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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 5 of 14  ·  279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ACAD ACADIA PHARMACEUTICALS INC Healthcare 31,095.0 $692K 0.19% +6K +23.5% $22.26 -3.9%
82 IMCR IMMUNOCORE HLDGS PLC Healthcare 22,940.0 $692K 0.19% +4K +23.5% $30.15 -4.6%
83 ARQT ARCUTIS BIOTHERAPEUTICS INC Healthcare 29,092.0 $685K 0.19% +6K +23.5% $23.56 -9.5%
84 LEGN LEGEND BIOTECH CORP Healthcare 37,824.0 $684K 0.19% +7K +23.5% $18.09 +58.1%
85 KURA KURA ONCOLOGY INC Healthcare 82,610.0 $672K 0.18% +16K +23.5% $8.13 +19.8%
86 RYTM RHYTHM PHARMACEUTICALS INC Healthcare 7,434.0 $647K 0.18% +1K +23.6% $86.97 +7.7%
87 PHAT PHATHOM PHARMACEUTICALS INC Healthcare 57,986.0 $644K 0.18% +11K +23.5% $11.11 +17.5%
88 ELVN ENLIVEN THERAPEUTICS INC Healthcare 16,173.0 $634K 0.17% +395.0 +2.5% $39.20 +9.9%
89 GBDC GOLUB CAP BDC INC Financial Services 48,365.0 $612K 0.17% +2K +5.3% $12.66 +4.0%
90 CION CION INVT CORP Financial Services 89,408.0 $612K 0.17% +15K +20.1% $6.84 -1.6%
91 TNGX TANGO THERAPEUTICS INC Healthcare 29,163.0 $610K 0.17% +711.0 +2.5% $20.92 +18.9%
92 CRNX CRINETICS PHARMACEUTICALS IN Healthcare 16,721.0 $607K 0.17% +3K +23.5% $36.32 +5.5%
93 SPMC SOUND POINT MERIDIAN CAP INC Financial Services 67,142.0 $601K 0.17% +38K +126.7% $8.95 +25.5%
94 ESPR ESPERION THERAPEUTICS INC NE Healthcare 219,293.0 $601K 0.17% +42K +23.5% $2.74 +13.9%
95 HRMY HARMONY BIOSCIENCES HLDGS IN Healthcare 20,840.0 $584K 0.16% +4K +23.5% $28.01 +9.8%
96 BXSL BLACKSTONE SECD LENDING FD Financial Services 23,703.0 $562K 0.15% +964.0 +4.2% $23.69 +1.4%
97 SCM STELLUS CAP INVT CORP Financial Services 60,672.0 $559K 0.15% +624.0 +1.0% $9.21 +0.2%
98 DNTH DIANTHUS THERAPEUTICS INC Healthcare 6,472.0 $543K 0.15% +157.0 +2.5% $83.92 +1.7%
99 ALMS ALUMIS INC Healthcare 23,732.0 $523K 0.14% +579.0 +2.5% $22.03 +3.8%
100 HTGC HERCULES CAPITAL INC Financial Services 34,656.0 $512K 0.14% +1K +3.4% $14.77 +4.9%
Page 5 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%