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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 4 of 14  ·  279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ASCENDIS PHARMA A/S 3,830.0 $876K 0.24% +730.0 +23.6% $228.73
62 SRPT SAREPTA THERAPEUTICS INC Healthcare 39,213.0 $853K 0.23% +7K +23.5% $21.76 -14.2%
63 BBIO BRIDGEBIO PHARMA INC Healthcare 11,234.0 $834K 0.23% +2K +23.6% $74.26 -10.9%
64 ARDX ARDELYX INC Healthcare 135,954.0 $814K 0.23% +26K +23.5% $5.99 +4.0%
65 BNTX BIONTECH SE Healthcare 8,904.0 $791K 0.22% +2K +23.6% $88.88 +0.8%
66 AUPH AURINIA PHARMACEUTICALS INC Healthcare 53,267.0 $789K 0.22% +10K +23.5% $14.82 +3.1%
67 BEONE MEDICINES LTD 2,646.0 $786K 0.22% +505.0 +23.6% $296.97
68 IONS IONIS PHARMACEUTICALS INC Healthcare 10,445.0 $784K 0.22% +2K +23.6% $75.09 +3.3%
69 MDGL MADRIGAL PHARMACEUTICALS INC Healthcare 1,476.0 $773K 0.21% +282.0 +23.6% $523.47 +3.1%
70 PTCT PTC THERAPEUTICS INC Healthcare 11,160.0 $760K 0.21% +2K +23.6% $68.13 +6.7%
71 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 12,045.0 $755K 0.21% +2K +23.6% $62.70 +22.3%
72 TBPH THERAVANCE BIOPHARMA INC Healthcare 46,464.0 $754K 0.21% +9K +23.5% $16.23 +1.7%
73 PNNT PENNANTPARK INVT CORP Financial Services 165,540.0 $743K 0.20% +42K +34.4% $4.49 -5.8%
74 FSK FS KKR CAP CORP Financial Services 72,227.0 $735K 0.20% +9K +14.8% $10.18 +6.1%
75 TARS TARSUS PHARMACEUTICALS INC Healthcare 10,378.0 $728K 0.20% +2K +23.6% $70.15 -7.1%
76 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 5,524.0 $728K 0.20% +1K +23.5% $131.74 +20.7%
77 TVTX TRAVERE THERAPEUTICS INC Healthcare 24,239.0 $720K 0.20% +5K +23.5% $29.71 +48.4%
78 CRSP CRISPR THERAPEUTICS AG Healthcare 14,894.0 $709K 0.20% +3K +23.5% $47.57 +6.1%
79 INSM INSMED INC Healthcare 4,283.0 $700K 0.19% +815.0 +23.5% $163.52 -29.3%
80 NMFC NEW MTN FIN CORP Financial Services 89,471.0 $694K 0.19% +4K +4.2% $7.76 +3.7%
Page 4 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%