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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 16 of 23  ·  450 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 IDYA IDEAYA BIOSCIENCES INC Healthcare 8,014.0 $267K 0.07% +195.0 +2.5% $33.32 -15.3%
302 NUVL NUVALENT INC Healthcare 2,602.0 $267K 0.07% +64.0 +2.5% $102.45 -0.1%
303 MGTX MEIRAGTX HLDGS PLC Healthcare 30,570.0 $265K 0.07% +746.0 +2.5% $8.66 +8.5%
304 ABCL ABCELLERA BIOLOGICS INC Healthcare 75,327.0 $263K 0.07% +2K +2.5% $3.49 +19.2%
305 NGNE NEUROGENE INC Healthcare 13,033.0 $263K 0.07% +317.0 +2.5% $20.16 +47.9%
306 ABUS ARBUTUS BIOPHARMA CORP Healthcare 57,895.0 $261K 0.07% +1K +2.5% $4.50 -7.3%
307 SEPN SEPTERNA INC Healthcare 10,719.0 $258K 0.07% +262.0 +2.5% $24.03 +12.2%
308 AVBP ARRIVENT BIOPHARMA INC Healthcare 11,165.0 $258K 0.07% +271.0 +2.5% $23.07 +17.2%
309 DYN DYNE THERAPEUTICS INC Healthcare 14,150.0 $257K 0.07% +344.0 +2.5% $18.13 -4.6%
310 IMVT IMMUNOVANT INC Healthcare 10,320.0 $256K 0.07% +251.0 +2.5% $24.84 +10.7%
311 PRTA PROTHENA CORP PLC Healthcare 26,320.0 $256K 0.07% +641.0 +2.5% $9.72 +0.4%
312 JBIO JADE BIOSCIENCES INC Healthcare 18,203.0 $256K 0.07% +444.0 +2.5% $14.05 +66.3%
313 SION SIONNA THERAPEUTICS INC Healthcare 6,374.0 $256K 0.07% +154.0 +2.5% $40.09 +0.3%
314 KYMR KYMERA THERAPEUTICS INC Healthcare 3,040.0 $253K 0.07% +74.0 +2.5% $83.29 -1.3%
315 COGT COGENT BIOSCIENCES INC Healthcare 6,476.0 $249K 0.07% +159.0 +2.5% $38.49 -18.5%
316 JANX JANUX THERAPEUTICS INC Healthcare 17,821.0 $248K 0.07% +433.0 +2.5% $13.90 -0.1%
317 BCP INVESTMENT CORPORATION 32,830.0 $247K 0.07% -475.0 -1.4% $7.52
318 VKTX VIKING THERAPEUTICS INC Healthcare 7,354.0 $239K 0.07% +180.0 +2.5% $32.54 -7.0%
319 BEAM BEAM THERAPEUTICS INC Healthcare 9,966.0 $237K 0.07% +242.0 +2.5% $23.83 +12.5%
320 NEWAMSTERDAM PHARMA COMPANY 7,319.0 $234K 0.07% +177.0 +2.5% $32.01
Page 16 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%