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Portfolio (Quarterly) Guide ↗

Virtus Investment Advisers, LLC

· CIK 0000019481
13F Portfolio $368M AUM Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 461 New
Page 5 of 24  ·  461 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 BKR BAKER HUGHES COMPANY Energy 39,854.0 $1.8M 0.49% NEW $45.54 +45.4%
82 QCOM QUALCOMM INC Technology 10,536.0 $1.8M 0.49% NEW $171.05 +15.6%
83 BSX BOSTON SCIENTIFIC CORP Healthcare 18,891.0 $1.8M 0.49% NEW $95.35 -40.4%
84 RMD RESMED INC Healthcare 7,435.0 $1.8M 0.49% NEW $240.87 -15.3%
85 PLTR PALANTIR TECHNOLOGIES INC Technology 10,060.0 $1.8M 0.49% NEW $177.75 -23.5%
86 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 27,785.0 $1.8M 0.49% NEW $64.31 +30.0%
87 SYK STRYKER CORPORATION Healthcare 5,074.0 $1.8M 0.48% NEW $351.47 -11.0%
88 COST COSTCO WHSL CORP NEW Consumer Defensive 2,064.0 $1.8M 0.48% NEW $862.34 +25.2%
89 AVGO BROADCOM INC Technology 5,114.0 $1.8M 0.48% NEW $346.10 +19.1%
90 NVDA NVIDIA CORPORATION Technology 9,488.0 $1.8M 0.48% NEW $186.50 +18.5%
91 FORTINET INC 22,213.0 $1.8M 0.48% NEW $79.41
92 URI UNITED RENTALS INC Industrials 2,178.0 $1.8M 0.48% NEW $809.32 +14.5%
93 ADP AUTOMATIC DATA PROCESSING IN Industrials 6,822.0 $1.8M 0.48% NEW $257.23 -12.7%
94 CDNS CADENCE DESIGN SYSTEM INC Technology 5,589.0 $1.7M 0.47% NEW $312.58 +9.8%
95 TT TRANE TECHNOLOGIES PLC Industrials 4,474.0 $1.7M 0.47% NEW $389.20 +16.7%
96 ECC EAGLE POINT CREDIT COMPANY I Financial Services 302,090.0 $1.7M 0.47% NEW $5.76 -29.9%
97 WDAY WORKDAY INC Technology 8,049.0 $1.7M 0.47% NEW $214.78 -38.6%
98 XYL XYLEM INC Industrials 12,674.0 $1.7M 0.47% NEW $136.18 -20.6%
99 WSM WILLIAMS SONOMA INC Consumer Cyclical 9,555.0 $1.7M 0.46% NEW $178.59 -6.6%
100 MSFT MICROSOFT CORP Technology 3,519.0 $1.7M 0.46% NEW $483.62 -12.0%
Page 5 of 24  ·  461 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 25.9%
Financial Services 25.7%
Technology 17.4%
Industrials 10.0%
Consumer Cyclical 7.5%
Communication Services 4.3%
Energy 2.6%
Real Estate 2.5%
Consumer Defensive 1.8%
Basic Materials 1.5%