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Portfolio (Quarterly) Guide ↗

Virtus Investment Advisers, LLC

· CIK 0000019481
13F Portfolio $429M AUM 463 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 68 New 226 Added 166 Reduced 55 Exited
Page 11 of 12  ·  226 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 MPLX MPLX LP Energy 3,431.0 $193K 0.04% +221.0 +6.9% $56.33 +5.4%
202 REFI CHICAGO ATLANTIC REAL ESTATE Real Estate 17,929.0 $192K 0.04% +3K +18.1% $10.72 -3.3%
203 MTDR MATADOR RES CO Energy 3,854.0 $192K 0.04% +654.0 +20.4% $49.78 +15.0%
204 ARLP ALLIANCE RESOURCE PARTNERS L Energy 7,999.0 $192K 0.04% +1K +18.7% $23.98 +7.0%
205 SLVM SYLVAMO CORP Basic Materials 5,036.0 $190K 0.04% +163.0 +3.3% $37.80 -2.3%
206 SHEL SHELL PLC Energy 2,451.0 $190K 0.04% +375.0 +18.1% $77.54 +18.7%
207 PR PERMIAN RESOURCES CORP Energy 10,276.0 $189K 0.04% +823.0 +8.7% $18.41 +21.4%
208 TKC TURKCELL ILETISIM Communication Services 32,167.0 $189K 0.04% +2K +4.9% $5.88 -8.2%
209 KT KT CORP Communication Services 10,938.0 $189K 0.04% +2K +23.5% $17.28 +8.7%
210 HAL HALLIBURTON CO Energy 5,552.0 $188K 0.04% +532.0 +10.6% $33.95 +2.1%
211 CRC CALIFORNIA RES CORP Energy 3,562.0 $188K 0.04% +612.0 +20.8% $52.87 +0.5%
212 OVV OVINTIV INC Energy 3,575.0 $188K 0.04% +268.0 +8.1% $52.65 +23.5%
213 MOS MOSAIC CO Basic Materials 8,875.0 $188K 0.04% +1K +13.5% $21.19 -0.2%
214 TS TENARIS S A Energy 3,358.0 $186K 0.04% +60.0 +1.8% $55.49 -4.6%
215 APA APA CORPORATION Energy 5,709.0 $186K 0.04% +884.0 +18.3% $32.57 +30.1%
216 SM SM ENERGY COMPANY Energy 7,085.0 $185K 0.04% +603.0 +9.3% $26.10 +36.0%
217 MUR MURPHY OIL CORP Energy 5,673.0 $185K 0.04% +666.0 +13.3% $32.56 +8.0%
218 CNQ CANADIAN NAT RES LTD MED TER Energy 4,672.0 $185K 0.04% +780.0 +20.0% $39.50 +25.5%
219 MGY MAGNOLIA OIL & GAS CORP Energy 7,197.0 $184K 0.04% +1K +18.2% $25.58 +5.2%
220 NOG NORTHERN OIL & GAS INC Energy 10,111.0 $184K 0.04% +4K +53.6% $18.15 +39.9%
Page 11 of 12  ·  226 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 36.7%
Technology 15.7%
Financial Services 15.3%
Industrials 13.0%
Consumer Cyclical 5.8%
Energy 4.7%
Real Estate 2.8%
Utilities 1.7%
Communication Services 1.7%
Basic Materials 1.5%