflake Inc. Common Stock
+2.98%
+$61,412.58 
AMD Advanced Micro Devices Inc.
+2.7%
+$46,338.49 
QCOM QUALCOMM Incorporated
+2.62%
+$6,566.73 
PANW Palo Alto Networks, Inc.
+2.62%
+$15,263.3 
NVDA NVIDIA Corporation
+2.58%
+$422,832.8 
MRVL Marvell Technology Inc.
+2.57%
+$7,385.29 
TXN Texas Instruments Inc.
+2.56%
+$115,079.94 
RTX RTX Corporation
+2.2%
+$26,577.6 
GS The Goldman Sachs Group, Inc.
+2.18%
+$38,756.26 
ASML ASML Holding N.V. NY Registered Shares
+2.01%
+$79,258.2 
CRWD CrowdStrike Holdings, Inc.
+1.78%
+$10,598.29 
CMI Cummins Inc.
+1.75%
+$3,627.99 
NOC Northrop Grumman Corporation
+1.52%
+$20,126.4 
CAH Cardinal Health, Inc.
+1.52%
+$9,664.47 
GE General Electric Company
+1.47%
+$35,140.79 
MAR Marriott International, Inc. Class A Common Stock
+1.46%
+$4,001.4 
NDAQ Nasdaq, Inc. Common Stock
+1.36%
+$4,060 
LHX L3Harris Technologies, Inc.
+1.23%
+$16,532.66 
ABT Abbott Laboratories
+1.17%
+$2,947.56 
MSFT Microsoft Corporation Common Stock
+0.95%
+$143,081.04 
PLTR Palantir Technologies Inc. Class A Common Stock
+0.92%
+$12,967.56 
CAT Caterpillar Inc.
+0.91%
+$32,688.13 
BAC Bank of America Corporation
+0.82%
+$38,562.21 
JNJ Johnson & Johnson
+0.81%
+$60,539.2 
JPM JPMorgan Chase & Co.
+0.8%
+$35,491.91 
UNP Union Pacific Corp.
+0.77%
+$2,263.5 
DGX Quest Diagnostics Incorporated
+0.69%
+$2,026.75 
MKL Markel Group Inc.
+0.69%
+$3,913.99 
AMZN Amazon.com Inc
+0.67%
+$76,769.55 
LNG Cheniere Energy Inc.
+0.66%
+$4,791.58 
CB Chubb Limited
+0.61%
+$28,972.33 
MCD McDonald's Corporation
+0.55%
+$1,264.8 
BRK-B Berkshire Hathaway Inc.
+0.43%
+$51,190.21 
AMGN Amgen Inc. Common Stock
+0.42%
+$2,523.12 
WMT Walmart Inc.
+0.33%
+$18,900.18 
ABBV AbbVie Inc.
+0.32%
+$9,915.41 
XOM ExxonMobil Holdings Corporation
+0.24%
+$2,504.91 
LLY Eli Lilly and Company
+0.19%
+$2,989.89 
META Meta Platforms Inc Class A
+0.18%
+$11,793.3 
BA The Boeing Company
+0.15%
+$7,363.41 
COST Costco Wholesale Corp
+0.1%
+$903.46 
MMM 3M Company
+0.08%
+$5,340.2 
NEE NextEra Energy Inc.
+0.07%
+$1,611.39 
GOOGL Alphabet Inc
+0.02%
+$3,478.73 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
MRK Merck & Co., Inc.
-2.23%
-$89,385.12 
TGT Target Corp.
-1.94%
-$55,806.11 
DE Deere & Company
-1.72%
-$7,828.49 
DIS The Walt Disney Company
-1.64%
-$54,216.1 
MA Mastercard Inc. Class A Common Stock
-1.63%
-$16,161.34 
UNH UnitedHealth Group Inc.
-1.41%
-$138,938.43 
V Visa Inc. Class A
-1.09%
-$76,838.64 
SHEL Shell plc American Depositary Shares (Each representing two Ordinary shares)
-0.94%
-$22,645.67 
SYK Stryker Corp.
-0.86%
-$3,353.24 
ED Consolidated Edison Inc.
-0.73%
-$1,778.28 
AAPL Apple Inc.
-0.65%
-$94,726.06 
DUK Duke Energy Corporation
-0.51%
-$13,544.55 
SCHW The Charles Schwab Corporation
-0.5%
-$22,259.25 
HD The Home Depot, Inc.
-0.46%
-$23,064.92 
CVX Chevron Corporation
-0.37%
-$1,143.62 
REGN Regeneron Pharmaceuticals, Inc.
