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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 8 of 12  ·  226 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 PRTA PROTHENA CORP PLC Healthcare 39,660.0 $388K 0.09% +13K +50.7% $9.79 -11.0%
142 TYRA TYRA BIOSCIENCES INC Healthcare 12,123.0 $387K 0.09% +74.0 +0.6% $31.94 -18.5%
143 BEAM BEAM THERAPEUTICS INC Healthcare 11,272.0 $387K 0.09% +1K +13.1% $34.32 -22.6%
144 CELC CELCUITY INC Healthcare 3,695.0 $387K 0.09% +1K +42.7% $104.62 -10.9%
145 NKTR NEKTAR THERAPEUTICS Healthcare 5,510.0 $385K 0.09% +526.0 +10.6% $69.81 +5.5%
146 SVRA SAVARA INC Healthcare 62,205.0 $383K 0.09% +23K +57.9% $6.16 -12.8%
147 COGT COGENT BIOSCIENCES INC Healthcare 9,885.0 $383K 0.09% +3K +52.6% $38.70 -3.4%
148 RXRX RECURSION PHARMACEUTICALS IN Healthcare 103,872.0 $381K 0.09% +41K +64.9% $3.67 -15.8%
149 ALT ALTIMMUNE INC Healthcare 125,363.0 $381K 0.09% +74K +142.3% $3.04 -2.3%
150 XENE XENON PHARMACEUTICALS INC Healthcare 6,281.0 $379K 0.09% +93.0 +1.5% $60.36 +4.7%
151 IMNM IMMUNOME INC Healthcare 17,802.0 $377K 0.09% +4K +27.8% $21.19 +30.1%
152 MLYS MINERALYS THERAPEUTICS INC Healthcare 13,853.0 $374K 0.09% +6K +87.5% $26.98 -1.4%
153 UPSTREAM BIO INC 53,638.0 $371K 0.09% +44K +433.9% $6.92
154 IVVD INVIVYD INC Healthcare 424,933.0 $371K 0.09% +307K +261.5% $0.87 -0.5%
155 JANX JANUX THERAPEUTICS INC Healthcare 24,130.0 $371K 0.09% +6K +35.4% $15.36 +10.4%
156 ABUS ARBUTUS BIOPHARMA CORP Healthcare 76,807.0 $369K 0.09% +19K +32.7% $4.80 +0.8%
157 VRDN VIRIDIAN THERAPEUTICS INC Healthcare 20,012.0 $368K 0.09% +12K +137.1% $18.37 +30.3%
158 BLTE BELITE BIO INC Healthcare 2,369.0 $365K 0.09% +440.0 +22.8% $153.98 +5.6%
159 NEWAMSTERDAM PHARMA COMPANY 10,763.0 $365K 0.09% +3K +47.1% $33.89
160 EYPT EYEPOINT INC Healthcare 25,111.0 $359K 0.08% +8K +47.3% $14.30 -61.7%
Page 8 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%