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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 12 of 26  ·  509 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 TU TELUS CORPORATION Communication Services 23,040.0 $278K 0.11% +15K +195.4% $12.07 -19.9%
222 OR OR ROYALTIES INC. Basic Materials 8,771.0 $277K 0.11% +1K +13.6% $31.63 +18.0%
223 FSLY FASTLY INC Technology 14,917.0 $274K 0.10% -2K -13.3% $18.36 +12.1%
224 DIOD DIODES INC Technology 2,495.0 $273K 0.10% NEW $109.44 -16.1%
225 RGTI RIGETTI COMPUTING INC Technology 14,024.0 $271K 0.10% NEW $19.32 -21.3%
226 UVV UNIVERSAL CORP VA MTNS BK EN Consumer Defensive 5,192.0 $271K 0.10% +622.0 +13.6% $52.17 -12.6%
227 KLAC KLA CORP Technology 895.0 $270K 0.10% +794.0 +786.1% $301.71 -38.5%
228 ABBV ABBVIE INC Healthcare 1,056.0 $266K 0.10% -44.0 -4.0% $251.64 +1.9%
229 ASYS AMTECH SYS INC Technology 11,481.0 $265K 0.10% +281.0 +2.5% $23.08 -35.2%
230 CART MAPLEBEAR INC Consumer Cyclical 5,543.0 $262K 0.10% NEW $47.35 +7.9%
231 PH PARKER-HANNIFIN CORP Industrials 267.0 $261K 0.10% -10.0 -3.6% $978.12 -1.6%
232 ARRY ARRAY TECHNOLOGIES INC Energy 35,196.0 $261K 0.10% +2K +5.0% $7.41 -37.9%
233 APA APA CORPORATION Energy 8,007.0 $261K 0.10% NEW $32.57 +31.3%
234 AMBP ARDAGH METAL PACKAGING S A Consumer Cyclical 54,997.0 $261K 0.10% +3K +5.0% $4.74 +5.7%
235 PLTK PLAYTIKA HLDG CORP Technology 69,913.0 $260K 0.10% +2K +2.5% $3.72 -40.9%
236 INDV INDIVIOR PHARMACEUTICALS INC Healthcare 6,301.0 $259K 0.10% +301.0 +5.0% $41.03 -14.8%
237 CPRX CATALYST PHARMACEUTICALS INC Healthcare 8,137.0 $256K 0.10% -6K -44.2% $31.43 +0.2%
238 CCI CROWN CASTLE INC Real Estate 3,375.0 $256K 0.10% $75.73 +0.1%
239 SPG SIMON PPTY GROUP INC NEW Real Estate 1,136.0 $254K 0.10% +14.0 +1.2% $223.65 -6.4%
240 UTL UNITIL CORP Utilities 4,746.0 $250K 0.10% +569.0 +13.6% $52.69 +1.9%
Page 12 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%