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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 22 of 26  ·  509 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 ENVISTA HOLDINGS CORPORATION 43,000.0 $43K 0.02% $1.00
422 INNOVIVA INC 40,000.0 $43K 0.02% $1.07
423 BRIDGEBIO PHARMA INC 38,000.0 $42K 0.02% $1.11
424 AFFIRM HLDGS INC 36,000.0 $42K 0.02% $1.17
425 AKAMAI TECHNOLOGIES INC 28,000.0 $41K 0.02% NEW $1.46
426 UNITY SOFTWARE INC 36,000.0 $41K 0.02% NEW $1.13
427 ROST ROSS STORES INC Consumer Cyclical 180.0 $38K 0.01% $212.85 +8.4%
428 COINBASE GLOBAL INC 42,000.0 $38K 0.01% $0.90
429 GAMESTOP CORP 37,000.0 $37K 0.01% NEW $1.01
430 MET METLIFE INC Financial Services 440.0 $37K 0.01% NEW $84.61 +15.4%
431 APOLLO GLOBAL MGMT INC 600.0 $36K 0.01% $60.79
432 CFG CITIZENS FINL GROUP INC Financial Services 504.0 $35K 0.01% +76.0 +17.8% $70.07 +1.0%
433 KEYS KEYSIGHT TECHNOLOGIES INC Technology 100.0 $35K 0.01% +15.0 +17.6% $350.07 -6.5%
434 TRGP TARGA RES CORP Energy 129.0 $35K 0.01% $268.14 +8.2%
435 CLOUDFLARE INC 27,000.0 $34K 0.01% NEW $1.26
436 KKR & CO INC 850.0 $34K 0.01% $39.62
437 V VISA INC Financial Services 95.0 $33K 0.01% NEW $343.09 +9.3%
438 STARWOOD PPTY TR INC 32,000.0 $32K 0.01% $1.01
439 TPR TAPESTRY INC Consumer Cyclical 220.0 $32K 0.01% $146.38 -16.6%
440 BRIDGEBIO PHARMA INC 18,000.0 $32K 0.01% NEW $1.78
Page 22 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%