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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 2 of 8  ·  144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ANIP ANI PHARMACEUTICALS INC Healthcare 13,556.0 $1.0M 0.48% -2K -14.8% $76.90 +7.0%
22 THFF FIRST FINANCIAL CORPORATION Financial Services 15,998.0 $1.0M 0.47% -498.0 -3.0% $63.20 +9.4%
23 MTZ MASTEC INC Industrials 2,937.0 $945K 0.44% -1K -28.7% $321.74 +21.0%
24 PENG PENGUIN SOLUTIONS INC Technology 47,596.0 $838K 0.39% -18K -27.4% $17.60 +212.5%
25 HWC HANCOCK WHITNEY CORPORATION Financial Services 13,157.0 $837K 0.39% -5K -26.9% $63.59 +6.7%
26 CVSA COVISTA INC Consumer Cyclical 7,255.0 $836K 0.39% -1K -15.7% $115.25 +7.0%
27 BMY BRISTOL-MYERS SQUIBB CO Healthcare 13,715.0 $832K 0.39% -402.0 -2.9% $60.65 -4.1%
28 MTG MGIC INVT CORP WIS Financial Services 31,598.0 $829K 0.39% -8K -19.7% $26.25 -0.6%
29 AB ALLIANCEBERNSTEIN HLDG L P Financial Services 21,788.0 $816K 0.38% -1K -5.2% $37.44 +0.4%
30 DRS LEONARDO DRS INC Industrials 18,204.0 $810K 0.38% -3K -14.6% $44.52 +2.8%
31 MSFT MICROSOFT CORP Technology 2,042.0 $756K 0.35% -384.0 -15.8% $370.17 +12.3%
32 DOCU DOCUSIGN INC Technology 15,654.0 $742K 0.34% -246.0 -1.6% $47.41 +5.0%
33 PFE PFIZER INC Healthcare 26,125.0 $734K 0.34% -2K -7.1% $28.08 -8.3%
34 DBX DROPBOX INC Technology 31,943.0 $726K 0.34% -9K -21.9% $22.72 +19.3%
35 EIX EDISON INTL Utilities 9,804.0 $717K 0.33% -1K -10.0% $73.18 -2.5%
36 CASY CASEYS GEN STORES INC Consumer Cyclical 982.0 $715K 0.33% -350.0 -26.3% $727.86 +11.4%
37 MSGS MADISON SQUARE GRDN SPRT COR Communication Services 2,216.0 $712K 0.33% -376.0 -14.5% $321.40 +13.3%
38 LFST LIFESTANCE HEALTH GROUP INC Healthcare 110,890.0 $706K 0.33% -20K -15.5% $6.37 +18.8%
39 MO ALTRIA GROUP INC Consumer Defensive 10,006.0 $660K 0.31% -726.0 -6.8% $65.99 +9.7%
40 LE LANDS END INC NEW Consumer Cyclical 58,593.0 $659K 0.31% -24K -28.7% $11.24 +5.7%
Page 2 of 8  ·  144 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%