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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 4 of 24  ·  463 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 EXPE EXPEDIA GROUP INC Consumer Cyclical 7,351.0 $1.9M 0.44% +237.0 +3.3% $255.88 +26.9%
62 ECL ECOLAB INC Basic Materials 6,730.0 $1.9M 0.44% +50.0 +0.8% $278.61 +0.5%
63 AME AMETEK INC Industrials 7,736.0 $1.9M 0.44% -867.0 -10.1% $241.94 +3.4%
64 VRT VERTIV HOLDINGS CO Industrials 5,589.0 $1.9M 0.44% -4K -44.3% $334.82 -17.6%
65 TXT TEXTRON INC Industrials 20,371.0 $1.9M 0.43% NEW $91.73 -4.3%
66 COF CAPITAL ONE FINL CORP Financial Services 9,283.0 $1.9M 0.43% +543.0 +6.2% $200.62 +11.3%
67 MKL MARKEL GROUP INC Financial Services 951.0 $1.9M 0.43% +8.0 +0.8% $1953.01 -6.6%
68 KEYS KEYSIGHT TECHNOLOGIES INC Technology 5,291.0 $1.9M 0.43% NEW $350.07 -2.6%
69 ETN EATON CORP PLC Industrials 4,324.0 $1.8M 0.43% NEW $426.12 +2.3%
70 GOOGL ALPHABET INC Communication Services 5,143.0 $1.8M 0.43% -529.0 -9.3% $357.37 -4.2%
71 TDY TELEDYNE TECHNOLOGIES INC Technology 2,749.0 $1.8M 0.43% -331.0 -10.8% $666.90 +0.1%
72 SCHW SCHWAB CHARLES CORP Financial Services 19,859.0 $1.8M 0.43% +2K +8.5% $92.27 +21.3%
73 ABNB AIRBNB INC Consumer Cyclical 12,775.0 $1.8M 0.43% NEW $143.10 +28.6%
74 VMC VULCAN MATLS CO Basic Materials 6,188.0 $1.8M 0.42% -166.0 -2.6% $295.01 -6.5%
75 TT TRANE TECHNOLOGIES PLC Industrials 3,709.0 $1.8M 0.42% -1K -23.3% $491.16 -5.4%
76 WAB WABTEC Industrials 6,743.0 $1.8M 0.42% -1K -17.7% $269.60 +10.9%
77 PH PARKER-HANNIFIN CORP Industrials 1,852.0 $1.8M 0.42% -197.0 -9.6% $978.12 +6.1%
78 LMT LOCKHEED MARTIN CORP Industrials 3,511.0 $1.8M 0.42% NEW $509.46 +19.1%
79 SYF SYNCHRONY FINANCIAL Financial Services 23,481.0 $1.8M 0.42% -3K -9.7% $76.05 +7.1%
80 RJF RAYMOND JAMES FINL INC Financial Services 11,681.0 $1.8M 0.41% +453.0 +4.0% $152.03 +18.6%
Page 4 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%