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Holders — by stockHoldings — by fund

Virtus Investment Advisers, LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0000019481

$429.2M

disclosed book value

463

positions

0.9%

largest position share

Positions, as of 2026-06-30

top 100 of 463 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1MUMICRON TECHNOLOGY INC3,438$4.0M0.9%
2DDOGDATADOG INC13,587$3.5M0.8%
3MRVLMARVELL TECHNOLOGY INC11,394$3.4M0.8%
4INCYINCYTE CORP29,544$3.3M0.8%
5AMATAPPLIED MATLS INC4,452$3.2M0.7%
6AMDADVANCED MICRO DEVICES INC5,385$3.1M0.7%
7AMGNAMGEN INC8,572$3.1M0.7%
8DVNDEVON ENERGY CORP NEW74,863$3.1M0.7%
9LRCXLAM RESEARCH CORP6,944$3.0M0.7%
10ALNYALNYLAM PHARMACEUTICALS INC9,953$3.0M0.7%
11GILDGILEAD SCIENCES INC23,368$3.0M0.7%
12WDCWESTERN DIGITAL CORP4,499$2.9M0.7%
13KLACKLA CORP9,480$2.9M0.7%
14GLWCORNING INC10,728$2.7M0.6%
15REGNREGENERON PHARMACEUTICALS4,320$2.7M0.6%
16UALUNITED AIRLS HLDGS INC19,612$2.7M0.6%
17NTAPNETAPP INC16,620$2.6M0.6%
18LLYELI LILLY & CO2,074$2.5M0.6%
19DALDELTA AIR LINES INC26,428$2.5M0.6%
20ILMNILLUMINA INC14,025$2.5M0.6%
21HEIHEICO CORP NEW6,772$2.4M0.6%
22CSCOCISCO SYS INC20,419$2.4M0.6%
23CATCATERPILLAR INC2,173$2.3M0.5%
24MNSTMONSTER BEVERAGE CORP NEW23,450$2.3M0.5%
25ROYAL CARIBBEAN GROUP6,961$2.2M0.5%
26WSMWILLIAMS SONOMA INC9,383$2.2M0.5%
27EIXEDISON INTL28,988$2.2M0.5%
28FSLRFIRST SOLAR INC9,127$2.2M0.5%
29HOODROBINHOOD MKTS INC21,467$2.2M0.5%
30WSTWEST PHARMACEUTICAL SVSC INC5,965$2.1M0.5%
31APHAMPHENOL CORP12,127$2.1M0.5%
32URIUNITED RENTALS INC1,877$2.1M0.5%
33GWWWW GRAINGER INC1,555$2.1M0.5%
34MRKMERCK & CO INC16,352$2.1M0.5%
35AAGILENT TECHNOLOGIES INC15,589$2.1M0.5%
36GDGENERAL DYNAMICS CORP5,769$2.0M0.5%
37PWRQUANTA SVCS INC2,827$2.0M0.5%
38TROWPRICE T ROWE GROUP INC17,780$2.0M0.5%
39FITBFIFTH THIRD BANCORP35,809$2.0M0.5%
40APPAPPLOVIN CORP3,915$2.0M0.5%
41CINFCINCINNATI FINL CORP10,880$2.0M0.5%
42CDNSCADENCE DESIGN SYSTEM INC5,354$2.0M0.5%
43EBAYEBAY INC.17,969$2.0M0.5%
44HWMHOWMET AEROSPACE INC7,458$2.0M0.5%
45SPGSIMON PPTY GROUP INC NEW8,956$2.0M0.5%
46ALLALLSTATE CORP8,416$2.0M0.5%
47EXPDEXPEDITORS INTL WASH INC12,169$2.0M0.5%
48RTXRTX CORPORATION10,395$2.0M0.5%
49METMETLIFE INC23,205$2.0M0.5%
50TRVTRAVELERS COMPANIES INC5,934$2.0M0.5%
51EWEDWARDS LIFESCIENCES CORP21,594$2.0M0.5%
52AAPLAPPLE INC6,733$1.9M0.5%
53WELLWELLTOWER INC8,582$1.9M0.5%
54PFGPRINCIPAL FINANCIAL GROUP IN18,072$1.9M0.5%
55CMICUMMINS INC2,726$1.9M0.5%
56PHMPULTE GROUP INC14,048$1.9M0.4%
57AXPAMERICAN EXPRESS CO5,654$1.9M0.4%
58FASTFASTENAL CO39,803$1.9M0.4%
59CHUBB LIMITED5,554$1.9M0.4%
60GEVGE VERNOVA INC1,610$1.9M0.4%
61EXPEEXPEDIA GROUP INC7,351$1.9M0.4%
62ECLECOLAB INC6,730$1.9M0.4%
63AMEAMETEK INC7,736$1.9M0.4%
64VRTVERTIV HOLDINGS CO5,589$1.9M0.4%
65TXTTEXTRON INC20,371$1.9M0.4%
66COFCAPITAL ONE FINL CORP9,283$1.9M0.4%
67MKLMARKEL GROUP INC951$1.9M0.4%
68KEYSKEYSIGHT TECHNOLOGIES INC5,291$1.9M0.4%
69EATON CORP PLC4,324$1.8M0.4%
70GOOGLALPHABET INC5,143$1.8M0.4%
71TDYTELEDYNE TECHNOLOGIES INC2,749$1.8M0.4%
72SCHWSCHWAB CHARLES CORP19,859$1.8M0.4%
73ABNBAIRBNB INC12,775$1.8M0.4%
74VMCVULCAN MATLS CO6,188$1.8M0.4%
75TRANE TECHNOLOGIES PLC3,709$1.8M0.4%
76WABWABTEC6,743$1.8M0.4%
77PHPARKER-HANNIFIN CORP1,852$1.8M0.4%
78LMTLOCKHEED MARTIN CORP3,511$1.8M0.4%
79SYFSYNCHRONY FINANCIAL23,481$1.8M0.4%
80RJFRAYMOND JAMES FINL INC11,681$1.8M0.4%
81ANETARISTA NETWORKS INC10,448$1.8M0.4%
82ODFLOLD DOMINION FREIGHT LINE IN8,173$1.8M0.4%
83EOGEOG RES INC13,527$1.8M0.4%
84BURLBURLINGTON STORES INC5,524$1.8M0.4%
85HIGHARTFORD INSURANCE GROUP INC13,185$1.7M0.4%
86TE CONNECTIVITY PLC8,603$1.7M0.4%
87TJXTJX COS INC NEW11,445$1.7M0.4%
88XYLXYLEM INC14,591$1.7M0.4%
89ZMZOOM COMMUNICATIONS INC19,844$1.7M0.4%
90SLBSLB LIMITED36,705$1.7M0.4%
91HUBBHUBBELL INC3,244$1.7M0.4%
92ROSTROSS STORES INC7,970$1.7M0.4%
93DISDISNEY WALT CO17,610$1.7M0.4%
94BABOEING CO7,791$1.7M0.4%
95NVDANVIDIA CORPORATION8,321$1.7M0.4%
96GARMIN LTD7,004$1.7M0.4%
97CBRECBRE GROUP INC12,327$1.7M0.4%
98CRH PLC15,447$1.7M0.4%
99IDXXIDEXX LABS INC3,133$1.6M0.4%
100AMZNAMAZON COM INC6,903$1.6M0.4%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.