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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 9 of 14  ·  279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 STOK STOKE THERAPEUTICS INC Healthcare 8,418.0 $274K 0.08% +204.0 +2.5% $32.56 -3.7%
162 RCUS ARCUS BIOSCIENCES INC Healthcare 12,664.0 $274K 0.07% +308.0 +2.5% $21.60 +15.5%
163 MBX MBX BIOSCIENCES INC Healthcare 9,131.0 $273K 0.07% +221.0 +2.5% $29.85 +18.5%
164 ZYMEWORKS INC 10,702.0 $268K 0.07% +261.0 +2.5% $25.04
165 IRWD IRONWOOD PHARMACEUTICALS INC Healthcare 76,169.0 $267K 0.07% +2K +2.5% $3.51 +4.6%
166 IMTX IMMATICS N.V Healthcare 27,159.0 $267K 0.07% +662.0 +2.5% $9.84 +13.5%
167 IDYA IDEAYA BIOSCIENCES INC Healthcare 8,014.0 $267K 0.07% +195.0 +2.5% $33.32 -13.4%
168 NUVL NUVALENT INC Healthcare 2,602.0 $267K 0.07% +64.0 +2.5% $102.45 +1.9%
169 MGTX MEIRAGTX HLDGS PLC Healthcare 30,570.0 $265K 0.07% +746.0 +2.5% $8.66 +14.9%
170 ABCL ABCELLERA BIOLOGICS INC Healthcare 75,327.0 $263K 0.07% +2K +2.5% $3.49 +17.2%
171 NGNE NEUROGENE INC Healthcare 13,033.0 $263K 0.07% +317.0 +2.5% $20.16 +55.1%
172 ABUS ARBUTUS BIOPHARMA CORP Healthcare 57,895.0 $261K 0.07% +1K +2.5% $4.50 -5.8%
173 SEPN SEPTERNA INC Healthcare 10,719.0 $258K 0.07% +262.0 +2.5% $24.03 +17.9%
174 AVBP ARRIVENT BIOPHARMA INC Healthcare 11,165.0 $258K 0.07% +271.0 +2.5% $23.07 +20.8%
175 DYN DYNE THERAPEUTICS INC Healthcare 14,150.0 $257K 0.07% +344.0 +2.5% $18.13 +0.8%
176 IMVT IMMUNOVANT INC Healthcare 10,320.0 $256K 0.07% +251.0 +2.5% $24.84 +16.6%
177 PRTA PROTHENA CORP PLC Healthcare 26,320.0 $256K 0.07% +641.0 +2.5% $9.72 +1.4%
178 JBIO JADE BIOSCIENCES INC Healthcare 18,203.0 $256K 0.07% +444.0 +2.5% $14.05 +71.7%
179 SION SIONNA THERAPEUTICS INC Healthcare 6,374.0 $256K 0.07% +154.0 +2.5% $40.09 +6.7%
180 KYMR KYMERA THERAPEUTICS INC Healthcare 3,040.0 $253K 0.07% +74.0 +2.5% $83.29 +1.5%
Page 9 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%