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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 21 of 25  ·  495 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 ENVISTA HOLDINGS CORPORATION 43,000.0 $43K 0.02% $0.99
402 BRIDGEBIO PHARMA INC 38,000.0 $42K 0.02% NEW $1.12
403 PACIRA BIOSCIENCES INC 44,000.0 $42K 0.02% $0.96
404 ALARM COM HLDGS INC 46,000.0 $42K 0.02% $0.92
405 EPR PPTYS 1,857.0 $42K 0.02% $22.64
406 PROGRESS SOFTWARE CORP 47,000.0 $42K 0.02% $0.89
407 VARONIS SYS INC 47,000.0 $41K 0.02% $0.87
408 GE GE AEROSPACE Industrials 139.0 $39K 0.02% $283.77 +10.2%
409 ZIFF DAVIS INC 40,000.0 $39K 0.02% $0.98
410 ROST ROSS STORES INC Consumer Cyclical 180.0 $39K 0.02% $216.63 +8.2%
411 COINBASE GLOBAL INC 42,000.0 $39K 0.02% $0.93
412 JBL JABIL INC Technology 140.0 $37K 0.02% $265.63 +38.2%
413 APOLLO GLOBAL MGMT INC 600.0 $35K 0.02% $58.70
414 PM PHILIP MORRIS INTL INC Consumer Defensive 209.0 $35K 0.02% -3K -92.8% $165.34 +10.0%
415 KKR & CO INC 850.0 $34K 0.02% $40.11
416 AFFIRM HLDGS INC 36,000.0 $34K 0.02% $0.94
417 WAYFAIR INC 19,000.0 $33K 0.01% $1.74
418 STARWOOD PPTY TR INC 32,000.0 $33K 0.01% $1.02
419 TRGP TARGA RES CORP Energy 129.0 $32K 0.01% $250.73 +5.4%
420 PG&E CORP 31,000.0 $32K 0.01% $1.04
Page 21 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%