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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 14 of 25  ·  492 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 RDN RADIAN GROUP INC Financial Services 5,060.0 $182K 0.09% $35.99 -3.1%
262 IVR INVESCO MORTGAGE CAPITAL INC Real Estate 21,576.0 $181K 0.09% +7K +46.8% $8.41 -6.5%
263 HALO HALOZYME THERAPEUTICS INC Healthcare 2,690.0 $181K 0.09% $67.30 +2.8%
264 LTC LTC PPTYS INC Real Estate 5,208.0 $179K 0.09% NEW $34.38 +11.1%
265 ACLS AXCELIS TECHNOLOGIES INC Technology 2,221.0 $178K 0.08% $80.34 +95.8%
266 GD GENERAL DYNAMICS CORP Industrials 527.0 $177K 0.08% +167.0 +46.4% $336.66 +3.5%
267 VRT VERTIV HOLDINGS CO Industrials 1,094.0 $177K 0.08% -52.0 -4.5% $162.01 +94.8%
268 BOOT BOOT BARN HLDGS INC Consumer Cyclical 1,000.0 $176K 0.08% NEW $176.47 -4.5%
269 FSLY FASTLY INC Technology 17,200.0 $175K 0.08% NEW $10.18 +66.6%
270 PCRX PACIRA BIOSCIENCES INC Healthcare 6,765.0 $175K 0.08% $25.88 -7.6%
271 LHX L3HARRIS TECHNOLOGIES INC Industrials 589.0 $173K 0.08% +189.0 +47.2% $293.57 +6.8%
272 APPF APPFOLIO INC Technology 740.0 $172K 0.08% $232.65 -29.6%
273 SRAD SPORTRADAR GROUP AG Technology 7,200.0 $171K 0.08% $23.77 -44.3%
274 B BARRICK MNG CORP Basic Materials 2,856.0 $171K 0.08% +56.0 +2.0% $59.79 -30.6%
275 SCHW SCHWAB CHARLES CORP Financial Services 1,705.0 $170K 0.08% +545.0 +47.0% $99.91 -15.7%
276 TBPH THERAVANCE BIOPHARMA INC Healthcare 9,100.0 $170K 0.08% NEW $18.71 -13.3%
277 IDT IDT CORP Communication Services 3,240.0 $166K 0.08% $51.21 +4.0%
278 WAY WAYSTAR HLDG CORP Technology 5,058.0 $166K 0.08% $32.75 -40.6%
279 DG DOLLAR GEN CORP NEW Consumer Defensive 1,240.0 $165K 0.08% +390.0 +45.9% $132.77 -16.6%
280 PCVX VAXCYTE INC Healthcare 3,500.0 $161K 0.08% NEW $46.14 +10.1%
Page 14 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%