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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 6  ·  112 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AVGO BROADCOM INC Technology 1,826.0 $690K 0.27% -62.0 -3.3% $377.75 -5.3%
22 AB ALLIANCEBERNSTEIN HLDG L P Financial Services 18,661.0 $657K 0.25% -3K -14.3% $35.22 +6.0%
23 PFE PFIZER INC Healthcare 25,991.0 $626K 0.24% -134.0 -0.5% $24.08 +18.1%
24 MU MICRON TECHNOLOGY INC Technology 517.0 $597K 0.23% -313.0 -37.7% $1154.29 -11.9%
25 CMC COMMERCIAL METALS CO Basic Materials 9,353.0 $587K 0.23% -3K -24.6% $62.75 +12.0%
26 MSFT MICROSOFT CORP Technology 1,569.0 $585K 0.22% -473.0 -23.2% $373.02 +34.0%
27 MTZ MASTEC INC Industrials 1,386.0 $577K 0.22% -2K -52.8% $416.06 -43.0%
28 EME EMCOR GROUP INC Industrials 692.0 $574K 0.22% -731.0 -51.4% $829.88 -9.1%
29 EIX EDISON INTL Utilities 7,594.0 $565K 0.22% -2K -22.5% $74.45 -23.7%
30 AMZN AMAZON COM INC Consumer Cyclical 1,841.0 $439K 0.17% -68.0 -3.6% $238.34 +8.5%
31 DAKT DAKTRONICS INC Technology 22,401.0 $438K 0.17% -2K -9.0% $19.56 -1.1%
32 WS WORTHINGTON STL INC Basic Materials 12,822.0 $431K 0.17% -7K -34.9% $33.58 +7.7%
33 OTTR OTTER TAIL CORP Utilities 4,753.0 $428K 0.16% -2K -30.6% $89.98 -0.2%
34 GOOGL ALPHABET INC Communication Services 1,106.0 $395K 0.15% -29.0 -2.6% $357.37 -5.3%
35 BK BANK OF NY MELLON CORP Financial Services 2,643.0 $382K 0.15% -55.0 -2.0% $144.61 -0.6%
36 GOOG ALPHABET INC 1,067.0 $377K 0.14% -24.0 -2.2% $353.33
37 INDA ISHARES TR 7,330.0 $362K 0.14% -200.0 -2.7% $49.39 +1.1%
38 CM CANADIAN IMPERIAL BANK OF CO Financial Services 2,561.0 $357K 0.14% -1K -31.1% $139.32 -15.7%
39 FBNC FIRST BANCORP N C Financial Services 5,484.0 $351K 0.13% -4K -43.8% $63.93 +1.7%
40 JNJ JOHNSON & JOHNSON Healthcare 1,368.0 $347K 0.13% -57.0 -4.0% $253.97 +8.4%
Page 2 of 6  ·  112 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%