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Portfolio (Quarterly) Guide ↗

VIRTUS ADVISERS, LLC

· CIK 0001587281
13F Portfolio $215M AUM 658 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 73 New 53 Added 144 Reduced 70 Exited
Page 6 of 8  ·  144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 TJX TJX COS INC NEW Consumer Cyclical 830.0 $133K 0.06% -144.0 -14.8% $159.70 -0.5%
102 SCHW SCHWAB CHARLES CORP Financial Services 1,375.0 $129K 0.06% -330.0 -19.4% $93.98 -5.3%
103 HEICO CORP NEW 600.0 $127K 0.06% -144.0 -19.4% $211.09
104 B BARRICK MNG CORP Basic Materials 2,142.0 $122K 0.06% -714.0 -25.0% $56.85 -26.0%
105 DG DOLLAR GEN CORP Consumer Defensive 1,000.0 $119K 0.06% -240.0 -19.4% $118.73 -13.5%
106 IIPR INNOVATIVE INDL PPTYS INC Real Estate 2,300.0 $115K 0.05% -552.0 -19.4% $50.16 +13.8%
107 ACMR ACM RESH INC Technology 2,922.0 $115K 0.05% -2K -37.8% $39.35 +119.7%
108 PAGP PLAINS GP HLDGS L P Energy 4,725.0 $115K 0.05% -1K -19.4% $24.28 +3.7%
109 WESTERN DIGITAL CORP 16,000.0 $115K 0.05% -14K -46.7% $7.16
110 SEAGATE HDD CAYMAN 24,000.0 $114K 0.05% -11K -31.4% $4.75
111 MFA MFA FINL INC Real Estate 11,085.0 $106K 0.05% -3K -19.3% $9.58 +0.1%
112 EWBC EAST WEST BANCORP INC Financial Services 975.0 $104K 0.05% -234.0 -19.4% $106.76 +16.8%
113 DX DYNEX CAP INC Real Estate 7,511.0 $96K 0.04% -14K -65.2% $12.76 +1.9%
114 JPM JPMORGAN CHASE & CO Financial Services 324.0 $95K 0.04% -36.0 -10.0% $294.16 +4.3%
115 CNQ CANADIAN NAT RES LTD MED TER Energy 1,377.0 $93K 0.04% -459.0 -25.0% $67.86 -31.0%
116 TSLA TESLA INC Consumer Cyclical 245.0 $91K 0.04% -54.0 -18.1% $371.75 +19.1%
117 AUGO AURA MINERALS INC Basic Materials 1,025.0 $84K 0.04% -2K -61.1% $81.60 -9.3%
118 SPOK SPOK HLDGS INC Healthcare 7,125.0 $78K 0.04% -8K -51.4% $10.90 -2.0%
119 LHX L3HARRIS TECHNOLOGIES INC Industrials 225.0 $78K 0.04% -364.0 -61.8% $345.15 -9.9%
120 MSI MOTOROLA SOLUTIONS INC Technology 175.0 $76K 0.04% -42.0 -19.4% $433.97 -5.4%
Page 6 of 8  ·  144 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 21.7%
Healthcare 15.7%
Financial Services 15.6%
Industrials 13.4%
Basic Materials 9.2%
Consumer Cyclical 7.6%
Utilities 3.9%
Communication Services 3.6%
Consumer Defensive 3.5%
Energy 3.3%