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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 8 of 24  ·  463 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 SRPT SAREPTA THERAPEUTICS INC Healthcare 75,956.0 $1.4M 0.32% +37K +93.7% $17.97 +0.3%
142 KRYS KRYSTAL BIOTECH INC Healthcare 3,657.0 $1.4M 0.32% +208.0 +6.0% $371.67 -10.5%
143 XERS XERIS BIOPHARMA HOLDINGS INC Healthcare 171,264.0 $1.4M 0.32% +133K +350.3% $7.92 +11.7%
144 OXLC OXFORD LANE CAP CORP Financial Services 153,504.0 $1.3M 0.31% -55K -26.4% $8.76 +5.8%
145 NUVB NUVATION BIO INC Healthcare 236,358.0 $1.3M 0.31% +136K +136.0% $5.68 +22.5%
146 IRWD IRONWOOD PHARMACEUTICALS INC Healthcare 318,598.0 $1.3M 0.31% +242K +318.3% $4.21 +2.4%
147 BCRX BIOCRYST PHARMACEUTICALS INC Healthcare 133,664.0 $1.3M 0.31% +22K +19.9% $10.00 -3.0%
148 ZYMEWORKS INC 50,825.0 $1.3M 0.31% +40K +374.9% $26.14
149 HALO HALOZYME THERAPEUTICS INC Healthcare 16,732.0 $1.3M 0.30% +3K +23.3% $78.27 +34.0%
150 LQDA LIQUIDIA CORPORATION Healthcare 16,326.0 $1.3M 0.30% +8K +99.8% $79.73 -6.8%
151 MDGL MADRIGAL PHARMACEUTICALS INC Healthcare 2,419.0 $1.3M 0.30% +943.0 +63.9% $536.95 -2.3%
152 PTGX PROTAGONIST THERAPEUTICS INC Healthcare 10,593.0 $1.3M 0.30% +8K +270.4% $122.58 +28.4%
153 VRTX VERTEX PHARMACEUTICALS INC Healthcare 2,614.0 $1.3M 0.30% -3K -55.5% $496.73 +6.3%
154 BBIO BRIDGEBIO PHARMA INC Healthcare 17,408.0 $1.3M 0.30% +6K +55.0% $74.48 +11.4%
155 ECC EAGLE POINT CR CO Financial Services 348,534.0 $1.3M 0.30% -119K -25.5% $3.72 +1.6%
156 ZLAB ZAI LAB LTD Healthcare 68,124.0 $1.3M 0.30% +21K +43.4% $19.00 +34.6%
157 GERN GERON CORP Healthcare 1,011,201.0 $1.3M 0.30% +390K +62.9% $1.28 +19.5%
158 TGTX TG THERAPEUTICS INC Healthcare 23,483.0 $1.3M 0.30% -3K -12.8% $54.94 -8.5%
159 LEIDOS HOLDINGS INC 12,495.0 $1.3M 0.30% +2K +23.2% $102.97
160 IMCR IMMUNOCORE HLDGS PLC Healthcare 40,155.0 $1.3M 0.30% +17K +75.0% $31.75 +13.4%
Page 8 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%