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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 7 of 25  ·  495 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 AMR ALPHA METALLURGICAL RESOUR I Energy 2,273.0 $467K 0.22% -1K -34.0% $205.27 -5.9%
122 TNET TRINET GROUP INC Industrials 12,754.0 $465K 0.22% +8K +150.1% $36.43 +16.5%
123 ROKU ROKU INC Communication Services 4,838.0 $458K 0.21% -390.0 -7.5% $94.62 +34.9%
124 AMRX AMNEAL PHARMACEUTICALS INC Healthcare 35,921.0 $446K 0.21% $12.43 +2.9%
125 HAS HASBRO INC Consumer Cyclical 4,750.0 $445K 0.21% NEW $93.60 -6.0%
126 CM CANADIAN IMPERIAL BANK OF CO Financial Services 3,719.0 $441K 0.20% -120.0 -3.1% $118.63 -2.4%
127 ROIV ROIVANT SCIENCES LTD Healthcare 15,850.0 $439K 0.20% NEW $27.70 +7.1%
128 DLX DELUXE CORP MEDIUM TERM NTS Communication Services 15,750.0 $434K 0.20% NEW $27.54 -13.4%
129 HRMY HARMONY BIOSCIENCES HLDGS IN Healthcare 15,399.0 $431K 0.20% +3K +23.0% $28.01 +7.4%
130 AKBA AKEBIA THREAPEUTICS INC Healthcare 308,000.0 $428K 0.20% NEW $1.39 -25.2%
131 RLI RLI CORP Financial Services 7,466.0 $426K 0.20% $57.04 -8.3%
132 PNW PINNACLE WEST CAP CORP Utilities 4,145.0 $418K 0.19% $100.75 +2.1%
133 RF REGIONS FINANCIAL CORP NEW Financial Services 15,888.0 $415K 0.19% -7K -30.7% $26.12 +8.2%
134 WPC WP CAREY INC Real Estate 6,103.0 $415K 0.19% $67.96 +10.2%
135 OUTFRONT MEDIA INC 15,500.0 $411K 0.19% NEW $26.50
136 F FORD MTR CO Consumer Cyclical 35,450.0 $409K 0.19% $11.54 +32.8%
137 PEGA PEGASYSTEMS INC Technology 9,590.0 $408K 0.19% +184.0 +2.0% $42.56 -19.3%
138 MMSI MERIT MED SYS INC Healthcare 5,913.0 $408K 0.19% $68.93 -6.4%
139 PRU PRUDENTIAL FINL INC Financial Services 4,116.0 $402K 0.19% $97.69 +5.1%
140 AMZN AMAZON COM INC Consumer Cyclical 1,909.0 $398K 0.18% -1K -38.8% $208.27 +27.4%
Page 7 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%