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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 7 of 14  ·  279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 ORIC ORIC PHARMACEUTICALS INC Healthcare 29,069.0 $368K 0.10% +708.0 +2.5% $12.67 -34.2%
122 VIR VIR BIOTECHNOLOGY INC Healthcare 40,759.0 $365K 0.10% +995.0 +2.5% $8.96 +1.5%
123 EWTX EDGEWISE THERAPEUTICS INC Healthcare 11,544.0 $364K 0.10% +281.0 +2.5% $31.50 +8.0%
124 NCDL NUVEEN CHURCHILL DIRECT LEND Financial Services 28,562.0 $363K 0.10% +1K +4.0% $12.72 +3.5%
125 XENE XENON PHARMACEUTICALS INC Healthcare 6,188.0 $360K 0.10% +151.0 +2.5% $58.15 -3.7%
126 NKTR NEKTAR THERAPEUTICS Healthcare 4,984.0 $359K 0.10% +121.0 +2.5% $71.95 +3.3%
127 PCVX VAXCYTE INC Healthcare 6,126.0 $356K 0.10% +147.0 +2.5% $58.11 -7.9%
128 PVLA PALVELLA THERAPEUTICS INC NE Healthcare 2,765.0 $345K 0.10% +67.0 +2.5% $124.65 -4.6%
129 MLTX MOONLAKE IMMUNOTHERAPEUTICS Healthcare 18,436.0 $344K 0.10% +449.0 +2.5% $18.64 -1.3%
130 RLAY RELAY THERAPEUTICS INC Healthcare 33,957.0 $338K 0.09% +827.0 +2.5% $9.95 +28.4%
131 ANAB ANAPTYSBIO INC Healthcare 6,067.0 $336K 0.09% +148.0 +2.5% $55.46 +13.9%
132 RVMD REVOLUTION MEDICINES INC Healthcare 3,454.0 $336K 0.09% +83.0 +2.5% $97.25 +53.7%
133 OFS OFS CAP CORP Financial Services 92,665.0 $329K 0.09% +10K +12.7% $3.55 -1.0%
134 PRAXIS PRECISION MEDICINES I 1,013.0 $326K 0.09% +24.0 +2.4% $322.19
135 CGEM CULLINAN THERAPEUTICS INC Healthcare 22,875.0 $325K 0.09% +557.0 +2.5% $14.21 +10.7%
136 TERN TERNS PHARMACEUTICALS INC Healthcare 6,058.0 $319K 0.09% +146.0 +2.5% $52.72 +0.4%
137 PHVS PHARVARIS N V Healthcare 11,286.0 $319K 0.09% +275.0 +2.5% $28.25 +8.7%
138 CAPR CAPRICOR THERAPEUTICS INC Healthcare 10,479.0 $319K 0.09% +255.0 +2.5% $30.40 -5.3%
139 CLDX CELLDEX THERAPEUTICS INC NEW Healthcare 9,911.0 $314K 0.09% +240.0 +2.5% $31.72 -1.2%
140 LQDA LIQUIDIA CORPORATION Healthcare 8,169.0 $308K 0.09% +200.0 +2.5% $37.74 +57.1%
Page 7 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%