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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 2 of 25  ·  495 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MOOG INC 5,392.0 $1.6M 0.73% $292.64
22 KN KNOWLES CORP Technology 60,620.0 $1.6M 0.72% -2K -3.5% $25.68 +48.1%
23 RDY DR REDDYS LABS LTD Healthcare 107,110.0 $1.5M 0.69% -10K -8.4% $13.85 -0.8%
24 NMIH NMI HLDGS INC Financial Services 38,265.0 $1.4M 0.67% -9K -18.3% $37.51 -0.5%
25 WWD WOODWARD INC Industrials 3,985.0 $1.4M 0.66% $357.92 +0.5%
26 CRGY CRESCENT ENERGY COMPANY Energy 97,523.0 $1.3M 0.61% $13.50 -6.3%
27 PRIM PRIMORIS SVCS CORP Industrials 8,863.0 $1.3M 0.59% -8K -46.6% $143.04 -10.9%
28 NVDA NVIDIA CORPORATION Technology 7,193.0 $1.3M 0.58% -1K -14.2% $174.40 +22.5%
29 FN FABRINET Technology 2,376.0 $1.2M 0.58% $521.52 +29.2%
30 EWT ISHARES INC 17,003.0 $1.2M 0.56% NEW $70.92 +43.6%
31 VVX V2X INC Industrials 17,295.0 $1.2M 0.55% $68.50 +9.2%
32 VCYT VERACYTE INC Healthcare 36,230.0 $1.2M 0.54% $32.21 +39.5%
33 NVT NVENT ELEC PLC Industrials 9,713.0 $1.1M 0.53% +8K +374.7% $118.28 +42.9%
34 HDB HDFC BANK LTD Financial Services 46,168.0 $1.1M 0.53% -47K -50.4% $24.88 -0.2%
35 CAMT CAMTEK LTD Technology 7,391.0 $1.1M 0.52% -366.0 -4.7% $151.61 +14.4%
36 WB WEIBO CORP Communication Services 124,899.0 $1.1M 0.51% -29K -18.8% $8.75 -7.9%
37 BE BLOOM ENERGY CORP Industrials 8,060.0 $1.1M 0.51% +3K +59.0% $135.49 +126.9%
38 TILE INTERFACE INC Consumer Cyclical 42,976.0 $1.1M 0.50% $24.92 +16.5%
39 EAT BRINKER INTL INC Consumer Cyclical 7,423.0 $1.1M 0.49% +2K +45.8% $142.77 -3.4%
40 EME EMCOR GROUP INC Industrials 1,423.0 $1.1M 0.49% -184.0 -11.4% $738.31 +16.8%
Page 2 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%