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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 19 of 26  ·  509 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 AVO MISSION PRODUCE INC Consumer Defensive 8,979.0 $106K 0.04% +1K +13.6% $11.79 +7.5%
362 CVS CVS HEALTH CORP Healthcare 978.0 $101K 0.04% +178.0 +22.2% $103.45 -6.5%
363 ALIGNMENT HEALTHCARE INC 59,000.0 $100K 0.04% +27K +84.4% $1.70
364 TSLA TESLA INC Consumer Cyclical 236.0 $99K 0.04% -9.0 -3.7% $420.60 -15.8%
365 RBC RBC BEARINGS INC Industrials 154.0 $99K 0.04% -6.0 -3.8% $644.06 -24.1%
366 SPHERE ENTERTAINMENT CO 20,000.0 $98K 0.04% $4.90
367 ACN ACCENTURE PLC IRELAND Technology 770.0 $96K 0.04% NEW $124.44 +50.0%
368 BMO BANK MONTREAL MEDIUM Financial Services 378.0 $95K 0.04% $250.67 -30.0%
369 HEWLETT PACKARD ENTERPRISE C 800.0 $94K 0.04% $116.90
370 WPM WHEATON PRECIOUS METALS CORP Basic Materials 785.0 $93K 0.04% -1K -57.0% $118.28 +31.0%
371 CMI CUMMINS INC Industrials 123.0 $88K 0.03% -82.0 -40.0% $713.21 -21.4%
372 SHOP SHOPIFY INC Technology 530.0 $86K 0.03% $162.26 -10.6%
373 BIP BROOKFIELD INFRASTRUCTURE PA Utilities 2,334.0 $85K 0.03% -2K -51.1% $36.49 +1.8%
374 CELH CELSIUS HLDGS INC Consumer Defensive 2,886.0 $85K 0.03% +346.0 +13.6% $29.28 +4.7%
375 PSTL POSTAL REALTY TRUST INC Real Estate 3,288.0 $81K 0.03% -137.0 -4.0% $24.64 -3.9%
376 PINE ALPINE INCOME PPTY TR INC Real Estate 3,840.0 $80K 0.03% -160.0 -4.0% $20.76 -5.3%
377 GLP GLOBAL PARTNERS LP Energy 1,700.0 $79K 0.03% NEW $46.59 +13.1%
378 GUARDANT HEALTH INC 31,000.0 $78K 0.03% $2.51
379 CNQ CANADIAN NAT RES LTD MED TER Energy 1,377.0 $77K 0.03% $56.12 -10.1%
380 LCI INDS 69,000.0 $77K 0.03% $1.12
Page 19 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%