Holdings
Victory Sycamore Mid Cap Value Portfolio
As of Jun 30, 2026, Victory Sycamore Mid Cap Value Portfolio reported 73 positions worth US$847M. Largest: Labcorp Holdings Inc., Us Foods Holding Corp. and Molina Healthcare Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Labcorp Holdings Inc. | 82,000 | US$23M | +2,500 | Jun 30, 2026 |
| Us Foods Holding Corp. | 202K | US$20.7M | −20,800 | Jun 30, 2026 |
| Molina Healthcare Inc | 82,500 | US$18.9M | −1,200 | Jun 30, 2026 |
| Alliant Energy Corporation | 242K | US$18.4M | −27,100 | Jun 30, 2026 |
| Microchip Technology Incorporated | 192K | US$17.5M | −31,600 | Jun 30, 2026 |
| Packaging Corporation Of America | 73,400 | US$17.5M | −3,700 | Jun 30, 2026 |
| Rpm International Inc. | 153K | US$17.1M | +2,100 | Jun 30, 2026 |
| Keysight Technologies Inc. | 47,900 | US$16.8M | −1,600 | Jun 30, 2026 |
| Truist Financial Corporation | 331K | US$16.5M | +5,600 | Jun 30, 2026 |
| Hubbell Inc | 31,300 | US$16.4M | +3,400 | Jun 30, 2026 |