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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 4 of 6  ·  101 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 DAWN DAY ONE BIOPHARMACEUTICALS I Healthcare 11,200.0 $104K 0.05% NEW $9.32 +131.0%
62 INFU INFUSYSTEM HLDGS INC Healthcare 11,200.0 $100K 0.05% NEW $8.97 +6.0%
63 GPRE GREEN PLAINS INC Basic Materials 10,000.0 $98K 0.05% NEW $9.80 +61.5%
64 VICI VICI PPTYS INC Real Estate 3,379.0 $95K 0.04% NEW $28.12 +1.8%
65 CVS CVS HEALTH CORP Healthcare 992.0 $79K 0.04% NEW $79.36 +14.3%
66 MKS INC. 59,000.0 $75K 0.04% NEW $1.28
67 PSTL POSTAL REALTY TRUST INC Real Estate 4,247.0 $69K 0.03% NEW $16.14 +49.0%
68 ORMAT TECHNOLOGIES INC 51,000.0 $68K 0.03% NEW $1.34
69 CRC CALIFORNIA RES CORP Energy 1,425.0 $64K 0.03% NEW $44.71 +37.0%
70 UGI CORP NEW 40,000.0 $57K 0.03% NEW $1.42
71 NEXTERA ENERGY CAP HLDGS INC 44,000.0 $55K 0.03% NEW $1.24
72 ALIGNMENT HEALTHCARE INC 32,000.0 $48K 0.02% NEW $1.51
73 MIRUM PHARMACEUTICALS INC 18,000.0 $46K 0.02% NEW $2.58
74 LIVE NATION ENTERTAINMENT IN 44,000.0 $46K 0.02% NEW $1.05
75 ENCORE CAP GROUP INC 42,000.0 $46K 0.02% NEW $1.10
76 ASCENDIS PHARMA A/S 32,000.0 $45K 0.02% NEW $1.42
77 KKR & CO INC 850.0 $44K 0.02% NEW $51.68
78 CMCL CALEDONIA MNG CORP PLC Basic Materials 1,600.0 $42K 0.02% NEW $26.17 -9.7%
79 ENVISTA HOLDINGS CORPORATION 43,000.0 $41K 0.02% NEW $0.96
80 AFFIRM HLDGS INC 36,000.0 $40K 0.02% NEW $1.11
Page 4 of 6  ·  101 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%