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Holdings (Monthly) Guide ↗

Virtus Equity & Convertible Income Fund

Monthly Holdings $783M AUM 193 positions Period Jan 2026 Filed Mar 31, 2026 EDGAR ↗ ← All Funds
# Name Ticker Since Shares Value % Port Cat
1 NVIDIA Corp NVDA Jan 2026 227,300 $43.4M 5.58% EC
2 Apple Inc AAPL Jan 2026 121,113 $31.4M 4.03% EC
3 Alphabet Inc GOOGL Jan 2026 76,805 $26.0M 3.33% EC
4 Amazon.com Inc AMZN Jan 2026 107,760 $25.8M 3.31% EC
5 Microsoft Corp MSFT Jan 2026 58,484 $25.2M 3.23% EC
6 BlackRock Liquidity FedFund TFDXX Jan 2026 20,322,600 $20.3M 2.61% STIV
7 Broadcom Inc AVGO Jan 2026 41,155 $13.6M 1.75% EC
8 Meta Platforms Inc META Jan 2026 16,437 $11.8M 1.51% EC
9 WESTERN DIGITAL CORP 958102AT2 Jan 2026 1,585,000 $10.5M 1.35% DBT
10 LUMENTUM HOLDINGS INC 55024UAJ8 Jan 2026 4,490,000 $10.2M 1.31% DBT
11 Mastercard Inc MA Jan 2026 17,410 $9.4M 1.20% EC
12 WELLS FARGO & COMPANY WFC Jan 2026 7,115 $8.8M 1.13% EP
13 Caterpillar Inc CAT Jan 2026 12,505 $8.2M 1.05% EC
14 Eli Lilly & Co LLY Jan 2026 7,750 $8.0M 1.03% EC
15 Alphabet Inc GOOG Jan 2026 23,480 $7.9M 1.02% EC
16 BOEING CO/THE BA Jan 2026 102,475 $7.7M 0.98% EP
17 Micron Technology Inc MU Jan 2026 18,105 $7.5M 0.96% EC
18 Lam Research Corp LRCX Jan 2026 31,685 $7.4M 0.95% EC
19 WELLTOWER OP LLC 95041AAD0 Jan 2026 4,770,000 $7.3M 0.93% DBT
20 Johnson & Johnson JNJ Jan 2026 31,360 $7.1M 0.91% EC
21 McKesson Corp MCK Jan 2026 8,330 $6.9M 0.89% EC
22 Walmart Inc WMT Jan 2026 56,160 $6.7M 0.86% EC
23 Tesla Inc TSLA Jan 2026 15,345 $6.6M 0.85% EC
24 RTX Corp RTX Jan 2026 32,395 $6.5M 0.84% EC
25 Gilead Sciences Inc GILD Jan 2026 45,250 $6.4M 0.82% EC
26 NEXTERA ENERGY CAPITAL 65339KCY4 Jan 2026 4,775,000 $6.3M 0.81% DBT
27 Cardinal Health Inc CAH Jan 2026 28,005 $6.0M 0.77% EC
28 Merck & Co Inc MRK Jan 2026 51,055 $5.6M 0.72% EC
29 JPMorgan Chase & Co JPM Jan 2026 18,370 $5.6M 0.72% EC
30 LIVE NATION ENTERTAINMEN 538034BC2 Jan 2026 5,300,000 $5.6M 0.72% DBT
31 Citigroup Inc C Jan 2026 44,945 $5.2M 0.67% EC
32 Analog Devices Inc ADI Jan 2026 16,660 $5.2M 0.66% EC
33 Cisco Systems Inc CSCO Jan 2026 63,730 $5.0M 0.64% EC
34 Parker-Hannifin Corp PH Jan 2026 5,245 $4.9M 0.63% EC
35 Rockwell Automation Inc ROK Jan 2026 11,305 $4.8M 0.61% EC
36 Coca-Cola Co/The KO Jan 2026 63,485 $4.7M 0.61% EC
37 Ross Stores Inc ROST Jan 2026 25,000 $4.7M 0.61% EC
38 Wells Fargo & Co WFC Jan 2026 51,905 $4.7M 0.60% EC
39 Moody's Corp MCO Jan 2026 8,945 $4.6M 0.59% EC
