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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 17 of 25  ·  495 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 WESTERN DIGITAL CORP 16,000.0 $115K 0.05% -14K -46.7% $7.16
322 SEAGATE HDD CAYMAN 24,000.0 $114K 0.05% -11K -31.4% $4.75
323 GRANITE CONSTR INC 69,000.0 $114K 0.05% +31K +81.6% $1.65
324 ADVANCED ENERGY INDS 47,000.0 $113K 0.05% $2.40
325 LLY ELI LILLY & CO Healthcare 120.0 $110K 0.05% +100.0 +500.0% $919.77 +17.7%
326 CMI CUMMINS INC Industrials 205.0 $110K 0.05% $538.02 +24.3%
327 AVO MISSION PRODUCE INC Consumer Defensive 7,903.0 $109K 0.05% $13.76 -15.6%
328 CTO CTO RLTY GROWTH INC NEW Real Estate 5,800.0 $107K 0.05% NEW $18.49 +12.0%
329 MFA MFA FINL INC Real Estate 11,085.0 $106K 0.05% -3K -19.3% $9.58 +0.4%
330 EWBC EAST WEST BANCORP INC Financial Services 975.0 $104K 0.05% -234.0 -19.4% $106.76 +15.6%
331 HSTM HEALTHSTREAM INC Healthcare 5,015.0 $104K 0.05% $20.71 +17.0%
332 LTM LATAM AIRLINES GROUP SA Industrials 2,010.0 $99K 0.05% NEW $49.44 +8.3%
333 SNOWFLAKE INC 81,000.0 $99K 0.05% +61K +305.0% $1.22
334 JJSF J & J SNACK FOODS CORP Consumer Defensive 1,245.0 $99K 0.05% $79.27 -3.7%
335 MKS INC. 59,000.0 $97K 0.04% $1.65
336 DX DYNEX CAP INC Real Estate 7,511.0 $96K 0.04% -14K -65.2% $12.76 +2.5%
337 SNOWFLAKE INC 81,000.0 $96K 0.04% NEW $1.18
338 JPM JPMORGAN CHASE & CO Financial Services 324.0 $95K 0.04% -36.0 -10.0% $294.16 +1.2%
339 CNQ CANADIAN NAT RES LTD MED TER Energy 1,377.0 $93K 0.04% -459.0 -25.0% $67.86 -32.1%
340 PI IMPINJ INC Technology 900.0 $92K 0.04% $102.70 +52.0%
Page 17 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%