Fund HoldingsVIRTUS ADVISERS, LLC

Total Portfolio Value
$213.88M
Total Bought
$52.81M
Total Sold
$45.07M
Net Transaction
+$7.74M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
OFS CREDIT COMPANY INC0278,579+278,57902,0640.97%+2,064
ISHARES TR024,465+24,46501,9650.92%+1,965
APPLOVIN CORP(APP)011,420+11,42001,4910.70%+1,491
CONSTELLATION ENERGY CORP(CEG)05,058+5,05801,3150.61%+1,315
EAGLE POINT CREDIT COMPANY I(ECC)0127,332+127,33201,2550.59%+1,255
AXON ENTERPRISE INC(AXON)02,851+2,85101,1390.53%+1,139
PUBLIC STORAGE OPER CO(PSA)03,504+3,50401,2750.60%+1,275
ORACLE CORP(ORCL)06,369+6,36901,0850.51%+1,085
COUPANG INC(CPNG)043,875+43,87501,0770.50%+1,077
HOWMET AEROSPACE INC(HWM)010,709+10,70901,0740.50%+1,074
IRON MTN INC DEL(IRM)08,989+8,98901,0680.50%+1,068
AFLAC INC(AFL)09,338+9,33801,0440.49%+1,044
HUBBELL INC(HUBB)02,412+2,41201,0330.48%+1,033
WELLTOWER INC(WELL)08,065+8,06501,0330.48%+1,033
HEICO CORP NEW(HEI)03,780+3,78009880.46%+988
CUMMINS INC(CMI)03,049+3,04909870.46%+987
PULTE GROUP INC(PHM)06,811+6,81109780.46%+978
ELI LILLY & CO(LLY)01,100+1,10009750.46%+975
FIRST SOLAR INC(FSLR)03,905+3,90509740.46%+974
STRYKER CORPORATION(SYK)02,669+2,66909640.45%+964
EXTRA SPACE STORAGE INC(EXR)06,413+6,41301,1560.54%+1,156
DECKERS OUTDOOR CORP(DECK)05,940+5,94009470.44%+947
APPLE INC(AAPL)04,062+4,06209460.44%+946
PTC INC(PTC)05,094+5,09409200.43%+920
PROCTER AND GAMBLE CO(PG)05,236+5,23609070.42%+907
MARSH & MCLENNAN COS INC(MRSH)04,062+4,06209060.42%+906
AMAZON COM INC(AMZN)04,851+4,85109040.42%+904
ANALOG DEVICES INC(ADI)03,910+3,91009000.42%+900
FIFTH THIRD BANCORP(FITB)020,946+20,94608970.42%+897
NORTHERN TR CORP(NTRS)09,900+9,90008910.42%+891
EXXON MOBIL CORP07,546+7,54608850.41%+885
INGERSOLL RAND INC(IR)08,971+8,97108810.41%+881
JPMORGAN CHASE & CO.(JPM)04,172+4,17208800.41%+880
GALLAGHER ARTHUR J & CO(AJG)03,122+3,12208780.41%+878
ELEVANCE HEALTH INC(ELV)01,678+1,67808730.41%+873
SYNCHRONY FINANCIAL(SYF)017,436+17,43608700.41%+870
CITIZENS FINL GROUP INC(CFG)020,481+20,48108410.39%+841
CARLYLE CREDIT INCOME FUND(CCID)099,099+99,09908160.38%+816
FIRST CTZNS BANCSHARES INC N(FCNCA)0420+42007730.36%+773
BLACKSTONE LONG SHORT CR INC048,532+48,53206210.29%+621
GLADSTONE CAPITAL CORP025,581+25,58106150.29%+615
SUPER MICRO COMPUTER INC(SMCI)01,243+1,24305180.24%+518
KINIKSA PHARMACEUTICALS INTL(KNSA)017,556+17,55604390.21%+439
BARINGS PARTN INVS025,777+25,77704370.20%+437
ADMA BIOLOGICS INC030,552+30,55206110.29%+611
TRAVERE THERAPEUTICS INC(TVTX)045,490+45,49006360.30%+636
EXPEDIA GROUP INC(EXPE)07,034+7,03401,0410.49%+1,041
PROGRESSIVE CORP(PGR)04,105+4,10501,0420.49%+1,042
PHATHOM PHARMACEUTICALS INC30,07830,07803105440.25%+234
