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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 9 of 26  ·  509 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 WS WORTHINGTON STL INC Basic Materials 12,822.0 $431K 0.17% -7K -34.9% $33.58 +7.7%
162 OTTR OTTER TAIL CORP Utilities 4,753.0 $428K 0.16% -2K -30.6% $89.98 -0.2%
163 PTCT PTC THERAPEUTICS INC Healthcare 5,148.0 $420K 0.16% NEW $81.57 -15.0%
164 PEB PEBBLEBROOK HOTEL TR Real Estate 21,630.0 $420K 0.16% NEW $19.41 -7.1%
165 BBY BEST BUY INC Consumer Cyclical 5,468.0 $415K 0.16% +60.0 +1.1% $75.88 +19.0%
166 ATEX ANTERIX INC Communication Services 3,976.0 $409K 0.16% +476.0 +13.6% $102.94 -16.2%
167 BNS BANK NOVA SCOTIA B C Financial Services 3,279.0 $404K 0.15% $123.27 -23.9%
168 TGTX TG THERAPEUTICS INC Healthcare 7,302.0 $401K 0.15% NEW $54.94 +1.9%
169 DGII DIGI INTL INC Technology 5,313.0 $398K 0.15% +254.0 +5.0% $74.95 -7.5%
170 HAS HASBRO INC Consumer Cyclical 4,820.0 $398K 0.15% +70.0 +1.5% $82.59 +12.0%
171 GOOGL ALPHABET INC Communication Services 1,106.0 $395K 0.15% -29.0 -2.6% $357.37 -5.3%
172 DLX DELUXE CORP MEDIUM TERM NTS Communication Services 16,544.0 $395K 0.15% +794.0 +5.0% $23.88 +1.7%
173 BY BYLINE BANCORP INC Financial Services 10,435.0 $393K 0.15% +256.0 +2.5% $37.66 +3.2%
174 ACMR ACM RESH INC Technology 3,069.0 $389K 0.15% +147.0 +5.0% $126.89 -41.3%
175 PSMT PRICESMART INC Consumer Defensive 1,990.0 $389K 0.15% NEW $195.34 -10.9%
176 ATLC ATLANTICUS HOLDINGS CORP Financial Services 3,800.0 $389K 0.15% NEW $102.25 -8.9%
177 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 4,306.0 $388K 0.15% +106.0 +2.5% $90.01 +66.3%
178 SITM SITIME CORP Technology 515.0 $384K 0.15% NEW $745.56 -17.9%
179 ARCB ARCBEST CORP Industrials 2,665.0 $383K 0.15% NEW $143.54 -1.7%
180 BK BANK OF NY MELLON CORP Financial Services 2,643.0 $382K 0.15% -55.0 -2.0% $144.61 -1.9%
Page 9 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%