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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 17 of 24  ·  463 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 MSDL MORGAN STANLEY DIRECT LENDIN Financial Services 24,668.0 $373K 0.09% -4K -12.8% $15.12 +1.7%
322 CLIMB BIO INC 28,602.0 $373K 0.09% NEW $13.04
323 AVBP ARRIVENT BIOPHARMA INC Healthcare 10,714.0 $372K 0.09% -451.0 -4.0% $34.74 -14.7%
324 TECX TECTONIC THERAPEUTIC INC Healthcare 10,806.0 $371K 0.09% -3K -21.7% $34.38 +6.9%
325 UPSTREAM BIO INC 53,638.0 $371K 0.09% +44K +433.9% $6.92
326 IVVD INVIVYD INC Healthcare 424,933.0 $371K 0.09% +307K +261.5% $0.87 +8.8%
327 JANX JANUX THERAPEUTICS INC Healthcare 24,130.0 $371K 0.09% +6K +35.4% $15.36 +13.7%
328 ABUS ARBUTUS BIOPHARMA CORP Healthcare 76,807.0 $369K 0.09% +19K +32.7% $4.80 +3.6%
329 PHVS PHARVARIS N V Healthcare 10,651.0 $368K 0.09% -635.0 -5.6% $34.58 +4.8%
330 VRDN VIRIDIAN THERAPEUTICS INC Healthcare 20,012.0 $368K 0.09% +12K +137.1% $18.37 +34.4%
331 BLTE BELITE BIO INC Healthcare 2,369.0 $365K 0.09% +440.0 +22.8% $153.98 +9.3%
332 NEWAMSTERDAM PHARMA COMPANY 10,763.0 $365K 0.09% +3K +47.1% $33.89
333 ANL ADLAI NORTYE LTD Healthcare 31,705.0 $365K 0.09% NEW $11.50 +23.3%
334 EFT EATON VANCE FLOATING RATE IN Financial Services 33,745.0 $364K 0.09% -12K -26.5% $10.80 -0.6%
335 AURA AURA BIOSCIENCES INC Healthcare 51,045.0 $362K 0.08% NEW $7.10 +9.6%
336 ELVN ENLIVEN THERAPEUTICS INC Healthcare 7,093.0 $360K 0.08% -9K -56.1% $50.75 +16.2%
337 SYRE SPYRE THERAPEUTICS INC Healthcare 4,050.0 $360K 0.08% -4K -50.1% $88.78 +21.5%
338 EYPT EYEPOINT INC Healthcare 25,111.0 $359K 0.08% +8K +47.3% $14.30 -58.7%
339 STOK STOKE THERAPEUTICS INC Healthcare 10,973.0 $359K 0.08% +3K +30.4% $32.72 +0.7%
340 ARVN ARVINAS INC Healthcare 43,166.0 $359K 0.08% +21K +99.1% $8.31 +15.6%
Page 17 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%