Fund HoldingsVIRTUS ADVISERS, LLC

Total Portfolio Value
$164.66M
Total Bought
$54.09M
Total Sold
$60.50M
Net Transaction
-$6.40M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
HALLIBURTON CO(HAL)020,220+20,22008190.50%+819
ALPHABET INC(GOOG)06,222+6,22208140.49%+814
STEEL DYNAMICS INC(STLD)07,446+7,44607980.48%+798
CATERPILLAR INC(CAT)02,900+2,90007920.48%+792
BOOKING HOLDINGS INC(BKNG)0256+25607890.48%+789
GALLAGHER ARTHUR J & CO(AJG)03,415+3,41507780.47%+778
SCHLUMBERGER LTD(SLB)013,336+13,33607770.47%+777
TJX COS INC NEW(TJX)08,727+8,72707760.47%+776
CELANESE CORP DEL(CE)06,158+6,15807730.47%+773
FLEETCOR TECHNOLOGIES INC02,960+2,96007560.46%+756
MARRIOTT INTL INC NEW(MAR)03,833+3,83307530.46%+753
ROSS STORES INC(ROST)06,666+6,66607530.46%+753
ICON PLC(ICLR)03,036+3,03607480.45%+748
COTERRA ENERGY INC036,264+36,26409810.60%+981
WEST PHARMACEUTICAL SVSC INC(WST)01,980+1,98007430.45%+743
GARMIN LTD(GRMN)07,047+7,04707410.45%+741
KKR INCOME OPPORTUNITIES FD061,334+61,33407340.45%+734
BROWN & BROWN INC(BRO)010,489+10,48907330.44%+733
ACCENTURE PLC IRELAND
SHS CLASS A
02,373+2,37307290.44%+729
HUNT J B TRANS SVCS INC(JBHT)03,818+3,81807200.44%+720
TESLA INC(TSLA)02,873+2,87307190.44%+719
SERVICENOW INC(NOW)01,284+1,28407180.44%+718
TYLER TECHNOLOGIES INC(TYL)01,852+1,85207150.43%+715
YUM CHINA HLDGS INC(YUMC)012,821+12,82107140.43%+714
NVR INC(NVR)0119+11907100.43%+710
CSX CORP(CSX)023,010+23,01007080.43%+708
ADVANCED MICRO DEVICES INC(AMD)06,731+6,73106920.42%+692
STRYKER CORPORATION(SYK)02,526+2,52606900.42%+690
GENUINE PARTS CO(GPC)04,778+4,77806900.42%+690
AIRBNB INC05,020+5,02006890.42%+689
FREEPORT-MCMORAN INC(FCX)018,393+18,39306860.42%+686
HOST HOTELS & RESORTS INC(HST)042,510+42,51006830.41%+683
HEICO CORP NEW(HEI)04,209+4,20906820.41%+682
ALIGN TECHNOLOGY INC02,213+2,21306760.41%+676
APTIV PLC(APTV)06,838+6,83806740.41%+674
ILLINOIS TOOL WKS INC(ITW)02,922+2,92206730.41%+673
ARES DYNAMIC CR ALLOCATION F050,839+50,83906560.40%+656
AMERICAN EXPRESS CO(AXP)04,387+4,38706540.40%+654
BLACKROCK INCOME TR INC057,476+57,47606540.40%+654
SKYWORKS SOLUTIONS INC(SWKS)06,610+6,61006520.40%+652
S&P GLOBAL INC(SPGI)01,764+1,76406450.39%+645
LIBERTY MEDIA CORP DEL(FWONA)010,236+10,23606380.39%+638
ROCKWELL AUTOMATION INC(ROK)02,215+2,21506330.38%+633
DARDEN RESTAURANTS INC(DRI)04,383+4,38306280.38%+628
ROLLINS INC(ROL)016,777+16,77706260.38%+626
VICI PPTYS INC(VICI)029,160+29,16008490.52%+849
BURLINGTON STORES INC(BURL)04,357+4,35705900.36%+590
BLACKROCK CAP INVT CORP0204,532+204,53207590.46%+759
OXFORD LANE CAP CORP0221,206+221,20601,1040.67%+1,104
DELTA AIR LINES INC DEL(DAL)015,385+15,38505690.35%+569
FORTINET INC(FTNT)09,556+9,55605610.34%+561
