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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 7 of 7  ·  126 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 CNQ CANADIAN NAT RES LTD MED TER Energy 3,892.0 $190K 0.05% -1K -22.6% $48.73 -2.4%
122 WSR WHITESTONE REIT Real Estate 11,609.0 $187K 0.05% -444.0 -3.7% $16.15 +17.6%
123 ARLP ALLIANCE RESOURCE PARTNERS L Energy 6,737.0 $186K 0.05% -227.0 -3.3% $27.65 -9.1%
124 WMB WILLIAMS COS INC Energy 2,559.0 $186K 0.05% -201.0 -7.3% $72.78 +6.7%
125 HESM HESS MIDSTREAM LP Energy 4,695.0 $182K 0.05% -76.0 -1.6% $38.87 +0.9%
126 ITRN ITURAN LOCATION AND CONTROL Technology 3,698.0 $181K 0.05% -37.0 -1.0% $49.01 +20.0%
Page 7 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%