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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 18 of 25  ·  495 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 TSLA TESLA INC Consumer Cyclical 245.0 $91K 0.04% -54.0 -18.1% $371.75 +16.6%
342 CELH CELSIUS HLDGS INC Consumer Defensive 2,540.0 $90K 0.04% $35.48 -16.4%
343 MYGN MYRIAD GENETICS INC Healthcare 20,000.0 $90K 0.04% $4.50 -14.4%
344 ASCENDIS PHARMA A/S 60,000.0 $88K 0.04% +28K +87.5% $1.47
345 NXDR NEXTDOOR HOLDINGS INC Communication Services 62,600.0 $88K 0.04% $1.40 +47.1%
346 SHOP SHOPIFY INC Technology 530.0 $87K 0.04% NEW $165.06 -36.4%
347 RBC RBC BEARINGS INC Industrials 160.0 $87K 0.04% NEW $543.12 +7.6%
348 TNDM TANDEM DIABETES CARE INC Healthcare 4,400.0 $84K 0.04% NEW $19.17 -24.2%
349 APPS DIGITAL TURBINE INC Technology 29,100.0 $84K 0.04% NEW $2.88 +67.0%
350 AUGO AURA MINERALS INC Basic Materials 1,025.0 $84K 0.04% -2K -61.1% $81.60 -7.3%
351 LCI INDS 69,000.0 $83K 0.04% NEW $1.20
352 OSI SYSTEMS INC 54,000.0 $83K 0.04% $1.53
353 TOTALENERGIES SE 993.0 $80K 0.04% NEW $80.91
354 SPOK SPOK HLDGS INC Healthcare 7,125.0 $78K 0.04% -8K -51.4% $10.90 -1.6%
355 LHX L3HARRIS TECHNOLOGIES INC Industrials 225.0 $78K 0.04% -364.0 -61.8% $345.15 -9.2%
356 WELLS FARGO & CO 66.0 $76K 0.04% $1157.15
357 MSI MOTOROLA SOLUTIONS INC Technology 175.0 $76K 0.04% -42.0 -19.4% $433.97 -5.4%
358 ALBEMARLE CORP 1,050.0 $75K 0.04% NEW $71.55
359 BOEING CO 1,150.0 $75K 0.04% $64.91
360 VICI VICI PPTYS INC Real Estate 2,725.0 $74K 0.04% -654.0 -19.4% $27.32 +4.8%
Page 18 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%