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Portfolio (Quarterly) Guide ↗

Virtus Investment Advisers, LLC

· CIK 0000019481
13F Portfolio $368M AUM Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 461 New
Page 10 of 24  ·  461 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 SRPT SAREPTA THERAPEUTICS INC Healthcare 31,741.0 $683K 0.19% NEW $21.52 -18.4%
182 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 1,717.0 $683K 0.19% NEW $397.65 -28.0%
183 AGIO AGIOS PHARMACEUTICALS INC Healthcare 25,060.0 $682K 0.18% NEW $27.22 +3.6%
184 LGND LIGAND PHARMACEUTICALS INC Healthcare 3,605.0 $682K 0.18% NEW $189.07 +12.8%
185 APLS APELLIS PHARMACEUTICALS INC Healthcare 27,086.0 $680K 0.18% NEW $25.12 +63.3%
186 ZLAB ZAI LAB LTD Healthcare 38,457.0 $678K 0.18% NEW $17.64 +16.7%
187 KINIKSA PHARMACEUTICALS INTL 16,432.0 $678K 0.18% NEW $41.25
188 JFR NUVEEN FLOATING RATE INCOME Financial Services 86,463.0 $677K 0.18% NEW $7.83 -4.5%
189 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 1,382.0 $673K 0.18% NEW $487.25 +16.7%
190 ACAD ACADIA PHARMACEUTICALS INC Healthcare 25,170.0 $672K 0.18% NEW $26.71 -22.5%
191 ROIV ROIVANT SCIENCES LTD Healthcare 30,922.0 $671K 0.18% NEW $21.70 +35.0%
192 IONS IONIS PHARMACEUTICALS INC Healthcare 8,454.0 $669K 0.18% NEW $79.11 -6.2%
193 NUVEEN CR STRATEGIES INCOME 132,878.0 $667K 0.18% NEW $5.02
194 LEGN LEGEND BIOTECH CORP Healthcare 30,617.0 $666K 0.18% NEW $21.74 +26.7%
195 FCT FIRST TR SR FLTG RATE INCOME Financial Services 65,895.0 $664K 0.18% NEW $10.07 -3.0%
196 GERN GERON CORP Healthcare 502,509.0 $663K 0.18% NEW $1.32 -2.3%
197 BCSF BAIN CAP SPECIALTY FIN INC Financial Services 47,637.0 $663K 0.18% NEW $13.91 -5.5%
198 ASCENDIS PHARMA A/S 3,100.0 $661K 0.18% NEW $213.24
199 BBDC BARINGS BDC INC Financial Services 71,617.0 $657K 0.18% NEW $9.18 -7.6%
200 ESPR ESPERION THERAPEUTICS INC NE Healthcare 177,508.0 $657K 0.18% NEW $3.70 -15.7%
Page 10 of 24  ·  461 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 25.9%
Financial Services 25.7%
Technology 17.4%
Industrials 10.0%
Consumer Cyclical 7.5%
Communication Services 4.3%
Energy 2.6%
Real Estate 2.5%
Consumer Defensive 1.8%
Basic Materials 1.5%