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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 13 of 26  ·  509 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 ANET ARISTA NETWORKS INC Technology 1,472.0 $250K 0.10% $169.88 +14.1%
242 TXN TEXAS INSTRS INC Technology 835.0 $249K 0.10% NEW $298.07 -13.3%
243 HIMS HIMS & HERS HEALTH INC Healthcare 7,112.0 $247K 0.10% NEW $34.67 -20.1%
244 RDCM RADCOM LTD Communication Services 17,446.0 $246K 0.09% +2K +13.6% $14.10 -28.9%
245 CUBI CUSTOMERS BANCORP INC Financial Services 3,075.0 $243K 0.09% +75.0 +2.5% $79.10 +2.5%
246 CALM CAL MAINE FOODS INC Consumer Defensive 3,019.0 $243K 0.09% +362.0 +13.6% $80.56 -7.4%
247 MGA MAGNA INTL INC Consumer Cyclical 3,094.0 $242K 0.09% -2K -42.1% $78.35 -12.1%
248 HOV HOVNANIAN ENTERPRISES INC Consumer Cyclical 1,691.0 $241K 0.09% NEW $142.41 -13.8%
249 INTA INTAPP INC Technology 9,379.0 $236K 0.09% +451.0 +5.0% $25.21 +65.5%
250 SAFT SAFETY INS GROUP INC Financial Services 3,145.0 $235K 0.09% +377.0 +13.6% $74.86 +37.8%
251 DK DELEK US HLDGS INC NEW Energy 4,622.0 $235K 0.09% NEW $50.81 +41.4%
252 MCRI MONARCH CASINO & RESORT INC Consumer Cyclical 1,776.0 $234K 0.09% NEW $131.61 -7.7%
253 NVT NVENT ELEC PLC Industrials 1,359.0 $230K 0.09% -8K -86.0% $169.61 -8.0%
254 AME AMETEK INC Industrials 952.0 $230K 0.09% +127.0 +15.4% $241.94 -1.7%
255 BRZE BRAZE INC Technology 10,561.0 $229K 0.09% +507.0 +5.0% $21.69 +47.3%
256 STRA STRATEGIC ED INC Consumer Defensive 2,989.0 $229K 0.09% +145.0 +5.1% $76.62 +6.5%
257 OSIS OSI SYSTEMS INC Technology 1,032.0 $226K 0.09% +50.0 +5.1% $218.70 -6.7%
258 URBN URBAN OUTFITTERS INC Consumer Cyclical 3,170.0 $225K 0.09% $70.86 +14.3%
259 AEM AGNICO EAGLE MINES LTD Basic Materials 1,302.0 $224K 0.09% -40.0 -3.0% $172.26 +18.8%
260 COKE COCA COLA CONS INC Consumer Defensive 1,170.0 $223K 0.09% +140.0 +13.6% $190.92 -0.8%
Page 13 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%