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Holdings (Monthly) Guide ↗

Virtus Dividend, Interest & Premium Strategy Fund

Monthly Holdings $1.4B AUM 193 positions Period Jan 2026 Filed Mar 31, 2026 EDGAR ↗ ← All Funds
# Name Ticker Since Shares Value % Port Cat
1 Amazon.com Inc AMZN Jan 2026 193,956 $46.4M 3.37% EC
2 Alphabet Inc GOOGL Jan 2026 128,169 $43.3M 3.14% EC
3 Charles Schwab Corp/The SCHW Jan 2026 412,177 $42.8M 3.11% EC
4 Advanced Micro Devices Inc AMD Jan 2026 177,588 $42.0M 3.05% EC
5 Prologis Inc PLD Jan 2026 316,613 $41.3M 3.00% EC
6 Booking Holdings Inc BKNG Jan 2026 7,951 $39.8M 2.89% EC
7 Marvell Technology Inc MRVL Jan 2026 468,652 $37.0M 2.68% EC
8 HF Sinclair Corp DINO Jan 2026 639,246 $33.2M 2.41% EC
9 GE Vernova Inc GEV Jan 2026 45,470 $33.0M 2.40% EC
10 Eli Lilly & Co LLY Jan 2026 24,878 $25.8M 1.87% EC
11 Royal Gold Inc RGLD Jan 2026 91,445 $24.1M 1.75% EC
12 Uber Technologies Inc UBER Jan 2026 275,104 $22.0M 1.60% EC
13 Stanley Black & Decker Inc SWK Jan 2026 277,516 $21.8M 1.58% EC
14 Commercial Metals Co CMC Jan 2026 280,835 $21.6M 1.57% EC
15 Glacier Bancorp Inc GBCI Jan 2026 423,161 $21.4M 1.56% EC
16 Home Depot Inc/The HD Jan 2026 56,949 $21.3M 1.55% EC
17 UMB Financial Corp UMBF Jan 2026 167,596 $21.3M 1.55% EC
18 Meta Platforms Inc META Jan 2026 29,646 $21.2M 1.54% EC
19 Amphenol Corp APH Jan 2026 141,626 $20.4M 1.48% EC
20 JPMorgan Chase & Co JPM Jan 2026 64,498 $19.7M 1.43% EC
21 Salesforce Inc CRM Jan 2026 82,102 $17.4M 1.26% EC
22 Pfizer Inc PFE Jan 2026 615,651 $16.3M 1.18% EC
23 Marathon Petroleum Corp MPC Jan 2026 91,534 $16.1M 1.17% EC
24 NextEra Energy Inc NEE Jan 2026 180,648 $15.9M 1.15% EC
25 Microsoft Corp MSFT Jan 2026 36,128 $15.5M 1.13% EC
26 Pinnacle Financial Partners In PNFP Jan 2026 157,756 $15.0M 1.09% EC
27 Commerce Bancshares Inc/MO CBSH Jan 2026 258,686 $13.6M 0.99% EC
28 Nucor Corp NUE Jan 2026 67,479 $12.0M 0.87% EC
29 Independent Bank Corp INDB Jan 2026 148,412 $12.0M 0.87% EC
30 Equinix Inc EQIX Jan 2026 14,422 $11.8M 0.86% EC
31 Cadence Bank CADE Jan 2026 274,348 $11.6M 0.84% EC
32 Truist Financial Corp TFC Jan 2026 219,356 $11.3M 0.82% EC
33 Old National Bancorp/IN ONB Jan 2026 457,003 $11.2M 0.81% EC
34 PNC Financial Services Group I PNC Jan 2026 49,829 $11.1M 0.81% EC
35 HCA Healthcare Inc HCA Jan 2026 22,525 $11.0M 0.80% EC
36 Phillips 66 PSX Jan 2026 76,137 $10.9M 0.79% EC
37 Flowserve Corp FLS Jan 2026 139,239 $10.9M 0.79% EC
38 Community Financial System Inc CBU Jan 2026 173,884 $10.9M 0.79% EC
39 Bank of Hawaii Corp BOH Jan 2026 143,842 $10.8M 0.78% EC
