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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 6 of 25  ·  495 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 AVGO BROADCOM INC Technology 1,888.0 $584K 0.27% +320.0 +20.4% $309.51 +36.6%
102 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 6,170.0 $579K 0.27% +3K +108.9% $93.87 +135.1%
103 LOPE GRAND CANYON ED INC Consumer Defensive 3,396.0 $577K 0.27% $170.03 -9.2%
104 ENERFLEX LTD 27,266.0 $570K 0.27% NEW $20.92
105 SRPT SAREPTA THERAPEUTICS INC Healthcare 25,800.0 $561K 0.26% $21.76 -22.9%
106 VALE VALE S A Basic Materials 35,176.0 $560K 0.26% +7K +23.6% $15.91 +3.0%
107 EXEL EXELIXIS INC Healthcare 13,000.0 $558K 0.26% $42.89 +16.7%
108 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 8,805.0 $552K 0.26% -6K -39.1% $62.70 +24.3%
109 VZ VERIZON COMMUNICATIONS INC Communication Services 10,959.0 $550K 0.26% $50.20 -3.3%
110 FBNC FIRST BANCORP N C Financial Services 9,750.0 $549K 0.26% $56.35 +5.3%
111 ARMOUR RESIDENTIAL REIT INC 32,000.0 $534K 0.25% NEW $16.68
112 VSCO VICTORIAS SECRET AND CO Consumer Cyclical 11,270.0 $522K 0.24% $46.36 +18.8%
113 CVLT COMMVAULT SYS INC Technology 6,540.0 $509K 0.24% -1K -14.9% $77.89 +39.1%
114 NI NISOURCE INC Utilities 10,877.0 $508K 0.24% $46.66 +2.8%
115 IBEX IBEX LTD Technology 18,660.0 $500K 0.23% $26.82 +20.5%
116 FSLY FASTLY INC Technology 17,200.0 $500K 0.23% $29.06 -39.3%
117 GSL GLOBAL SHIP LEASE INC Industrials 12,998.0 $484K 0.23% +8K +139.1% $37.23 +0.2%
118 DAKT DAKTRONICS INC Technology 24,621.0 $481K 0.22% $19.55 +5.9%
119 ZETA ZETA GLOBAL HOLDINGS CORP Technology 29,904.0 $476K 0.22% $15.92 +22.3%
120 FBP FIRST BANCORP CORPORATION Financial Services 21,858.0 $467K 0.22% $21.36 +14.3%
Page 6 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%