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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 7 of 11  ·  213 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 WESTERN DIGITAL CORP 18,000.0 $303K 0.12% +2K +12.5% $16.84
122 PEGA PEGASYSTEMS INC Technology 10,071.0 $302K 0.12% +481.0 +5.0% $29.97 +24.7%
123 ODC OIL DRI CORP AMER Basic Materials 2,878.0 $294K 0.11% +178.0 +6.6% $102.21 -14.0%
124 CPF CENTRAL PAC FINL CORP Financial Services 7,649.0 $292K 0.11% +187.0 +2.5% $38.20 -0.0%
125 APH AMPHENOL CORP Technology 1,629.0 $287K 0.11% +19.0 +1.2% $176.32 -53.1%
126 ORA ORMAT TECHNOLOGIES INC Utilities 2,594.0 $282K 0.11% +311.0 +13.6% $108.90 -3.2%
127 NVST ENVISTA HOLDINGS CORPORATION Healthcare 10,569.0 $278K 0.11% +507.0 +5.0% $26.35 +3.5%
128 TU TELUS CORPORATION Communication Services 23,040.0 $278K 0.11% +15K +195.4% $12.07 -19.9%
129 OR OR ROYALTIES INC. Basic Materials 8,771.0 $277K 0.11% +1K +13.6% $31.63 +18.0%
130 UVV UNIVERSAL CORP VA MTNS BK EN Consumer Defensive 5,192.0 $271K 0.10% +622.0 +13.6% $52.17 -12.6%
131 KLAC KLA CORP Technology 895.0 $270K 0.10% +794.0 +786.1% $301.71 -38.5%
132 ASYS AMTECH SYS INC Technology 11,481.0 $265K 0.10% +281.0 +2.5% $23.08 -35.2%
133 ARRY ARRAY TECHNOLOGIES INC Energy 35,196.0 $261K 0.10% +2K +5.0% $7.41 -37.9%
134 AMBP ARDAGH METAL PACKAGING S A Consumer Cyclical 54,997.0 $261K 0.10% +3K +5.0% $4.74 +5.7%
135 PLTK PLAYTIKA HLDG CORP Technology 69,913.0 $260K 0.10% +2K +2.5% $3.72 -40.9%
136 INDV INDIVIOR PHARMACEUTICALS INC Healthcare 6,301.0 $259K 0.10% +301.0 +5.0% $41.03 -14.8%
137 SPG SIMON PPTY GROUP INC NEW Real Estate 1,136.0 $254K 0.10% +14.0 +1.2% $223.65 -6.4%
138 UTL UNITIL CORP Utilities 4,746.0 $250K 0.10% +569.0 +13.6% $52.69 +1.9%
139 RDCM RADCOM LTD Communication Services 17,446.0 $246K 0.09% +2K +13.6% $14.10 -28.9%
140 CUBI CUSTOMERS BANCORP INC Financial Services 3,075.0 $243K 0.09% +75.0 +2.5% $79.10 +2.5%
Page 7 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%