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Portfolio (Quarterly) Guide ↗

Virtus Investment Advisers, LLC

· CIK 0000019481
13F Portfolio $363M AUM 450 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 36 New 279 Added 126 Reduced 47 Exited
Page 2 of 2  ·  36 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VMC VULCAN MATLS CO Basic Materials 6,354.0 $1.7M 0.48% NEW $272.30 +1.0%
22 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 10,951.0 $1.7M 0.47% NEW $157.28 -1.0%
23 MLM MARTIN MARIETTA MATLS INC Basic Materials 2,923.0 $1.7M 0.47% NEW $588.68 -2.3%
24 TEL TE CONNECTIVITY PLC Technology 8,223.0 $1.7M 0.47% NEW $209.02 -1.1%
25 EMR EMERSON ELEC CO Industrials 12,851.0 $1.7M 0.46% NEW $131.02 +5.2%
26 LLY ELI LILLY & CO Healthcare 1,826.0 $1.7M 0.46% NEW $919.77 +9.5%
27 EXPE EXPEDIA GROUP INC Consumer Cyclical 7,114.0 $1.6M 0.45% NEW $230.89 -5.9%
28 ROK ROCKWELL AUTOMATION INC Industrials 4,520.0 $1.6M 0.45% NEW $358.88 +27.2%
29 WMG WARNER MUSIC GROUP CORP Communication Services 62,715.0 $1.6M 0.44% NEW $25.54 +28.5%
30 STE STERIS PLC Healthcare 7,213.0 $1.6M 0.44% NEW $221.13 -2.3%
31 COF CAPITAL ONE FINL CORP Financial Services 8,740.0 $1.6M 0.44% NEW $182.43 +1.8%
32 SPGI S&P GLOBAL INC Financial Services 3,603.0 $1.5M 0.42% NEW $425.34 -5.0%
33 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 22,418.0 $1.4M 0.38% NEW $61.35 -24.9%
34 XFLT XAI OCTAGN FLT RAT & ALT INM Financial Services 55,758.0 $958K 0.26% NEW $17.18 +11.2%
35 DFTX DEFINIUM THERAPEUTICS INC Healthcare 21,727.0 $411K 0.11% NEW $18.90 +13.0%
36 ATAIBECKLEY INC 63,563.0 $225K 0.06% NEW $3.54
Page 2 of 2  ·  36 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 30.6%
Financial Services 23.4%
Industrials 11.2%
Technology 10.7%
Consumer Cyclical 7.6%
Energy 3.4%
Basic Materials 3.4%
Communication Services 3.1%
Consumer Defensive 2.9%
Real Estate 2.2%