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Portfolio (Quarterly) Guide ↗

VIRTUS ADVISERS, LLC

· CIK 0001587281
13F Portfolio $212M AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 101 New 82 Added 102 Reduced
Page 2 of 5  ·  82 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AVGO BROADCOM INC Technology 1,568.0 $543K 0.26% +488.0 +45.2% $346.10 +21.9%
22 TD TORONTO DOMINION BK ONT Financial Services 3,941.0 $510K 0.24% +491.0 +14.2% $129.36 -13.0%
23 F FORD MTR CO Consumer Cyclical 35,450.0 $465K 0.22% +24K +213.7% $13.12 +16.8%
24 THC TENET HEALTHCARE CORP Healthcare 2,267.0 $450K 0.21% +1K +175.8% $198.72 -11.2%
25 VZ VERIZON COMMUNICATIONS INC Communication Services 10,959.0 $446K 0.21% +1K +10.1% $40.73 +18.7%
26 BNS BANK NOVA SCOTIA HALIFAX Financial Services 4,332.0 $439K 0.21% +72.0 +1.7% $101.23 -20.6%
27 BBY BEST BUY INC Consumer Cyclical 6,369.0 $426K 0.20% +2K +35.5% $66.93 -5.5%
28 CFG CITIZENS FINL GROUP INC Financial Services 7,292.0 $426K 0.20% +92.0 +1.3% $58.41 +9.0%
29 CM CANADIAN IMPERIAL BANK OF CO Financial Services 3,839.0 $422K 0.20% +559.0 +17.0% $109.96 +5.3%
30 MU MICRON TECHNOLOGY INC Technology 1,386.0 $396K 0.19% +421.0 +43.6% $285.41 +213.9%
31 WPC WP CAREY INC Real Estate 6,103.0 $393K 0.19% +103.0 +1.7% $64.36 +15.7%
32 JNJ JOHNSON & JOHNSON Healthcare 1,767.0 $366K 0.17% +1K +181.4% $206.95 +11.2%
33 EMERA INC 6,155.0 $352K 0.17% +1K +23.1% $57.17
34 IONQ IONQ INC Technology 7,071.0 $317K 0.15% +3K +87.5% $44.87 +41.8%
35 AEM AGNICO EAGLE MINES LTD Basic Materials 1,696.0 $316K 0.15% +1K +276.9% $186.53 -3.2%
36 ABBV ABBVIE INC Healthcare 1,364.0 $312K 0.15% +423.0 +45.0% $228.49 -6.7%
37 DX DYNEX CAP INC Real Estate 21,593.0 $303K 0.14% +12K +117.0% $14.01 -7.2%
38 CTGO CONTANGO ORE INC Basic Materials 11,300.0 $298K 0.14% +6K +101.8% $26.41 -21.1%
39 ADI ANALOG DEVICES INC Technology 1,054.0 $286K 0.14% +674.0 +177.4% $271.20 +54.8%
40 AMBP ARDAGH METAL PACKAGING S A Consumer Cyclical 67,779.0 $278K 0.13% +5K +7.8% $4.10 -0.5%
Page 2 of 5  ·  82 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 22.4%
Financial Services 18.7%
Healthcare 16.6%
Industrials 10.3%
Consumer Cyclical 9.4%
Basic Materials 7.4%
Communication Services 3.8%
Consumer Defensive 3.7%
Utilities 3.6%
Real Estate 2.2%