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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 5 of 6  ·  101 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 GUIDEWIRE SOFTWARE INC 31,000.0 $34K 0.02% NEW $1.10
82 ULTA ULTA BEAUTY INC Consumer Cyclical 55.0 $33K 0.02% NEW $605.02 -14.7%
83 ROST ROSS STORES INC Consumer Cyclical 180.0 $32K 0.01% NEW $180.14 +30.3%
84 CENTRUS ENERGY CORP 12,000.0 $32K 0.01% NEW $2.68
85 JBL JABIL INC Technology 140.0 $32K 0.01% NEW $228.02 +66.8%
86 UPSTART HLDGS INC 25,000.0 $32K 0.01% NEW $1.26
87 SCCO SOUTHERN COPPER CORP Basic Materials 201.0 $29K 0.01% NEW $143.47 +32.4%
88 BRIGHTSPRING HEALTH SVCS INC 200.0 $25K 0.01% NEW $126.05
89 BURLINGTON STORES INC 16,000.0 $24K 0.01% NEW $1.48
90 KEYS KEYSIGHT TECHNOLOGIES INC Technology 85.0 $17K 0.01% NEW $203.19 +75.1%
91 AIG AMERICAN INTL GROUP INC Financial Services 175.0 $15K 0.01% NEW $85.55 -9.8%
92 CF CF INDS HLDGS INC Basic Materials 160.0 $12K 0.01% NEW $77.34 +54.1%
93 MPC MARATHON PETE CORP Energy 63.0 $10K 0.01% NEW $162.63 +52.5%
94 NEM NEWMONT CORP Basic Materials 100.0 $10K 0.01% NEW $99.85 +11.8%
95 AFL AFLAC INC Financial Services 70.0 $8K 0.00% NEW $110.27 +5.9%
96 NDSN NORDSON CORP Industrials 30.0 $7K 0.00% NEW $240.43 +19.7%
97 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 8.0 $2K 0.00% NEW $303.88 +35.7%
98 NVS NOVARTIS AG Healthcare 7.0 $965.0 NEW $137.86 +9.4%
99 NMR NOMURA HLDGS INC Financial Services 76.0 $638.0 NEW $8.39 -3.9%
100 NATWEST GROUP PLC 34.0 $595.0 NEW $17.50
Page 5 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%