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Portfolio (Quarterly) Guide ↗

VIRTUS ADVISERS, LLC

· CIK 0001587281
13F Portfolio $215M AUM 658 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 73 New 53 Added 144 Reduced 70 Exited
Page 1 of 4  ·  73 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VEM VIRTUS ETF TR II 216,016.0 $5.2M 2.41% NEW $23.96 +12.3%
2 EWT ISHARES INC 17,003.0 $1.2M 0.56% NEW $70.92 +44.1%
3 WGO WINNEBAGO INDS INC Consumer Cyclical 27,128.0 $841K 0.39% NEW $30.99 -4.6%
4 NYT NEW YORK TIMES CO MTN BE Communication Services 8,260.0 $692K 0.32% NEW $83.73 -10.2%
5 CFR CULLEN FROST BANKERS INC Financial Services 5,000.0 $685K 0.32% NEW $137.08 +1.4%
6 KMT KENNAMETAL INC Industrials 18,900.0 $683K 0.32% NEW $36.13 +1.9%
7 FLOC FLOWCO HLDGS INC Energy 30,100.0 $620K 0.29% NEW $20.60 +30.1%
8 WS WORTHINGTON STL INC Basic Materials 19,705.0 $598K 0.28% NEW $30.35 +35.9%
9 NOG NORTHERN OIL & GAS INC Energy 20,000.0 $585K 0.27% NEW $29.23 -23.5%
10 ENERFLEX LTD 27,266.0 $570K 0.27% NEW $20.92
11 ARMOUR RESIDENTIAL REIT INC 32,000.0 $534K 0.25% NEW $16.68
12 HAS HASBRO INC Consumer Cyclical 4,750.0 $445K 0.21% NEW $93.60 -6.2%
13 ROIV ROIVANT SCIENCES LTD Healthcare 15,850.0 $439K 0.20% NEW $27.70 +6.4%
14 DLX DELUXE CORP MEDIUM TERM NTS Communication Services 15,750.0 $434K 0.20% NEW $27.54 -13.5%
15 AKBA AKEBIA THREAPEUTICS INC Healthcare 308,000.0 $428K 0.20% NEW $1.39 -24.8%
16 OUTFRONT MEDIA INC 15,500.0 $411K 0.19% NEW $26.50
17 HCC WARRIOR MET COAL INC Energy 4,189.0 $390K 0.18% NEW $93.15 -0.5%
18 KFRC KFORCE INC Industrials 10,300.0 $301K 0.14% NEW $29.24 +42.0%
19 CBOE CBOE GLOBAL MKTS INC Financial Services 950.0 $267K 0.12% NEW $281.07 +26.8%
20 IRTC IRHYTHM HOLDINGS INC Healthcare 2,201.0 $260K 0.12% NEW $118.02 -2.3%
Page 1 of 4  ·  73 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 21.7%
Healthcare 15.7%
Financial Services 15.6%
Industrials 13.4%
Basic Materials 9.2%
Consumer Cyclical 7.6%
Utilities 3.9%
Communication Services 3.6%
Consumer Defensive 3.5%
Energy 3.3%