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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 6 of 9  ·  166 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 MSC INCOME FUND INC 33,217.0 $384K 0.09% -7K -16.8% $11.57
102 CMPS COMPASS PATHWAYS PLC Healthcare 27,086.0 $383K 0.09% -13K -33.0% $14.15 -1.8%
103 EWTX EDGEWISE THERAPEUTICS INC Healthcare 9,395.0 $382K 0.09% -2K -18.6% $40.63 +8.6%
104 TSLX SIXTH STREET SPECIALTY LENDI Financial Services 22,230.0 $382K 0.09% -4K -16.5% $17.17 +8.0%
105 ALMS ALUMIS INC Healthcare 13,549.0 $381K 0.09% -10K -42.9% $28.14 -11.6%
106 SLRC SLR INVESTMENT CORP Financial Services 30,547.0 $378K 0.09% -788.0 -2.5% $12.37 +2.3%
107 IMVT IMMUNOVANT INC Healthcare 9,732.0 $375K 0.09% -588.0 -5.7% $38.53 +15.0%
108 KOD KODIAK SCIENCES INC Healthcare 9,606.0 $374K 0.09% -2K -16.1% $38.96 +4.3%
109 MSDL MORGAN STANLEY DIRECT LENDIN Financial Services 24,668.0 $373K 0.09% -4K -12.8% $15.12 +1.7%
110 AVBP ARRIVENT BIOPHARMA INC Healthcare 10,714.0 $372K 0.09% -451.0 -4.0% $34.74 -13.6%
111 TECX TECTONIC THERAPEUTIC INC Healthcare 10,806.0 $371K 0.09% -3K -21.7% $34.38 +6.5%
112 PHVS PHARVARIS N V Healthcare 10,651.0 $368K 0.09% -635.0 -5.6% $34.58 +4.4%
113 EFT EATON VANCE FLOATING RATE IN Financial Services 33,745.0 $364K 0.09% -12K -26.5% $10.80 +0.8%
114 ELVN ENLIVEN THERAPEUTICS INC Healthcare 7,093.0 $360K 0.08% -9K -56.1% $50.75 +18.4%
115 SYRE SPYRE THERAPEUTICS INC Healthcare 4,050.0 $360K 0.08% -4K -50.1% $88.78 +21.4%
116 ALLO ALLOGENE THERAPEUTICS INC Healthcare 172,209.0 $358K 0.08% -8K -4.6% $2.08 -2.4%
117 RAPP RAPPORT THERAPEUTICS INC Healthcare 8,521.0 $355K 0.08% -486.0 -5.4% $41.67 +17.6%
118 BLW BLACKROCK LTD DURATION INCOM Financial Services 28,365.0 $354K 0.08% -3K -8.3% $12.49 +2.0%
119 NGNE NEUROGENE INC Healthcare 11,244.0 $354K 0.08% -2K -13.7% $31.45 +13.4%
120 BLACKROCK INCOME TR INC 32,326.0 $347K 0.08% -6K -15.4% $10.72
Page 6 of 9  ·  166 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%