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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 4 of 23  ·  450 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 6,530.0 $1.8M 0.50% $275.18 -3.6%
62 RF REGIONS FINANCIAL CORP NEW Financial Services 68,093.0 $1.8M 0.49% -10K -13.4% $26.12 +2.6%
63 ECL ECOLAB INC Basic Materials 6,680.0 $1.8M 0.49% NEW $266.02 -6.4%
64 GD GENERAL DYNAMICS CORP Industrials 5,176.0 $1.8M 0.49% -326.0 -5.9% $343.22 -0.8%
65 FCX FREEPORT MCMORAN INC Basic Materials 30,185.0 $1.8M 0.49% NEW $58.78 +12.5%
66 CMI CUMMINS INC Industrials 3,293.0 $1.8M 0.49% -1K -28.5% $538.02 +33.2%
67 SYF SYNCHRONY FINANCIAL Financial Services 25,996.0 $1.8M 0.49% +469.0 +1.8% $68.02 +4.8%
68 NTRS NORTHERN TR CORP Financial Services 12,655.0 $1.8M 0.49% -2K -15.5% $139.57 +17.7%
69 AVGO BROADCOM INC Technology 5,702.0 $1.8M 0.49% +588.0 +11.5% $309.51 +37.4%
70 V VISA INC Financial Services 5,834.0 $1.8M 0.49% +336.0 +6.1% $302.24 +6.7%
71 FERG FERGUSON ENTERPRISES INC Industrials 7,543.0 $1.8M 0.48% NEW $233.26 -0.5%
72 ECC EAGLE POINT CREDIT COMPANY I Financial Services 467,814.0 $1.8M 0.48% +166K +54.9% $3.76 +7.2%
73 NVDA NVIDIA CORPORATION Technology 10,066.0 $1.8M 0.48% +578.0 +6.1% $174.40 +35.2%
74 VMC VULCAN MATLS CO Basic Materials 6,354.0 $1.7M 0.48% NEW $272.30 +1.0%
75 KLAC KLA CORP Technology 1,173.0 $1.7M 0.48% -409.0 -25.9% $1472.41 +28.6%
76 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 10,951.0 $1.7M 0.47% NEW $157.28 -1.0%
77 MLM MARTIN MARIETTA MATLS INC Basic Materials 2,923.0 $1.7M 0.47% NEW $588.68 -2.3%
78 SCHW SCHWAB CHARLES CORP Financial Services 18,296.0 $1.7M 0.47% -2K -10.0% $93.98 -4.8%
79 TEL TE CONNECTIVITY PLC Technology 8,223.0 $1.7M 0.47% NEW $209.02 -1.1%
80 EXPD EXPEDITORS INTL WASH INC Industrials 11,982.0 $1.7M 0.47% -4K -25.0% $143.23 +7.2%
Page 4 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%