Fund HoldingsVirtus Family Office LLC

Total Portfolio Value
$117.20M
Total Bought
$24.00M
Total Sold
$24.23M
Net Transaction
-$235.7K
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
SYNCHRONY FINANCIAL(SYF)024,714+24,71401,6811.43%+1,681
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)026,667+26,66701,6361.40%+1,636
KORN FERRY(KFY)025,749+25,74901,6351.40%+1,635
CUMMINS INC(CMI)03,010+3,01001,6191.38%+1,619
PAYPAL HLDGS INC(PYPL)035,464+35,46401,6041.37%+1,604
AUTOMATIC DATA PROCESSING IN07,798+7,79801,5841.35%+1,584
PAYCOM SOFTWARE INC(PAYC)012,991+12,99101,5791.35%+1,579
RESMED INC(RMD)07,005+7,00501,5721.34%+1,572
VEEVA SYS INC(VEEV)08,708+8,70801,5301.31%+1,530
UNIVERSAL HLTH SVCS INC(UHS)08,529+8,52901,5261.30%+1,526
QFIN HOLDINGS INC(QFIN)0100,944+100,94401,3031.11%+1,303
INVESCO EXCH TRADED FD TR II022,309+22,30909680.83%+968
ISHARES TR013,223+13,22307830.67%+783
PDD HOLDINGS INC(PDD)37,13448,438+11,3044,2114,9494.22%+738
ISHARES TR
MSCI JP VALUE
013,578+13,57805790.49%+579
INVESCO EXCHANGE TRADED FD T
RAFI US 1500
010,501+10,50104820.41%+482
INMODE LTD(INMD)198,556247,443+48,8872,9173,3852.89%+468
INVESCO EXCH TRADED FD TR II268,894273,371+4,4776,9407,3566.28%+416
GLOBAL X FDS
DEFENSE TECH ETF
32,50334,524+2,0212,1142,4462.09%+332
COPA HOLDINGS SA(CPA)40,22045,556+5,3364,8515,1754.42%+324
SHINHAN FINANCIAL GROUP CO L(SHG)96,37387,785-8,5885,1695,4374.64%+268
COMCAST CORP NEW(CCZ)48,73959,454+10,7151,4571,7071.46%+250
ZTO EXPRESS CAYMAN INC(ZTO)246,923213,936-32,9875,1585,3844.59%+226
PFIZER INC(PFE)64,12464,401+2771,5971,8081.54%+212
UNITED THERAPEUTICS CORP DEL(UTHR)3,7083,385-3231,8072,0071.71%+201
ISHARES TR2,6424,292+1,6502914740.40%+183
FIRST TR EXCHANGE-TRADED FD
SMID RISNG ETF
106,427107,918+1,4914,0784,2553.63%+177
WISDOMTREE TR(WT)14,91115,264+3531,5181,6671.42%+149
CROCS INC(CROX)20,25622,630+2,3741,7321,8791.60%+146
FIDELITY NATIONAL FINANCIAL(FNF)14,57020,005+5,4357959280.79%+132
QUALCOMM INC(QCOM)9,22113,093+3,8721,5771,6861.44%+109
MERCK & CO INC(MRK)8,2757,906-3698789580.82%+80
ISHARES TR27,42527,387-381,9582,0361.74%+78
SPDR SERIES TRUST
SP KENSHO FINAL
3,8023,80203243780.32%+55
WISDOMTREE TR(WT)26,56027,302+7421,9081,9581.67%+51
GENERAL DYNAMICS CORP(GD)1,2701,355+854284650.40%+38
CANADIAN NATL RY CO(CNI)9,2639,26309169520.81%+36
TEXTRON INC(TXT)5,3165,650+3344634950.42%+31
CLOROX CO DEL(CLX)8,0738,07308148370.71%+23
INGREDION INC(INGR)8,0778,07708919100.78%+19
VANGUARD WELLINGTON FD2,3602,36004514650.40%+14
GILEAD SCIENCES INC(GILD)6,8346,114-7208398520.73%+13
ISHARES TR
MSCI INTL MOMENT
10,04110,04104824820.41%+1
NETAPP INC(NTAP)8,1008,452+3528678650.74%-2
PROKIDNEY CORP27,50027,500062490.04%-12
VANGUARD INDEX FDS56856803563390.29%-17
ISHARES TR
MSCI USA MMENTM
1,8561,85604654450.38%-19
INVESCO EXCHANGE TRADED FD T
RAFI US 1000 ETF
26,47825,647-8311,2421,2191.04%-23
VANGUARD WORLD FD56956902352090.18%-26
FIRST TR EXCHANGE TRADED FD
NASDQ ARTFCIAL
5,4495,44902832520.21%-31
ALIGN TECHNOLOGY INC2,5052,075-4303913560.30%-35
MEDIFAST INC79,06079,06008448060.69%-39
ISHARES GOLD TR(IAU)30,06527,092-2,9732,4402,3882.04%-52
RYANAIR HOLDINGS PLC(RYAAY)8,0629,066+1,0045825240.45%-58
BIOMARIN PHARMACEUTICAL INC(BMRN)5,9964,921-1,0753562780.24%-78
OMNICOM GROUP INC(OMC)4,3053,559-7463502700.23%-80
VANECK ETF TRUST
ALTE ASSE MA ETF
26,76929,307+2,5387276290.54%-97
TAIWAN SEMICONDUCTOR MFG LTD(TSM)17,28715,193-2,0945,2675,1484.39%-119
NVIDIA CORPORATION(NVDA)1,1010-1,1012050-205
AMBEV SA(ABEV)799,182606,829-192,3532,0411,7831.52%-257
ACCENTURE PLC IRELAND
SHS CLASS A
2,0631,455-6085542890.25%-265
AMRIZE LTD(AMRZ)5,1040-5,1042760-276
ICON PLC(ICLR)2,8672,172-6955222400.21%-282
APPLE INC(AAPL)1,4540-1,4543950-395
FRANKLIN TEMPLETON ETF TR
FTSE JAPAN ETF
35,23222,345-12,8871,2148080.69%-405
ISHARES TR
0-5 YR TIPS ETF
22,42718,219-4,2082,2961,8841.61%-412
ALPHABET INC(GOOG)2,2721,032-1,2407112970.25%-414
ISHARES TR
FLTG RATE NT ETF
88,61279,612-9,0004,5074,0563.46%-451
VANGUARD WHITEHALL FDS75,28466,587-8,6975,0764,3743.73%-702
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
96,74684,227-12,5197,7146,6775.70%-1,037
INTERNATIONAL SEAWAYS INC(INSW)32,3502,916-29,4341,5712130.18%-1,358
PULTE GROUP INC(PHM)12,0580-12,0581,4170-1,417
OSHKOSH CORP(OSK)11,7570-11,7571,4770-1,477
ATKORE INC25,5040-25,5041,6130-1,613
NEXTPOWER INC21,4531,724-19,7291,8692080.18%-1,661
GERDAU SA(GGB)574,87096,239-478,6312,1213470.30%-1,774
APPLIED MATLS INC7,826607-7,2192,0112070.18%-1,804
STELLANTIS N.V(STLA)301,16428,022-273,1423,2811990.17%-3,083
ALIBABA GROUP HLDG LTD(BABA)28,0813,403-24,6784,1164270.36%-3,689
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