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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 8 of 14  ·  279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 BLTE BELITE BIO INC Healthcare 1,929.0 $308K 0.09% +47.0 +2.5% $159.44 -10.3%
142 CTMX CYTOMX THERAPEUTICS INC. Healthcare 65,080.0 $306K 0.08% +2K +2.5% $4.70 -19.6%
143 IMNM IMMUNOME INC Healthcare 13,932.0 $305K 0.08% +339.0 +2.5% $21.87 +0.7%
144 ANNX ANNEXON INC Healthcare 54,866.0 $304K 0.08% +1K +2.5% $5.54 -6.0%
145 PTGX PROTAGONIST THERAPEUTICS INC Healthcare 2,860.0 $301K 0.08% +70.0 +2.5% $105.40 +0.1%
146 APOGEE THERAPEUTICS INC 3,538.0 $298K 0.08% +87.0 +2.5% $84.17
147 CELC CELCUITY INC Healthcare 2,589.0 $296K 0.08% +61.0 +2.4% $114.14 +20.6%
148 SMMT SUMMIT THERAPEUTICS INC Healthcare 15,519.0 $294K 0.08% +378.0 +2.5% $18.96 -4.3%
149 GHRS GH RESEARCH PLC Healthcare 20,920.0 $294K 0.08% +512.0 +2.5% $14.06 +58.0%
150 BCAX BICARA THERAPEUTICS INC Healthcare 14,755.0 $293K 0.08% +360.0 +2.5% $19.89 +1.7%
151 DNLI DENALI THERAPEUTICS INC Healthcare 15,166.0 $291K 0.08% +371.0 +2.5% $19.20 +1.0%
152 AMLX AMYLYX PHARMACEUTICALS INC Healthcare 20,815.0 $289K 0.08% +508.0 +2.5% $13.90 -4.4%
153 RCKT ROCKET PHARMACEUTICALS INC Healthcare 80,438.0 $288K 0.08% +2K +2.5% $3.58 -5.0%
154 PGEN PRECIGEN INC Healthcare 73,899.0 $286K 0.08% +2K +2.5% $3.87 +18.9%
155 SRRK SCHOLAR ROCK HLDG CORP Healthcare 5,816.0 $286K 0.08% +140.0 +2.5% $49.16 +4.3%
156 OMER OMEROS CORP Healthcare 26,865.0 $284K 0.08% +653.0 +2.5% $10.56 +25.8%
157 CYTK CYTOKINETICS INC Healthcare 4,303.0 $284K 0.08% +56.0 +1.3% $65.91 +19.3%
158 RAPP RAPPORT THERAPEUTICS INC Healthcare 9,007.0 $282K 0.08% +218.0 +2.5% $31.29 +21.3%
159 CMPX COMPASS THERAPEUTICS INC Healthcare 52,846.0 $280K 0.08% +1K +2.5% $5.29 -64.8%
160 GLUE MONTE ROSA THERAPEUTICS INC Healthcare 16,718.0 $275K 0.08% +408.0 +2.5% $16.45 +13.6%
Page 8 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%