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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 6 of 14  ·  279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 TSLX SIXTH STREET SPECIALTY LENDI Financial Services 26,629.0 $489K 0.14% +2K +6.4% $18.38 -2.6%
102 RARE ULTRAGENYX PHARMACEUTICAL IN Healthcare 23,302.0 $488K 0.14% +4K +23.5% $20.95 +23.2%
103 MSC INCOME FUND INC 39,921.0 $486K 0.13% +3K +9.3% $12.18
104 CRVS CORVUS PHARMACEUTICALS INC Healthcare 32,579.0 $477K 0.13% +796.0 +2.5% $14.63 -6.6%
105 RZLT REZOLUTE INC Healthcare 151,492.0 $462K 0.13% +4K +2.5% $3.05 +11.5%
106 TYRA TYRA BIOSCIENCES INC Healthcare 12,049.0 $461K 0.13% +293.0 +2.5% $38.30 -4.7%
107 CGON CG ONCOLOGY INC Healthcare 6,660.0 $451K 0.12% +163.0 +2.5% $67.68 -1.1%
108 WHF WHITEHORSE FIN INC Financial Services 60,566.0 $448K 0.12% +3K +4.7% $7.40 -1.2%
109 ORKA ORUKA THERAPEUTICS INC Healthcare 9,034.0 $443K 0.12% +220.0 +2.5% $49.05 +30.3%
110 ALLO ALLOGENE THERAPEUTICS INC Healthcare 180,588.0 $441K 0.12% +4K +2.5% $2.44 -18.0%
111 KOD KODIAK SCIENCES INC Healthcare 11,451.0 $437K 0.12% +278.0 +2.5% $38.12 +1.5%
112 ACLX ARCELLX INC Healthcare 3,794.0 $436K 0.12% +93.0 +2.5% $114.82 +0.2%
113 NUVB NUVATION BIO INC Healthcare 100,151.0 $430K 0.12% +19K +23.5% $4.29 +10.0%
114 TECX TECTONIC THERAPEUTIC INC Healthcare 13,799.0 $427K 0.12% +337.0 +2.5% $30.91 -3.6%
115 LENZ LENZ THERAPEUTICS INC Healthcare 46,542.0 $426K 0.12% +9K +23.5% $9.15 -20.3%
116 SYRE SPYRE THERAPEUTICS INC Healthcare 8,110.0 $409K 0.11% +197.0 +2.5% $50.44 +50.0%
117 CNTA CENTESSA PHARMACEUTICALS PLC Healthcare 10,286.0 $409K 0.11% +252.0 +2.5% $39.72 -0.3%
118 MSDL MORGAN STANLEY DIRECT LENDIN Financial Services 28,292.0 $395K 0.11% +2K +7.7% $13.96 +9.0%
119 NTLA INTELLIA THERAPEUTICS INC Healthcare 30,230.0 $388K 0.11% +737.0 +2.5% $12.82 +2.1%
120 ADMA ADMA BIOLOGICS INC Healthcare 42,683.0 $385K 0.11% +8K +23.5% $9.01 -8.2%
Page 6 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%