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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 13 of 24  ·  463 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 ORIC ORIC PHARMACEUTICALS INC Healthcare 39,565.0 $428K 0.10% +10K +36.1% $10.83 +28.5%
242 XNCR XENCOR INC Healthcare 26,537.0 $427K 0.10% +10K +60.8% $16.10 +57.8%
243 ERAS ERASCA INC Healthcare 23,288.0 $427K 0.10% -52K -69.3% $18.32 -1.2%
244 SANA SANA BIOTECHNOLOGY INC Healthcare 122,089.0 $426K 0.10% +69K +130.1% $3.49 +4.0%
245 RZLT REZOLUTE INC Healthcare 81,800.0 $425K 0.10% -70K -46.0% $5.20 -10.4%
246 BXSL BLACKSTONE SECD LENDING FD Financial Services 17,889.0 $424K 0.10% -6K -24.5% $23.71 +2.7%
247 BGT BLACKROCK FLOATING RATE INC Financial Services 39,777.0 $424K 0.10% -11K -20.9% $10.66 +2.6%
248 RCUS ARCUS BIOSCIENCES INC Healthcare 13,748.0 $424K 0.10% +1K +8.6% $30.83 -4.3%
249 MPLT MAPLIGHT THERAPEUTICS INC Healthcare 11,791.0 $423K 0.10% NEW $35.84 -67.0%
250 IDYA IDEAYA BIOSCIENCES INC Healthcare 11,290.0 $421K 0.10% +3K +40.9% $37.27 +1.8%
251 FDUS FIDUS INVT CORP Financial Services 22,003.0 $420K 0.10% -8K -27.7% $19.07 +2.3%
252 VOR VOR BIOPHARMA INC Healthcare 22,785.0 $419K 0.10% NEW $18.41 +26.5%
253 ZBIO ZENAS BIOPHARMA INC Healthcare 16,525.0 $419K 0.10% +10K +146.0% $25.38 +25.7%
254 MANE VERADERMICS INC Healthcare 3,406.0 $419K 0.10% NEW $122.94 -9.5%
255 GHRS GH RESEARCH PLC Healthcare 15,492.0 $416K 0.10% -5K -25.9% $26.88 +10.6%
256 OLMA OLEMA PHARMACEUTICALS INC Healthcare 33,150.0 $415K 0.10% +25K +301.8% $12.51 -14.9%
257 RLAY RELAY THERAPEUTICS INC Healthcare 22,094.0 $413K 0.10% -12K -34.9% $18.71 +10.2%
258 PRAXIS PRECISION MEDICINES I 1,227.0 $411K 0.10% +214.0 +21.1% $334.79
259 BCSF BAIN CAP SPECIALTY FIN INC Financial Services 32,810.0 $411K 0.10% -10K -22.8% $12.52 -3.6%
260 VERA VERA THERAPEUTICS INC Healthcare 9,550.0 $410K 0.10% +4K +74.5% $42.91 -24.8%
Page 13 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%