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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 11 of 14  ·  279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 MAZE MAZE THERAPEUTICS INC Healthcare 7,016.0 $209K 0.06% +170.0 +2.5% $29.85 -16.8%
202 CBT CABOT CORP Basic Materials 2,750.0 $207K 0.06% +275.0 +11.1% $75.31 +9.3%
203 SLVM SYLVAMO CORP Basic Materials 4,873.0 $206K 0.06% +2K +47.0% $42.24 -10.7%
204 REPL REPLIMUNE GROUP INC Healthcare 26,786.0 $205K 0.06% +653.0 +2.5% $7.65 -33.9%
205 SXC SUNCOKE ENERGY INC Energy 31,071.0 $202K 0.06% +8K +36.6% $6.51 +19.9%
206 MONOPAR THERAPEUTICS INC 3,655.0 $200K 0.06% +90.0 +2.5% $54.79
207 MLYS MINERALYS THERAPEUTICS INC Healthcare 7,389.0 $200K 0.06% +180.0 +2.5% $27.09 -2.0%
208 BIOHAVEN LTD 23,650.0 $200K 0.06% +578.0 +2.5% $8.46
209 SCL STEPAN CO Basic Materials 4,000.0 $200K 0.06% +567.0 +16.5% $49.98 -0.6%
210 MOS MOSAIC CO Basic Materials 7,819.0 $199K 0.06% +1K +16.9% $25.50 -14.8%
211 XNCR XENCOR INC Healthcare 16,506.0 $199K 0.06% +403.0 +2.5% $12.06 -7.6%
212 WY WEYERHAEUSER CO Real Estate 8,130.0 $199K 0.06% +1K +18.6% $24.43 -6.1%
213 GPCR STRUCTURE THERAPEUTICS INC Healthcare 4,065.0 $196K 0.05% +98.0 +2.5% $48.20 -23.9%
214 CMS CMS ENERGY CORP Utilities 2,523.0 $196K 0.05% +192.0 +8.2% $77.58 -7.2%
215 EXC EXELON CORP Utilities 3,991.0 $196K 0.05% +257.0 +6.9% $49.02 -10.5%
216 LNT ALLIANT ENERGY CORP Utilities 2,722.0 $195K 0.05% +222.0 +8.9% $71.76 -0.5%
217 WEC WEC ENERGY GROUP INC Utilities 1,680.0 $194K 0.05% +130.0 +8.4% $115.77 -5.9%
218 XEL XCEL ENERGY INC Utilities 2,446.0 $194K 0.05% +244.0 +11.1% $79.44 -1.6%
219 AEE AMEREN CORP Utilities 1,761.0 $194K 0.05% +126.0 +7.7% $109.92 -3.5%
220 DTE DTE ENERGY CO Utilities 1,323.0 $193K 0.05% +56.0 +4.4% $146.22 -3.6%
Page 11 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%