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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 6 of 7  ·  126 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 PR PERMIAN RESOURCES CORP Energy 9,453.0 $202K 0.06% -2K -18.1% $21.32 -5.3%
102 CVE CENOVUS ENERGY INC Energy 7,596.0 $202K 0.06% -2K -21.9% $26.53 +13.6%
103 HPK HIGHPEAK ENERGY INC Energy 29,194.0 $201K 0.06% -7K -20.3% $6.90 -1.6%
104 WTTR SELECT WATER SOLUTIONS INC Utilities 13,049.0 $200K 0.06% -2K -14.0% $15.30 +21.6%
105 KNTK KINETIK HOLDINGS INC Energy 4,111.0 $199K 0.06% -594.0 -12.6% $48.41 +5.2%
106 DINO HF SINCLAIR CORP Energy 3,177.0 $198K 0.06% -312.0 -8.9% $62.39 +10.1%
107 EGY VAALCO ENERGY INC Energy 31,072.0 $197K 0.05% -16K -33.5% $6.34 -5.4%
108 OVV OVINTIV INC Energy 3,307.0 $196K 0.05% -984.0 -22.9% $59.36 -1.8%
109 HAL HALLIBURTON CO Energy 5,020.0 $196K 0.05% -748.0 -13.0% $38.99 +5.9%
110 TIMB TIM S A Communication Services 7,333.0 $194K 0.05% -773.0 -9.5% $26.49 -14.3%
111 RES RPC INC Energy 27,329.0 $193K 0.05% -2K -6.5% $7.08 +0.0%
112 SHEL SHELL PLC Energy 2,076.0 $193K 0.05% -164.0 -7.3% $93.00 -9.1%
113 PAA PLAINS ALL AMERN PIPELINE L Energy 8,646.0 $193K 0.05% -561.0 -6.1% $22.33 +0.7%
114 PAGP PLAINS GP HLDGS L P Energy 7,929.0 $193K 0.05% -734.0 -8.5% $24.28 -0.7%
115 NOG NORTHERN OIL & GAS INC Energy 6,584.0 $192K 0.05% -810.0 -10.9% $29.23 -20.1%
116 MGY MAGNOLIA OIL & GAS CORP Energy 6,090.0 $192K 0.05% -1K -18.4% $31.57 -8.7%
117 TS TENARIS S A Energy 3,298.0 $192K 0.05% -963.0 -22.6% $58.18 +8.0%
118 CIG CIA ENERGETICA DE MINAS GERA Utilities 80,126.0 $192K 0.05% -2K -2.9% $2.39 -8.4%
119 ET ENERGY TRANSFER L P Energy 9,880.0 $191K 0.05% -95.0 -0.9% $19.30 +5.5%
120 CENTRAIS ELET BRAS SA 16,888.0 $190K 0.05% -1K -8.1% $11.28
Page 6 of 7  ·  126 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%