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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 2 of 24  ·  461 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AME AMETEK INC Industrials 10,305.0 $2.1M 0.57% NEW $205.31 +11.0%
22 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 27,515.0 $2.1M 0.57% NEW $76.67 +11.9%
23 NDAQ NASDAQ INC Financial Services 21,685.0 $2.1M 0.57% NEW $97.13 -6.4%
24 LRCX LAM RESEARCH CORP Technology 12,258.0 $2.1M 0.57% NEW $171.18 +74.8%
25 WAT WATERS CORP Healthcare 5,513.0 $2.1M 0.57% NEW $379.83 -12.3%
26 YUMC YUM CHINA HLDGS INC Consumer Cyclical 43,728.0 $2.1M 0.57% NEW $47.74 -3.7%
27 ALL ALLSTATE CORP Financial Services 9,995.0 $2.1M 0.56% NEW $208.15 +4.4%
28 FSLR FIRST SOLAR INC Energy 7,961.0 $2.1M 0.56% NEW $261.23 -11.3%
29 STT STATE STR CORP Financial Services 16,072.0 $2.1M 0.56% NEW $129.01 +19.2%
30 TRV TRAVELERS COMPANIES INC Financial Services 7,113.0 $2.1M 0.56% NEW $290.06 +2.8%
31 WMT WALMART INC Consumer Defensive 18,487.0 $2.1M 0.56% NEW $111.41 +18.9%
32 WAB WABTEC Industrials 9,634.0 $2.1M 0.56% NEW $213.45 +26.2%
33 CINF CINCINNATI FINL CORP Financial Services 12,570.0 $2.1M 0.56% NEW $163.32 +1.9%
34 APP APPLOVIN CORP Technology 3,044.0 $2.1M 0.56% NEW $673.82 -25.6%
35 NTRS NORTHERN TR CORP Financial Services 14,978.0 $2.0M 0.56% NEW $136.59 +20.3%
36 ROL ROLLINS INC Consumer Cyclical 34,030.0 $2.0M 0.56% NEW $60.02 -11.0%
37 AON AON PLC Financial Services 5,780.0 $2.0M 0.55% NEW $352.88 -10.1%
38 OCCI OFS CREDIT COMPANY INC Financial Services 421,233.0 $2.0M 0.55% NEW $4.84 -28.7%
39 TJX TJX COS INC NEW Consumer Cyclical 13,244.0 $2.0M 0.55% NEW $153.61 -4.1%
40 IDXX IDEXX LABS INC Healthcare 3,007.0 $2.0M 0.55% NEW $676.53 -21.2%
Page 2 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%