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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 15 of 26  ·  509 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 VALE VALE S A Basic Materials 13,289.0 $200K 0.08% -22K -62.2% $15.04 +1.5%
282 MZTI MARZETTI COMPANY Consumer Defensive 1,747.0 $199K 0.08% +209.0 +13.6% $114.16 -7.7%
283 CGNT COGNYTE SOFTWARE LTD Technology 22,672.0 $199K 0.08% +1K +5.0% $8.78 -3.5%
284 MPWR MONOLITHIC PWR SYS INC Technology 143.0 $198K 0.08% -32.0 -18.3% $1382.36 -11.5%
285 PBH PRESTIGE CONSMR HEALTHCARE I Healthcare 4,181.0 $198K 0.08% -6K -59.5% $47.27 +10.6%
286 FN FABRINET Technology 350.0 $197K 0.07% -2K -85.3% $562.08 -27.5%
287 HR HEALTHCARE RLTY TR Real Estate 9,700.0 $196K 0.07% NEW $20.17 -5.2%
288 BFAM BRIGHT HORIZONS FAM SOL IN D Consumer Cyclical 2,741.0 $194K 0.07% +328.0 +13.6% $70.88 -0.9%
289 KE KIMBALL ELECTRONICS INC Industrials 7,564.0 $194K 0.07% +360.0 +5.0% $25.60 -2.2%
290 KRP KIMBELL RTY PARTNERS LP Energy 13,285.0 $193K 0.07% -554.0 -4.0% $14.53 +2.4%
291 DX DYNEX CAP INC Real Estate 14,611.0 $192K 0.07% +7K +94.5% $13.11 -1.6%
292 SKT TANGER INC Real Estate 4,767.0 $188K 0.07% +117.0 +2.5% $39.47 -5.4%
293 TRMD TORM PLC Energy 7,114.0 $185K 0.07% -296.0 -4.0% $26.06 +35.0%
294 O REALTY INCOME CORP Real Estate 2,967.0 $184K 0.07% +326.0 +12.3% $61.96 -1.1%
295 ALL ALLSTATE CORP Financial Services 768.0 $183K 0.07% -32.0 -4.0% $237.94 +9.1%
296 IRMD IRADIMED CORP Healthcare 1,875.0 $179K 0.07% +225.0 +13.6% $95.56 -12.7%
297 TFC TRUIST FINL CORP Financial Services 3,550.0 $177K 0.07% NEW $49.82 +3.7%
298 OOMA OOMA INC Communication Services 9,177.0 $176K 0.07% +225.0 +2.5% $19.22 +20.7%
299 PCRX PACIRA BIOSCIENCES INC Healthcare 6,935.0 $176K 0.07% +170.0 +2.5% $25.37 +3.9%
300 ATO ATMOS ENERGY CORP Utilities 1,013.0 $175K 0.07% -37.0 -3.5% $172.27 -2.7%
Page 15 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%