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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 7 of 12  ·  226 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 IDYA IDEAYA BIOSCIENCES INC Healthcare 11,290.0 $421K 0.10% +3K +40.9% $37.27 -1.0%
122 ZBIO ZENAS BIOPHARMA INC Healthcare 16,525.0 $419K 0.10% +10K +146.0% $25.38 +25.1%
123 OLMA OLEMA PHARMACEUTICALS INC Healthcare 33,150.0 $415K 0.10% +25K +301.8% $12.51 -14.9%
124 PRAXIS PRECISION MEDICINES I 1,227.0 $411K 0.10% +214.0 +21.1% $334.79
125 VERA VERA THERAPEUTICS INC Healthcare 9,550.0 $410K 0.10% +4K +74.5% $42.91 -25.9%
126 GPCR STRUCTURE THERAPEUTICS INC Healthcare 7,622.0 $409K 0.10% +4K +87.5% $53.67 -1.9%
127 REPL REPLIMUNE GROUP INC Healthcare 36,846.0 $408K 0.10% +10K +37.6% $11.07 +38.6%
128 CTMX CYTOMX THERAPEUTICS INC. Healthcare 108,703.0 $408K 0.10% +44K +67.0% $3.75 -10.5%
129 SRRK SCHOLAR ROCK HLDG CORP Healthcare 7,406.0 $407K 0.10% +2K +27.3% $55.00 -3.0%
130 PROK PROKIDNEY CORP Healthcare 199,510.0 $407K 0.10% +76K +61.7% $2.04 -32.8%
131 RCKT ROCKET PHARMACEUTICALS INC Healthcare 118,981.0 $407K 0.10% +39K +47.9% $3.42 -3.7%
132 MAZE MAZE THERAPEUTICS INC Healthcare 13,605.0 $406K 0.10% +7K +93.9% $29.84 -5.1%
133 AMLX AMYLYX PHARMACEUTICALS INC Healthcare 22,426.0 $403K 0.09% +2K +7.7% $17.96 +76.9%
134 PCVX VAXCYTE INC Healthcare 6,894.0 $401K 0.09% +768.0 +12.5% $58.13 +3.6%
135 SION SIONNA THERAPEUTICS INC Healthcare 9,109.0 $401K 0.09% +3K +42.9% $43.99 -86.9%
136 DYN DYNE THERAPEUTICS INC Healthcare 17,988.0 $400K 0.09% +4K +27.1% $22.21 +15.7%
137 ANNX ANNEXON INC Healthcare 69,468.0 $397K 0.09% +15K +26.6% $5.71 -9.4%
138 ASSEMBLY BIOSCIENCES INC 14,251.0 $392K 0.09% +7K +88.7% $27.48
139 TSHA TAYSHA GENE THERAPIES INC Healthcare 57,303.0 $390K 0.09% +10K +21.7% $6.81 -8.4%
140 CLDX CELLDEX THERAPEUTICS INC NEW Healthcare 10,464.0 $389K 0.09% +553.0 +5.6% $37.21 +12.7%
Page 7 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%