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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 3 of 24  ·  461 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SCHW SCHWAB CHARLES CORP Financial Services 20,324.0 $2.0M 0.55% NEW $99.91 -8.5%
42 CSCO CISCO SYS INC Technology 26,265.0 $2.0M 0.55% NEW $77.03 +53.7%
43 CTVA CORTEVA INC Basic Materials 30,057.0 $2.0M 0.55% NEW $67.03 +22.0%
44 BURL BURLINGTON STORES INC Consumer Cyclical 6,950.0 $2.0M 0.55% NEW $288.85 +0.1%
45 NU NU HLDGS LTD Financial Services 119,737.0 $2.0M 0.55% NEW $16.74 -26.6%
46 BERKSHIRE HATHAWAY INC DEL 3,962.0 $2.0M 0.54% NEW $502.65
47 LPLA LPL FINL HLDGS INC Financial Services 5,564.0 $2.0M 0.54% NEW $357.17 -15.7%
48 MCO MOODYS CORP Financial Services 3,886.0 $2.0M 0.54% NEW $510.85 -15.6%
49 EW EDWARDS LIFESCIENCES CORP Healthcare 23,207.0 $2.0M 0.54% NEW $85.25 -4.9%
50 LIBERTY MEDIA CORP DEL 20,066.0 $2.0M 0.54% NEW $98.51
51 HEI HEICO CORP NEW Industrials 6,103.0 $2.0M 0.54% NEW $323.59 -10.7%
52 WELL WELLTOWER INC Real Estate 10,614.0 $2.0M 0.54% NEW $185.61 +15.0%
53 CME CME GROUP INC Financial Services 7,161.0 $2.0M 0.53% NEW $273.08 +10.1%
54 AXP AMERICAN EXPRESS CO Financial Services 5,283.0 $2.0M 0.53% NEW $369.95 -15.8%
55 HWM HOWMET AEROSPACE INC Industrials 9,488.0 $1.9M 0.53% NEW $205.02 +27.6%
56 DIS DISNEY WALT CO Communication Services 17,083.0 $1.9M 0.53% NEW $113.77 -9.7%
57 GEN GEN DIGITAL INC Technology 71,411.0 $1.9M 0.53% NEW $27.19 -13.5%
58 ZM ZOOM COMMUNICATIONS INC Technology 22,469.0 $1.9M 0.53% NEW $86.29 +15.4%
59 V VISA INC Financial Services 5,498.0 $1.9M 0.52% NEW $350.71 -7.2%
60 AAPL APPLE INC Technology 7,091.0 $1.9M 0.52% NEW $271.86 +9.6%
Page 3 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%