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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 16 of 24  ·  463 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 CELC CELCUITY INC Healthcare 3,695.0 $387K 0.09% +1K +42.7% $104.62 -10.9%
302 NKTR NEKTAR THERAPEUTICS Healthcare 5,510.0 $385K 0.09% +526.0 +10.6% $69.81 +5.5%
303 CSWC CAPITAL SOUTHWEST CORP Financial Services 16,171.0 $384K 0.09% -6K -28.0% $23.77 +3.4%
304 MSC INCOME FUND INC 33,217.0 $384K 0.09% -7K -16.8% $11.57
305 CMPS COMPASS PATHWAYS PLC Healthcare 27,086.0 $383K 0.09% -13K -33.0% $14.15 -1.8%
306 SVRA SAVARA INC Healthcare 62,205.0 $383K 0.09% +23K +57.9% $6.16 -12.8%
307 COGT COGENT BIOSCIENCES INC Healthcare 9,885.0 $383K 0.09% +3K +52.6% $38.70 -3.4%
308 EWTX EDGEWISE THERAPEUTICS INC Healthcare 9,395.0 $382K 0.09% -2K -18.6% $40.63 +8.6%
309 TSLX SIXTH STREET SPECIALTY LENDI Financial Services 22,230.0 $382K 0.09% -4K -16.5% $17.17 +8.0%
310 ALMS ALUMIS INC Healthcare 13,549.0 $381K 0.09% -10K -42.9% $28.14 -11.6%
311 RXRX RECURSION PHARMACEUTICALS IN Healthcare 103,872.0 $381K 0.09% +41K +64.9% $3.67 -15.8%
312 ALT ALTIMMUNE INC Healthcare 125,363.0 $381K 0.09% +74K +142.3% $3.04 -2.3%
313 XENE XENON PHARMACEUTICALS INC Healthcare 6,281.0 $379K 0.09% +93.0 +1.5% $60.36 +4.7%
314 SLRC SLR INVESTMENT CORP Financial Services 30,547.0 $378K 0.09% -788.0 -2.5% $12.37 +2.3%
315 IMNM IMMUNOME INC Healthcare 17,802.0 $377K 0.09% +4K +27.8% $21.19 +30.1%
316 IMVT IMMUNOVANT INC Healthcare 9,732.0 $375K 0.09% -588.0 -5.7% $38.53 +15.0%
317 KOD KODIAK SCIENCES INC Healthcare 9,606.0 $374K 0.09% -2K -16.1% $38.96 +4.3%
318 MLYS MINERALYS THERAPEUTICS INC Healthcare 13,853.0 $374K 0.09% +6K +87.5% $26.98 -1.4%
319 LBRX LB PHARMACEUTICALS INC Healthcare 11,513.0 $374K 0.09% NEW $32.45 +50.3%
320 FIRST TRACKS BIOTHERAPEUTICS 18,549.0 $373K 0.09% NEW $20.12
Page 16 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%