40 Bank of America Corp BAC Jan 2026 200,665 $10.7M 0.77% EC
41 Southwest Airlines Co LUV Jan 2026 223,510 $10.6M 0.77% EC
42 SOUTHSTATE BANK CORP SSB Jan 2026 103,652 $10.6M 0.77% EC
43 Goldman Sachs Group Inc/The GS Jan 2026 11,320 $10.6M 0.77% EC
44 WESTERN DIGITAL CORP 958102AT2 Jan 2026 1,585,000 $10.5M 0.76% DBT
45 Morgan Stanley MS Jan 2026 57,459 $10.5M 0.76% EC
46 Blackrock Inc BLK Jan 2026 9,194 $10.3M 0.75% EC
47 LUMENTUM HOLDINGS INC 55024UAJ8 Jan 2026 4,500,000 $10.2M 0.74% DBT
48 Home BancShares Inc/AR HOMB Jan 2026 352,009 $10.2M 0.74% EC
49 Wells Fargo & Co WFC Jan 2026 111,792 $10.1M 0.73% EC
50 Maplebear Inc CART Jan 2026 271,654 $10.1M 0.73% EC
51 Walt Disney Co/The DIS Jan 2026 86,897 $9.8M 0.71% EC
52 AbbVie Inc ABBV Jan 2026 42,863 $9.6M 0.69% EC
53 Universal Health Services Inc UHS Jan 2026 47,263 $9.5M 0.69% EC
54 Intuitive Surgical Inc ISRG Jan 2026 18,203 $9.2M 0.67% EC
55 Costco Wholesale Corp COST Jan 2026 9,707 $9.1M 0.66% EC
56 WELLS FARGO & COMPANY WFC Jan 2026 7,120 $8.8M 0.64% EP
57 EOG Resources Inc EOG Jan 2026 77,049 $8.6M 0.63% EC
58 BlackRock Liquidity FedFund TFDXX Jan 2026 7,778,167 $7.8M 0.56% STIV
59 BOEING CO/THE BA Jan 2026 102,645 $7.7M 0.56% EP
60 Intuit Inc INTU Jan 2026 14,849 $7.4M 0.54% EC
61 WELLTOWER OP LLC 95041AAD0 Jan 2026 4,740,000 $7.2M 0.52% DBT
62 SLB Ltd SLB Jan 2026 137,343 $6.6M 0.48% EC
63 Exxon Mobil Corp XOM Jan 2026 45,987 $6.5M 0.47% EC
64 NEXTERA ENERGY CAPITAL 65339KCY4 Jan 2026 4,785,000 $6.4M 0.46% DBT
65 Chevron Corp CVX Jan 2026 35,268 $6.2M 0.45% EC
66 LIVE NATION ENTERTAINMEN 538034BC2 Jan 2026 5,215,000 $5.5M 0.40% DBT
67 Berkshire Hathaway Inc BRK/B Jan 2026 11,221 $5.4M 0.39% EC
68 Enterprise Financial Services EFSC Jan 2026 84,871 $4.9M 0.35% EC
69 Lakeland Financial Corp LKFN Jan 2026 76,811 $4.6M 0.33% EC
70 First Financial Bankshares Inc FFIN Jan 2026 142,299 $4.5M 0.33% EC
71 CLOUDFLARE INC 18915MAC1 Jan 2026 3,920,000 $4.3M 0.31% DBT
72 STRATEGY INC 594972AS0 Jan 2026 5,010,000 $4.2M 0.31% DBT
73 MKS INC 55306NAB0 Jan 2026 2,390,000 $4.0M 0.29% DBT
74 BLOOM ENERGY CORP 093712AN7 Jan 2026 3,540,000 $4.0M 0.29% DBT
75 COINBASE GLOBAL INC 19260QAB3 Jan 2026 4,015,000 $4.0M 0.29% DBT
76 WEC ENERGY GROUP INC 92939UAS5 Jan 2026 3,715,000 $3.8M 0.28% DBT
77 PG&E CORP PCG Jan 2026 92,835 $3.7M 0.27% EP
78 SOUTHERN CO 842587EC7 Jan 2026 3,520,000 $3.5M 0.26% DBT
79 MICROCHIP TECHNOLOGY INC MCHP Jan 2026 52,175 $3.5M 0.25% EP
80 ALIGNMENT HEALTHCARE 01625VAB0 Jan 2026 2,095,000 $3.5M 0.25% DBT