-0.2%
-$7,698.99 
MCK McKesson Corporation
-0.13%
-$1,295.02 Events
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Dividends
Dividend Analysis
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| Trades 640 | Longs Won 462/640 72% | Profit Factor 14.85 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $466,618.96 |
| Average Win $176,380.24 | Best Trade (Oct 14) $6.7M | Sharpe Ratio -10.74 |
| Average Loss -$30,828.18 | Worst Trade (Oct 14) -$942,375.12 | Z-Score 8.23 (100%) |
| Commissions $0 | Avg. Trade Length 9m 3w 5d | Expectancy $118,750.4 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 8,065 | 7,258 | 6,452 | 5,645 | 4,839 | 4,032 | 3,226 | 2,419 | 1,613 | 806 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 41,914 | $10.54M | $14.48M | - | $3.94M | 37.42% | -0.65% |
| ABBV AbbVie Inc. | 11,017 | $2.23M | $3.16M | - | $930,262.16 | 41.78% | +0.315% |
| ABT Abbott Laboratories | 2,436 | $323,155.03 | $255,560.76 | - | -$67,594.27 | -20.92% | +1.167% |
| AMAT Applied Materials Inc. | 721 | $252,895.45 | $281,788.43 | - | $28,892.98 | 11.42% | +3.602% |
| AMD Advanced Micro Devices Inc. | 3,317 | $512,150.72 | $1.76M | - | $1.25M | 243.75% | +2.703% |
| AMGN Amgen Inc. Common Stock | 1,375 | $491,809.66 | $606,505.62 | - | $114,695.96 | 23.32% | +0.418% |
| AMZN Amazon.com Inc | 46,527 | $10.25M | $11.62M | - | $1.36M | 13.28% | +0.665% |
| ANET Arista Networks Inc. | 3,400 | $385,322.69 | $606,067 | - | $220,744.31 | 57.29% | +3.414% |
| ARM Arm Holdings plc ADR | 796 | $282,238 | $176,903.04 | - | -$105,334.96 | -37.32% | +5.663% |
| ASML ASML Holding N.V. NY Registered Shares | 2,505 | $2.43M | $4.02M | - | $1.59M | 65.44% | +2.013% |
| AVGO Broadcom Inc. | 2,974 | $755,129.86 | $985,598.47 | - | $230,468.61 | 30.52% | +3.023% |
| BA The Boeing Company | 26,777 | $5.03M | $5.05M | - | $23,712.62 | 0.47% | +0.146% |
| BAC Bank of America Corporation | 92,921 | $4.14M | $4.74M | - | $596,798.85 | 14.42% | +0.821% |
| BRK-B Berkshire Hathaway Inc. | 21,923 | $10.56M | $11.94M | - | $1.38M | 13.06% | +0.431% |
| CAH Cardinal Health, Inc. | 2,550 | $303,538.55 | $646,068 | - | $342,529.45 | 112.85% | +1.519% |
| CAT Caterpillar Inc. | 5,230 | $1.9M | $3.62M | - | $1.71M | 90.06% | +0.912% |
| CB Chubb Limited | 13,290 | $3.74M | $4.75M | - | $1.01M | 26.99% | +0.614% |
| CMI Cummins Inc. | 400 | $204,180 | $210,588 | - | $6,408 | 3.14% | +1.753% |
| COST Costco Wholesale Corp | 908 | $834,822.12 | $911,918.02 | - | $77,095.9 | 9.24% | +0.099% |
| CRWD CrowdStrike Holdings, Inc. | 2,309 | $228,579.56 | $605,327.44 | - | $376,747.88 | 164.82% | +1.782% |
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FAQ
Which stocks have generated the highest profits for Victrix Investment Advisors?
The largest contributions to the portfolio's profits come from the following stocks: Intel Corporation - $3.37M, Vanguard FTSE Developed Markets ETF - $1.4M, Alphabet Inc - $950,397.06, Schwab U.S. Small-Cap ETF - $833,932.84, and Berkshire Hathaway Inc - $832,325.97. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: American Express Company - $125,698.66, Adobe Inc - $120,701.68, Cava Group, Inc - $98,373.67, Ionis Pharmaceuticals, Inc - $71,230, and Elevance Health, Inc - $56,952.79. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Victrix Investment Advisors's portfolio generate?
The portfolio generates substantial dividend income, with a total of $4.99M earned over time. The largest contributors to dividend income include Lockheed Martin Corporation - $258,876.3, Johnson & Johnson - $223,569.3, Cisco Systems, Inc - $217,836.97, UnitedHealth Group Inc - $216,656.84, and The Home Depot, Inc - $189,640.48. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Victrix Investment Advisors's monthly returns?
Victrix Investment Advisors's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Victrix Investment Advisors's strategy be considered aggressive or moderate?
Victrix Investment Advisors's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Victrix Investment Advisors's strategy?
Victrix Investment Advisors's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
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