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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 4 of 11  ·  213 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 KMT KENNAMETAL INC Industrials 19,375.0 $679K 0.26% +475.0 +2.5% $35.05 -11.5%
62 ADC AGREE RLTY CORP Real Estate 8,879.0 $672K 0.26% +1K +13.6% $75.74 -4.1%
63 TR TOOTSIE ROLL INDS INC Consumer Defensive 16,536.0 $654K 0.25% +2K +13.6% $39.55 -1.9%
64 AMRX AMNEAL PHARMACEUTICALS INC Healthcare 36,823.0 $637K 0.24% +902.0 +2.5% $17.31 +0.8%
65 LE LANDS END INC NEW Consumer Cyclical 60,820.0 $637K 0.24% +2K +3.8% $10.48 +4.4%
66 ROIV ROIVANT SCIENCES LTD Healthcare 18,007.0 $637K 0.24% +2K +13.6% $35.39 -1.3%
67 UPS UNITED PARCEL SVCS INC Industrials 5,916.0 $636K 0.24% +4K +292.8% $107.50 -4.8%
68 EVER EVERQUOTE INC Communication Services 26,168.0 $623K 0.24% +954.0 +3.8% $23.79 +4.7%
69 PRDO PERDOCEO ED CORP Consumer Defensive 19,424.0 $622K 0.24% +476.0 +2.5% $32.00 +3.8%
70 VZ VERIZON COMMUNICATIONS INC Communication Services 14,529.0 $615K 0.24% +4K +32.6% $42.34 +18.4%
71 ZETA ZETA GLOBAL HOLDINGS CORP Technology 31,133.0 $613K 0.23% +1K +4.1% $19.68 +59.3%
72 IBEX IBEX LTD Technology 19,275.0 $585K 0.22% +615.0 +3.3% $30.37 +29.0%
73 FBP FIRST BANCORP CORPORATION Financial Services 22,407.0 $584K 0.22% +549.0 +2.5% $26.07 +9.4%
74 ARMOUR RESIDENTIAL REIT INC 32,804.0 $572K 0.22% +804.0 +2.5% $17.45
75 DCO DUCOMMUN INC DEL Industrials 3,075.0 $570K 0.22% +75.0 +2.5% $185.21 -9.1%
76 LOPE GRAND CANYON ED INC Consumer Defensive 3,858.0 $552K 0.21% +462.0 +13.6% $143.11 +6.7%
77 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 10,326.0 $544K 0.21% +2K +26.9% $52.65 +20.6%
78 OUTFRONT MEDIA INC 16,281.0 $533K 0.20% +781.0 +5.0% $32.76
79 PNW PINNACLE WEST CAP CORP Utilities 4,709.0 $504K 0.19% +564.0 +13.6% $107.00 -8.9%
80 RLI RLI CORP Financial Services 8,482.0 $501K 0.19% +1K +13.6% $59.07 +5.6%
Page 4 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%