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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 17 of 23  ·  450 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 FDMT 4D MOLECULAR THERAPEUTICS IN Healthcare 25,154.0 $234K 0.07% +613.0 +2.5% $9.31 -8.5%
322 PRME PRIME MEDICINE INC Healthcare 66,508.0 $231K 0.06% +2K +2.5% $3.48 -20.0%
323 INHIBRX BIOSCIENCES INC 3,425.0 $230K 0.06% +82.0 +2.5% $67.23
324 ARVN ARVINAS INC Healthcare 21,676.0 $230K 0.06% +528.0 +2.5% $10.60 -16.8%
325 QURE UNIQURE NV Healthcare 13,977.0 $229K 0.06% +341.0 +2.5% $16.35 +52.1%
326 ATAIBECKLEY INC 63,563.0 $225K 0.06% NEW $3.54
327 CMPS COMPASS PATHWAYS PLC Healthcare 40,457.0 $224K 0.06% +986.0 +2.5% $5.53 +92.0%
328 NRIX NURIX THERAPEUTICS INC Healthcare 14,299.0 $222K 0.06% +350.0 +2.5% $15.50 +1.9%
329 PROK PROKIDNEY CORP Healthcare 123,388.0 $221K 0.06% +3K +2.5% $1.79 -10.0%
330 XERS XERIS BIOPHARMA HOLDINGS INC Healthcare 38,030.0 $221K 0.06% +928.0 +2.5% $5.80 +4.6%
331 VERA VERA THERAPEUTICS INC Healthcare 5,474.0 $220K 0.06% +132.0 +2.5% $40.23 -14.7%
332 EYPT EYEPOINT INC Healthcare 17,052.0 $220K 0.06% +414.0 +2.5% $12.89 -6.7%
333 SVRA SAVARA INC Healthcare 39,405.0 $215K 0.06% +962.0 +2.5% $5.46 -7.2%
334 ANGLOGOLD ASHANTI PLC 2,199.0 $214K 0.06% +392.0 +21.7% $97.36
335 TSHA TAYSHA GENE THERAPIES INC Healthcare 47,095.0 $211K 0.06% +1K +2.5% $4.47 +25.7%
336 ASSEMBLY BIOSCIENCES INC 7,553.0 $210K 0.06% +184.0 +2.5% $27.75
337 MAZE MAZE THERAPEUTICS INC Healthcare 7,016.0 $209K 0.06% +170.0 +2.5% $29.85 -16.8%
338 CBT CABOT CORP Basic Materials 2,750.0 $207K 0.06% +275.0 +11.1% $75.31 +9.3%
339 MUR MURPHY OIL CORP Energy 5,007.0 $207K 0.06% -122.0 -2.4% $41.25 -1.8%
340 SLVM SYLVAMO CORP Basic Materials 4,873.0 $206K 0.06% +2K +47.0% $42.24 -10.7%
Page 17 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%