40 Cummins Inc CMI Jan 2026 7,895 $4.6M 0.59% EC
41 Morgan Stanley MS Jan 2026 24,660 $4.5M 0.58% EC
42 Berkshire Hathaway Inc BRK/B Jan 2026 9,220 $4.4M 0.57% EC
43 CLOUDFLARE INC 18915MAC1 Jan 2026 3,915,000 $4.3M 0.55% DBT
44 CBRE Group Inc CBRE Jan 2026 25,240 $4.3M 0.55% EC
45 AbbVie Inc ABBV Jan 2026 18,944 $4.2M 0.54% EC
46 STRATEGY INC 594972AS0 Jan 2026 4,940,000 $4.2M 0.53% DBT
47 MKS INC 55306NAB0 Jan 2026 2,395,000 $4.0M 0.52% DBT
48 BLOOM ENERGY CORP 093712AN7 Jan 2026 3,535,000 $4.0M 0.51% DBT
49 COINBASE GLOBAL INC 19260QAB3 Jan 2026 4,010,000 $4.0M 0.51% DBT
50 GE Vernova Inc GEV Jan 2026 5,255 $3.8M 0.49% EC
51 Waste Management Inc WM Jan 2026 17,055 $3.8M 0.49% EC
52 General Electric Co GE Jan 2026 12,345 $3.8M 0.49% EC
53 WEC ENERGY GROUP INC 92939UAS5 Jan 2026 3,665,000 $3.8M 0.48% DBT
54 PG&E CORP PCG Jan 2026 93,515 $3.7M 0.48% EP
55 SOUTHERN CO 842587EC7 Jan 2026 3,515,000 $3.5M 0.45% DBT
56 BLOCK INC 852234AK9 Jan 2026 3,765,000 $3.5M 0.45% DBT
57 MICROCHIP TECHNOLOGY INC MCHP Jan 2026 52,090 $3.5M 0.45% EP
58 ALIGNMENT HEALTHCARE 01625VAB0 Jan 2026 2,090,000 $3.5M 0.45% DBT
59 BRIDGEBIO PHARMA INC 10806XAH5 Jan 2026 1,975,000 $3.4M 0.44% DBT
60 JAZZ INVESTMENTS I LTD 472145AH4 Jan 2026 2,635,000 $3.4M 0.44% DBT
61 Cadence Design Systems Inc CDNS Jan 2026 11,345 $3.4M 0.43% EC
62 Costco Wholesale Corp COST Jan 2026 3,570 $3.4M 0.43% EC
63 AKAMAI TECHNOLOGIES INC 00971TAL5 Jan 2026 3,160,000 $3.4M 0.43% DBT
64 SEAGATE HDD CAYMAN 81180WBL4 Jan 2026 665,000 $3.3M 0.42% DBT
65 GUARDANT HEALTH INC 40131MAD1 Jan 2026 1,645,000 $3.3M 0.42% DBT
66 MACOM TECH SOLUTIONS 55405YAD2 Jan 2026 2,230,000 $3.2M 0.41% DBT
67 UnitedHealth Group Inc UNH Jan 2026 11,170 $3.2M 0.41% EC
68 Home Depot Inc/The HD Jan 2026 8,490 $3.2M 0.41% EC
69 GRANITE CONSTRUCTION INC 387328AF4 Jan 2026 1,905,000 $3.2M 0.41% DBT
70 COMPASS INCORP 20464UAA8 Jan 2026 2,925,000 $3.1M 0.40% DBT
71 HALOZYME THERAPEUTICS IN 40637HAG4 Jan 2026 3,030,000 $3.1M 0.40% DBT
72 FIRSTENERGY CORP 337932AS6 Jan 2026 2,855,000 $3.1M 0.40% DBT
73 DIGITAL REALTY TRUST LP 25389JAX4 Jan 2026 2,965,000 $3.1M 0.39% DBT
74 CYBERARK SOFTWARE LTD 23248VAC9 Jan 2026 2,885,000 $3.0M 0.39% DBT
75 LIGAND PHARMACEUTICALS I 53220KAG3 Jan 2026 2,540,000 $3.0M 0.39% DBT
76 ALIBABA GROUP HOLDING 01609WBG6 Jan 2026 1,695,000 $3.0M 0.38% DBT
77 Xylem Inc/NY XYL Jan 2026 21,240 $2.9M 0.38% EC
78 VIAVI SOLUTIONS INC 925550AJ4 Jan 2026 1,555,000 $2.9M 0.37% DBT
