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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 8 of 11  ·  213 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 CALM CAL MAINE FOODS INC Consumer Defensive 3,019.0 $243K 0.09% +362.0 +13.6% $80.56 -7.4%
142 INTA INTAPP INC Technology 9,379.0 $236K 0.09% +451.0 +5.0% $25.21 +65.5%
143 SAFT SAFETY INS GROUP INC Financial Services 3,145.0 $235K 0.09% +377.0 +13.6% $74.86 +37.8%
144 AME AMETEK INC Industrials 952.0 $230K 0.09% +127.0 +15.4% $241.94 -1.7%
145 BRZE BRAZE INC Technology 10,561.0 $229K 0.09% +507.0 +5.0% $21.69 +47.3%
146 STRA STRATEGIC ED INC Consumer Defensive 2,989.0 $229K 0.09% +145.0 +5.1% $76.62 +6.5%
147 OSIS OSI SYSTEMS INC Technology 1,032.0 $226K 0.09% +50.0 +5.1% $218.70 -6.7%
148 COKE COCA COLA CONS INC Consumer Defensive 1,170.0 $223K 0.09% +140.0 +13.6% $190.92 -0.8%
149 DECK DECKERS OUTDOOR CORP Consumer Cyclical 2,244.0 $223K 0.09% +94.0 +4.4% $99.29 -13.6%
150 HALO HALOZYME THERAPEUTICS INC Healthcare 2,827.0 $221K 0.09% +137.0 +5.1% $78.27 +40.8%
151 MS MORGAN STANLEY Financial Services 1,049.0 $219K 0.08% +16.0 +1.6% $209.04 +4.2%
152 GIL GILDAN ACTIVEWEAR INC Consumer Cyclical 4,180.0 $216K 0.08% +501.0 +13.6% $51.60 +3.5%
153 IDT IDT CORP Communication Services 3,681.0 $214K 0.08% +441.0 +13.6% $58.16 +18.3%
154 UNTY UNITY BANCORP INC Financial Services 3,628.0 $213K 0.08% +89.0 +2.5% $58.69 +2.2%
155 TROW PRICE T ROWE GROUP INC Financial Services 1,837.0 $209K 0.08% +18.0 +1.0% $113.69 -3.4%
156 NEXA NEXA RES S A Basic Materials 16,833.0 $206K 0.08% +808.0 +5.0% $12.24 +12.7%
157 QTWO Q2 HLDGS INC Technology 4,220.0 $203K 0.08% +203.0 +5.0% $48.10 +29.2%
158 RDN RADIAN GROUP INC Financial Services 5,318.0 $200K 0.08% +258.0 +5.1% $37.67 -2.7%
159 SMBK SMARTFINANCIAL INC Financial Services 4,268.0 $200K 0.08% +105.0 +2.5% $46.92 +10.5%
160 MZTI MARZETTI COMPANY Consumer Defensive 1,747.0 $199K 0.08% +209.0 +13.6% $114.16 -7.7%
Page 8 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%