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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 3 of 14  ·  279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MIRM MIRUM PHARMACEUTICALS INC Healthcare 12,987.0 $1.2M 0.33% +2K +23.5% $92.38 +20.6%
42 BCRX BIOCRYST PHARMACEUTICALS INC Healthcare 111,529.0 $1.1M 0.29% +21K +23.5% $9.52 -5.3%
43 ROIV ROIVANT SCIENCES LTD Healthcare 38,202.0 $1.1M 0.29% +7K +23.5% $27.70 +6.5%
44 AGIO AGIOS PHARMACEUTICALS INC Healthcare 30,959.0 $1.0M 0.29% +6K +23.5% $33.83 -16.7%
45 NVAX NOVAVAX INC Healthcare 128,505.0 $1.0M 0.29% +24K +23.5% $8.14 +14.9%
46 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 1,707.0 $1.0M 0.28% +325.0 +23.5% $592.98 -2.9%
47 KALV KALVISTA PHARMACEUTICALS INC Healthcare 49,927.0 $1.0M 0.28% +10K +23.5% $20.13 +32.9%
48 KINIKSA PHARMACEUTICALS INTL 20,300.0 $977K 0.27% +4K +23.5% $48.15
49 SNDX SYNDAX PHARMACEUTICALS INC Healthcare 41,445.0 $968K 0.27% +8K +23.5% $23.36 -12.0%
50 AXSM AXSOME THERAPEUTICS INC. Healthcare 5,698.0 $963K 0.27% +1K +23.6% $169.02 +34.7%
51 GERN GERON CORP Healthcare 620,795.0 $925K 0.26% +118K +23.5% $1.49 -6.0%
52 TGTX TG THERAPEUTICS INC Healthcare 26,930.0 $895K 0.25% +5K +23.5% $33.22 +22.8%
53 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 15,836.0 $895K 0.25% +3K +23.6% $56.49 -8.3%
54 ZLAB ZAI LAB LTD Healthcare 47,511.0 $894K 0.25% +9K +23.5% $18.81 +8.1%
55 TCPC BLACKROCK TCP CAPITAL CORP Financial Services 247,315.0 $893K 0.25% +35K +16.5% $3.61 +18.6%
56 KRYS KRYSTAL BIOTECH INC Healthcare 3,449.0 $891K 0.25% +657.0 +23.5% $258.32 +22.4%
57 LGND LIGAND PHARMACEUTICALS INC Healthcare 4,453.0 $889K 0.24% +848.0 +23.5% $199.65 +9.7%
58 BIIB BIOGEN INC Healthcare 4,848.0 $889K 0.24% +925.0 +23.6% $183.33 +5.2%
59 EXEL EXELIXIS INC Healthcare 20,651.0 $886K 0.24% +4K +23.5% $42.89 +19.1%
60 HALO HALOZYME THERAPEUTICS INC Healthcare 13,571.0 $877K 0.24% +3K +23.6% $64.63 +7.1%
Page 3 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%