79 BRIGHTSPRING HEALTH SERV BTSG Jan 2026 21,825 $2.9M 0.37% EP
80 IREN LTD 46270CAE9 Jan 2026 3,070,000 $2.8M 0.36% DBT
81 SEMTECH CORP 816850AJ0 Jan 2026 2,500,000 $2.8M 0.36% DBT
82 SNOWFLAKE INC 833445AD1 Jan 2026 1,995,000 $2.8M 0.36% DBT
83 MIRION TECHNOLOGIES INC 60471AAA9 Jan 2026 2,155,000 $2.8M 0.36% DBT
84 COREWEAVE INC 21873SAD0 Jan 2026 2,410,000 $2.8M 0.36% DBT
85 Capital One Financial Corp COF Jan 2026 12,612 $2.8M 0.35% EC
86 Carnival Corp CCL Jan 2026 90,925 $2.7M 0.35% EC
87 Argenx SE ARGX Jan 2026 3,245 $2.7M 0.35% EC
88 DATADOG INC 23804LAD5 Jan 2026 2,765,000 $2.7M 0.35% DBT
89 Aon PLC AON Jan 2026 7,755 $2.7M 0.35% EC
90 RIVIAN AUTO INC 76954AAB9 Jan 2026 2,530,000 $2.7M 0.34% DBT
91 Advanced Micro Devices Inc AMD Jan 2026 11,245 $2.7M 0.34% EC
92 WAYFAIR INC 94419LAP6 Jan 2026 1,555,000 $2.7M 0.34% DBT
93 IMAX CORP 45245EAK5 Jan 2026 2,490,000 $2.7M 0.34% DBT
94 AST SPACEMOBILE INC 00217DAE0 Jan 2026 1,925,000 $2.6M 0.34% DBT
95 JBT MAREL CORP 477839AD6 Jan 2026 2,440,000 $2.6M 0.34% DBT
96 Charles Schwab Corp/The SCHW Jan 2026 25,115 $2.6M 0.33% EC
97 UBER TECHNOLOGIES INC 90353TAM2 Jan 2026 2,015,000 $2.6M 0.33% DBT
98 Intercontinental Exchange Inc ICE Jan 2026 14,775 $2.6M 0.33% EC
99 Amphenol Corp APH Jan 2026 17,750 $2.6M 0.33% EC
100 Take-Two Interactive Software TTWO Jan 2026 11,338 $2.5M 0.32% EC
101 KKR & CO INC KKR Jan 2026 50,940 $2.5M 0.32% EP
102 SOFI TECHNOLOGIES INC 83406FAA0 Jan 2026 2,030,000 $2.4M 0.31% DBT
103 SOLARIS ENERGY INFRASTRU 83419XAB4 Jan 2026 1,925,000 $2.4M 0.30% DBT
104 Equinix Inc EQIX Jan 2026 2,860 $2.3M 0.30% EC
105 NCL CORPORATION LTD 62886HBW0 Jan 2026 2,410,000 $2.3M 0.30% DBT
106 PNC Financial Services Group I PNC Jan 2026 10,500 $2.3M 0.30% EC
107 GALAXY DIGITAL HOLDIN LP 36317GAC0 Jan 2026 2,725,000 $2.3M 0.30% DBT
108 REXFORD INDUSTRIAL REALT 76169XAD6 Jan 2026 2,325,000 $2.3M 0.30% DBT
109 INTUITIVE MACHINES INC 46125AAA8 Jan 2026 1,300,000 $2.3M 0.30% DBT
110 OSI SYSTEMS INC 671044AG0 Jan 2026 2,335,000 $2.3M 0.30% DBT
111 Intuitive Surgical Inc ISRG Jan 2026 4,580 $2.3M 0.30% EC
112 Marvell Technology Inc MRVL Jan 2026 29,215 $2.3M 0.30% EC
113 IBM IBM Jan 2026 7,500 $2.3M 0.30% EC
114 ALBEMARLE CORP ALB Jan 2026 33,115 $2.3M 0.29% EP
115 ZSCALER INC. 98980GAC6 Jan 2026 2,445,000 $2.3M 0.29% DBT
116 ZOETIS INC 98978VAY9 Jan 2026 2,200,000 $2.2M 0.29% DBT
117 QXO INC QXO Jan 2026 35,480 $2.2M 0.29% EP
118 CYTOKINETICS INC 23282WAD2 Jan 2026 1,780,000 $2.2M 0.29% DBT
