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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 3 of 25  ·  495 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ANIP ANI PHARMACEUTICALS INC Healthcare 13,556.0 $1.0M 0.48% -2K -14.8% $76.90 +5.9%
42 AIR AAR CORP Industrials 9,369.0 $1.0M 0.48% $109.46 +3.0%
43 THFF FIRST FINANCIAL CORPORATION Financial Services 15,998.0 $1.0M 0.47% -498.0 -3.0% $63.20 +10.3%
44 ECG EVERUS CONSTR GROUP Industrials 8,500.0 $1.0M 0.47% $118.06 +28.2%
45 ACAD ACADIA PHARMACEUTICALS INC Healthcare 42,974.0 $957K 0.45% $22.26 -4.5%
46 MTZ MASTEC INC Industrials 2,937.0 $945K 0.44% -1K -28.7% $321.74 +21.5%
47 AMSC AMERICAN SUPERCONDUCTOR CORP Industrials 27,452.0 $929K 0.43% +1K +5.6% $33.85 +56.9%
48 AMBA AMBARELLA INC Technology 16,830.0 $866K 0.40% $51.47 +81.8%
49 WGO WINNEBAGO INDS INC Consumer Cyclical 27,128.0 $841K 0.39% NEW $30.99 -4.0%
50 PENG PENGUIN SOLUTIONS INC Technology 47,596.0 $838K 0.39% -18K -27.4% $17.60 +212.2%
51 HWC HANCOCK WHITNEY CORPORATION Financial Services 13,157.0 $837K 0.39% -5K -26.9% $63.59 +7.2%
52 CVSA COVISTA INC Consumer Cyclical 7,255.0 $836K 0.39% -1K -15.7% $115.25 +7.8%
53 BMY BRISTOL-MYERS SQUIBB CO Healthcare 13,715.0 $832K 0.39% -402.0 -2.9% $60.65 -4.3%
54 MTG MGIC INVT CORP WIS Financial Services 31,598.0 $829K 0.39% -8K -19.7% $26.25 -0.9%
55 GMAB GENMAB A/S Healthcare 30,830.0 $827K 0.38% +3K +12.1% $26.83 +0.2%
56 AB ALLIANCEBERNSTEIN HLDG L P Financial Services 21,788.0 $816K 0.38% -1K -5.2% $37.44 +0.5%
57 DRS LEONARDO DRS INC Industrials 18,204.0 $810K 0.38% -3K -14.6% $44.52 +2.9%
58 ORC ORCHID IS CAP INC Real Estate 115,254.0 $810K 0.38% +89K +346.3% $7.03 -2.5%
59 NTB BANK OF N T BUTTERFIELD & SO Financial Services 15,196.0 $797K 0.37% +2K +11.8% $52.48 +8.1%
60 ALHC ALIGNMENT HEALTHCARE INC Healthcare 44,569.0 $785K 0.36% $17.62 -9.0%
Page 3 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%