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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 3 of 8  ·  144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ANNALY CAPITAL MANAGEMENT IN 30,339.0 $642K 0.30% -3K -9.1% $21.15
42 FTDR FRONTDOOR INC Consumer Cyclical 11,489.0 $607K 0.28% -8K -40.1% $52.86 +18.0%
43 HAFN HAFNIA LTD Industrials 18,495.0 $596K 0.28% -5K -21.5% $32.21 -74.1%
44 YOU CLEAR SECURE INC Technology 12,184.0 $590K 0.27% -4K -22.9% $48.41 +24.1%
45 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 8,805.0 $552K 0.26% -6K -39.1% $62.70 +25.5%
46 CVLT COMMVAULT SYS INC Technology 6,540.0 $509K 0.24% -1K -14.9% $77.89 +38.8%
47 AMR ALPHA METALLURGICAL RESOUR I Energy 2,273.0 $467K 0.22% -1K -34.0% $205.27 -6.1%
48 ROKU ROKU INC Communication Services 4,838.0 $458K 0.21% -390.0 -7.5% $94.62 +34.9%
49 CM CANADIAN IMPERIAL BANK OF CO Financial Services 3,719.0 $441K 0.20% -120.0 -3.1% $118.63 -2.4%
50 RF REGIONS FINANCIAL CORP NEW Financial Services 15,888.0 $415K 0.19% -7K -30.7% $26.12 +8.2%
51 AMZN AMAZON COM INC Consumer Cyclical 1,909.0 $398K 0.18% -1K -38.8% $208.27 +27.4%
52 EVER EVERQUOTE INC Communication Services 25,214.0 $389K 0.18% -5K -16.0% $15.42 +24.3%
53 TD TORONTO DOMINION BK ONT Financial Services 2,907.0 $378K 0.18% -1K -26.2% $129.92 -13.4%
54 BWA BORGWARNER INC Consumer Cyclical 6,850.0 $372K 0.17% -7K -51.4% $54.26 +25.8%
55 DCO DUCOMMUN INC DEL Industrials 3,000.0 $366K 0.17% -3K -46.3% $122.00 +23.0%
56 INDA ISHARES TR 7,530.0 $353K 0.16% -22K -74.5% $46.84 +3.7%
57 JNJ JOHNSON & JOHNSON Healthcare 1,425.0 $348K 0.16% -342.0 -19.4% $244.44 -5.8%
58 BBY BEST BUY INC Consumer Cyclical 5,408.0 $347K 0.16% -961.0 -15.1% $64.20 -1.5%
59 MGA MAGNA INTL INC Consumer Cyclical 5,342.0 $345K 0.16% -1K -21.7% $64.58 +1.0%
60 THC TENET HEALTHCARE CORP Healthcare 1,802.0 $340K 0.16% -465.0 -20.5% $188.71 -6.5%
Page 3 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%