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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 15 of 25  ·  495 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 IRMD IRADIMED CORP Healthcare 1,650.0 $159K 0.07% $96.26 -5.0%
282 RWT REDWOOD TRUST INC Real Estate 28,300.0 $159K 0.07% NEW $5.61 -4.9%
283 LOGI LOGITECH INTL S A Technology 2,189.0 $158K 0.07% -55.0 -2.5% $72.36 +52.0%
284 SKT TANGER INC Real Estate 4,650.0 $158K 0.07% $33.98 +6.2%
285 LTC LTC PPTYS INC Real Estate 4,200.0 $156K 0.07% -1K -19.4% $37.16 +3.6%
286 PCRX PACIRA BIOSCIENCES INC Healthcare 6,765.0 $153K 0.07% $22.60 +6.5%
287 CMCO COLUMBUS MCKINNON CORP N Y Industrials 10,450.0 $152K 0.07% NEW $14.53 +10.6%
288 GWRE GUIDEWIRE SOFTWARE INC Technology 1,000.0 $150K 0.07% $149.56 -10.6%
289 TPB TURNING PT BRANDS INC Consumer Defensive 1,715.0 $149K 0.07% $86.79 +3.3%
290 KLAC KLA CORP Technology 101.0 $149K 0.07% -28.0 -21.7% $1472.41 +33.6%
291 UPS UNITED PARCEL SVCS INC Industrials 1,506.0 $148K 0.07% NEW $98.38 +5.8%
292 TBPH THERAVANCE BIOPHARMA INC Healthcare 9,100.0 $148K 0.07% $16.23 +0.3%
293 GRNT GRANITE RIDGE RESOURCES INC Energy 25,000.0 $147K 0.07% NEW $5.87 -13.9%
294 BOOT BOOT BARN HLDGS INC Consumer Cyclical 1,000.0 $146K 0.07% $146.36 +14.6%
295 GD GENERAL DYNAMICS CORP Industrials 425.0 $146K 0.07% -102.0 -19.4% $343.22 +0.0%
296 IVR INVESCO MORTGAGE CAPITAL INC Real Estate 17,400.0 $141K 0.07% -4K -19.4% $8.08 -1.8%
297 INGR INGREDION INC Consumer Defensive 1,240.0 $140K 0.07% $112.66 -7.4%
298 TU TELUS CORPORATION Communication Services 7,800.0 $139K 0.07% NEW $17.88 -30.3%
299 DOO BRP INC Consumer Cyclical 1,879.0 $135K 0.06% $71.81 -19.2%
300 ATEX ANTERIX INC Communication Services 3,500.0 $134K 0.06% $38.19 +68.7%
Page 15 of 25  ·  495 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%