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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 7 of 26  ·  509 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 FBP FIRST BANCORP CORPORATION Financial Services 22,407.0 $584K 0.22% +549.0 +2.5% $26.07 +9.4%
122 FFIV F5 INC Technology 1,400.0 $582K 0.22% NEW $415.96 -6.1%
123 KLIC KULICKE & SOFFA INDS INC Technology 4,346.0 $581K 0.22% NEW $133.76 -39.0%
124 MTZ MASTEC INC Industrials 1,386.0 $577K 0.22% -2K -52.8% $416.06 -43.0%
125 EME EMCOR GROUP INC Industrials 692.0 $574K 0.22% -731.0 -51.4% $829.88 -9.1%
126 HGV HILTON GRAND VACATIONS INC Consumer Cyclical 10,947.0 $573K 0.22% NEW $52.37 -19.7%
127 ARMOUR RESIDENTIAL REIT INC 32,804.0 $572K 0.22% +804.0 +2.5% $17.45
128 DCO DUCOMMUN INC DEL Industrials 3,075.0 $570K 0.22% +75.0 +2.5% $185.21 -9.1%
129 EIX EDISON INTL Utilities 7,594.0 $565K 0.22% -2K -22.5% $74.45 -23.7%
130 LOPE GRAND CANYON ED INC Consumer Defensive 3,858.0 $552K 0.21% +462.0 +13.6% $143.11 +6.7%
131 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 10,326.0 $544K 0.21% +2K +26.9% $52.65 +20.7%
132 OUTFRONT MEDIA INC 16,281.0 $533K 0.20% +781.0 +5.0% $32.76
133 PNW PINNACLE WEST CAP CORP Utilities 4,709.0 $504K 0.19% +564.0 +13.6% $107.00 -8.9%
134 TD TORONTO DOMINION BK ONT Financial Services 2,907.0 $501K 0.19% $172.44 -29.5%
135 RLI RLI CORP Financial Services 8,482.0 $501K 0.19% +1K +13.6% $59.07 +5.6%
136 F FORD MTR CO Consumer Cyclical 35,714.0 $496K 0.19% +264.0 +0.7% $13.90 +5.2%
137 KFRC KFORCE INC Industrials 10,559.0 $495K 0.19% +259.0 +2.5% $46.92 +16.2%
138 WPC WP CAREY INC Real Estate 6,906.0 $494K 0.19% +803.0 +13.2% $71.50 -1.6%
139 GSL GLOBAL SHIP LEASE INC Industrials 13,101.0 $493K 0.19% +103.0 +0.8% $37.60 +23.4%
140 SRPT SAREPTA THERAPEUTICS INC Healthcare 27,098.0 $487K 0.19% +1K +5.0% $17.97 +25.2%
Page 7 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%