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Portfolio (Quarterly) Guide ↗

Virtus Investment Advisers, LLC

· CIK 0000019481
13F Portfolio $363M AUM 450 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 36 New 279 Added 126 Reduced 47 Exited
Page 1 of 14  ·  279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 GILD GILEAD SCIENCES INC Healthcare 20,473.0 $2.9M 0.79% +15K +260.8% $139.37 -5.2%
2 AMGN AMGEN INC Healthcare 8,056.0 $2.8M 0.78% +6K +274.7% $351.85 -7.3%
3 REGN REGENERON PHARMACEUTICALS Healthcare 3,598.0 $2.8M 0.77% +3K +290.7% $772.64 -7.7%
4 IMMUNITYBIO INC 357,747.0 $2.7M 0.76% +68K +23.5% $7.67
5 VRTX VERTEX PHARMACEUTICALS INC Healthcare 5,869.0 $2.6M 0.72% +4K +288.4% $446.54 +0.9%
6 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 7,471.0 $2.5M 0.68% +6K +335.1% $330.87 -13.3%
7 EIX EDISON INTL Utilities 32,966.0 $2.4M 0.67% +30K +1129.2% $73.18 -3.3%
8 DAWN DAY ONE BIOPHARMACEUTICALS I Healthcare 100,990.0 $2.2M 0.60% +19K +23.5% $21.44 +0.4%
9 SLB SLB LIMITED Energy 41,285.0 $2.1M 0.58% +37K +873.2% $51.39 +8.5%
10 OXLC OXFORD LANE CAP CORP Financial Services 208,647.0 $2.0M 0.56% +59K +39.2% $9.78 +5.5%
11 TT TRANE TECHNOLOGIES PLC Industrials 4,837.0 $2.0M 0.56% +363.0 +8.1% $416.74 +15.6%
12 BERKSHIRE HATHAWAY INC DEL 3,998.0 $1.9M 0.53% +36.0 +0.9% $479.20
13 WRB BERKLEY W R CORP Financial Services 28,228.0 $1.9M 0.52% +2K +7.5% $66.28 -0.4%
14 MA MASTERCARD INCORPORATED Financial Services 3,646.0 $1.8M 0.50% +275.0 +8.2% $499.66 -1.9%
15 EBAY EBAY INC. Consumer Cyclical 19,934.0 $1.8M 0.50% +781.0 +4.1% $91.02 +24.4%
16 SPOT SPOTIFY TECHNOLOGY S A Communication Services 3,709.0 $1.8M 0.50% +790.0 +27.1% $484.91 -10.8%
17 SYF SYNCHRONY FINANCIAL Financial Services 25,996.0 $1.8M 0.49% +469.0 +1.8% $68.02 +4.8%
18 AVGO BROADCOM INC Technology 5,702.0 $1.8M 0.49% +588.0 +11.5% $309.51 +37.4%
19 V VISA INC Financial Services 5,834.0 $1.8M 0.49% +336.0 +6.1% $302.24 +6.7%
20 ECC EAGLE POINT CREDIT COMPANY I Financial Services 467,814.0 $1.8M 0.48% +166K +54.9% $3.76 +7.2%
Page 1 of 14  ·  279 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Healthcare 30.6%
Financial Services 23.4%
Industrials 11.2%
Technology 10.7%
Consumer Cyclical 7.6%
Energy 3.4%
Basic Materials 3.4%
Communication Services 3.1%
Consumer Defensive 2.9%
Real Estate 2.2%