Virtus Investment Advisers, LLC — 13F Holdings & Portfolio

CIK 19481 · latest 13F-HR filed 2026-05-14

Virtus Investment Advisers, LLC manages $362.5M in 13F-reported U.S. long-equity assets across 450 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are GILD (0.79%), AMGN (0.78%), REGN (0.77%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 36 new positions, exited 47, added to 205, and trimmed 159.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$362.5M

Long-equity book

Holdings

450

Distinct positions

Period

2026-03-31

Filed 2026-05-14

Q/Q Activity

+36 / −47 / ↑205 / ↓159

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • EDISON INTL$2.3M +1398.7%
  • IMMUNITYBIO INC$2.2M +378.6%
  • GILEAD SCIENCES INC$2.2M +309.6%
  • AMGEN INC$2.1M +302.8%
  • REGENERON PHARMACEUTICALS$2.1M +291.1%
Show all 205

Top Trims

  • CARVANA CO-$974.1K -43.8%
  • MICRON TECHNOLOGY INC-$890.9K -36.3%
  • NEWMONT CORP-$782.8K -32.6%
  • OFS CREDIT COMPANY INC-$703.1K -34.5%
  • ULTA BEAUTY INC-$701.4K -31.5%
Show all 159

New Positions

  • MERCK & CO INC$2.1M
  • LINDE PLC$2.1M
  • HERSHEY CO$2.1M
  • CHUBB LTD SWITZ$2.1M
  • LIVE NATION ENTERTAINMENT IN$2.0M
Show all 36

Exited Positions

  • HUNTINGTON BANCSHARES INC$2.1M
  • TKO GROUP HOLDINGS INC$2.1M
  • WATERS CORP$2.1M
  • STATE STR CORP$2.1M
  • AON PLC$2.0M
Show all 47
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 GILEAD SCIENCES INC GILD 375558103 $2.9M 0.79% 20,473 SH
2 AMGEN INC AMGN 031162100 $2.8M 0.78% 8,056 SH
3 REGENERON PHARMACEUTICALS REGN 75886F107 $2.8M 0.77% 3,598 SH
4 IMMUNITYBIO INC IBRX 45256X103 $2.7M 0.76% 357,747 SH
5 VERTEX PHARMACEUTICALS INC VRTX 92532F100 $2.6M 0.72% 5,869 SH
6 INCYTE CORP INCY 45337C102 $2.6M 0.71% 27,189 SH
7 VERTIV HOLDINGS CO VRT 92537N108 $2.5M 0.69% 10,030 SH
8 ALNYLAM PHARMACEUTICALS INC ALNY 02043Q107 $2.5M 0.68% 7,471 SH
9 EDISON INTL EIX 281020107 $2.4M 0.67% 32,966 SH
10 ROSS STORES INC ROST 778296103 $2.2M 0.61% 10,202 SH
11 QUANTA SVCS INC PWR 74762E102 $2.2M 0.60% 3,959 SH
12 DAY ONE BIOPHARMACEUTICALS I DAWN 23954D109 $2.2M 0.60% 100,990 SH
13 BURLINGTON STORES INC BURL 122017106 $2.1M 0.59% 6,546 SH
14 SLB LIMITED SLB 806857108 $2.1M 0.59% 41,285 SH
15 MERCK & CO INC MRK 58933Y105 $2.1M 0.58% 17,585 SH
16 LINDE PLC LIN G54950103 $2.1M 0.57% 4,188 SH
17 HERSHEY CO HSY 427866108 $2.1M 0.57% 9,903 SH
18 CHUBB LTD SWITZ CB H1467J104 $2.1M 0.57% 6,294 SH
19 BAKER HUGHES COMPANY BKR 05722G100 $2.1M 0.57% 33,588 SH
20 TJX COS INC NEW TJX 872540109 $2.0M 0.56% 12,821 SH
21 WABTEC WAB 929740108 $2.0M 0.56% 8,189 SH
22 WELLTOWER INC WELL 95040Q104 $2.0M 0.56% 10,342 SH
23 OXFORD LANE CAP CORP OXLC 691543847 $2.0M 0.56% 208,647 SH
24 HOWMET AEROSPACE INC HWM 443201108 $2.0M 0.56% 8,805 SH
25 ALLSTATE CORP ALL 020002101 $2.0M 0.56% 9,743 SH
26 WALMART INC WMT 931142103 $2.0M 0.56% 16,228 SH
27 TRANE TECHNOLOGIES PLC TT G8994E103 $2.0M 0.56% 4,837 SH
28 FASTENAL CO FAST 311900104 $2.0M 0.55% 43,180 SH
29 LIVE NATION ENTERTAINMENT IN LYV 538034109 $2.0M 0.54% 12,928 SH
30 CME GROUP INC CME 12572Q105 $2.0M 0.54% 6,671 SH
31 HARTFORD INSURANCE GROUP INC HIG 416515104 $2.0M 0.54% 14,563 SH
32 TRAVELERS COMPANIES INC TRV 89417E109 $2.0M 0.54% 6,746 SH
33 COCA COLA CO KO 191216100 $2.0M 0.54% 25,802 SH
34 APPLIED MATLS INC AMAT 038222105 $1.9M 0.54% 5,704 SH
35 COSTCO WHOLESALE CORPORATION COST 22160K105 $1.9M 0.54% 1,955 SH
36 HUBBELL INC HUBB 443510607 $1.9M 0.53% 3,920 SH
37 AFLAC INC AFL 001055102 $1.9M 0.53% 17,510 SH
38 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $1.9M 0.53% 3,998 SH
39 DELTA AIR LINES INC DAL 247361702 $1.9M 0.53% 28,693 SH
40 BANK NEW YORK MELLON CORP BK 064058100 $1.9M 0.52% 15,964 SH
41 ELECTRONIC ARTS INC EA 285512109 $1.9M 0.52% 9,285 SH
42 MONOLITHIC PWR SYS INC MPWR 609839105 $1.9M 0.52% 1,731 SH
43 CINCINNATI FINL CORP CINF 172062101 $1.9M 0.52% 12,022 SH
44 DARDEN RESTAURANTS INC DRI 237194105 $1.9M 0.52% 9,638 SH
45 WASTE MGMT INC DEL WM 94106L109 $1.9M 0.52% 8,203 SH
46 TEXAS INSTRS INC TXN 882508104 $1.9M 0.52% 9,651 SH
47 CISCO SYS INC CSCO 17275R102 $1.9M 0.52% 24,120 SH
48 BERKLEY W R CORP WRB 084423102 $1.9M 0.52% 28,228 SH
49 TELEDYNE TECHNOLOGIES INC TDY 879360105 $1.9M 0.51% 3,080 SH
50 PRINCIPAL FINANCIAL GROUP IN PFG 74251V102 $1.9M 0.51% 20,576 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-14 $362.5M 450 0000019481-26-000004
2025-12-31 2026-02-17 $367.9M 461 0000019481-26-000002
2025-09-30 2025-11-14 $349.3M 440 0001628280-25-052170