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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 2 of 4  ·  68 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 KEYS KEYSIGHT TECHNOLOGIES INC Technology 5,291.0 $1.9M 0.43% NEW $350.07 +3.2%
22 ETN EATON CORP PLC Industrials 4,324.0 $1.8M 0.43% NEW $426.12 +6.9%
23 ABNB AIRBNB INC Consumer Cyclical 12,775.0 $1.8M 0.43% NEW $143.10 +25.3%
24 LMT LOCKHEED MARTIN CORP Industrials 3,511.0 $1.8M 0.42% NEW $509.46 +16.5%
25 ODFL OLD DOMINION FREIGHT LINE IN Industrials 8,173.0 $1.8M 0.41% NEW $216.60 -2.1%
26 EOG EOG RES INC Energy 13,527.0 $1.8M 0.41% NEW $129.73 +12.7%
27 DIS DISNEY WALT CO Communication Services 17,610.0 $1.7M 0.40% NEW $96.25 +7.5%
28 BA BOEING CO Industrials 7,791.0 $1.7M 0.39% NEW $216.47 +4.4%
29 GRMN GARMIN LTD Technology 7,004.0 $1.7M 0.39% NEW $237.54 +29.5%
30 CBRE CBRE GROUP INC Real Estate 12,327.0 $1.7M 0.39% NEW $134.69 +9.9%
31 CRH PLC 15,447.0 $1.7M 0.39% NEW $107.00
32 AMZN AMAZON COM INC Consumer Cyclical 6,903.0 $1.6M 0.38% NEW $238.34 +9.6%
33 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 25,573.0 $1.6M 0.38% NEW $64.01 +13.1%
34 EQT EQT CORP Energy 30,735.0 $1.6M 0.38% NEW $53.17 -0.3%
35 SNPS SYNOPSYS INC Technology 3,616.0 $1.6M 0.38% NEW $446.07 -7.4%
36 FANG DIAMONDBACK ENERGY INC Energy 9,174.0 $1.6M 0.38% NEW $175.78 +17.4%
37 NOC NORTHROP GRUMMAN CORP Industrials 3,131.0 $1.6M 0.37% NEW $509.31 +12.0%
38 META META PLATFORMS INC Communication Services 2,656.0 $1.5M 0.35% NEW $563.29 +1.0%
39 FOXA FOX CORP Communication Services 28,224.0 $1.5M 0.34% NEW $52.16 +32.6%
40 ASCENDIS PHARMA A/S 5,333.0 $1.4M 0.33% NEW $266.72
Page 2 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%