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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 4 of 25  ·  495 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CMC COMMERCIAL METALS CO Basic Materials 12,399.0 $762K 0.35% +9K +254.3% $61.43 +19.2%
62 MSFT MICROSOFT CORP Technology 2,042.0 $756K 0.35% -384.0 -15.8% $370.17 +12.1%
63 COHR COHERENT CORP Technology 3,154.0 $751K 0.35% $238.21 +60.4%
64 DOCU DOCUSIGN INC Technology 15,654.0 $742K 0.34% -246.0 -1.6% $47.41 +4.9%
65 PFE PFIZER INC Healthcare 26,125.0 $734K 0.34% -2K -7.1% $28.08 -8.3%
66 DBX DROPBOX INC Technology 31,943.0 $726K 0.34% -9K -21.9% $22.72 +18.8%
67 EIX EDISON INTL Utilities 9,804.0 $717K 0.33% -1K -10.0% $73.18 -2.7%
68 IDA IDACORP INC Utilities 5,005.0 $716K 0.33% $142.97 -0.5%
69 CASY CASEYS GEN STORES INC Consumer Cyclical 982.0 $715K 0.33% -350.0 -26.3% $727.86 +11.8%
70 NTRA NATERA INC Healthcare 3,562.0 $712K 0.33% $199.99 +0.4%
71 MSGS MADISON SQUARE GRDN SPRT COR Communication Services 2,216.0 $712K 0.33% -376.0 -14.5% $321.40 +13.2%
72 LFST LIFESTANCE HEALTH GROUP INC Healthcare 110,890.0 $706K 0.33% -20K -15.5% $6.37 +18.4%
73 PRDO PERDOCEO ED CORP Consumer Defensive 18,948.0 $705K 0.33% $37.21 -9.5%
74 CDNA CAREDX INC Healthcare 40,564.0 $704K 0.33% $17.36 +24.2%
75 EVRG EVERGY INC Utilities 8,525.0 $698K 0.33% $81.92 +3.0%
76 NYT NEW YORK TIMES CO MTN BE Communication Services 8,260.0 $692K 0.32% NEW $83.73 -10.4%
77 CFR CULLEN FROST BANKERS INC Financial Services 5,000.0 $685K 0.32% NEW $137.08 +1.6%
78 KMT KENNAMETAL INC Industrials 18,900.0 $683K 0.32% NEW $36.13 +0.9%
79 MO ALTRIA GROUP INC Consumer Defensive 10,006.0 $660K 0.31% -726.0 -6.8% $65.99 +9.6%
80 LE LANDS END INC NEW Consumer Cyclical 58,593.0 $659K 0.31% -24K -28.7% $11.24 +5.3%
Page 4 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%