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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 2 of 23  ·  450 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 WAB WABTEC Industrials 8,189.0 $2.0M 0.56% -1K -15.0% $249.91 +7.8%
22 WELL WELLTOWER INC Real Estate 10,342.0 $2.0M 0.56% -272.0 -2.6% $197.71 +10.1%
23 OXLC OXFORD LANE CAP CORP Financial Services 208,647.0 $2.0M 0.56% +59K +39.2% $9.78 +5.5%
24 HWM HOWMET AEROSPACE INC Industrials 8,805.0 $2.0M 0.56% -683.0 -7.2% $230.46 +18.2%
25 ALL ALLSTATE CORP Financial Services 9,743.0 $2.0M 0.56% -252.0 -2.5% $207.34 +4.8%
26 WMT WALMART INC Consumer Defensive 16,228.0 $2.0M 0.56% -2K -12.2% $124.28 +6.6%
27 TT TRANE TECHNOLOGIES PLC Industrials 4,837.0 $2.0M 0.56% +363.0 +8.1% $416.74 +15.6%
28 FAST FASTENAL CO Industrials 43,180.0 $2.0M 0.55% -3K -5.8% $46.40 -5.2%
29 LYV LIVE NATION ENTERTAINMENT IN Communication Services 12,928.0 $2.0M 0.54% NEW $152.51 +11.5%
30 CME CME GROUP INC Financial Services 6,671.0 $2.0M 0.54% -490.0 -6.8% $295.35 +1.2%
31 HIG HARTFORD INSURANCE GROUP INC Financial Services 14,563.0 $2.0M 0.54% -983.0 -6.3% $135.23 -0.7%
32 TRV TRAVELERS COMPANIES INC Financial Services 6,746.0 $2.0M 0.54% -367.0 -5.2% $291.68 +2.3%
33 KO COCA COLA CO Consumer Defensive 25,802.0 $2.0M 0.54% NEW $76.05 +5.8%
34 AMAT APPLIED MATLS INC Technology 5,704.0 $1.9M 0.54% -3K -31.9% $341.79 +27.7%
35 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,955.0 $1.9M 0.54% -109.0 -5.3% $996.43 +4.5%
36 HUBB HUBBELL INC Industrials 3,920.0 $1.9M 0.53% NEW $490.74 -1.8%
37 AFL AFLAC INC Financial Services 17,510.0 $1.9M 0.53% NEW $109.71 +6.5%
38 BERKSHIRE HATHAWAY INC DEL 3,998.0 $1.9M 0.53% +36.0 +0.9% $479.20
39 DAL DELTA AIR LINES INC Industrials 28,693.0 $1.9M 0.53% -4K -13.0% $66.48 +7.6%
40 BK BANK NEW YORK MELLON CORP Financial Services 15,964.0 $1.9M 0.52% NEW $118.63 +13.8%
Page 2 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%