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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 9 of 25  ·  495 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 2,584.0 $340K 0.16% $131.74 +18.2%
162 THC TENET HEALTHCARE CORP Healthcare 1,802.0 $340K 0.16% -465.0 -20.5% $188.71 -6.5%
163 CHE CHEMED CORP NEW Healthcare 895.0 $338K 0.16% $377.74 +15.8%
164 HUBS HUBSPOT INC Technology 1,380.0 $337K 0.16% +1K +6800.0% $244.10 -18.9%
165 WDFC WD 40 CO Basic Materials 1,631.0 $333K 0.15% $203.94 +1.6%
166 GOOGL ALPHABET INC Communication Services 1,135.0 $326K 0.15% -599.0 -34.5% $287.56 +35.2%
167 MANH MANHATTAN ASSOCIATES INC Technology 2,419.0 $322K 0.15% $133.12 +4.9%
168 BY BYLINE BANCORP INC Financial Services 10,179.0 $321K 0.15% $31.57 +5.8%
169 BK BANK NEW YORK MELLON CORP Financial Services 2,698.0 $320K 0.15% -420.0 -13.5% $118.63 +18.9%
170 BNS BANK NOVA SCOTIA B C Financial Services 3,279.0 $316K 0.15% -1K -24.3% $96.47 -16.7%
171 GOOG ALPHABET INC Communication Services 1,091.0 $313K 0.14% -231.0 -17.5% $286.86 +34.2%
172 KFRC KFORCE INC Industrials 10,300.0 $301K 0.14% NEW $29.24 +42.4%
173 AEM AGNICO EAGLE MINES LTD Basic Materials 1,342.0 $300K 0.14% -354.0 -20.9% $223.21 -19.1%
174 OR OR ROYALTIES INC. Basic Materials 7,720.0 $294K 0.14% $38.02 -2.9%
175 EMERA INC 4,814.0 $290K 0.14% -1K -21.8% $60.23
176 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 6,228.0 $289K 0.13% $46.42 +4.4%
177 SUN SUNOCO LP/SUNOCO FIN CORP Energy 4,380.0 $285K 0.13% $64.97 +4.6%
178 MU MICRON TECHNOLOGY INC Technology 830.0 $280K 0.13% -556.0 -40.1% $337.84 +165.2%
179 ACM AECOM Industrials 3,302.0 $280K 0.13% $84.82 -14.6%
180 CFFN CAPITOL FED FINL INC Financial Services 39,238.0 $280K 0.13% $7.13 +10.1%
Page 9 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%