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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 20 of 25  ·  495 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 ENCORE CAP GROUP INC 42,000.0 $53K 0.03% $1.26
382 GUARDANT HEALTH INC 31,000.0 $52K 0.02% $1.68
383 HEWLETT PACKARD ENTERPRISE C 800.0 $52K 0.02% $64.83
384 JBSS SANFILIPPO JOHN B & SON INC Consumer Defensive 649.0 $51K 0.02% $79.33 -4.6%
385 BPOP POPULAR INC Financial Services 380.0 $51K 0.02% NEW $134.17 +13.4%
386 EVERGY INC 37,000.0 $50K 0.02% -40K -52.0% $1.35
387 QBTS D-WAVE QUANTUM INC Technology 3,400.0 $49K 0.02% -2K -39.2% $14.43 +92.7%
388 CONMED CORP 50,000.0 $48K 0.02% $0.97
389 ENOVIS CORPORATION 50,000.0 $48K 0.02% $0.96
390 SANDISK CORP 75.0 $48K 0.02% -452.0 -85.8% $635.35
391 LIVE NATION ENTERTAINMENT IN 44,000.0 $47K 0.02% $1.08
392 OKTA INC 47,000.0 $47K 0.02% $0.99
393 STRIDE INC 27,000.0 $46K 0.02% $1.72
394 ALNYLAM PHARMACEUTICALS INC 36,000.0 $46K 0.02% $1.28
395 ALIGNMENT HEALTHCARE INC 32,000.0 $45K 0.02% $1.41
396 AZN ASTRAZENECA PLC Healthcare 306.0 $45K 0.02% NEW $146.90 +27.4%
397 HALOZYME THERAPEUTICS INC 35,000.0 $45K 0.02% -30K -46.1% $1.28
398 IRHYTHM HOLDINGS INC 41,000.0 $45K 0.02% $1.09
399 INNOVIVA INC 40,000.0 $43K 0.02% $1.08
400 LIVANOVA PLC 37,000.0 $43K 0.02% $1.16
Page 20 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%