Virtus Investment Advisers, Llc Portfolio Stock Holdings

According to the SEC 13F filed on August 11, 2026, Virtus Investment Advisers, Llc disclosed 439 stock positions valued at approximately $429.24M as of quarter-end June 30, 2026. The largest holdings include MICRON TECHNOLOGY INC, DATADOG INC, and MARVELL TECHNOLOGY INC.

Report Period
June 30, 2026
No. of Stocks
439
Portfolio Value
$429.24M
Holdings by Sector
Virtus Investment Advisers, Llc Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
MICRON TECHNOLOGY INCMUTechnology0.92%3,438-1,187-25.66%$3,968,449
DATADOG INCDDOGTechnology0.82%13,587+1,458+12.02%$3,537,511
MARVELL TECHNOLOGY INCMRVLTechnology0.79%11,394+11,394+100.00%$3,394,159
INCYTE CORPINCYHealthcare0.78%29,544+2,355+8.66%$3,349,108
APPLIED MATLS INCAMATTechnology0.75%4,452-1,252-21.95%$3,218,796
ADVANCED MICRO DEVICES INCAMDTechnology0.73%5,385-2,144-28.48%$3,128,200
AMGEN INCAMGNHealthcare0.72%8,572+516+6.41%$3,104,093
DEVON ENERGY CORP NEWDVNEnergy0.72%74,863+74,863+100.00%$3,093,339
LAM RESEARCH CORPLRCXOther0.70%6,944-1,014-12.74%$3,009,044
ALNYLAM PHARMACEUTICALS INCALNYHealthcare0.70%9,953+2,482+33.22%$2,996,152
GILEAD SCIENCES INCGILDHealthcare0.69%23,368+2,895+14.14%$2,952,313
WESTERN DIGITAL CORPWDCTechnology0.67%4,499+4,499+100.00%$2,873,601
KLA CORPKLACTechnology0.67%9,480+8,307+708.18%$2,860,211
CORNING INCGLWTechnology0.64%10,728+10,728+100.00%$2,740,253
REGENERON PHARMACEUTICALSREGNHealthcare0.63%4,320+722+20.07%$2,693,693
UNITED AIRLS HLDGS INCUALIndustrials0.62%19,612+19,612+100.00%$2,667,036
NETAPP INCNTAPTechnology0.60%16,620+16,620+100.00%$2,572,111
ELI LILLY & COLLYHealthcare0.58%2,074+248+13.58%$2,487,618
DELTA AIR LINES INCDALIndustrials0.58%26,428-2,265-7.89%$2,475,246
ILLUMINA INCILMNHealthcare0.57%14,025+14,025+100.00%$2,466,016
HEICO CORP NEWHEIIndustrials0.56%6,772+1,167+20.82%$2,412,119
CISCO SYS INCCSCOTechnology0.56%20,419-3,701-15.34%$2,398,416
CATERPILLAR INCCATIndustrials0.54%2,173+2,173+100.00%$2,314,028
MONSTER BEVERAGE CORP NEWMNSTConsumer Defensive0.53%23,450+139+0.60%$2,254,014
ROYAL CARIBBEAN GROUPRCLOther0.51%6,961+431+6.60%$2,210,326
WILLIAMS SONOMA INCWSMConsumer Cyclical0.51%9,383+270+2.96%$2,187,177
EDISON INTLEIXUtilities0.50%28,988-3,978-12.07%$2,158,157
FIRST SOLAR INCFSLRTechnology0.50%9,127+1,054+13.06%$2,153,607
ROBINHOOD MKTS INCHOODFinancial Services0.50%21,467+3,434+19.04%$2,152,711
WEST PHARMACEUTICAL SVSC INCWSTHealthcare0.50%5,965-763-11.34%$2,141,435
Showing 30 of 439 holdings in the latest reporting period.