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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 10 of 26  ·  509 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 PD PAGERDUTY INC Technology 39,606.0 $382K 0.15% NEW $9.65 +41.1%
182 GOOG ALPHABET INC 1,067.0 $377K 0.14% -24.0 -2.2% $353.33
183 NOG NORTHERN OIL & GAS INC Energy 20,502.0 $372K 0.14% +502.0 +2.5% $18.15 +42.8%
184 AVAH AVEANNA HEALTHCARE HLDGS INC Healthcare 42,390.0 $363K 0.14% NEW $8.57 +58.5%
185 INDA ISHARES TR 7,330.0 $362K 0.14% -200.0 -2.7% $49.39 +1.1%
186 AKBA AKEBIA THREAPEUTICS INC Healthcare 315,737.0 $360K 0.14% +8K +2.5% $1.14 -14.5%
187 WMK WEIS MKTS INC Consumer Defensive 4,569.0 $358K 0.14% +547.0 +13.6% $78.31 -8.1%
188 CM CANADIAN IMPERIAL BANK OF CO Financial Services 2,561.0 $357K 0.14% -1K -31.1% $139.32 -15.7%
189 MANH MANHATTAN ASSOCIATES INC Technology 2,542.0 $354K 0.14% +123.0 +5.1% $139.25 +53.5%
190 CFFN CAPITOL FED FINL INC Financial Services 41,213.0 $351K 0.13% +2K +5.0% $8.51 +4.2%
191 FBNC FIRST BANCORP N C Financial Services 5,484.0 $351K 0.13% -4K -43.8% $63.93 +1.7%
192 TATT TAT TECHNOLOGIES LTD Industrials 7,206.0 $348K 0.13% +347.0 +5.1% $48.23 -17.1%
193 JNJ JOHNSON & JOHNSON Healthcare 1,368.0 $347K 0.13% -57.0 -4.0% $253.97 +8.4%
194 ADPT ADAPTIVE BIOTECHNOLOGIES COR Healthcare 16,197.0 $347K 0.13% NEW $21.45 +13.2%
195 OPFI OPPFI INC Technology 34,667.0 $344K 0.13% NEW $9.93 -25.3%
196 EIG EMPLOYERS HLDGS INC Financial Services 6,803.0 $343K 0.13% +815.0 +13.6% $50.48 -1.6%
197 PTC PTC INC Technology 2,995.0 $340K 0.13% NEW $113.61 +24.1%
198 CNC CENTENE CORP DEL Healthcare 5,251.0 $337K 0.13% +251.0 +5.0% $64.19 +4.4%
199 STT STATE STR CORP Financial Services 1,976.0 $335K 0.13% +21.0 +1.1% $169.60 +14.5%
200 FSM FORTUNA MNG CORP Basic Materials 39,571.0 $334K 0.13% +2K +5.0% $8.45 +45.7%
Page 10 of 26  ·  509 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%