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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 5 of 6  ·  112 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 TSLA TESLA INC Consumer Cyclical 236.0 $99K 0.04% -9.0 -3.7% $420.60 -15.8%
82 RBC RBC BEARINGS INC Industrials 154.0 $99K 0.04% -6.0 -3.8% $644.06 -24.1%
83 WPM WHEATON PRECIOUS METALS CORP Basic Materials 785.0 $93K 0.04% -1K -57.0% $118.28 +31.0%
84 CMI CUMMINS INC Industrials 123.0 $88K 0.03% -82.0 -40.0% $713.21 -21.4%
85 BIP BROOKFIELD INFRASTRUCTURE PA Utilities 2,334.0 $85K 0.03% -2K -51.1% $36.49 +1.8%
86 PSTL POSTAL REALTY TRUST INC Real Estate 3,288.0 $81K 0.03% -137.0 -4.0% $24.64 -3.9%
87 PINE ALPINE INCOME PPTY TR INC Real Estate 3,840.0 $80K 0.03% -160.0 -4.0% $20.76 -5.3%
88 HEICO CORP NEW 276.0 $71K 0.03% -324.0 -54.0% $257.91
89 SPOK SPOK HLDGS INC Healthcare 6,840.0 $70K 0.03% -285.0 -4.0% $10.24 +4.6%
90 SEAGATE HDD CAYMAN 6,000.0 $70K 0.03% -18K -75.0% $11.67
91 MSI MOTOROLA SOLUTIONS INC Technology 168.0 $70K 0.03% -7.0 -4.0% $415.29 +12.7%
92 VICI VICI PPTYS INC Real Estate 2,616.0 $69K 0.03% -109.0 -4.0% $26.55 -4.3%
93 TXO PARTNERS LP 5,184.0 $65K 0.03% -216.0 -4.0% $12.50
94 LHX L3HARRIS TECHNOLOGIES INC Industrials 216.0 $63K 0.02% -9.0 -4.0% $290.59 -11.7%
95 MFA MFA FINL INC Real Estate 5,738.0 $56K 0.02% -5K -48.2% $9.69 -7.6%
96 DOCU DOCUSIGN INC Technology 1,067.0 $47K 0.02% -15K -93.2% $44.42 +54.0%
97 PM PHILIP MORRIS INTL INC Consumer Defensive 93.0 $17K 0.01% -116.0 -55.5% $180.90 +0.9%
98 HUBS HUBSPOT INC Technology 75.0 $14K 0.01% -1K -94.6% $182.51 +35.7%
99 INFY INFOSYS LTD Technology 1,290.0 $14K 0.01% -16K -92.6% $10.49 +11.5%
100 NFLT ETFIS SER TR I 512.0 $12K 0.01% -80.0 -13.5% $22.95 -0.7%
Page 5 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%