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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 20 of 26  ·  509 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 VARONIS SYS INC 79,000.0 $76K 0.03% +32K +68.1% $0.97
382 WELLS FARGO & CO 66.0 $76K 0.03% $1156.95
383 SOLARIS ENERGY INFRAS INC 46,000.0 $75K 0.03% $1.63
384 OSI SYSTEMS INC 54,000.0 $72K 0.03% $1.33
385 HEICO CORP NEW 276.0 $71K 0.03% -324.0 -54.0% $257.91
386 SPOK SPOK HLDGS INC Healthcare 6,840.0 $70K 0.03% -285.0 -4.0% $10.24 +4.6%
387 SEAGATE HDD CAYMAN 6,000.0 $70K 0.03% -18K -75.0% $11.67
388 MSI MOTOROLA SOLUTIONS INC Technology 168.0 $70K 0.03% -7.0 -4.0% $415.29 +12.7%
389 VICI VICI PPTYS INC Real Estate 2,616.0 $69K 0.03% -109.0 -4.0% $26.55 -4.3%
390 TNDM TANDEM DIABETES CARE INC Healthcare 4,511.0 $68K 0.03% +111.0 +2.5% $15.09 +31.9%
391 TOTALENERGIES SE 993.0 $68K 0.03% $68.03
392 TXO PARTNERS LP 5,184.0 $65K 0.03% -216.0 -4.0% $12.50
393 BLACKLINE INC 70,000.0 $64K 0.03% $0.92
394 ENCORE CAP GROUP INC 42,000.0 $64K 0.03% $1.53
395 JBSS SANFILIPPO JOHN B & SON INC Consumer Defensive 737.0 $63K 0.02% +88.0 +13.6% $85.99 -15.8%
396 LHX L3HARRIS TECHNOLOGIES INC Industrials 216.0 $63K 0.02% -9.0 -4.0% $290.59 -11.7%
397 RIVIAN AUTOMOTIVE INC 52,000.0 $62K 0.02% $1.18
398 ALBEMARLE CORP 1,050.0 $58K 0.02% $55.39
399 NEXTERA ENERGY CAP HLDGS INC 44,000.0 $58K 0.02% $1.31
400 MFA MFA FINL INC Real Estate 5,738.0 $56K 0.02% -5K -48.2% $9.69 -7.6%
Page 20 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%