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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 9 of 24  ·  463 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 CRSP CRISPR THERAPEUTICS AG Healthcare 23,351.0 $1.3M 0.30% +8K +56.8% $54.54 -2.9%
162 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 15,605.0 $1.3M 0.30% +4K +29.6% $81.51 +7.8%
163 TVTX TRAVERE THERAPEUTICS INC Healthcare 22,346.0 $1.3M 0.30% -2K -7.8% $56.81 +12.5%
164 INSM INSMED INC Healthcare 11,884.0 $1.3M 0.29% +8K +177.5% $106.62 +20.5%
165 OMER OMEROS CORP Healthcare 133,129.0 $1.3M 0.29% +106K +395.6% $9.51 +80.8%
166 CRNX CRINETICS PHARMACEUTICALS IN Healthcare 33,736.0 $1.3M 0.29% +17K +101.8% $37.42 +126.4%
167 PTCT PTC THERAPEUTICS INC Healthcare 15,476.0 $1.3M 0.29% +4K +38.7% $81.57 -11.0%
168 IONS IONIS PHARMACEUTICALS INC Healthcare 15,870.0 $1.3M 0.29% +5K +51.9% $79.29 -24.8%
169 BIIB BIOGEN INC Healthcare 5,813.0 $1.3M 0.29% +965.0 +19.9% $216.06 -1.6%
170 BEONE MEDICINES LTD 4,397.0 $1.3M 0.29% +2K +66.2% $284.97
171 ARQT ARCUTIS BIOTHERAPEUTICS INC Healthcare 47,698.0 $1.3M 0.29% +19K +64.0% $26.22 +1.2%
172 AUPH AURINIA PHARMACEUTICALS INC Healthcare 73,507.0 $1.2M 0.29% +20K +38.0% $16.97 -9.8%
173 NVAX NOVAVAX INC Healthcare 130,955.0 $1.2M 0.29% +2K +1.9% $9.42 -15.8%
174 HRMY HARMONY BIOSCIENCES HLDGS IN Healthcare 33,746.0 $1.2M 0.29% +13K +61.9% $36.41 +6.6%
175 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 7,279.0 $1.2M 0.29% +2K +31.8% $168.53 -8.5%
176 PHAT PHATHOM PHARMACEUTICALS INC Healthcare 112,139.0 $1.2M 0.28% +54K +93.4% $10.85 -14.7%
177 BNTX BIONTECH SE Healthcare 12,844.0 $1.2M 0.28% +4K +44.2% $93.05 -0.3%
178 HRZN HORIZON TECHNOLOGY FIN CORP Financial Services 252,455.0 $1.2M 0.28% +108K +75.3% $4.73 +6.8%
179 EXEL EXELIXIS INC Healthcare 21,887.0 $1.2M 0.28% +1K +6.0% $54.41 -2.4%
180 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 20,784.0 $1.2M 0.28% +5K +31.2% $57.22 +17.1%
Page 9 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%