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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 23 of 24  ·  463 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 CVE CENOVUS ENERGY INC Energy 7,606.0 $189K 0.04% $24.81 +31.1%
442 SHO SUNSTONE HOTEL INVS INC NEW Real Estate 16,463.0 $189K 0.04% -4K -20.4% $11.45 -3.4%
443 HAL HALLIBURTON CO Energy 5,552.0 $188K 0.04% +532.0 +10.6% $33.95 +2.1%
444 CRC CALIFORNIA RES CORP Energy 3,562.0 $188K 0.04% +612.0 +20.8% $52.87 +0.5%
445 OVV OVINTIV INC Energy 3,575.0 $188K 0.04% +268.0 +8.1% $52.65 +23.5%
446 MOS MOSAIC CO Basic Materials 8,875.0 $188K 0.04% +1K +13.5% $21.19 -0.2%
447 SXC SUNCOKE ENERGY INC Energy 23,328.0 $188K 0.04% -8K -24.9% $8.05 +13.5%
448 TS TENARIS S A Energy 3,358.0 $186K 0.04% +60.0 +1.8% $55.49 -4.6%
449 APA APA CORPORATION Energy 5,709.0 $186K 0.04% +884.0 +18.3% $32.57 +30.1%
450 ITRN ITURAN LOCATION AND CONTROL Technology 3,042.0 $186K 0.04% -656.0 -17.7% $61.01 -14.8%
451 SM SM ENERGY COMPANY Energy 7,085.0 $185K 0.04% +603.0 +9.3% $26.10 +36.0%
452 MUR MURPHY OIL CORP Energy 5,673.0 $185K 0.04% +666.0 +13.3% $32.56 +8.0%
453 CNQ CANADIAN NAT RES LTD MED TER Energy 4,672.0 $185K 0.04% +780.0 +20.0% $39.50 +25.5%
454 HST HOST HOTELS & RESORTS INC Real Estate 7,770.0 $184K 0.04% -2K -21.0% $23.71 -3.3%
455 MGY MAGNOLIA OIL & GAS CORP Energy 7,197.0 $184K 0.04% +1K +18.2% $25.58 +5.2%
456 NOG NORTHERN OIL & GAS INC Energy 10,111.0 $184K 0.04% +4K +53.6% $18.15 +39.9%
457 ANGLOGOLD ASHANTI PLC 2,264.0 $183K 0.04% +65.0 +3.0% $80.89
458 WLK WESTLAKE CORPORATION Basic Materials 2,505.0 $183K 0.04% +769.0 +44.3% $73.00 +6.2%
459 EGY VAALCO ENERGY INC Energy 35,826.0 $182K 0.04% +5K +15.3% $5.08 +14.8%
460 HPK HIGHPEAK ENERGY INC Energy 25,999.0 $182K 0.04% -3K -10.9% $6.99 +12.3%
Page 23 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%