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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 4 of 8  ·  144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 GOOGL ALPHABET INC Communication Services 1,135.0 $326K 0.15% -599.0 -34.5% $287.56 +35.2%
62 BK BANK NEW YORK MELLON CORP Financial Services 2,698.0 $320K 0.15% -420.0 -13.5% $118.63 +18.9%
63 BNS BANK NOVA SCOTIA B C Financial Services 3,279.0 $316K 0.15% -1K -24.3% $96.47 -16.7%
64 GOOG ALPHABET INC Communication Services 1,091.0 $313K 0.14% -231.0 -17.5% $286.86 +34.2%
65 AEM AGNICO EAGLE MINES LTD Basic Materials 1,342.0 $300K 0.14% -354.0 -20.9% $223.21 -19.1%
66 EMERA INC 4,814.0 $290K 0.14% -1K -21.8% $60.23
67 MU MICRON TECHNOLOGY INC Technology 830.0 $280K 0.13% -556.0 -40.1% $337.84 +165.2%
68 LUMENTUM HLDGS INC 27,000.0 $273K 0.13% -11K -28.9% $10.11
69 ADI ANALOG DEVICES INC Technology 850.0 $270K 0.13% -204.0 -19.4% $318.14 +32.0%
70 STT STATE STR CORP Financial Services 1,955.0 $247K 0.12% -192.0 -8.9% $126.56 +25.3%
71 VIPS VIPSHOP HLDGS LTD Consumer Cyclical 15,684.0 $247K 0.12% -7K -29.7% $15.72 -6.3%
72 WPM WHEATON PRECIOUS METALS CORP Basic Materials 1,824.0 $244K 0.11% -538.0 -22.8% $133.81 -2.6%
73 ABBV ABBVIE INC Healthcare 1,100.0 $239K 0.11% -264.0 -19.4% $217.49 -2.0%
74 VRT VERTIV HOLDINGS CO Industrials 896.0 $225K 0.10% -198.0 -18.1% $250.58 +29.3%
75 AMGN AMGEN INC Healthcare 625.0 $220K 0.10% -150.0 -19.4% $351.85 -4.5%
76 KSS KOHLS CORP Consumer Cyclical 16,961.0 $219K 0.10% -47K -73.3% $12.90 +2.9%
77 AMBP ARDAGH METAL PACKAGING S A Consumer Cyclical 52,372.0 $212K 0.10% -15K -22.7% $4.05 +0.7%
78 CSCO CISCO SYS INC Technology 2,725.0 $211K 0.10% -654.0 -19.4% $77.59 +52.5%
79 TRMD TORM PLC Energy 7,410.0 $207K 0.10% -2K -24.8% $27.90 +10.3%
80 APH AMPHENOL CORP Technology 1,610.0 $203K 0.10% -281.0 -14.9% $126.35 +10.5%
Page 4 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%