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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 7 of 24  ·  463 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 FOXA FOX CORP Communication Services 28,224.0 $1.5M 0.34% NEW $52.16 +32.3%
122 PLTR PALANTIR TECHNOLOGIES INC Technology 12,594.0 $1.5M 0.34% +1K +10.0% $116.67 +47.0%
123 AGIO AGIOS PHARMACEUTICALS INC Healthcare 39,473.0 $1.5M 0.34% +9K +27.5% $37.11 -7.3%
124 BKR BAKER HUGHES COMPANY Energy 26,356.0 $1.5M 0.34% -7K -21.5% $55.50 +16.1%
125 RYTM RHYTHM PHARMACEUTICALS INC Healthcare 13,158.0 $1.5M 0.34% +6K +77.0% $111.03 +3.8%
126 CVNA CARVANA CO Consumer Cyclical 22,152.0 $1.5M 0.34% +18K +457.7% $65.82 -1.2%
127 NEM NEWMONT CORP Basic Materials 15,528.0 $1.5M 0.34% +586.0 +3.9% $93.40 +24.2%
128 LGND LIGAND PHARMACEUTICALS INC Healthcare 4,551.0 $1.4M 0.34% +98.0 +2.2% $316.09 -9.0%
129 IMMUNITYBIO INC 163,786.0 $1.4M 0.33% -194K -54.2% $8.76
130 KINIKSA PHARMACEUTICALS INTL 22,411.0 $1.4M 0.33% +2K +10.4% $63.95
131 ASCENDIS PHARMA A/S 5,333.0 $1.4M 0.33% NEW $266.72
132 CYTK CYTOKINETICS INC Healthcare 16,577.0 $1.4M 0.33% +12K +285.2% $85.19 -10.7%
133 CME CME GROUP INC Financial Services 6,394.0 $1.4M 0.33% -277.0 -4.2% $220.83 +23.0%
134 KURA KURA ONCOLOGY INC Healthcare 128,495.0 $1.4M 0.33% +46K +55.5% $10.97 +12.4%
135 ACAD ACADIA PHARMACEUTICALS INC Healthcare 55,139.0 $1.4M 0.33% +24K +77.3% $25.30 +19.3%
136 SNDX SYNDAX PHARMACEUTICALS INC Healthcare 63,720.0 $1.4M 0.33% +22K +53.8% $21.86 -8.9%
137 RIGL RIGEL PHARMACEUTICALS INC Healthcare 35,400.0 $1.4M 0.32% +29K +429.5% $39.12 +11.5%
138 DNLI DENALI THERAPEUTICS INC Healthcare 53,688.0 $1.4M 0.32% +39K +254.0% $25.72 -5.5%
139 MIRM MIRUM PHARMACEUTICALS INC Healthcare 11,705.0 $1.4M 0.32% -1K -9.9% $117.07 -13.8%
140 ROIV ROIVANT SCIENCES LTD Healthcare 38,711.0 $1.4M 0.32% +509.0 +1.3% $35.39 +5.6%
Page 7 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%