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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 14 of 26  ·  509 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 DECK DECKERS OUTDOOR CORP Consumer Cyclical 2,244.0 $223K 0.09% +94.0 +4.4% $99.29 -13.6%
262 LFUS LITTELFUSE INC Technology 487.0 $222K 0.09% NEW $455.33 -8.0%
263 SIMO SILICON MOTION TECHNOLOGY CO Technology 664.0 $221K 0.09% NEW $333.33 -23.1%
264 HALO HALOZYME THERAPEUTICS INC Healthcare 2,827.0 $221K 0.09% +137.0 +5.1% $78.27 +40.8%
265 MS MORGAN STANLEY Financial Services 1,049.0 $219K 0.08% +16.0 +1.6% $209.04 +4.2%
266 USB US BANCORP Financial Services 3,600.0 $217K 0.08% -150.0 -4.0% $60.40 +4.9%
267 AMGN AMGEN INC Healthcare 600.0 $217K 0.08% -25.0 -4.0% $362.12 +20.7%
268 GIL GILDAN ACTIVEWEAR INC Consumer Cyclical 4,180.0 $216K 0.08% +501.0 +13.6% $51.60 +3.5%
269 ROKU ROKU INC Communication Services 1,560.0 $215K 0.08% -3K -67.8% $138.14 +12.6%
270 IDT IDT CORP Communication Services 3,681.0 $214K 0.08% +441.0 +13.6% $58.16 +18.3%
271 UNTY UNITY BANCORP INC Financial Services 3,628.0 $213K 0.08% +89.0 +2.5% $58.69 +2.2%
272 TROW PRICE T ROWE GROUP INC Financial Services 1,837.0 $209K 0.08% +18.0 +1.0% $113.69 -3.4%
273 AAOI APPLIED OPTOELECTRONICS INC Technology 1,403.0 $208K 0.08% NEW $148.16 -28.8%
274 INNV INNOVAGE HLDG CORP Healthcare 17,427.0 $207K 0.08% NEW $11.85 -9.3%
275 NEXA NEXA RES S A Basic Materials 16,833.0 $206K 0.08% +808.0 +5.0% $12.24 +12.7%
276 ENB ENBRIDGE INC Energy 2,668.0 $205K 0.08% $76.91 -34.9%
277 QTWO Q2 HLDGS INC Technology 4,220.0 $203K 0.08% +203.0 +5.0% $48.10 +29.2%
278 VRT VERTIV HOLDINGS CO Industrials 603.0 $202K 0.08% -293.0 -32.7% $334.82 -16.2%
279 RDN RADIAN GROUP INC Financial Services 5,318.0 $200K 0.08% +258.0 +5.1% $37.67 -2.7%
280 SMBK SMARTFINANCIAL INC Financial Services 4,268.0 $200K 0.08% +105.0 +2.5% $46.92 +10.5%
Page 14 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%