BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 23 of 26  ·  509 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 ARES MANAGEMENT CORPORATION 850.0 $32K 0.01% $37.63
442 PG&E CORP 31,000.0 $32K 0.01% $1.02
443 SITIME CORP 28,000.0 $31K 0.01% NEW $1.11
444 FTV FORTIVE CORP Technology 490.0 $30K 0.01% $61.09 -6.8%
445 GUIDEWIRE SOFTWARE INC 31,000.0 $30K 0.01% $0.96
446 AKAMAI TECHNOLOGIES INC 24,000.0 $29K 0.01% $1.20
447 BANK OF AMER CORP 22.0 $28K 0.01% $1254.41
448 CF CF INDUSTRIES HOLD Basic Materials 230.0 $25K 0.01% +70.0 +43.8% $108.26 +23.2%
449 ROK ROCKWELL AUTOMATION INC Industrials 50.0 $25K 0.01% NEW $495.08 -12.4%
450 STRATEGY INC 400.0 $23K 0.01% $58.73
451 STRATEGY INC 23,000.0 $23K 0.01% $1.02
452 HEI HEICO CORP NEW Industrials 65.0 $23K 0.01% $356.18 -8.6%
453 WSM WILLIAMS SONOMA INC Consumer Cyclical 99.0 $23K 0.01% $233.10 -2.4%
454 ON SEMICONDUCTOR CORP 12,000.0 $22K 0.01% NEW $1.82
455 IDXX IDEXX LABS INC Healthcare 41.0 $22K 0.01% $526.44 +1.7%
456 TGT TARGET CORP Consumer Defensive 150.0 $20K 0.01% NEW $130.61 +25.9%
457 AMD ADVANCED MICRO DEVICES INC Technology 30.0 $17K 0.01% NEW $580.90 -17.8%
458 PM PHILIP MORRIS INTL INC Consumer Defensive 93.0 $17K 0.01% -116.0 -55.5% $180.90 +0.9%
459 MPC MARATHON PETE CORP Energy 63.0 $16K 0.01% $255.67 +52.1%
460 KGC KINROSS GOLD CORP Basic Materials 466.0 $16K 0.01% $33.58 -8.1%
Page 23 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%