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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 15 of 23  ·  450 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 GHRS GH RESEARCH PLC Healthcare 20,920.0 $294K 0.08% +512.0 +2.5% $14.06 +52.1%
282 BCAX BICARA THERAPEUTICS INC Healthcare 14,755.0 $293K 0.08% +360.0 +2.5% $19.89 -3.0%
283 DNLI DENALI THERAPEUTICS INC Healthcare 15,166.0 $291K 0.08% +371.0 +2.5% $19.20 -3.0%
284 AMLX AMYLYX PHARMACEUTICALS INC Healthcare 20,815.0 $289K 0.08% +508.0 +2.5% $13.90 -7.5%
285 MRCC MONROE CAP CORP Financial Services 62,628.0 $288K 0.08% -6K -8.4% $4.60 +10.4%
286 RCKT ROCKET PHARMACEUTICALS INC Healthcare 80,438.0 $288K 0.08% +2K +2.5% $3.58 -9.2%
287 PGEN PRECIGEN INC Healthcare 73,899.0 $286K 0.08% +2K +2.5% $3.87 +14.2%
288 SRRK SCHOLAR ROCK HLDG CORP Healthcare 5,816.0 $286K 0.08% +140.0 +2.5% $49.16 +0.4%
289 MAIN MAIN STR CAP CORP Financial Services 5,380.0 $285K 0.08% -951.0 -15.0% $52.96 -4.7%
290 OMER OMEROS CORP Healthcare 26,865.0 $284K 0.08% +653.0 +2.5% $10.56 +16.0%
291 CYTK CYTOKINETICS INC Healthcare 4,303.0 $284K 0.08% +56.0 +1.3% $65.91 +15.1%
292 RAPP RAPPORT THERAPEUTICS INC Healthcare 9,007.0 $282K 0.08% +218.0 +2.5% $31.29 +18.5%
293 CMPX COMPASS THERAPEUTICS INC Healthcare 52,846.0 $280K 0.08% +1K +2.5% $5.29 -65.4%
294 GLUE MONTE ROSA THERAPEUTICS INC Healthcare 16,718.0 $275K 0.08% +408.0 +2.5% $16.45 +10.3%
295 STOK STOKE THERAPEUTICS INC Healthcare 8,418.0 $274K 0.08% +204.0 +2.5% $32.56 -7.6%
296 RCUS ARCUS BIOSCIENCES INC Healthcare 12,664.0 $274K 0.07% +308.0 +2.5% $21.60 +10.1%
297 MBX MBX BIOSCIENCES INC Healthcare 9,131.0 $273K 0.07% +221.0 +2.5% $29.85 +8.7%
298 ZYMEWORKS INC 10,702.0 $268K 0.07% +261.0 +2.5% $25.04
299 IRWD IRONWOOD PHARMACEUTICALS INC Healthcare 76,169.0 $267K 0.07% +2K +2.5% $3.51 +2.0%
300 IMTX IMMATICS N.V Healthcare 27,159.0 $267K 0.07% +662.0 +2.5% $9.84 +10.5%
Page 15 of 23  ·  450 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%