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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 10 of 14  ·  279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 COGT COGENT BIOSCIENCES INC Healthcare 6,476.0 $249K 0.07% +159.0 +2.5% $38.49 -11.2%
182 JANX JANUX THERAPEUTICS INC Healthcare 17,821.0 $248K 0.07% +433.0 +2.5% $13.90 +3.5%
183 VKTX VIKING THERAPEUTICS INC Healthcare 7,354.0 $239K 0.07% +180.0 +2.5% $32.54 -2.6%
184 BEAM BEAM THERAPEUTICS INC Healthcare 9,966.0 $237K 0.07% +242.0 +2.5% $23.83 +17.2%
185 NEWAMSTERDAM PHARMA COMPANY 7,319.0 $234K 0.07% +177.0 +2.5% $32.01
186 FDMT 4D MOLECULAR THERAPEUTICS IN Healthcare 25,154.0 $234K 0.07% +613.0 +2.5% $9.31 +5.4%
187 PRME PRIME MEDICINE INC Healthcare 66,508.0 $231K 0.06% +2K +2.5% $3.48 -10.1%
188 INHIBRX BIOSCIENCES INC 3,425.0 $230K 0.06% +82.0 +2.5% $67.23
189 ARVN ARVINAS INC Healthcare 21,676.0 $230K 0.06% +528.0 +2.5% $10.60 -14.3%
190 QURE UNIQURE NV Healthcare 13,977.0 $229K 0.06% +341.0 +2.5% $16.35 +69.7%
191 CMPS COMPASS PATHWAYS PLC Healthcare 40,457.0 $224K 0.06% +986.0 +2.5% $5.53 +87.5%
192 NRIX NURIX THERAPEUTICS INC Healthcare 14,299.0 $222K 0.06% +350.0 +2.5% $15.50 +3.2%
193 PROK PROKIDNEY CORP Healthcare 123,388.0 $221K 0.06% +3K +2.5% $1.79 -4.5%
194 XERS XERIS BIOPHARMA HOLDINGS INC Healthcare 38,030.0 $221K 0.06% +928.0 +2.5% $5.80 +10.0%
195 VERA VERA THERAPEUTICS INC Healthcare 5,474.0 $220K 0.06% +132.0 +2.5% $40.23 -1.7%
196 EYPT EYEPOINT INC Healthcare 17,052.0 $220K 0.06% +414.0 +2.5% $12.89 +2.7%
197 SVRA SAVARA INC Healthcare 39,405.0 $215K 0.06% +962.0 +2.5% $5.46 -3.5%
198 ANGLOGOLD ASHANTI PLC 2,199.0 $214K 0.06% +392.0 +21.7% $97.36
199 TSHA TAYSHA GENE THERAPIES INC Healthcare 47,095.0 $211K 0.06% +1K +2.5% $4.47 +40.9%
200 ASSEMBLY BIOSCIENCES INC 7,553.0 $210K 0.06% +184.0 +2.5% $27.75
Page 10 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%