81 BLOCK INC 852234AK9 Jan 2026 3,725,000 $3.5M 0.25% DBT
82 BRIDGEBIO PHARMA INC 10806XAH5 Jan 2026 1,980,000 $3.4M 0.25% DBT
83 JAZZ INVESTMENTS I LTD 472145AH4 Jan 2026 2,620,000 $3.4M 0.25% DBT
84 AKAMAI TECHNOLOGIES INC 00971TAL5 Jan 2026 3,165,000 $3.4M 0.24% DBT
85 SEAGATE HDD CAYMAN 81180WBL4 Jan 2026 665,000 $3.3M 0.24% DBT
86 GUARDANT HEALTH INC 40131MAD1 Jan 2026 1,630,000 $3.3M 0.24% DBT
87 MACOM TECH SOLUTIONS 55405YAD2 Jan 2026 2,210,000 $3.2M 0.23% DBT
88 COMPASS INCORP 20464UAA8 Jan 2026 2,935,000 $3.2M 0.23% DBT
89 GRANITE CONSTRUCTION INC 387328AF4 Jan 2026 1,890,000 $3.1M 0.23% DBT
90 FIRSTENERGY CORP 337932AS6 Jan 2026 2,860,000 $3.1M 0.23% DBT
91 HALOZYME THERAPEUTICS IN 40637HAG4 Jan 2026 3,005,000 $3.1M 0.22% DBT
92 DIGITAL REALTY TRUST LP 25389JAX4 Jan 2026 2,970,000 $3.1M 0.22% DBT
93 LIGAND PHARMACEUTICALS I 53220KAG3 Jan 2026 2,525,000 $3.0M 0.22% DBT
94 CYBERARK SOFTWARE LTD 23248VAC9 Jan 2026 2,850,000 $3.0M 0.22% DBT
95 ALIBABA GROUP HOLDING 01609WBG6 Jan 2026 1,680,000 $2.9M 0.21% DBT
96 VIAVI SOLUTIONS INC 925550AJ4 Jan 2026 1,560,000 $2.9M 0.21% DBT
97 BRIGHTSPRING HEALTH SERV BTSG Jan 2026 21,660 $2.9M 0.21% EP
98 IREN LTD 46270CAE9 Jan 2026 3,075,000 $2.8M 0.21% DBT
99 SNOWFLAKE INC 833445AD1 Jan 2026 2,000,000 $2.8M 0.20% DBT
100 SEMTECH CORP 816850AJ0 Jan 2026 2,495,000 $2.8M 0.20% DBT
101 COREWEAVE INC 21873SAD0 Jan 2026 2,415,000 $2.8M 0.20% DBT
102 MIRION TECHNOLOGIES INC 60471AAA9 Jan 2026 2,140,000 $2.8M 0.20% DBT
103 DATADOG INC 23804LAD5 Jan 2026 2,760,000 $2.7M 0.20% DBT
104 RIVIAN AUTO INC 76954AAB9 Jan 2026 2,535,000 $2.7M 0.19% DBT
105 IMAX CORP 45245EAK5 Jan 2026 2,465,000 $2.6M 0.19% DBT
106 AST SPACEMOBILE INC 00217DAE0 Jan 2026 1,930,000 $2.6M 0.19% DBT
107 WAYFAIR INC 94419LAP6 Jan 2026 1,530,000 $2.6M 0.19% DBT
108 JBT MAREL CORP 477839AD6 Jan 2026 2,435,000 $2.6M 0.19% DBT
109 UBER TECHNOLOGIES INC 90353TAM2 Jan 2026 1,985,000 $2.5M 0.18% DBT
110 KKR & CO INC KKR Jan 2026 51,020 $2.5M 0.18% EP
111 SOFI TECHNOLOGIES INC 83406FAA0 Jan 2026 2,035,000 $2.4M 0.18% DBT
112 SOLARIS ENERGY INFRASTRU 83419XAB4 Jan 2026 1,920,000 $2.4M 0.17% DBT
113 INTUITIVE MACHINES INC 46125AAA8 Jan 2026 1,320,000 $2.4M 0.17% DBT
114 NCL CORPORATION LTD 62886HBW0 Jan 2026 2,410,000 $2.3M 0.17% DBT
115 GALAXY DIGITAL HOLDIN LP 36317GAC0 Jan 2026 2,730,000 $2.3M 0.17% DBT
116 REXFORD INDUSTRIAL REALT 76169XAD6 Jan 2026 2,330,000 $2.3M 0.17% DBT
117 ALBEMARLE CORP ALB Jan 2026 33,185 $2.3M 0.17% EP
118 OSI SYSTEMS INC 671044AG0 Jan 2026 2,305,000 $2.3M 0.17% DBT
119 ZSCALER INC. 98980GAC6 Jan 2026 2,425,000 $2.3M 0.16% DBT
