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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 5 of 11  ·  213 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 F FORD MTR CO Consumer Cyclical 35,714.0 $496K 0.19% +264.0 +0.7% $13.90 +5.2%
82 KFRC KFORCE INC Industrials 10,559.0 $495K 0.19% +259.0 +2.5% $46.92 +16.2%
83 WPC WP CAREY INC Real Estate 6,906.0 $494K 0.19% +803.0 +13.2% $71.50 -1.6%
84 GSL GLOBAL SHIP LEASE INC Industrials 13,101.0 $493K 0.19% +103.0 +0.8% $37.60 +23.4%
85 SRPT SAREPTA THERAPEUTICS INC Healthcare 27,098.0 $487K 0.19% +1K +5.0% $17.97 +25.2%
86 RF REGIONS FINANCIAL CORP NEW Financial Services 16,063.0 $485K 0.19% +175.0 +1.1% $30.20 +0.7%
87 MIRM MIRUM PHARMACEUTICALS INC Healthcare 4,100.0 $480K 0.18% +100.0 +2.5% $117.07 -13.8%
88 CHE CHEMED CORP NEW Healthcare 1,017.0 $474K 0.18% +122.0 +13.6% $465.74 +11.6%
89 MMSI MERIT MED SYS INC Healthcare 6,718.0 $466K 0.18% +805.0 +13.6% $69.34 +29.2%
90 ADTRAN HOLDINGS INC 33,159.0 $461K 0.18% +2K +5.0% $13.90
91 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 2,714.0 $457K 0.17% +130.0 +5.0% $168.53 -7.7%
92 VLYPN VALLEY NATL BANCORP 30,959.0 $454K 0.17% +759.0 +2.5% $14.65
93 WDFC WD 40 CO Basic Materials 1,853.0 $451K 0.17% +222.0 +13.6% $243.64 -14.8%
94 AWR AMER STATES WTR CO Utilities 5,457.0 $451K 0.17% +654.0 +13.6% $82.63 +7.1%
95 PRU PRUDENTIAL FINL INC Financial Services 4,162.0 $449K 0.17% +46.0 +1.1% $107.93 +13.1%
96 EHC ENCOMPASS HEALTH CORP Healthcare 4,432.0 $448K 0.17% +531.0 +13.6% $101.08 +20.5%
97 ACLS AXCELIS TECHNOLOGIES INC Technology 2,332.0 $442K 0.17% +111.0 +5.0% $189.45 -39.3%
98 GH GUARDANT HEALTH INC Healthcare 2,888.0 $433K 0.17% +138.0 +5.0% $150.03 +7.6%
99 BBY BEST BUY INC Consumer Cyclical 5,468.0 $415K 0.16% +60.0 +1.1% $75.88 +19.0%
100 ATEX ANTERIX INC Communication Services 3,976.0 $409K 0.16% +476.0 +13.6% $102.94 -16.2%
Page 5 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%