PAYCOM SOFTWARE INC(PAYC)02,134+2,13405530.34%+553
UNITED AIRLS HLDGS INC(UAL)012,966+12,96605480.33%+548
PROSPECT CAP CORP(PSEC)0131,691+131,69107970.48%+797
XAI OCTAGON FLOATING RATE &0127,800+127,80008880.54%+888
PENNANTPARK FLOATING RATE CA(PFLA)071,142+71,14207580.46%+758
FS KKR CAP CORP(FSK)042,077+42,07708280.50%+828
SLR INVESTMENT CORP051,460+51,46007920.48%+792
GOLDMAN SACHS BDC INC(GSBD)060,287+60,28708780.53%+878
HORIZON TECHNOLOGY FIN CORP057,835+57,83506870.42%+687
CHEWY INC(CHWY)021,146+21,14603860.23%+386
INVESCO QUALITY MUN INCOME T(IQI)045,117+45,11703790.23%+379
TRIPLEPOINT VENTURE GROWTH B081,440+81,44008520.52%+852
NUVEEN CR STRATEGIES INCOME
COM SHS
0158,532+158,53208020.49%+802
OAKTREE SPECIALTY LENDING CO(OCSL)033,609+33,60906760.41%+676
NUVEEN FLOATING RATE INCOME(JFR)076,667+76,66706290.38%+629
NEW MTN FIN CORP050,741+50,74106570.40%+657
STELLUS CAP INVT CORP043,058+43,05805860.36%+586
ARES CAPITAL CORP(ARCC)031,942+31,94206220.38%+622
FIRST TR SR FLTG RATE INCOME(FCT)068,101+68,10106810.41%+681
INVESCO SR INCOME TR0167,752+167,75206580.40%+658
WHITEHORSE FIN INC057,966+57,96607400.45%+740
BLACKROCK INNOVATION AND GRW(BTX)088,829+88,82906180.38%+618
SARATOGA INVT CORP(SAJ)021,088+21,08805420.33%+542
CENTER COAST BRKFLD MLP ENRG013,699+13,69902900.18%+290
PIONEER FLOATING RATE FUND I067,774+67,77406110.37%+611
MIDCAP FINANCIAL INVSTMNT CO050,512+50,51206950.42%+695
BLACKROCK LTD DURATION INCOM046,066+46,06605930.36%+593
BARINGS BDC INC(BBDC)070,128+70,12806250.38%+625
EATON VANCE SR INCOME TR095,956+95,95605660.34%+566
CAPITAL SOUTHWEST CORP(CSWC)027,757+27,75706360.39%+636
SIXTH STREET SPECIALTY LENDI(TSLX)028,607+28,60705850.36%+585
PENNANTPARK INVT CORP090,071+90,07105930.36%+593
CRESCENT CAP BDC INC040,965+40,96507010.43%+701
FIDUS INVT CORP027,888+27,88805350.33%+535
EATON VANCE FLTING RATE INC(EFT)044,039+44,03905420.33%+542
BLACKROCK DEBT STRATEGIES FD053,552+53,55205500.33%+550
BLACKROCK FLOATING RATE INC044,071+44,07105310.32%+531
GLADSTONE INVT CORP(GAIN)037,631+37,63104790.29%+479
BLACKROCK TCP CAPITAL CORP054,893+54,89306440.39%+644
CARLYLE SECURED LENDING INC041,521+41,52106020.37%+602
BLACKROCK FLOATING RATE INCO
COM
041,096+41,09605190.31%+519
EATON VANCE SR FLTNG RTE TR
COM
044,758+44,75805420.33%+542
GOLUB CAP BDC INC(GBDC)037,925+37,92505560.34%+556
BLACKSTONE STRATEGIC CRED 20(BGB)048,910+48,91005380.33%+538
BNY MELLON ALCENTRA GLOBAL C065,093+65,09305050.31%+505
MAIN STR CAP CORP(MAIN)011,149+11,14904530.28%+453
CION INVT CORP(CICB)041,848+41,84804420.27%+442
BLACKSTONE SENI FLTN RAT 202(BSL)038,056+38,05605040.31%+504
GLADSTONE CAPITAL CORP054,860+54,86005290.32%+529
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