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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 8 of 23  ·  450 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 KALV KALVISTA PHARMACEUTICALS INC Healthcare 49,927.0 $1.0M 0.28% +10K +23.5% $20.13 +32.9%
142 KINIKSA PHARMACEUTICALS INTL 20,300.0 $977K 0.27% +4K +23.5% $48.15
143 SNDX SYNDAX PHARMACEUTICALS INC Healthcare 41,445.0 $968K 0.27% +8K +23.5% $23.36 -12.0%
144 AXSM AXSOME THERAPEUTICS INC. Healthcare 5,698.0 $963K 0.27% +1K +23.6% $169.02 +34.7%
145 XFLT XAI OCTAGN FLT RAT & ALT INM Financial Services 55,758.0 $958K 0.26% NEW $17.18 +11.2%
146 GERN GERON CORP Healthcare 620,795.0 $925K 0.26% +118K +23.5% $1.49 -6.0%
147 TGTX TG THERAPEUTICS INC Healthcare 26,930.0 $895K 0.25% +5K +23.5% $33.22 +22.8%
148 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 15,836.0 $895K 0.25% +3K +23.6% $56.49 -8.3%
149 ZLAB ZAI LAB LTD Healthcare 47,511.0 $894K 0.25% +9K +23.5% $18.81 +8.1%
150 TCPC BLACKROCK TCP CAPITAL CORP Financial Services 247,315.0 $893K 0.25% +35K +16.5% $3.61 +18.6%
151 KRYS KRYSTAL BIOTECH INC Healthcare 3,449.0 $891K 0.25% +657.0 +23.5% $258.32 +22.4%
152 LGND LIGAND PHARMACEUTICALS INC Healthcare 4,453.0 $889K 0.24% +848.0 +23.5% $199.65 +9.7%
153 BIIB BIOGEN INC Healthcare 4,848.0 $889K 0.24% +925.0 +23.6% $183.33 +5.2%
154 EXEL EXELIXIS INC Healthcare 20,651.0 $886K 0.24% +4K +23.5% $42.89 +19.1%
155 PSEC PROSPECT CAP CORP Financial Services 337,946.0 $882K 0.24% -123K -26.7% $2.61 -16.5%
156 HALO HALOZYME THERAPEUTICS INC Healthcare 13,571.0 $877K 0.24% +3K +23.6% $64.63 +7.1%
157 ASCENDIS PHARMA A/S 3,830.0 $876K 0.24% +730.0 +23.6% $228.73
158 SRPT SAREPTA THERAPEUTICS INC Healthcare 39,213.0 $853K 0.23% +7K +23.5% $21.76 -14.2%
159 BBIO BRIDGEBIO PHARMA INC Healthcare 11,234.0 $834K 0.23% +2K +23.6% $74.26 -10.9%
160 ARDX ARDELYX INC Healthcare 135,954.0 $814K 0.23% +26K +23.5% $5.99 +4.0%
Page 8 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%