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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 3 of 24  ·  463 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CINF CINCINNATI FINL CORP Financial Services 10,880.0 $2.0M 0.47% -1K -9.5% $185.14 -7.6%
42 CDNS CADENCE DESIGN SYSTEM INC Technology 5,354.0 $2.0M 0.47% -606.0 -10.2% $375.32 -13.8%
43 EBAY EBAY INC. Consumer Cyclical 17,969.0 $2.0M 0.47% -2K -9.9% $111.75 -9.7%
44 HWM HOWMET AEROSPACE INC Industrials 7,458.0 $2.0M 0.47% -1K -15.3% $268.86 +7.5%
45 SPG SIMON PPTY GROUP INC NEW Real Estate 8,956.0 $2.0M 0.47% NEW $223.65 -0.9%
46 ALL ALLSTATE CORP Financial Services 8,416.0 $2.0M 0.47% -1K -13.6% $237.94 +8.5%
47 EXPD EXPEDITORS INTL WASH INC Industrials 12,169.0 $2.0M 0.46% +187.0 +1.6% $162.98 +15.5%
48 RTX RTX CORPORATION Industrials 10,395.0 $2.0M 0.46% NEW $189.73 +16.8%
49 MET METLIFE INC Financial Services 23,205.0 $2.0M 0.46% NEW $84.61 +14.3%
50 TRV TRAVELERS COMPANIES INC Financial Services 5,934.0 $2.0M 0.46% -812.0 -12.0% $330.12 +10.4%
51 EW EDWARDS LIFESCIENCES CORP Healthcare 21,594.0 $2.0M 0.46% -1K -4.9% $90.46 +0.4%
52 AAPL APPLE INC Technology 6,733.0 $1.9M 0.45% NEW $289.36 +5.6%
53 WELL WELLTOWER INC Real Estate 8,582.0 $1.9M 0.45% -2K -17.0% $226.97 +3.7%
54 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 18,072.0 $1.9M 0.45% -3K -12.2% $107.78 +4.8%
55 CMI CUMMINS INC Industrials 2,726.0 $1.9M 0.45% -567.0 -17.2% $713.21 -10.1%
56 PHM PULTE GROUP INC Consumer Cyclical 14,048.0 $1.9M 0.45% -1K -8.3% $137.21 -6.4%
57 AXP AMERICAN EXPRESS CO Financial Services 5,654.0 $1.9M 0.45% +375.0 +7.1% $338.25 -0.6%
58 FAST FASTENAL CO Industrials 39,803.0 $1.9M 0.45% -3K -7.8% $48.03 +6.7%
59 CB CHUBB LIMITED Financial Services 5,554.0 $1.9M 0.44% -740.0 -11.8% $340.74 +0.0%
60 GEV GE VERNOVA INC Utilities 1,610.0 $1.9M 0.44% NEW $1174.86 -8.2%
Page 3 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%