119 CENTRUS ENERGY CORP 15643UAF1 Jan 2026 1,550,000 $2.2M 0.29% DBT
120 COINBASE GLOBAL INC 19260QAG2 Jan 2026 2,460,000 $2.2M 0.28% DBT
121 BWX TECHNOLOGIES INC 05605HAD2 Jan 2026 2,080,000 $2.1M 0.28% DBT
122 NOVA LTD 66982MAA2 Jan 2026 1,325,000 $2.1M 0.27% DBT
123 COHU INC 192576AA4 Jan 2026 1,645,000 $2.1M 0.27% DBT
124 AFFIRM HOLDINGS INC 00827BAD8 Jan 2026 2,015,000 $2.1M 0.27% DBT
125 BILL HOLDINGS INC 090043AF7 Jan 2026 2,325,000 $2.1M 0.27% DBT
126 Crowdstrike Holdings Inc CRWD Jan 2026 4,640 $2.0M 0.26% EC
127 ALPHATEC HOLDINGS INC 02081GAC6 Jan 2026 1,640,000 $2.0M 0.26% DBT
128 ALNYLAM PHARMACEUTICALS 02043QAB3 Jan 2026 1,520,000 $2.0M 0.25% DBT
129 NIKE Inc NKE Jan 2026 31,580 $2.0M 0.25% EC
130 SLB Ltd SLB Jan 2026 40,225 $1.9M 0.25% EC
131 DRAFTKINGS HOLDINGS INC 26142RAB0 Jan 2026 2,140,000 $1.9M 0.25% DBT
132 VEECO INSTRUMENTS INC 922417AJ9 Jan 2026 1,495,000 $1.9M 0.25% DBT
133 EXPEDIA GROUP INC 30212PBE4 Jan 2026 1,745,000 $1.9M 0.25% DBT
134 CIPHER MINING 17253JAB2 Jan 2026 1,510,000 $1.9M 0.25% DBT
135 AEROVIRONMENT INC 008073AA6 Jan 2026 1,625,000 $1.9M 0.25% DBT
136 RIOT PLATFORMS INC 767292AB1 Jan 2026 1,445,000 $1.9M 0.24% DBT
137 IONIS PHARMACEUTICALS IN 462222AF7 Jan 2026 1,155,000 $1.9M 0.24% DBT
138 UNITY SOFTWARE INC 91332UAG6 Jan 2026 1,675,000 $1.9M 0.24% DBT
139 DOORDASH INC 25809KAA3 Jan 2026 1,870,000 $1.9M 0.24% DBT
140 SYNAPTICS INC 87157DAJ8 Jan 2026 1,635,000 $1.8M 0.24% DBT
141 Insulet Corp PODD Jan 2026 7,170 $1.8M 0.24% EC
142 Old Dominion Freight Line Inc ODFL Jan 2026 10,520 $1.8M 0.23% EC
143 Motorola Solutions Inc MSI Jan 2026 4,505 $1.8M 0.23% EC
144 BOSTON PROPERTIES LP 10112RBM5 Jan 2026 1,900,000 $1.8M 0.23% DBT
145 PARSONS CORP 70202LAD4 Jan 2026 1,650,000 $1.8M 0.23% DBT
146 Chewy Inc CHWY Jan 2026 60,095 $1.7M 0.22% EC
147 SUPER MICRO COMPUTER INC 86800UAB0 Jan 2026 1,910,000 $1.7M 0.22% DBT
148 IONIS PHARMACEUTICALS IN 462222AG5 Jan 2026 1,555,000 $1.7M 0.22% DBT
149 EOS ENERGY ENTERPRISES I 29415CAC5 Jan 2026 1,450,000 $1.7M 0.22% DBT
150 CONFLUENT INC 20717MAB9 Jan 2026 1,740,000 $1.7M 0.22% DBT
151 Blackstone Inc BX Jan 2026 11,735 $1.7M 0.21% EC
152 ARRAY TECHNOLOGIES INC 04271TAC4 Jan 2026 960,000 $1.6M 0.21% DBT
153 BRIDGEBIO PHARMA INC 10806XAD4 Jan 2026 1,415,000 $1.6M 0.21% DBT
154 ARROWHEAD RESEARCH CORP 04280AAC4 Jan 2026 1,430,000 $1.6M 0.21% DBT
155 WISDOMTREE INC 97717PAJ3 Jan 2026 1,375,000 $1.6M 0.20% DBT
156 BURLINGTON STORES INC 122017AD8 Jan 2026 1,035,000 $1.6M 0.20% DBT
