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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 9 of 9  ·  166 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 PK PARK HOTELS & RESORTS INC Real Estate 13,401.0 $191K 0.04% -5K -25.7% $14.25 +9.9%
162 SHO SUNSTONE HOTEL INVS INC NEW Real Estate 16,463.0 $189K 0.04% -4K -20.4% $11.45 -3.0%
163 SXC SUNCOKE ENERGY INC Energy 23,328.0 $188K 0.04% -8K -24.9% $8.05 +16.8%
164 ITRN ITURAN LOCATION AND CONTROL Technology 3,042.0 $186K 0.04% -656.0 -17.7% $61.01 -14.5%
165 HST HOST HOTELS & RESORTS INC Real Estate 7,770.0 $184K 0.04% -2K -21.0% $23.71 -2.6%
166 HPK HIGHPEAK ENERGY INC Energy 25,999.0 $182K 0.04% -3K -10.9% $6.99 +14.5%
Page 9 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%