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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 1 of 4  ·  68 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 DDOG DATADOG INC Technology 13,587.0 $3.5M 0.82% NEW $260.36 -5.0%
2 MRVL MARVELL TECHNOLOGY INC Technology 11,394.0 $3.4M 0.79% NEW $297.89 -21.3%
3 DVN DEVON ENERGY CORP NEW Energy 74,863.0 $3.1M 0.72% NEW $41.32 +15.1%
4 WDC WESTERN DIGITAL CORP Technology 4,499.0 $2.9M 0.67% NEW $638.72 -16.1%
5 GLW CORNING INC Technology 10,728.0 $2.7M 0.64% NEW $255.43 -32.2%
6 UAL UNITED AIRLS HLDGS INC Industrials 19,612.0 $2.7M 0.62% NEW $135.99 -10.1%
7 NTAP NETAPP INC Technology 16,620.0 $2.6M 0.60% NEW $154.76 +31.9%
8 ILMN ILLUMINA INC Healthcare 14,025.0 $2.5M 0.57% NEW $175.83 +9.8%
9 CAT CATERPILLAR INC Industrials 2,173.0 $2.3M 0.54% NEW $1064.90 -17.2%
10 WST WEST PHARMACEUTICAL SVSC INC Healthcare 5,965.0 $2.1M 0.50% NEW $359.00 -3.5%
11 GWW WW GRAINGER INC Industrials 1,555.0 $2.1M 0.49% NEW $1360.40 -3.1%
12 A AGILENT TECHNOLOGIES INC Healthcare 15,589.0 $2.1M 0.48% NEW $132.83 +11.8%
13 TROW PRICE T ROWE GROUP INC Financial Services 17,780.0 $2.0M 0.47% NEW $113.69 -2.8%
14 FITB FIFTH THIRD BANCORP Financial Services 35,809.0 $2.0M 0.47% NEW $56.37 +2.2%
15 SPG SIMON PPTY GROUP INC NEW Real Estate 8,956.0 $2.0M 0.47% NEW $223.65 -0.9%
16 RTX RTX CORPORATION Industrials 10,395.0 $2.0M 0.46% NEW $189.73 +16.8%
17 MET METLIFE INC Financial Services 23,205.0 $2.0M 0.46% NEW $84.61 +14.3%
18 AAPL APPLE INC Technology 6,733.0 $1.9M 0.45% NEW $289.36 +5.6%
19 GEV GE VERNOVA INC Utilities 1,610.0 $1.9M 0.44% NEW $1174.86 -8.2%
20 TXT TEXTRON INC Industrials 20,371.0 $1.9M 0.43% NEW $91.73 -4.4%
Page 1 of 4  ·  68 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%