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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 6 of 12  ·  226 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 MONOPAR THERAPEUTICS INC 5,474.0 $507K 0.12% +2K +49.8% $92.59
102 FDMT 4D MOLECULAR THERAPEUTICS IN Healthcare 37,055.0 $493K 0.12% +12K +47.3% $13.30 +5.8%
103 APOGEE THERAPEUTICS INC 3,705.0 $492K 0.12% +167.0 +4.7% $132.73
104 FSCO FS CREDIT OPPORTUNITIES CORP Financial Services 96,005.0 $479K 0.11% +4K +4.5% $4.99 +2.3%
105 JBIO JADE BIOSCIENCES INC Healthcare 21,329.0 $474K 0.11% +3K +17.2% $22.22 +3.7%
106 NRIX NURIX THERAPEUTICS INC Healthcare 19,304.0 $468K 0.11% +5K +35.0% $24.26 +10.8%
107 MGTX MEIRAGTX HLDGS PLC Healthcare 34,119.0 $461K 0.11% +4K +11.6% $13.51 +2.3%
108 PVLA PALVELLA THERAPEUTICS INC NE Healthcare 3,007.0 $460K 0.11% +242.0 +8.8% $152.82 -0.4%
109 BCAX BICARA THERAPEUTICS INC Healthcare 15,086.0 $448K 0.10% +331.0 +2.2% $29.69 -16.5%
110 VKTX VIKING THERAPEUTICS INC Healthcare 11,381.0 $444K 0.10% +4K +54.8% $39.01 -14.9%
111 ATAIBECKLEY INC 83,469.0 $440K 0.10% +20K +31.3% $5.27
112 KYMR KYMERA THERAPEUTICS INC Healthcare 3,795.0 $435K 0.10% +755.0 +24.8% $114.67 +4.4%
113 PRME PRIME MEDICINE INC Healthcare 117,909.0 $435K 0.10% +51K +77.3% $3.69 -16.9%
114 CGEM CULLINAN THERAPEUTICS INC Healthcare 23,883.0 $435K 0.10% +1K +4.4% $18.21 +14.9%
115 GLUE MONTE ROSA THERAPEUTICS INC Healthcare 17,944.0 $434K 0.10% +1K +7.3% $24.20 -37.8%
116 BIOHAVEN LTD 29,007.0 $432K 0.10% +5K +22.6% $14.88
117 ORIC ORIC PHARMACEUTICALS INC Healthcare 39,565.0 $428K 0.10% +10K +36.1% $10.83 +26.2%
118 XNCR XENCOR INC Healthcare 26,537.0 $427K 0.10% +10K +60.8% $16.10 +52.9%
119 SANA SANA BIOTECHNOLOGY INC Healthcare 122,089.0 $426K 0.10% +69K +130.1% $3.49 +3.9%
120 RCUS ARCUS BIOSCIENCES INC Healthcare 13,748.0 $424K 0.10% +1K +8.6% $30.83 -4.6%
Page 6 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%