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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 5 of 26  ·  509 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 UE URBAN EDGE PPTYS Real Estate 33,829.0 $774K 0.30% NEW $22.88 -8.3%
82 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 9,249.0 $754K 0.29% +444.0 +5.0% $81.51 +5.9%
83 EXTR EXTREME NETWORKS INC Technology 22,967.0 $743K 0.28% NEW $32.37 -33.0%
84 HAFN HAFNIA LTD Industrials 21,501.0 $739K 0.28% +3K +16.2% $34.37 -73.2%
85 GCO GENESCO INC Consumer Cyclical 21,866.0 $738K 0.28% +720.0 +3.4% $33.77 +6.0%
86 ARW ARROW ELECTRS INC Technology 3,403.0 $726K 0.28% NEW $213.41 +1.2%
87 IONQ IONQ INC Technology 13,630.0 $726K 0.28% +7K +92.8% $53.26 -25.8%
88 SMTC SEMTECH CORP Technology 4,413.0 $714K 0.27% NEW $161.85 -8.6%
89 OGE OGE ENERGY CORP Utilities 14,504.0 $706K 0.27% +2K +13.6% $48.66 -3.6%
90 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,465.0 $700K 0.27% +1K +10000.0% $477.57 -10.2%
91 NBN NORTHEAST BK PORTLAND ME Financial Services 5,252.0 $696K 0.27% NEW $132.53 +0.2%
92 INVA INNOVIVA INC Healthcare 30,614.0 $695K 0.27% +4K +13.6% $22.71 -6.1%
93 ENERFLEX LTD 28,293.0 $693K 0.27% +1K +3.8% $24.51
94 VCEL VERICEL CORP Healthcare 15,570.0 $693K 0.27% +10K +202.3% $44.49 -9.7%
95 LQDA LIQUIDIA CORPORATION Healthcare 8,680.0 $692K 0.27% NEW $79.73 -13.9%
96 HWC HANCOCK WHITNEY CORPORATION Financial Services 9,233.0 $690K 0.27% -4K -29.8% $74.72 +1.5%
97 AVGO BROADCOM INC Technology 1,826.0 $690K 0.27% -62.0 -3.3% $377.75 -5.3%
98 KMT KENNAMETAL INC Industrials 19,375.0 $679K 0.26% +475.0 +2.5% $35.05 -11.5%
99 ADC AGREE RLTY CORP Real Estate 8,879.0 $672K 0.26% +1K +13.6% $75.74 -4.1%
100 AB ALLIANCEBERNSTEIN HLDG L P Financial Services 18,661.0 $657K 0.25% -3K -14.3% $35.22 +6.0%
Page 5 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%