Virtus Investment Advisers, Llc Portfolio Stock Holdings

Virtus Investment Advisers, Llc disclosed 450 stock positions valued at approximately $362.5 million in its latest SEC 13F filing. The largest holdings include GILEAD SCIENCES INC, AMGEN INC, and REGENERON PHARMACEUTICALS. The filing reflects positions held as of March 31, 2026 and was filed on May 14, 2026.

Report Period
March 31, 2026
No. of Stocks
450
Portfolio Value
$362.5M
Holdings by Sector
Virtus Investment Advisers, Llc Portfolio Holdings in Q1 2026

421 holdings in the latest reporting period.

Page 1 of 5
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
GILEAD SCIENCES INCGILDHealthcare0.79%20,473+14,798+260.76%$2,853,322
AMGEN INCAMGNHealthcare0.78%8,056+5,906+274.70%$2,834,504
REGENERON PHARMACEUTICALSREGNHealthcare0.77%3,598+2,677+290.66%$2,779,959
IMMUNITYBIO INCIBRXHealthcare0.76%357,747+68,166+23.54%$2,743,919
VERTEX PHARMACEUTICALS INCVRTXHealthcare0.72%5,869+4,358+288.42%$2,620,743
INCYTE CORPINCYHealthcare0.71%27,189-785-2.81%$2,559,029
VERTIV HOLDINGS COVRTIndustrials0.69%10,030+21+0.21%$2,513,317
ALNYLAM PHARMACEUTICALS INCALNYHealthcare0.68%7,471+5,754+335.12%$2,471,930
EDISON INTLEIXUtilities0.67%32,966+30,284+1129.16%$2,412,452
ROSS STORES INCROSTConsumer Cyclical0.61%10,202-1,667-14.04%$2,210,059
QUANTA SVCS INCPWRIndustrials0.60%3,959-380-8.76%$2,173,570
DAY ONE BIOPHARMACEUTICALS IDAWNHealthcare0.60%100,990+19,243+23.54%$2,165,226
BURLINGTON STORES INCBURLConsumer Cyclical0.59%6,546-404-5.81%$2,129,937
SLB LIMITEDSLBEnergy0.59%41,285+37,043+873.24%$2,121,636
MERCK & CO INCMRKHealthcare0.58%17,585+17,585+100.00%$2,115,300
LINDE PLCLINOther0.57%4,188+4,188+100.00%$2,076,243
HERSHEY COHSYConsumer Defensive0.57%9,903+9,903+100.00%$2,058,735
CHUBB LTD SWITZCBFinancial Services0.57%6,294+6,294+100.00%$2,051,403
BAKER HUGHES COMPANYBKREnergy0.57%33,588-6,266-15.72%$2,050,547
TJX COS INC NEWTJXConsumer Cyclical0.56%12,821-423-3.19%$2,047,514
WABTECWABIndustrials0.56%8,189-1,445-15.00%$2,046,513
WELLTOWER INCWELLReal Estate0.56%10,342-272-2.56%$2,044,717
HOWMET AEROSPACE INCHWMIndustrials0.56%8,805-683-7.20%$2,029,200
ALLSTATE CORPALLFinancial Services0.56%9,743-252-2.52%$2,020,114
WALMART INCWMTConsumer Defensive0.56%16,228-2,259-12.22%$2,016,816
TRANE TECHNOLOGIES PLCTTOther0.56%4,837+363+8.11%$2,015,771
FASTENAL COFASTIndustrials0.55%43,180-2,638-5.76%$2,003,552
LIVE NATION ENTERTAINMENT INLYVCommunication Services0.54%12,928+12,928+100.00%$1,971,649
CME GROUP INCCMEFinancial Services0.54%6,671-490-6.84%$1,970,280
HARTFORD INSURANCE GROUP INCHIGFinancial Services0.54%14,563-983-6.32%$1,969,354
TRAVELERS COMPANIES INCTRVFinancial Services0.54%6,746-367-5.16%$1,967,673
COCA COLA COKOConsumer Defensive0.54%25,802+25,802+100.00%$1,962,242
APPLIED MATLS INCAMATTechnology0.54%5,704-2,675-31.93%$1,949,570
COSTCO WHOLESALE CORPORATIONCOSTConsumer Defensive0.54%1,955-109-5.28%$1,948,021
HUBBELL INCHUBBIndustrials0.53%3,920+3,920+100.00%$1,923,701
AFLAC INCAFLFinancial Services0.53%17,510+17,510+100.00%$1,921,022
BERKSHIRE HATHAWAY INC DELBRK-BFinancial Services0.53%3,998+36+0.91%$1,915,842
DELTA AIR LINES INCDALIndustrials0.53%28,693-4,273-12.96%$1,907,511
BANK NEW YORK MELLON CORPBKFinancial Services0.52%15,964+15,964+100.00%$1,893,809
ELECTRONIC ARTS INCEACommunication Services0.52%9,285+9,285+100.00%$1,892,933
MONOLITHIC PWR SYS INCMPWRTechnology0.52%1,731-24-1.37%$1,892,589
CINCINNATI FINL CORPCINFFinancial Services0.52%12,022-548-4.36%$1,891,662
DARDEN RESTAURANTS INCDRIConsumer Cyclical0.52%9,638+9,638+100.00%$1,889,434
WASTE MGMT INC DELWMIndustrials0.52%8,203+8,203+100.00%$1,884,967
TEXAS INSTRS INCTXNTechnology0.52%9,651+9,651+100.00%$1,873,645
CISCO SYS INCCSCOTechnology0.52%24,120-2,145-8.17%$1,871,471
