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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 8 of 26  ·  509 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 TWST TWIST BIOSCIENCE CORP Healthcare 4,726.0 $486K 0.19% NEW $102.88 +21.2%
142 RF REGIONS FINANCIAL CORP NEW Financial Services 16,063.0 $485K 0.19% +175.0 +1.1% $30.20 +0.7%
143 MIRM MIRUM PHARMACEUTICALS INC Healthcare 4,100.0 $480K 0.18% +100.0 +2.5% $117.07 -13.8%
144 CHE CHEMED CORP NEW Healthcare 1,017.0 $474K 0.18% +122.0 +13.6% $465.74 +11.6%
145 MMSI MERIT MED SYS INC Healthcare 6,718.0 $466K 0.18% +805.0 +13.6% $69.34 +29.2%
146 ADTRAN HOLDINGS INC 33,159.0 $461K 0.18% +2K +5.0% $13.90
147 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 2,714.0 $457K 0.17% +130.0 +5.0% $168.53 -7.7%
148 AMKR AMKOR TECHNOLOGY INC Technology 5,300.0 $457K 0.17% NEW $86.23 -44.6%
149 BWA BORGWARNER INC Consumer Cyclical 6,850.0 $455K 0.17% $66.40 +1.7%
150 VLYPN VALLEY NATL BANCORP 30,959.0 $454K 0.17% +759.0 +2.5% $14.65
151 WDFC WD 40 CO Basic Materials 1,853.0 $451K 0.17% +222.0 +13.6% $243.64 -14.8%
152 AWR AMER STATES WTR CO Utilities 5,457.0 $451K 0.17% +654.0 +13.6% $82.63 +7.1%
153 ORKA ORUKA THERAPEUTICS INC Healthcare 4,726.0 $450K 0.17% NEW $95.17 -2.8%
154 PRU PRUDENTIAL FINL INC Financial Services 4,162.0 $449K 0.17% +46.0 +1.1% $107.93 +13.1%
155 EHC ENCOMPASS HEALTH CORP Healthcare 4,432.0 $448K 0.17% +531.0 +13.6% $101.08 +20.5%
156 COGT COGENT BIOSCIENCES INC Healthcare 11,524.0 $446K 0.17% NEW $38.70 -10.2%
157 ACLS AXCELIS TECHNOLOGIES INC Technology 2,332.0 $442K 0.17% +111.0 +5.0% $189.45 -39.3%
158 AMZN AMAZON COM INC Consumer Cyclical 1,841.0 $439K 0.17% -68.0 -3.6% $238.34 +8.5%
159 DAKT DAKTRONICS INC Technology 22,401.0 $438K 0.17% -2K -9.0% $19.56 -1.1%
160 GH GUARDANT HEALTH INC Healthcare 2,888.0 $433K 0.17% +138.0 +5.0% $150.03 +7.6%
Page 8 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%