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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 3 of 6  ·  112 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ADI ANALOG DEVICES INC Technology 818.0 $325K 0.12% -32.0 -3.8% $397.17 -8.8%
42 PRIM PRIMORIS SVCS CORP Industrials 3,029.0 $300K 0.12% -6K -65.8% $99.12 -24.9%
43 PNC PNC FINL SVCS GROUP INC Financial Services 1,146.0 $282K 0.11% -13.0 -1.1% $246.22 -0.3%
44 FSLY FASTLY INC Technology 14,917.0 $274K 0.10% -2K -13.3% $18.36 +12.1%
45 ABBV ABBVIE INC Healthcare 1,056.0 $266K 0.10% -44.0 -4.0% $251.64 +1.9%
46 PH PARKER-HANNIFIN CORP Industrials 267.0 $261K 0.10% -10.0 -3.6% $978.12 -1.6%
47 CPRX CATALYST PHARMACEUTICALS INC Healthcare 8,137.0 $256K 0.10% -6K -44.2% $31.43 +0.2%
48 MGA MAGNA INTL INC Consumer Cyclical 3,094.0 $242K 0.09% -2K -42.1% $78.35 -12.1%
49 NVT NVENT ELEC PLC Industrials 1,359.0 $230K 0.09% -8K -86.0% $169.61 -8.0%
50 AEM AGNICO EAGLE MINES LTD Basic Materials 1,302.0 $224K 0.09% -40.0 -3.0% $172.26 +18.8%
51 USB US BANCORP Financial Services 3,600.0 $217K 0.08% -150.0 -4.0% $60.40 +4.9%
52 AMGN AMGEN INC Healthcare 600.0 $217K 0.08% -25.0 -4.0% $362.12 +20.7%
53 ROKU ROKU INC Communication Services 1,560.0 $215K 0.08% -3K -67.8% $138.14 +12.6%
54 VRT VERTIV HOLDINGS CO Industrials 603.0 $202K 0.08% -293.0 -32.7% $334.82 -16.2%
55 VALE VALE S A Basic Materials 13,289.0 $200K 0.08% -22K -62.2% $15.04 +1.5%
56 MPWR MONOLITHIC PWR SYS INC Technology 143.0 $198K 0.08% -32.0 -18.3% $1382.36 -11.5%
57 PBH PRESTIGE CONSMR HEALTHCARE I Healthcare 4,181.0 $198K 0.08% -6K -59.5% $47.27 +10.6%
58 FN FABRINET Technology 350.0 $197K 0.07% -2K -85.3% $562.08 -27.5%
59 KRP KIMBELL RTY PARTNERS LP Energy 13,285.0 $193K 0.07% -554.0 -4.0% $14.53 +2.4%
60 TRMD TORM PLC Energy 7,114.0 $185K 0.07% -296.0 -4.0% $26.06 +35.0%
Page 3 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%