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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 5 of 24  ·  463 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ANET ARISTA NETWORKS INC Technology 10,448.0 $1.8M 0.41% -2K -19.2% $169.88 +14.3%
82 ODFL OLD DOMINION FREIGHT LINE IN Industrials 8,173.0 $1.8M 0.41% NEW $216.60 -3.3%
83 EOG EOG RES INC Energy 13,527.0 $1.8M 0.41% NEW $129.73 +13.8%
84 BURL BURLINGTON STORES INC Consumer Cyclical 5,524.0 $1.8M 0.41% -1K -15.6% $316.80 +6.2%
85 HIG HARTFORD INSURANCE GROUP INC Financial Services 13,185.0 $1.7M 0.41% -1K -9.5% $132.52 +4.8%
86 TEL TE CONNECTIVITY PLC Technology 8,603.0 $1.7M 0.40% +380.0 +4.6% $201.61 +4.4%
87 TJX TJX COS INC NEW Consumer Cyclical 11,445.0 $1.7M 0.40% -1K -10.7% $151.50 +0.8%
88 XYL XYLEM INC Industrials 14,591.0 $1.7M 0.40% +1K +8.0% $118.21 -3.1%
89 ZM ZOOM COMMUNICATIONS INC Technology 19,844.0 $1.7M 0.40% -250.0 -1.2% $86.31 +22.8%
90 SLB SLB LIMITED Energy 36,705.0 $1.7M 0.40% -5K -11.1% $46.49 +16.1%
91 HUBB HUBBELL INC Industrials 3,244.0 $1.7M 0.40% -676.0 -17.2% $523.20 -6.4%
92 ROST ROSS STORES INC Consumer Cyclical 7,970.0 $1.7M 0.40% -2K -21.9% $212.85 +11.9%
93 DIS DISNEY WALT CO Communication Services 17,610.0 $1.7M 0.40% NEW $96.25 +8.8%
94 BA BOEING CO Industrials 7,791.0 $1.7M 0.39% NEW $216.47 +3.6%
95 NVDA NVIDIA CORPORATION Technology 8,321.0 $1.7M 0.39% -2K -17.3% $200.09 +9.4%
96 GRMN GARMIN LTD Technology 7,004.0 $1.7M 0.39% NEW $237.54 +25.2%
97 CBRE CBRE GROUP INC Real Estate 12,327.0 $1.7M 0.39% NEW $134.69 +11.3%
98 CRH PLC 15,447.0 $1.7M 0.39% NEW $107.00
99 IDXX IDEXX LABS INC Healthcare 3,133.0 $1.6M 0.38% +402.0 +14.7% $526.44 +5.2%
100 AMZN AMAZON COM INC Consumer Cyclical 6,903.0 $1.6M 0.38% NEW $238.34 +8.9%
Page 5 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%