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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 9 of 12  ·  226 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 STOK STOKE THERAPEUTICS INC Healthcare 10,973.0 $359K 0.08% +3K +30.4% $32.72 -1.5%
162 ARVN ARVINAS INC Healthcare 43,166.0 $359K 0.08% +21K +99.1% $8.31 +11.6%
163 IMTX IMMATICS N.V Healthcare 34,882.0 $353K 0.08% +8K +28.4% $10.13 -10.0%
164 CMPX COMPASS THERAPEUTICS INC Healthcare 161,181.0 $353K 0.08% +108K +205.0% $2.19 +9.8%
165 DISC MEDICINE INC 4,812.0 $352K 0.08% +2K +62.2% $73.14
166 LXEO LEXEO THERAPEUTICS INC Healthcare 74,874.0 $349K 0.08% +47K +168.3% $4.66 +6.9%
167 BCYC BICYCLE THERAPEUTICS PLC Healthcare 80,789.0 $343K 0.08% +44K +120.7% $4.24 -6.0%
168 SMMT SUMMIT THERAPEUTICS INC Healthcare 23,355.0 $340K 0.08% +8K +50.5% $14.57 -11.3%
169 INHIBRX BIOSCIENCES INC 3,549.0 $336K 0.08% +124.0 +3.6% $94.75
170 WVE WAVE LIFE SCIENCES LTD Healthcare 55,741.0 $324K 0.07% +39K +238.5% $5.81 -10.4%
171 OXSQ OXFORD SQUARE CAP CORP Financial Services 239,321.0 $316K 0.07% +26K +12.1% $1.32 +8.7%
172 CAPR CAPRICOR THERAPEUTICS INC Healthcare 12,682.0 $305K 0.07% +2K +21.0% $24.08 -71.1%
173 BCP INVESTMENT CORPORATION 39,887.0 $290K 0.07% +7K +21.5% $7.28
174 CALM CAL MAINE FOODS INC Consumer Defensive 2,570.0 $207K 0.05% +127.0 +5.2% $80.56 +1.9%
175 AEP AMERICAN ELEC PWR CO INC Utilities 1,498.0 $205K 0.05% +27.0 +1.8% $136.81 -7.4%
176 PAGP PLAINS GP HLDGS L P Energy 8,362.0 $203K 0.05% +433.0 +5.5% $24.27 +8.3%
177 DTE DTE ENERGY CO Utilities 1,330.0 $203K 0.05% +7.0 +0.5% $152.37 -7.5%
178 FDP DEL MONTE CORP Consumer Defensive 7,258.0 $203K 0.05% +3K +61.8% $27.91 +4.7%
179 CMS CMS ENERGY CORP Utilities 2,646.0 $202K 0.05% +123.0 +4.9% $76.50 -6.5%
180 PAA PLAINS ALL AMERN PIPELINE L Energy 9,090.0 $202K 0.05% +444.0 +5.1% $22.26 +8.7%
Page 9 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%