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Portfolio (Quarterly) Guide ↗

VIRTUS ADVISERS, LLC

· CIK 0001587281
13F Portfolio $261M AUM 684 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 99 New 213 Added 112 Reduced 85 Exited
Page 1 of 11  ·  213 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SSRM SSR MINING IN Basic Materials 108,187.0 $4.0M 1.53% +24K +28.9% $36.98 +0.5%
2 LRCX LAM RESEARCH CORP Technology 8,797.0 $3.8M 1.46% +1K +15.4% $433.33 -29.0%
3 AAPL APPLE INC Technology 11,783.0 $3.4M 1.31% +3K +32.1% $289.36 +10.6%
4 EWT ISHARES INC 29,434.0 $3.2M 1.23% +12K +73.1% $108.61 +3.3%
5 AMAT APPLIED MATLS INC Technology 4,362.0 $3.2M 1.21% +4K +2081.0% $723.00 -37.1%
6 TEL TE CONNECTIVITY PLC Technology 13,591.0 $2.7M 1.05% +381.0 +2.9% $201.61 +3.5%
7 CRUS CIRRUS LOGIC INC Technology 18,225.0 $2.7M 1.04% +4K +26.7% $148.53 -23.8%
8 ALKS ALKERMES PLC Healthcare 49,354.0 $2.6M 0.99% +2K +4.0% $52.40 -12.0%
9 POWL POWELL INDS INC Industrials 8,757.0 $2.5M 0.96% +6K +200.2% $286.36 -36.7%
10 MOOG INC 5,882.0 $2.5M 0.96% +490.0 +9.1% $423.84
11 GL GLOBE LIFE INC Financial Services 12,723.0 $2.3M 0.87% +1K +9.3% $178.68 -2.5%
12 VCYT VERACYTE INC Healthcare 37,574.0 $2.2M 0.85% +1K +3.7% $58.73 -27.6%
13 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 6,470.0 $1.8M 0.68% +300.0 +4.9% $271.95 -37.3%
14 BPOP POPULAR INC Financial Services 9,946.0 $1.6M 0.63% +10K +2517.4% $164.18 +4.3%
15 NMIH NMI HLDGS INC Financial Services 39,557.0 $1.6M 0.62% +1K +3.4% $41.09 +9.1%
16 AMBA AMBARELLA INC Technology 17,442.0 $1.5M 0.57% +612.0 +3.6% $85.80 -26.7%
17 AIR AAR CORP Industrials 9,694.0 $1.4M 0.53% +325.0 +3.5% $142.93 -11.5%
18 PLOW DOUGLAS DYNAMICS INC Consumer Cyclical 25,198.0 $1.4M 0.52% +10K +65.2% $53.95 -21.6%
19 PAHC PHIBRO ANIMAL HEALTH CORP Healthcare 43,092.0 $1.4M 0.52% +2K +3.7% $31.40 +21.8%
20 VVX V2X INC Industrials 17,928.0 $1.3M 0.51% +633.0 +3.7% $74.56 -0.5%
Page 1 of 11  ·  213 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
Technology 30.7%
Healthcare 16.7%
Financial Services 14.4%
Industrials 9.4%
Basic Materials 7.4%
Consumer Cyclical 7.1%
Real Estate 3.7%
Energy 3.2%
Consumer Defensive 3.0%
Communication Services 2.3%