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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 6  ·  102 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 TK TEEKAY CORPORATION LTD Energy 23,518.0 $212K 0.10% -42K -64.0% $9.03 +34.0%
42 CALM CAL MAINE FOODS INC Consumer Defensive 2,657.0 $211K 0.10% -1K -30.2% $79.57 -3.8%
43 EXACT SCIENCES CORP 2,078.0 $211K 0.10% -6K -73.6% $101.56
44 SPG SIMON PPTY GROUP INC NEW Real Estate 1,122.0 $208K 0.10% -108.0 -8.8% $185.11 +12.6%
45 D DOMINION ENERGY INC Utilities 3,507.0 $205K 0.10% -138.0 -3.8% $58.59 +14.7%
46 RDCM RADCOM LTD Communication Services 15,356.0 $201K 0.10% -10K -38.2% $13.08 +10.9%
47 TROW PRICE T ROWE GROUP INC Financial Services 1,819.0 $186K 0.09% -1K -37.3% $102.38 +2.7%
48 TPB TURNING PT BRANDS INC Consumer Defensive 1,715.0 $186K 0.09% -5K -74.8% $108.40 -18.0%
49 ACMR ACM RESH INC Technology 4,694.0 $185K 0.09% -24K -83.8% $39.45 +116.3%
50 VRT VERTIV HOLDINGS CO Industrials 1,094.0 $177K 0.08% -52.0 -4.5% $162.01 +95.0%
51 PHR PHREESIA INC Healthcare 9,281.0 $157K 0.07% -5K -34.5% $16.92 -45.9%
52 KLAC KLA CORP Technology 129.0 $157K 0.07% -289.0 -69.1% $1215.08 +61.1%
53 HBAN HUNTINGTON BANCSHARES INC Financial Services 8,328.0 $144K 0.07% -372.0 -4.3% $17.35 -6.4%
54 MAX MEDIAALPHA INC Communication Services 10,623.0 $138K 0.07% -8K -43.2% $12.95 -32.0%
55 PNC PNC FINL SVCS GROUP INC Financial Services 623.0 $130K 0.06% -27.0 -4.2% $208.73 +6.5%
56 OPRX OPTIMIZERX CORP Healthcare 9,687.0 $119K 0.06% -16K -61.5% $12.26 -59.3%
57 SEAGATE HDD CAYMAN 35,000.0 $118K 0.06% -30K -46.1% $3.36
58 JPM JPMORGAN CHASE & CO. Financial Services 360.0 $116K 0.06% -2K -81.5% $322.22 -6.7%
59 ADUS ADDUS HOMECARE CORP Healthcare 850.0 $91K 0.04% -2K -70.2% $107.39 -12.0%
60 TBCH TURTLE BEACH CORP Technology 5,699.0 $80K 0.04% -7K -55.5% $14.03 -6.1%
Page 3 of 6  ·  102 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%