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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 14 of 24  ·  463 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 CRVS CORVUS PHARMACEUTICALS INC Healthcare 27,427.0 $410K 0.10% -5K -15.8% $14.94 -0.7%
262 AVALO THERAPEUTICS INC 22,168.0 $410K 0.10% NEW $18.48
263 DAMORA THERAPEUTICS INC 15,746.0 $410K 0.10% NEW $26.01
264 OCULIS HOLDING AG 29,504.0 $409K 0.10% NEW $13.87
265 GPCR STRUCTURE THERAPEUTICS INC Healthcare 7,622.0 $409K 0.10% +4K +87.5% $53.67 -0.3%
266 LXRX LEXICON PHARMACEUTICALS INC Healthcare 170,415.0 $409K 0.10% NEW $2.40 +0.8%
267 REPL REPLIMUNE GROUP INC Healthcare 36,846.0 $408K 0.10% +10K +37.6% $11.07 +40.7%
268 CTMX CYTOMX THERAPEUTICS INC. Healthcare 108,703.0 $408K 0.10% +44K +67.0% $3.75 -9.6%
269 SRRK SCHOLAR ROCK HLDG CORP Healthcare 7,406.0 $407K 0.10% +2K +27.3% $55.00 -0.5%
270 PROK PROKIDNEY CORP Healthcare 199,510.0 $407K 0.10% +76K +61.7% $2.04 -32.4%
271 RCKT ROCKET PHARMACEUTICALS INC Healthcare 118,981.0 $407K 0.10% +39K +47.9% $3.42 -2.3%
272 MAZE MAZE THERAPEUTICS INC Healthcare 13,605.0 $406K 0.10% +7K +93.9% $29.84 -2.4%
273 HTGC HERCULES CAPITAL INC Financial Services 25,577.0 $403K 0.09% -9K -26.2% $15.77 +5.6%
274 AMLX AMYLYX PHARMACEUTICALS INC Healthcare 22,426.0 $403K 0.09% +2K +7.7% $17.96 +95.5%
275 GBDC GOLUB CAP BDC INC Financial Services 31,259.0 $403K 0.09% -17K -35.4% $12.88 +1.5%
276 ANRO ALTO NEUROSCIENCE INC Healthcare 15,239.0 $402K 0.09% NEW $26.39 +29.3%
277 PCVX VAXCYTE INC Healthcare 6,894.0 $401K 0.09% +768.0 +12.5% $58.13 +2.9%
278 SION SIONNA THERAPEUTICS INC Healthcare 9,109.0 $401K 0.09% +3K +42.9% $43.99 -86.5%
279 DYN DYNE THERAPEUTICS INC Healthcare 17,988.0 $400K 0.09% +4K +27.1% $22.21 +17.1%
280 IMMX IMMIX BIOPHARMA INC Healthcare 38,721.0 $399K 0.09% NEW $10.31 +14.5%
Page 14 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%