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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 18 of 23  ·  450 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 REPL REPLIMUNE GROUP INC Healthcare 26,786.0 $205K 0.06% +653.0 +2.5% $7.65 -33.4%
342 APA APA CORPORATION Energy 4,825.0 $205K 0.06% -2K -27.6% $42.44 -9.0%
343 CRC CALIFORNIA RES CORP Energy 2,950.0 $204K 0.06% -784.0 -21.0% $69.22 -12.5%
344 BP BP PLC Energy 4,322.0 $203K 0.06% -441.0 -9.3% $47.00 -5.1%
345 WLK WESTLAKE CORPORATION Basic Materials 1,736.0 $203K 0.06% -450.0 -20.6% $116.82 -23.9%
346 SXC SUNCOKE ENERGY INC Energy 31,071.0 $202K 0.06% +8K +36.6% $6.51 +17.6%
347 MTDR MATADOR RES CO Energy 3,200.0 $202K 0.06% -678.0 -17.5% $63.18 -5.8%
348 SM SM ENERGY COMPANY Energy 6,482.0 $202K 0.06% -2K -24.3% $31.18 +4.6%
349 PR PERMIAN RESOURCES CORP Energy 9,453.0 $202K 0.06% -2K -18.1% $21.32 -3.3%
350 CVE CENOVUS ENERGY INC Energy 7,596.0 $202K 0.06% -2K -21.9% $26.53 +15.3%
351 HPK HIGHPEAK ENERGY INC Energy 29,194.0 $201K 0.06% -7K -20.3% $6.90 +1.0%
352 MONOPAR THERAPEUTICS INC 3,655.0 $200K 0.06% +90.0 +2.5% $54.79
353 MLYS MINERALYS THERAPEUTICS INC Healthcare 7,389.0 $200K 0.06% +180.0 +2.5% $27.09 -2.8%
354 BIOHAVEN LTD 23,650.0 $200K 0.06% +578.0 +2.5% $8.46
355 SCL STEPAN CO Basic Materials 4,000.0 $200K 0.06% +567.0 +16.5% $49.98 -1.6%
356 WTTR SELECT WATER SOLUTIONS INC Utilities 13,049.0 $200K 0.06% -2K -14.0% $15.30 +25.3%
357 MOS MOSAIC CO Basic Materials 7,819.0 $199K 0.06% +1K +16.9% $25.50 -17.2%
358 XNCR XENCOR INC Healthcare 16,506.0 $199K 0.06% +403.0 +2.5% $12.06 -6.5%
359 KNTK KINETIK HOLDINGS INC Energy 4,111.0 $199K 0.06% -594.0 -12.6% $48.41 +4.4%
360 WY WEYERHAEUSER CO Real Estate 8,130.0 $199K 0.06% +1K +18.6% $24.43 -6.4%
Page 18 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%