BERKLEY W R CORPWRBFinancial Services0.52%28,228+1,960+7.46%$1,870,952
TELEDYNE TECHNOLOGIES INCTDYTechnology0.51%3,080+3,080+100.00%$1,863,431
PRINCIPAL FINANCIAL GROUP INPFGFinancial Services0.51%20,576+20,576+100.00%$1,854,103
YUM CHINA HLDGS INCYUMCConsumer Cyclical0.51%37,826-5,902-13.50%$1,845,152
AMETEK INCAMEIndustrials0.51%8,603-1,702-16.52%$1,844,139
PARKER-HANNIFIN CORPPHIndustrials0.51%2,049-438-17.61%$1,834,347
MASTERCARD INCORPORATEDMAFinancial Services0.50%3,646+275+8.16%$1,821,760
EDWARDS LIFESCIENCES CORPEWHealthcare0.50%22,700-507-2.18%$1,817,816
EBAY INC.EBAYConsumer Cyclical0.50%19,934+781+4.08%$1,814,393
MARKEL GROUP INCMKLFinancial Services0.50%943-95-9.15%$1,804,968
PULTE GROUP INCPHMConsumer Cyclical0.50%15,319+15,319+100.00%$1,801,668
ABBOTT LABORATORIESABTHealthcare0.50%17,527+17,527+100.00%$1,799,497
SPOTIFY TECHNOLOGY S ASPOTOther0.50%3,709+790+27.06%$1,798,531
ROYAL CARIBBEAN GROUPRCLOther0.50%6,530+19+0.29%$1,796,925
REGIONS FINANCIAL CORP NEWRFFinancial Services0.49%68,093-10,498-13.36%$1,778,589
ECOLAB INCECLBasic Materials0.49%6,680+6,680+100.00%$1,777,014
GENERAL DYNAMICS CORPGDIndustrials0.49%5,176-326-5.93%$1,776,507
FREEPORT MCMORAN INCFCXBasic Materials0.49%30,185+30,185+100.00%$1,774,274
CUMMINS INCCMIIndustrials0.49%3,293-1,311-28.48%$1,771,700
SYNCHRONY FINANCIALSYFFinancial Services0.49%25,996+469+1.84%$1,768,248
NORTHERN TR CORPNTRSFinancial Services0.49%12,655-2,323-15.51%$1,766,258
BROADCOM INCAVGOTechnology0.49%5,702+588+11.50%$1,764,826
VISA INCVFinancial Services0.49%5,834+336+6.11%$1,763,268
FERGUSON ENTERPRISES INCFERGIndustrials0.49%7,543+7,543+100.00%$1,759,480
EAGLE POINT CREDIT COMPANY IECCFinancial Services0.49%467,814+165,724+54.86%$1,758,981
NVIDIA CORPORATIONNVDATechnology0.48%10,066+578+6.09%$1,755,510
VULCAN MATLS COVMCBasic Materials0.48%6,354+6,354+100.00%$1,730,194
KLA CORPKLACTechnology0.48%1,173-409-25.85%$1,727,137
INTERCONTINENTAL EXCHANGE INICEFinancial Services0.48%10,951+10,951+100.00%$1,722,373
MARTIN MARIETTA MATLS INCMLMBasic Materials0.47%2,923+2,923+100.00%$1,720,712
SCHWAB CHARLES CORPSCHWFinancial Services0.47%18,296-2,028-9.98%$1,719,458
TE CONNECTIVITY PLCTELOther0.47%8,223+8,223+100.00%$1,718,771
EXPEDITORS INTL WASH INCEXPDIndustrials0.47%11,982-3,992-24.99%$1,716,182
LAM RESEARCH CORPLRCXOther0.47%7,958-4,300-35.08%$1,700,306
LAS VEGAS SANDS CORPLVSConsumer Cyclical0.47%31,446-1,327-4.05%$1,694,310
MONSTER BEVERAGE CORP NEWMNSTConsumer Defensive0.47%23,311-4,204-15.28%$1,689,115
INTERACTIVE BROKERS GROUP INIBKRFinancial Services0.47%25,142-2,643-9.51%$1,686,274
EMERSON ELEC COEMRIndustrials0.46%12,851+12,851+100.00%$1,683,738
UBER TECHNOLOGIES INCUBERTechnology0.46%23,360+3,372+16.87%$1,680,285
ELI LILLY & COLLYHealthcare0.46%1,826+1,826+100.00%$1,679,500
PALANTIR TECHNOLOGIES INCPLTRTechnology0.46%11,453+1,393+13.85%$1,675,345
CENCORA INCCORHealthcare0.46%5,328-355-6.25%$1,673,738
RESMED INCRMDHealthcare0.46%7,427-8-0.11%$1,667,213
WILLIAMS SONOMA INCWSMConsumer Cyclical0.46%9,113-442-4.63%$1,661,573
CADENCE DESIGN SYSTEM INCCDNSTechnology0.46%5,960+371+6.64%$1,656,105
EXPEDIA GROUP INCEXPEConsumer Cyclical0.45%7,114+7,114+100.00%$1,642,551
NASDAQ INCNDAQFinancial Services0.45%19,266-2,419-11.16%$1,635,491
ALPHABET INCGOOGLCommunication Services0.45%5,672-1,459-20.46%$1,631,040
RAYMOND JAMES FINL INCRJFFinancial Services0.45%11,228-716-5.99%$1,625,702
ROCKWELL AUTOMATION INCROKIndustrials0.45%4,520+4,520+100.00%$1,622,138
NEWMONT CORPNEMBasic Materials0.45%14,942-9,097-37.84%$1,617,472
ZOOM COMMUNICATIONS INCZMTechnology0.45%20,094-2,375-10.57%$1,615,357
XYLEM INCXYLIndustrials0.45%13,515+841+6.64%$1,615,043
WARNER MUSIC GROUP CORPWMGCommunication Services0.44%62,715+62,715+100.00%$1,601,741