157 ARES MANAGEMENT CORP ARES Jan 2026 32,735 $1.6M 0.20% EP
158 Expeditors International of Wa EXPD Jan 2026 9,715 $1.6M 0.20% EC
159 NEXTERA ENERGY INC NEE Jan 2026 27,620 $1.5M 0.20% EP
160 MP MATERIALS CORP 553368AC5 Jan 2026 525,000 $1.5M 0.19% DBT
161 COGENT BIOSCIENCES INC 19240QAA0 Jan 2026 1,235,000 $1.5M 0.19% DBT
162 Valero Energy Corp VLO Jan 2026 7,950 $1.4M 0.19% EC
163 Danaher Corp DHR Jan 2026 6,490 $1.4M 0.18% EC
164 OSI SYSTEMS INC 671044AF2 Jan 2026 955,000 $1.4M 0.18% DBT
165 TERAWULF INC 88080TAE4 Jan 2026 1,475,000 $1.4M 0.18% DBT
166 JOBY AVIATION INC 47775AAA9 Jan 2026 1,355,000 $1.4M 0.18% DBT
167 IRHYTHM HOLDINGS INC 450056AB2 Jan 2026 1,080,000 $1.4M 0.18% DBT
168 Palantir Technologies Inc PLTR Jan 2026 9,330 $1.4M 0.18% EC
169 IMPINJ INC 453204AE9 Jan 2026 1,405,000 $1.4M 0.17% DBT
170 TEMPUS AI INC 88023BAD5 Jan 2026 1,225,000 $1.3M 0.17% DBT
171 STRATEGY INC 594972AT8 Jan 2026 1,465,000 $1.3M 0.17% DBT
172 XOMETRY INC 98423FAC3 Jan 2026 880,000 $1.3M 0.17% DBT
173 CELCUITY INC 15102KAA8 Jan 2026 545,000 $1.3M 0.16% DBT
174 DuPont de Nemours Inc DD Jan 2026 28,972 $1.3M 0.16% EC
175 EXACT SCIENCES CORP 30063PAE5 Jan 2026 920,000 $1.1M 0.15% DBT
176 INDIE SEMICONDUCTOR INC 45569UAA9 Jan 2026 1,090,000 $1.1M 0.14% DBT
177 TRANSMEDICS GROUP INC 89377MAB5 Jan 2026 670,000 $1.1M 0.14% DBT
178 SHIFT4 PAYMENTS INC 82452JAD1 Jan 2026 1,030,000 $989K 0.13% DBT
179 REPLIGEN CORP 759916AD1 Jan 2026 890,000 $943K 0.12% DBT
180 LIBERTY MEDIA CORP 531229AQ5 Jan 2026 805,000 $941K 0.12% DBT
181 Intuit Inc INTU Jan 2026 1,735 $866K 0.11% EC
182 GUARDANT HEALTH INC 40131MAE9 Jan 2026 560,000 $664K 0.09% DBT
183 SOUTHERN CO SO Jan 2026 12,495 $640K 0.08% EP
184 SHIFT4 PAYMENTS INC FOUR Jan 2026 8,330 $626K 0.08% EP
185 STRATEGY INC MSTR Jan 2026 7,090 $603K 0.08% EP
186 INTERCONTINENTAL EXCHANGE, INC. APH 2 C170 Jan 2026 -89 $-2670 -0.00% DE
187 INTERCONTINENTAL EXCHANGE, INC. GE 2 C340 Jan 2026 -62 $-3658 -0.00% DE
188 INTERCONTINENTAL EXCHANGE, INC. CAT 2 C740 Jan 2026 -63 $-7875 -0.00% DE
189 INTERCONTINENTAL EXCHANGE, INC. GEV 2 C820 Jan 2026 -26 $-10140 -0.00% DE
190 INTERCONTINENTAL EXCHANGE, INC. TSLA 2 C51 Jan 2026 -77 $-10857 -0.00% DE
191 INTERCONTINENTAL EXCHANGE, INC. LRCX 2 C30 Jan 2026 -174 $-13920 -0.00% DE
192 INTERCONTINENTAL EXCHANGE, INC. MU 2 C520 Jan 2026 -91 $-32942 -0.00% DE
193 INTERCONTINENTAL EXCHANGE, INC. NVDA 2 C22 Jan 2026 -1,137 $-39795 -0.01% DE