120 QXO INC QXO Jan 2026 35,540 $2.3M 0.16% EP
121 CYTOKINETICS INC 23282WAD2 Jan 2026 1,780,000 $2.2M 0.16% DBT
122 CENTRUS ENERGY CORP 15643UAF1 Jan 2026 1,555,000 $2.2M 0.16% DBT
123 ZOETIS INC 98978VAY9 Jan 2026 2,170,000 $2.2M 0.16% DBT
124 COINBASE GLOBAL INC 19260QAG2 Jan 2026 2,420,000 $2.2M 0.16% DBT
125 NOVA LTD 66982MAA2 Jan 2026 1,330,000 $2.1M 0.15% DBT
126 COHU INC 192576AA4 Jan 2026 1,650,000 $2.1M 0.15% DBT
127 BWX TECHNOLOGIES INC 05605HAD2 Jan 2026 2,050,000 $2.1M 0.15% DBT
128 BILL HOLDINGS INC 090043AF7 Jan 2026 2,300,000 $2.1M 0.15% DBT
129 AFFIRM HOLDINGS INC 00827BAD8 Jan 2026 1,980,000 $2.0M 0.15% DBT
130 ALPHATEC HOLDINGS INC 02081GAC6 Jan 2026 1,645,000 $2.0M 0.15% DBT
131 ALNYLAM PHARMACEUTICALS 02043QAB3 Jan 2026 1,525,000 $2.0M 0.14% DBT
132 VEECO INSTRUMENTS INC 922417AJ9 Jan 2026 1,500,000 $1.9M 0.14% DBT
133 EXPEDIA GROUP INC 30212PBE4 Jan 2026 1,745,000 $1.9M 0.14% DBT
134 AEROVIRONMENT INC 008073AA6 Jan 2026 1,630,000 $1.9M 0.14% DBT
135 DRAFTKINGS HOLDINGS INC 26142RAB0 Jan 2026 2,115,000 $1.9M 0.14% DBT
136 RIOT PLATFORMS INC 767292AB1 Jan 2026 1,445,000 $1.9M 0.14% DBT
137 CIPHER MINING 17253JAB2 Jan 2026 1,495,000 $1.9M 0.14% DBT
138 IONIS PHARMACEUTICALS IN 462222AF7 Jan 2026 1,150,000 $1.9M 0.14% DBT
139 UNITY SOFTWARE INC 91332UAG6 Jan 2026 1,675,000 $1.9M 0.14% DBT
140 SYNAPTICS INC 87157DAJ8 Jan 2026 1,640,000 $1.9M 0.13% DBT
141 DOORDASH INC 25809KAA3 Jan 2026 1,840,000 $1.8M 0.13% DBT
142 BOSTON PROPERTIES LP 10112RBM5 Jan 2026 1,900,000 $1.8M 0.13% DBT
143 PARSONS CORP 70202LAD4 Jan 2026 1,650,000 $1.8M 0.13% DBT
144 SUPER MICRO COMPUTER INC 86800UAB0 Jan 2026 1,890,000 $1.7M 0.13% DBT
145 IONIS PHARMACEUTICALS IN 462222AG5 Jan 2026 1,545,000 $1.7M 0.12% DBT
146 EOS ENERGY ENTERPRISES I 29415CAC5 Jan 2026 1,430,000 $1.7M 0.12% DBT
147 CONFLUENT INC 20717MAB9 Jan 2026 1,720,000 $1.7M 0.12% DBT
148 ARRAY TECHNOLOGIES INC 04271TAC4 Jan 2026 965,000 $1.6M 0.12% DBT
149 BRIDGEBIO PHARMA INC 10806XAD4 Jan 2026 1,420,000 $1.6M 0.12% DBT
150 WISDOMTREE INC 97717PAJ3 Jan 2026 1,380,000 $1.6M 0.12% DBT
151 ARROWHEAD RESEARCH CORP 04280AAC4 Jan 2026 1,410,000 $1.6M 0.11% DBT
152 ARES MANAGEMENT CORP ARES Jan 2026 32,650 $1.6M 0.11% EP
153 BURLINGTON STORES INC 122017AD8 Jan 2026 1,020,000 $1.5M 0.11% DBT
154 NEXTERA ENERGY INC NEE Jan 2026 27,680 $1.5M 0.11% EP
155 MP MATERIALS CORP 553368AC5 Jan 2026 525,000 $1.5M 0.11% DBT
156 COGENT BIOSCIENCES INC 19240QAA0 Jan 2026 1,230,000 $1.5M 0.11% DBT
157 TERAWULF INC 88080TAE4 Jan 2026 1,480,000 $1.4M 0.10% DBT
