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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 5  ·  99 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 FFIV F5 INC Technology 1,400.0 $582K 0.22% NEW $415.96 -6.1%
22 KLIC KULICKE & SOFFA INDS INC Technology 4,346.0 $581K 0.22% NEW $133.76 -39.0%
23 HGV HILTON GRAND VACATIONS INC Consumer Cyclical 10,947.0 $573K 0.22% NEW $52.37 -19.7%
24 TWST TWIST BIOSCIENCE CORP Healthcare 4,726.0 $486K 0.19% NEW $102.88 +21.2%
25 AMKR AMKOR TECHNOLOGY INC Technology 5,300.0 $457K 0.17% NEW $86.23 -44.6%
26 ORKA ORUKA THERAPEUTICS INC Healthcare 4,726.0 $450K 0.17% NEW $95.17 -2.8%
27 COGT COGENT BIOSCIENCES INC Healthcare 11,524.0 $446K 0.17% NEW $38.70 -10.2%
28 PTCT PTC THERAPEUTICS INC Healthcare 5,148.0 $420K 0.16% NEW $81.57 -15.0%
29 PEB PEBBLEBROOK HOTEL TR Real Estate 21,630.0 $420K 0.16% NEW $19.41 -7.1%
30 TGTX TG THERAPEUTICS INC Healthcare 7,302.0 $401K 0.15% NEW $54.94 +1.9%
31 PSMT PRICESMART INC Consumer Defensive 1,990.0 $389K 0.15% NEW $195.34 -10.9%
32 ATLC ATLANTICUS HOLDINGS CORP Financial Services 3,800.0 $389K 0.15% NEW $102.25 -8.9%
33 SITM SITIME CORP Technology 515.0 $384K 0.15% NEW $745.56 -17.9%
34 ARCB ARCBEST CORP Industrials 2,665.0 $383K 0.15% NEW $143.54 -1.7%
35 PD PAGERDUTY INC Technology 39,606.0 $382K 0.15% NEW $9.65 +41.1%
36 AVAH AVEANNA HEALTHCARE HLDGS INC Healthcare 42,390.0 $363K 0.14% NEW $8.57 +58.5%
37 ADPT ADAPTIVE BIOTECHNOLOGIES COR Healthcare 16,197.0 $347K 0.13% NEW $21.45 +13.2%
38 OPFI OPPFI INC Technology 34,667.0 $344K 0.13% NEW $9.93 -25.3%
39 PTC PTC INC Technology 2,995.0 $340K 0.13% NEW $113.61 +24.1%
40 SMITHFIELD FOODS INC 13,532.0 $328K 0.13% NEW $24.26
Page 2 of 5  ·  99 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%