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Erick Maronak — Institutional Investor Profile | Buyside Digest

Erick Maronak

Institutional Investor • NewBridge Large Cap Growth Equity

Value

$42.5B

Stocks

49 Stocks

Turnover

0.0%

CIK

0001040188EDGAR ↗

Website ↗

Top Holdings

NVDA(10.03%) AAPL(7.80%) MSFT(6.03%) AMZN(5.40%) LLY(3.70%)

About Investor

The NewBridge Large Cap Growth strategy is managed by a seasoned team led by Erick F. Maronak, who serves as Chief Investment Officer of NewBridge and Lead Portfolio Manager since December 31, 2003. Maronak holds a B.S. in Economics and an MBA, providing strong academic foundation for the investment approach. Supporting him are Senior Portfolio Managers Jason E. Dahl, CFA, and Michael B. Koskuba, both joining NewBridge in 2019 and bringing extensive experience in growth equity investing. The team operates within Victory Capital Management Inc., a diversified global asset management firm with over $316 billion in total client assets as of December 2025. Victory Capital is headquartered in San Antonio, Texas and operates as an indirect wholly owned subsidiary of publicly-traded Victory Capital Holdings (NASDAQ: VCTR). The investment team has navigated multiple market cycles and maintains focus on fundamental research and security selection. Recent organizational changes include Victory Capital's removal of NewBridge as subadvisor from a $2.6 billion aggressive growth fund, though the core strategy team and process remain intact.

Investor Philosophy

Investment philosophy details pending verification.

Erick Maronak Top Holdings

Ticker	P/C	Company Name	Sector	Market Value	Weight	% Chg
NVDA	None	NVIDIA Corporation	Information Technology	$6973.9M	10.0%	No Change
AAPL	None	Apple Inc.	Information Technology	$5425.0M	7.8%	No Change
MSFT	None	Microsoft Corporation	Information Technology	$4189.4M	6.0%	No Change
AMZN	None	Amazon.com, Inc.	Consumer Discretionary	$3752.3M	5.4%	No Change
LLY	None	Eli Lilly and Company	Health Care	$2568.6M	3.7%	No Change
AMD	None	Advanced Micro Devices Inc.	Information Technology	$2513.0M	3.6%	No Change
GOOG	None	Alphabet Inc.	Communication Services	$2184.3M	3.1%	No Change
AVGO	None	Broadcom Inc.	Information Technology	$2098.4M	3.0%	No Change
BAC	None	Bank of America Corp.	Financials	$1791.6M	2.6%	No Change
META	None	Meta Platforms, Inc.	Communication Services	$1621.2M	2.3%	No Change

Recent Buys (13F)

Ticker	Amount	% Chg	Weight	Status
No recent buys.

Recent Sells (13F)

Ticker	Amount	% Chg	Weight	Status
GOOGLAlphabet Inc.	$3766103.0M	-100.0%	0.0%	Sold Out
LHLaboratory Corp. of America Holdings	$1322911.9M	-100.0%	0.0%	Sold Out

13F Sector Breakdown

Information Technology50.0%

Financials7.9%

Consumer Discretionary7.4%

Communication Services6.5%

Health Care6.2%

Sector	Stocks	Value	Exposure
Information Technology	19	$34785.3M	50.0%
Financials	5	$5474.8M	7.9%
Consumer Discretionary	3	$5148.9M	7.4%
Communication Services	3	$4507.9M	6.5%
Health Care	3	$4313.7M	6.2%
General	4	$4057.1M	5.8%
Industrials	3	$3415.8M	4.9%
Utilities	3	$2812.5M	4.0%
Materials	2	$2054.8M	3.0%
Energy	2	$1352.1M	1.9%
Consumer Staples	1	$826.8M	1.2%
Financial Services	1	$763.6M	1.1%