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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 4 of 6  ·  112 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ALL ALLSTATE CORP Financial Services 768.0 $183K 0.07% -32.0 -4.0% $237.94 +9.1%
62 ATO ATMOS ENERGY CORP Utilities 1,013.0 $175K 0.07% -37.0 -3.5% $172.27 -2.7%
63 META META PLATFORMS INC Communication Services 295.0 $166K 0.06% -11.0 -3.6% $563.29 +9.5%
64 SNDK SANDISK CORP Technology 72.0 $164K 0.06% -3.0 -4.0% $2273.74 -23.5%
65 LTC LTC PPTYS INC Real Estate 4,032.0 $155K 0.06% -168.0 -4.0% $38.45 +7.2%
66 EMERA INC 1,989.0 $150K 0.06% -3K -58.7% $75.23
67 IEP ICAHN ENTERPRISES LP Industrials 20,544.0 $148K 0.06% -856.0 -4.0% $7.21 -5.4%
68 HSY HERSHEY CO Consumer Defensive 841.0 $148K 0.06% -29.0 -3.3% $175.45 -1.3%
69 ARLP ALLIANCE RESOURCE PARTNERS L Energy 6,120.0 $147K 0.06% -255.0 -4.0% $23.98 +10.4%
70 GD GENERAL DYNAMICS CORP Industrials 408.0 $145K 0.06% -17.0 -4.0% $354.24 +1.5%
71 LLY ELI LILLY & CO Healthcare 116.0 $139K 0.05% -4.0 -3.3% $1199.43 -4.2%
72 IIPR INNOVATIVE INDL PPTYS INC Real Estate 2,208.0 $137K 0.05% -92.0 -4.0% $61.98 -7.7%
73 IVR INVESCO MORTGAGE CAPITAL INC Real Estate 16,704.0 $132K 0.05% -696.0 -4.0% $7.90 -8.9%
74 TJX TJX COS INC NEW Consumer Cyclical 806.0 $122K 0.05% -24.0 -2.9% $151.50 -12.8%
75 SCHW SCHWAB CHARLES CORP Financial Services 1,320.0 $122K 0.05% -55.0 -4.0% $92.27 +18.4%
76 NOW SERVICENOW INC Technology 1,225.0 $122K 0.05% -45.0 -3.5% $99.28 +42.3%
77 EWBC EAST WEST BANCORP INC Financial Services 936.0 $121K 0.05% -39.0 -4.0% $129.09 +1.3%
78 CTO CTO RLTY GROWTH INC NEW Real Estate 5,568.0 $120K 0.05% -232.0 -4.0% $21.51 -0.1%
79 USAC USA COMPRESSION PARTNERS LP Energy 4,182.0 $110K 0.04% -174.0 -4.0% $26.39 +3.3%
80 PAGP PLAINS GP HLDGS L P Energy 4,536.0 $110K 0.04% -189.0 -4.0% $24.27 +14.9%
Page 4 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%