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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 6 of 24  ·  461 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SPOT SPOTIFY TECHNOLOGY S A Communication Services 2,919.0 $1.7M 0.46% NEW $580.71 -23.5%
102 MELI MERCADOLIBRE INC Consumer Cyclical 833.0 $1.7M 0.46% NEW $2014.26 -22.4%
103 META META PLATFORMS INC Communication Services 2,538.0 $1.7M 0.46% NEW $660.09 -7.6%
104 PODD INSULET CORP Healthcare 5,880.0 $1.7M 0.45% NEW $284.24 -48.4%
105 EBAY EBAY INC. Consumer Cyclical 19,153.0 $1.7M 0.45% NEW $87.10 +31.5%
106 DASH DOORDASH INC Communication Services 7,296.0 $1.7M 0.45% NEW $226.48 -28.3%
107 DDOG DATADOG INC Technology 12,129.0 $1.6M 0.45% NEW $135.99 +53.7%
108 PTC PTC INC Technology 9,421.0 $1.6M 0.45% NEW $174.21 -17.6%
109 CSGP COSTAR GROUP INC Real Estate 24,381.0 $1.6M 0.45% NEW $67.24 -49.9%
110 UBER UBER TECHNOLOGIES INC Technology 19,988.0 $1.6M 0.44% NEW $81.71 -8.3%
111 NFLX NETFLIX INC Communication Services 17,296.0 $1.6M 0.44% NEW $93.76 -4.6%
112 VRT VERTIV HOLDINGS CO Industrials 10,009.0 $1.6M 0.44% NEW $162.01 +107.6%
113 ETN EATON CORP PLC Industrials 5,073.0 $1.6M 0.44% NEW $318.51 +19.0%
114 ANET ARISTA NETWORKS INC Technology 12,166.0 $1.6M 0.43% NEW $131.03 +7.1%
115 MPWR MONOLITHIC PWR SYS INC Technology 1,755.0 $1.6M 0.43% NEW $906.36 +64.4%
116 PANW PALO ALTO NETWORKS INC Technology 8,616.0 $1.6M 0.43% NEW $184.20 +34.6%
117 AMD ADVANCED MICRO DEVICES INC Technology 7,392.0 $1.6M 0.43% NEW $214.16 +95.6%
118 GRMN GARMIN LTD Technology 7,688.0 $1.6M 0.42% NEW $202.85 +11.6%
119 NOW SERVICENOW INC Technology 10,169.0 $1.6M 0.42% NEW $153.19 -33.3%
120 BLOCK INC 23,790.0 $1.5M 0.42% NEW $65.09
Page 6 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%