PARKER-HANNIFIN CORP(PH)01,596+1,59601,0080.47%+1,008
META PLATFORMS INC(META)01,901+1,90101,0880.51%+1,088
CORPAY INC(CPAY)2,7583,030+2727359480.44%+213
CME GROUP INC(CME)3,8784,415+5377629740.46%+212
CATERPILLAR INC(CAT)02,526+2,52609880.46%+988
PALANTIR TECHNOLOGIES INC(PLTR)032,575+32,57501,2120.57%+1,212
MORGAN STANLEY DIRECT LENDIN(MSDL)09,358+9,35801850.09%+185
MASTERCARD INCORPORATED(MA)02,021+2,02109980.47%+998
TRAVELERS COMPANIES INC(TRV)3,8784,140+2627899690.45%+181
QUANTA SVCS INC03,449+3,44901,0280.48%+1,028
SITE CTRS CORP02,823+2,82301710.08%+171
TRADEWEB MKTS INC(TW)08,287+8,28701,0250.48%+1,025
SUMMIT THERAPEUTICS INC(SMMT)011,390+11,39002490.12%+249
BEIGENE LTD(ONC)01,979+1,97904440.21%+444
CINCINNATI FINL CORP(CINF)6,8667,143+2778119720.45%+161
UBER TECHNOLOGIES INC(UBER)013,748+13,74801,0330.48%+1,033
AMERICAN EXPRESS CO(AXP)03,601+3,60109770.46%+977
BERKLEY W R CORP9,91716,375+6,4587799290.43%+150
GRAINGER W W INC(GWW)0912+91209470.44%+947
INTERACTIVE BROKERS GROUP IN(IBKR)07,453+7,45301,0390.49%+1,039
D R HORTON INC(DHI)05,004+5,00409550.45%+955
VISA INC(V)03,412+3,41209380.44%+938
NUVEEN CHURCHILL DIRECT LEND07,737+7,73701350.06%+135
BIONTECH SE(BNTX)03,431+3,43104080.19%+408
VEREN INC021,374+21,37401310.06%+131
TRIPLEPOINT VENTURE GROWTH B158,045198,312+40,2671,2691,4000.65%+131
ARCH CAP GROUP LTD
ORD
09,136+9,13601,0220.48%+1,022
ADVANCED MICRO DEVICES INC(AMD)06,325+6,32501,0380.49%+1,038
FASTENAL CO(FAST)012,582+12,58208990.42%+899
PACCAR INC(PCAR)08,922+8,92208800.41%+880
LENNAR CORP(LEN)05,010+5,01009390.44%+939
ZAI LAB LTD(ZLAB)016,727+16,72704040.19%+404
IGM BIOSCIENCES INC011,606+11,60601920.09%+192
HARTFORD FINL SVCS GROUP INC(HIG)8,3298,076-2538379500.44%+112
ULTRAGENYX PHARMACEUTICAL IN(RARE)07,638+7,63804240.20%+424
TG THERAPEUTICS INC(TGTX)19,65119,65103504600.21%+110
HARMONY BIOSCIENCES HLDGS IN(HRMY)011,067+11,06704430.21%+443
AMETEK INC05,140+5,14008830.41%+883
PERSPECTIVE THERAPEUTICS INC07,945+7,94501060.05%+106
GARTNER INC(IT)01,880+1,88009530.45%+953
AMERIPRISE FINL INC(AMP)02,014+2,01409460.44%+946
BERKSHIRE HATHAWAY INC DEL2,0342,022-128279310.44%+103
TRANE TECHNOLOGIES PLC(TT)02,685+2,68501,0440.49%+1,044
CHUBB LIMITED
COM
03,279+3,27909460.44%+946
AURINIA PHARMACEUTICALS INC(AUPH)061,561+61,56104510.21%+451
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)011,873+11,87309160.43%+916
UNITED RENTALS INC(URI)01,177+1,17709530.45%+953
CENCORA INC3,4973,890+3937888760.41%+88
RHYTHM PHARMACEUTICALS INC(RYTM)07,423+7,42303890.18%+389
CASSAVA SCIENCES INC04,634+4,63401360.06%+136
GILEAD SCIENCES INC(GILD)05,182+5,18204340.20%+434
Page 1 of 1