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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 14 of 25  ·  495 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 CGNT COGNYTE SOFTWARE LTD Technology 21,587.0 $175K 0.08% $8.10 +26.3%
262 HALO HALOZYME THERAPEUTICS INC Healthcare 2,690.0 $174K 0.08% $64.63 +6.2%
263 BIP BROOKFIELD INFRASTRUCTURE PA Utilities 4,775.0 $172K 0.08% -1K -19.4% $36.12 +7.3%
264 KE KIMBALL ELECTRONICS INC Industrials 7,204.0 $171K 0.08% $23.69 +12.1%
265 MS MORGAN STANLEY Financial Services 1,033.0 $170K 0.08% -700.0 -40.4% $164.57 +22.5%
266 NEXA NEXA RES S A Basic Materials 16,025.0 $170K 0.08% NEW $10.59 +37.0%
267 TK TEEKAY CORPORATION LTD Energy 13,886.0 $170K 0.08% -10K -41.0% $12.21 -1.8%
268 RDN RADIAN GROUP INC Financial Services 5,060.0 $167K 0.08% $33.08 +6.7%
269 ADMA ADMA BIOLOGICS INC Healthcare 18,412.0 $166K 0.08% $9.01 -12.1%
270 ALL ALLSTATE CORP Financial Services 800.0 $166K 0.08% -192.0 -19.4% $207.34 +0.7%
271 INTEGRA RES CORP 60,700.0 $166K 0.08% $2.73
272 VCEL VERICEL CORP Healthcare 5,151.0 $166K 0.08% NEW $32.17 +6.5%
273 GPRE GREEN PLAINS INC Basic Materials 10,000.0 $164K 0.08% $16.45 -4.7%
274 TROW PRICE T ROWE GROUP INC Financial Services 1,819.0 $164K 0.08% $90.14 +15.9%
275 CNC CENTENE CORP DEL Healthcare 5,000.0 $164K 0.08% $32.74 +79.6%
276 SMBK SMARTFINANCIAL INC Financial Services 4,163.0 $163K 0.08% $39.08 +5.9%
277 EBS EMERGENT BIOSOLUTIONS INC Healthcare 19,500.0 $162K 0.07% $8.30 +8.4%
278 O REALTY INCOME CORP Real Estate 2,641.0 $162K 0.07% NEW $61.18 +1.7%
279 IEP ICAHN ENTERPRISES LP Industrials 21,400.0 $162K 0.07% -5K -19.4% $7.55 +0.0%
280 IDT IDT CORP Communication Services 3,240.0 $159K 0.07% $49.10 +7.0%
Page 14 of 25  ·  495 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%