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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 12 of 24  ·  463 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 PVLA PALVELLA THERAPEUTICS INC NE Healthcare 3,007.0 $460K 0.11% +242.0 +8.8% $152.82 -1.6%
222 SOLID BIOSCIENCES INC 45,826.0 $458K 0.11% NEW $9.99
223 NTLA INTELLIA THERAPEUTICS INC Healthcare 27,019.0 $457K 0.11% -3K -10.6% $16.92 -31.4%
224 BCAX BICARA THERAPEUTICS INC Healthcare 15,086.0 $448K 0.10% +331.0 +2.2% $29.69 -16.1%
225 GENB GENERATE BIOMEDICINES INC Financial Services 26,430.0 $446K 0.10% NEW $16.87 -4.7%
226 ORKA ORUKA THERAPEUTICS INC Healthcare 4,681.0 $445K 0.10% -4K -48.2% $95.17 +18.8%
227 BIOA BIOAGE LABS INC Healthcare 18,137.0 $445K 0.10% NEW $24.51 -57.3%
228 VKTX VIKING THERAPEUTICS INC Healthcare 11,381.0 $444K 0.10% +4K +54.8% $39.01 -14.5%
229 JFR NUVEEN FLOATING RATE INCOME Financial Services 57,539.0 $441K 0.10% -17K -22.6% $7.67 -0.4%
230 PFLT PENNANTPARK FLOATING RATE CA Financial Services 58,934.0 $441K 0.10% -16K -21.4% $7.48 -2.1%
231 ATAIBECKLEY INC 83,469.0 $440K 0.10% +20K +31.3% $5.27
232 NUVEEN CR STRATEGIES INCOME 89,789.0 $436K 0.10% -24K -21.0% $4.86
233 KYMR KYMERA THERAPEUTICS INC Healthcare 3,795.0 $435K 0.10% +755.0 +24.8% $114.67 +5.9%
234 PRME PRIME MEDICINE INC Healthcare 117,909.0 $435K 0.10% +51K +77.3% $3.69 -17.3%
235 CGEM CULLINAN THERAPEUTICS INC Healthcare 23,883.0 $435K 0.10% +1K +4.4% $18.21 +14.4%
236 GLUE MONTE ROSA THERAPEUTICS INC Healthcare 17,944.0 $434K 0.10% +1K +7.3% $24.20 -37.9%
237 MIDCAP FINANCIAL INVSTMNT CO 43,045.0 $434K 0.10% -12K -22.0% $10.08
238 KIO KKR INCOME OPPORTUNITIES FD Financial Services 38,341.0 $432K 0.10% -10K -21.1% $11.26 -2.1%
239 BIOHAVEN LTD 29,007.0 $432K 0.10% +5K +22.6% $14.88
240 DSGN DESIGN THERAPEUTICS INC Healthcare 29,827.0 $432K 0.10% NEW $14.47 +5.5%
Page 12 of 24  ·  463 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%