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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 16 of 24  ·  461 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 UPSTREAM BIO INC 9,801.0 $266K 0.07% NEW $27.15
302 NTLA INTELLIA THERAPEUTICS INC Healthcare 29,493.0 $265K 0.07% NEW $8.99 +35.6%
303 SMMT SUMMIT THERAPEUTICS INC Healthcare 15,141.0 $265K 0.07% NEW $17.49 -8.8%
304 NRIX NURIX THERAPEUTICS INC Healthcare 13,949.0 $265K 0.07% NEW $18.97 -19.7%
305 INHIBRX BIOSCIENCES INC 3,343.0 $264K 0.07% NEW $79.00
306 CLDX CELLDEX THERAPEUTICS INC NEW Healthcare 9,671.0 $263K 0.07% NEW $27.16 +10.8%
307 NGNE NEUROGENE INC Healthcare 12,716.0 $262K 0.07% NEW $20.60 +34.7%
308 MLYS MINERALYS THERAPEUTICS INC Healthcare 7,209.0 $262K 0.07% NEW $36.29 -27.4%
309 STOK STOKE THERAPEUTICS INC Healthcare 8,214.0 $261K 0.07% NEW $31.74 -6.7%
310 BIOHAVEN LTD 23,072.0 $260K 0.07% NEW $11.29
311 APOGEE THERAPEUTICS INC 3,451.0 $260K 0.07% NEW $75.48
312 DNTH DIANTHUS THERAPEUTICS INC Healthcare 6,315.0 $260K 0.07% NEW $41.21 +110.0%
313 SYRE SPYRE THERAPEUTICS INC Healthcare 7,913.0 $259K 0.07% NEW $32.76 +106.2%
314 GHRS GH RESEARCH PLC Healthcare 20,408.0 $259K 0.07% NEW $12.70 +73.2%
315 VRDN VIRIDIAN THERAPEUTICS INC Healthcare 8,233.0 $256K 0.07% NEW $31.12 -48.9%
316 IMVT IMMUNOVANT INC Healthcare 10,069.0 $256K 0.07% NEW $25.42 +3.3%
317 SION SIONNA THERAPEUTICS INC Healthcare 6,220.0 $256K 0.07% NEW $41.14 -5.5%
318 GLUE MONTE ROSA THERAPEUTICS INC Healthcare 16,310.0 $256K 0.07% NEW $15.68 +14.2%
319 NUVL NUVALENT INC Healthcare 2,538.0 $255K 0.07% NEW $100.59 +0.4%
320 REPL REPLIMUNE GROUP INC Healthcare 26,133.0 $254K 0.07% NEW $9.72 -50.2%
Page 16 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%