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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 3 of 5  ·  82 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SPGI S&P GLOBAL INC Financial Services 521.0 $272K 0.13% +465.0 +830.4% $522.59 -21.1%
42 CSCO CISCO SYS INC Technology 3,379.0 $260K 0.12% +1K +46.4% $77.03 +53.6%
43 AMGN AMGEN INC Healthcare 775.0 $254K 0.12% +234.0 +43.2% $327.31 +2.6%
44 NOW SERVICENOW INC Technology 1,540.0 $236K 0.11% +2K +5210.3% $153.19 -34.8%
45 ANET ARISTA NETWORKS INC Technology 1,793.0 $235K 0.11% +680.0 +61.1% $131.03 +20.6%
46 NVT NVENT ELECTRIC PLC Industrials 2,046.0 $209K 0.10% +646.0 +46.1% $101.97 +66.0%
47 ALL ALLSTATE CORP Financial Services 992.0 $206K 0.10% +320.0 +47.6% $208.15 +2.2%
48 BIP BROOKFIELD INFRAST PARTNERS Utilities 5,921.0 $206K 0.10% +3K +85.0% $34.74 +11.7%
49 AGNC AGNC INVT CORP Real Estate 18,786.0 $201K 0.10% +6K +46.8% $10.72 -2.7%
50 IEP ICAHN ENTERPRISES LP Industrials 26,536.0 $200K 0.10% +12K +80.5% $7.55 -0.0%
51 SPOK SPOK HLDGS INC Healthcare 14,663.0 $193K 0.09% +8K +130.9% $13.19 -18.7%
52 TRMD TORM PLC Energy 9,858.0 $193K 0.09% +8K +356.4% $19.58 +57.1%
53 GSL GLOBAL SHIP LEASE INC NEW Industrials 5,437.0 $191K 0.09% +2K +47.0% $35.04 +7.1%
54 HEICO CORP NEW 744.0 $188K 0.09% +244.0 +48.8% $252.43
55 ORC ORCHID IS CAP INC Real Estate 25,823.0 $186K 0.09% +8K +46.7% $7.20 -4.9%
56 ARLP ALLIANCE RESOURCE PARTNERS L Energy 7,905.0 $184K 0.09% +3K +46.4% $23.23 +7.7%
57 IVR INVESCO MORTGAGE CAPITAL INC Real Estate 21,576.0 $181K 0.09% +7K +46.8% $8.41 -5.8%
58 GD GENERAL DYNAMICS CORP Industrials 527.0 $177K 0.08% +167.0 +46.4% $336.66 +2.4%
59 LHX L3HARRIS TECHNOLOGIES INC Industrials 589.0 $173K 0.08% +189.0 +47.2% $293.57 +6.8%
60 B BARRICK MNG CORP Basic Materials 2,856.0 $171K 0.08% +56.0 +2.0% $59.79 -29.6%
Page 3 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%