158 OSI SYSTEMS INC 671044AF2 Jan 2026 945,000 $1.4M 0.10% DBT
159 JOBY AVIATION INC 47775AAA9 Jan 2026 1,355,000 $1.4M 0.10% DBT
160 STRATEGY INC 594972AT8 Jan 2026 1,535,000 $1.4M 0.10% DBT
161 IRHYTHM HOLDINGS INC 450056AB2 Jan 2026 1,060,000 $1.3M 0.10% DBT
162 IMPINJ INC 453204AE9 Jan 2026 1,390,000 $1.3M 0.10% DBT
163 TEMPUS AI INC 88023BAD5 Jan 2026 1,235,000 $1.3M 0.10% DBT
164 XOMETRY INC 98423FAC3 Jan 2026 875,000 $1.3M 0.09% DBT
165 CELCUITY INC 15102KAA8 Jan 2026 545,000 $1.3M 0.09% DBT
166 INDIE SEMICONDUCTOR INC 45569UAA9 Jan 2026 1,090,000 $1.1M 0.08% DBT
167 TRANSMEDICS GROUP INC 89377MAB5 Jan 2026 675,000 $1.1M 0.08% DBT
168 SHIFT4 PAYMENTS INC 82452JAD1 Jan 2026 1,015,000 $975K 0.07% DBT
169 REPLIGEN CORP 759916AD1 Jan 2026 885,000 $938K 0.07% DBT
170 LIBERTY MEDIA CORP 531229AQ5 Jan 2026 800,000 $935K 0.07% DBT
171 GUARDANT HEALTH INC 40131MAE9 Jan 2026 555,000 $658K 0.05% DBT
172 STRATEGY INC MSTR Jan 2026 7,645 $650K 0.05% EP
173 SOUTHERN CO SO Jan 2026 12,425 $637K 0.05% EP
174 SHIFT4 PAYMENTS INC FOUR Jan 2026 8,290 $623K 0.05% EP
175 INTERCONTINENTAL EXCHANGE, INC. MS 2 C210 Jan 2026 -172 $-1032 -0.00% DE
176 INTERCONTINENTAL EXCHANGE, INC. ISRG 2 C60 Jan 2026 -63 $-1260 -0.00% DE
177 INTERCONTINENTAL EXCHANGE, INC. JPM 2 C350 Jan 2026 -225 $-2250 -0.00% DE
178 CBOE GLOBAL MARKETS, INC. MSFT 2 C51 Jan 2026 -126 $-4788 -0.00% DE
179 INTERCONTINENTAL EXCHANGE, INC. INTU 2 C59 Jan 2026 -46 $-4922 -0.00% DE
180 INTERCONTINENTAL EXCHANGE, INC. WFC 2 C97. Jan 2026 -355 $-6390 -0.00% DE
181 INTERCONTINENTAL EXCHANGE, INC. SWK 2 C95 Jan 2026 -693 $-10395 -0.00% DE
182 INTERCONTINENTAL EXCHANGE, INC. SCHW 2 C11 Jan 2026 -1,254 $-11286 -0.00% DE
183 INTERCONTINENTAL EXCHANGE, INC. CRM 2 C250 Jan 2026 -318 $-11448 -0.00% DE
184 INTERCONTINENTAL EXCHANGE, INC. NEE 2 C95 Jan 2026 -943 $-20746 -0.00% DE
185 INTERCONTINENTAL EXCHANGE, INC. UBER 2 C95 Jan 2026 -962 $-26936 -0.00% DE
186 INTERCONTINENTAL EXCHANGE, INC. CART 2 C43 Jan 2026 -679 $-32252 -0.00% DE
187 INTERCONTINENTAL EXCHANGE, INC. LLY 2 C118 Jan 2026 -87 $-43500 -0.00% DE
188 INTERCONTINENTAL EXCHANGE, INC. MRVL 2 C95 Jan 2026 -1,640 $-98400 -0.01% DE
189 INTERCONTINENTAL EXCHANGE, INC. AMD 2 C260 Jan 2026 -177 $-110625 -0.01% DE
190 INTERCONTINENTAL EXCHANGE, INC. AMZN 2 C27 Jan 2026 -678 $-132210 -0.01% DE
191 INTERCONTINENTAL EXCHANGE, INC. AMD 2 C270 Jan 2026 -443 $-184731 -0.01% DE
192 INTERCONTINENTAL EXCHANGE, INC. GOOGL 2 C3 Jan 2026 -448 $-237440 -0.02% DE
193 INTERCONTINENTAL EXCHANGE, INC. META 2 C70 Jan 2026 -103 $-307970 -0.02% DE