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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 2 of 11  ·  213 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SANM SANMINA CORP Technology 5,179.0 $1.3M 0.50% +199.0 +4.0% $253.08 -21.6%
22 EAT BRINKER INTL INC Consumer Cyclical 7,701.0 $1.3M 0.50% +278.0 +3.8% $168.00 +37.0%
23 THFF FIRST FINANCIAL CORPORATION Financial Services 16,539.0 $1.3M 0.49% +541.0 +3.4% $77.44 +2.5%
24 FLOC FLOWCO HLDGS INC Energy 59,394.0 $1.3M 0.49% +29K +97.3% $21.34 -1.1%
25 LFST LIFESTANCE HEALTH GROUP INC Healthcare 115,039.0 $1.2M 0.47% +4K +3.7% $10.71 +18.9%
26 CDNA CAREDX INC Healthcare 42,046.0 $1.2M 0.46% +1K +3.6% $28.50 +78.5%
27 ANIP ANI PHARMACEUTICALS INC Healthcare 14,294.0 $1.2M 0.45% +738.0 +5.4% $82.78 -14.0%
28 AMSC AMERICAN SUPERCONDUCTOR CORP Industrials 28,501.0 $1.2M 0.45% +1K +3.8% $41.51 -28.8%
29 ACAD ACADIA PHARMACEUTICALS INC Healthcare 44,384.0 $1.1M 0.43% +1K +3.3% $25.30 +10.8%
30 ALHC ALIGNMENT HEALTHCARE INC Healthcare 46,040.0 $1.1M 0.42% +1K +3.3% $23.81 -43.1%
31 VSCO VICTORIAS SECRET AND CO Consumer Cyclical 12,844.0 $1.1M 0.41% +2K +14.0% $83.48 +2.3%
32 HRMY HARMONY BIOSCIENCES HLDGS IN Healthcare 29,253.0 $1.1M 0.41% +14K +90.0% $36.41 +16.0%
33 NTRA NATERA INC Healthcare 3,741.0 $1.0M 0.39% +179.0 +5.0% $271.45 +20.9%
34 ROG ROGERS CORP Technology 6,115.0 $1.0M 0.38% +4K +189.3% $163.73 -21.9%
35 CRGY CRESCENT ENERGY COMPANY Energy 99,973.0 $982K 0.38% +2K +2.5% $9.82 +40.2%
36 CVLT COMMVAULT SYS INC Technology 6,769.0 $959K 0.37% +229.0 +3.5% $141.73 -3.8%
37 DRS LEONARDO DRS INC Industrials 22,197.0 $947K 0.36% +4K +21.9% $42.67 -14.2%
38 CVSA COVISTA INC Consumer Cyclical 7,514.0 $937K 0.36% +259.0 +3.6% $124.66 +2.8%
39 NTB BANK OF N T BUTTERFIELD & SO Financial Services 15,578.0 $927K 0.35% +382.0 +2.5% $59.50 +3.4%
40 FTDR FRONTDOOR INC Consumer Cyclical 11,938.0 $926K 0.35% +449.0 +3.9% $77.59 +6.5%
Page 2 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%