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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 19 of 23  ·  450 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 DINO HF SINCLAIR CORP Energy 3,177.0 $198K 0.06% -312.0 -8.9% $62.39 +10.1%
362 EGY VAALCO ENERGY INC Energy 31,072.0 $197K 0.05% -16K -33.5% $6.34 -7.4%
363 OVV OVINTIV INC Energy 3,307.0 $196K 0.05% -984.0 -22.9% $59.36 -1.8%
364 GPCR STRUCTURE THERAPEUTICS INC Healthcare 4,065.0 $196K 0.05% +98.0 +2.5% $48.20 -21.7%
365 CMS CMS ENERGY CORP Utilities 2,523.0 $196K 0.05% +192.0 +8.2% $77.58 -6.4%
366 HAL HALLIBURTON CO Energy 5,020.0 $196K 0.05% -748.0 -13.0% $38.99 +6.0%
367 EXC EXELON CORP Utilities 3,991.0 $196K 0.05% +257.0 +6.9% $49.02 -10.8%
368 LNT ALLIANT ENERGY CORP Utilities 2,722.0 $195K 0.05% +222.0 +8.9% $71.76 +0.1%
369 WEC WEC ENERGY GROUP INC Utilities 1,680.0 $194K 0.05% +130.0 +8.4% $115.77 -5.2%
370 XEL XCEL ENERGY INC Utilities 2,446.0 $194K 0.05% +244.0 +11.1% $79.44 -1.3%
371 TIMB TIM S A Communication Services 7,333.0 $194K 0.05% -773.0 -9.5% $26.49 -16.5%
372 AEE AMEREN CORP Utilities 1,761.0 $194K 0.05% +126.0 +7.7% $109.92 -2.3%
373 RES RPC INC Energy 27,329.0 $193K 0.05% -2K -6.5% $7.08 -2.3%
374 DTE DTE ENERGY CO Utilities 1,323.0 $193K 0.05% +56.0 +4.4% $146.22 -3.1%
375 CALM CAL MAINE FOODS INC Consumer Defensive 2,443.0 $193K 0.05% +492.0 +25.2% $79.15 -2.7%
376 RYN RAYONIER INC Real Estate 9,377.0 $193K 0.05% +2K +23.7% $20.62 -3.0%
377 RXRX RECURSION PHARMACEUTICALS IN Healthcare 62,975.0 $193K 0.05% +2K +2.5% $3.07 -6.4%
378 SHEL SHELL PLC Energy 2,076.0 $193K 0.05% -164.0 -7.3% $93.00 -7.3%
379 PAA PLAINS ALL AMERN PIPELINE L Energy 8,646.0 $193K 0.05% -561.0 -6.1% $22.33 +2.2%
380 AEP AMERICAN ELEC PWR CO INC Utilities 1,471.0 $193K 0.05% +52.0 +3.7% $131.08 -3.9%
Page 19 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%