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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 13 of 25  ·  492 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 GWRE GUIDEWIRE SOFTWARE INC Technology 1,000.0 $201K 0.10% $201.01 -33.8%
242 RDCM RADCOM LTD Communication Services 15,356.0 $201K 0.10% -10K -38.2% $13.08 +10.6%
243 KE KIMBALL ELECTRONICS INC Industrials 7,204.0 $200K 0.10% $27.82 -4.5%
244 IEP ICAHN ENTERPRISES LP Industrials 26,536.0 $200K 0.10% +12K +80.5% $7.55 -0.7%
245 MPWR MONOLITHIC PWR SYS INC Technology 217.0 $197K 0.09% NEW $906.36 +77.9%
246 IRWD IRONWOOD PHARMACEUTICALS INC Healthcare 58,000.0 $195K 0.09% NEW $3.37 +11.6%
247 MZTI MARZETTI COMPANY Consumer Defensive 1,188.0 $195K 0.09% $164.42 -30.2%
248 SPOK SPOK HLDGS INC Healthcare 14,663.0 $193K 0.09% +8K +130.9% $13.19 -19.3%
249 TRMD TORM PLC Energy 9,858.0 $193K 0.09% +8K +356.4% $19.58 +52.8%
250 WES WESTERN MIDSTREAM PARTNERS L Energy 4,836.0 $191K 0.09% NEW $39.50 +13.2%
251 GSL GLOBAL SHIP LEASE INC NEW Industrials 5,437.0 $191K 0.09% +2K +47.0% $35.04 +4.4%
252 AVAH AVEANNA HEALTHCARE HLDGS INC Healthcare 23,300.0 $190K 0.09% NEW $8.17 -11.2%
253 HEICO CORP NEW 744.0 $188K 0.09% +244.0 +48.8% $252.43
254 TROW PRICE T ROWE GROUP INC Financial Services 1,819.0 $186K 0.09% -1K -37.3% $102.38 +2.2%
255 ORC ORCHID IS CAP INC Real Estate 25,823.0 $186K 0.09% +8K +46.7% $7.20 -4.0%
256 TPB TURNING PT BRANDS INC Consumer Defensive 1,715.0 $186K 0.09% -5K -74.8% $108.40 -17.1%
257 ACMR ACM RESH INC Technology 4,694.0 $185K 0.09% -24K -83.8% $39.45 +124.2%
258 ARLP ALLIANCE RESOURCE PARTNERS L Energy 7,905.0 $184K 0.09% +3K +46.4% $23.23 +7.4%
259 UNTY UNITY BANCORP INC Financial Services 3,539.0 $183K 0.09% $51.72 +7.1%
260 LOGI LOGITECH INTL S A Technology 2,244.0 $183K 0.09% $81.54 +34.4%
Page 13 of 25  ·  492 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%