Fund HoldingsVirtus Investment Advisers, LLC

Total Portfolio Value
$295.80M
Total Bought
$83.29M
Total Sold
$156.19M
Net Transaction
-$72.90M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
CONSTELLATION ENERGY CORP(CEG)06,213+6,21302,0050.68%+2,005
DOORDASH INC(DASH)07,383+7,38301,8200.62%+1,820
VEEVA SYS INC(VEEV)06,090+6,09001,7540.59%+1,754
CISCO SYS INC(CSCO)024,438+24,43801,6960.57%+1,696
STATE STR CORP(STT)015,861+15,86101,6870.57%+1,687
UBER TECHNOLOGIES INC(UBER)017,823+17,82301,6630.56%+1,663
MERCADOLIBRE INC(MELI)0624+62401,6310.55%+1,631
KKR & CO INC(KKR)012,195+12,19501,6220.55%+1,622
CBRE GROUP INC(CBRE)011,480+11,48001,6090.54%+1,609
PALO ALTO NETWORKS INC(PANW)07,741+7,74101,5840.54%+1,584
SCHWAB CHARLES CORP(SCHW)017,335+17,33501,5820.53%+1,582
FOX CORP(FOX)028,081+28,08101,5740.53%+1,574
ELECTRONIC ARTS INC(EA)09,452+9,45201,5090.51%+1,509
STRYKER CORPORATION(SYK)03,797+3,79701,5020.51%+1,502
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)019,203+19,20301,4980.51%+1,498
NEWMONT CORP(NEM)025,692+25,69201,4970.51%+1,497
LOEWS CORP(L)016,253+16,25301,4900.50%+1,490
GENERAL DYNAMICS CORP(GD)05,092+5,09201,4850.50%+1,485
METLIFE INC(MET)018,432+18,43201,4820.50%+1,482
MONSTER BEVERAGE CORP NEW(MNST)023,620+23,62001,4800.50%+1,480
TRACTOR SUPPLY CO(TSCO)027,757+27,75701,4650.50%+1,465
NORTHROP GRUMMAN CORP(NOC)02,929+2,92901,4640.50%+1,464
WATERS CORP(WAT)04,101+4,10101,4310.48%+1,431
MONDELEZ INTL INC(MDLZ)021,128+21,12801,4250.48%+1,425
PUBLIC STORAGE OPER CO(PSA)05,354+5,35401,5710.53%+1,571
ZOETIS INC(ZTS)09,030+9,03001,4080.48%+1,408
VICI PPTYS INC(VICI)048,327+48,32701,5750.53%+1,575
AMGEN INC(AMGN)06,430+6,43001,7950.61%+1,795
MARSH & MCLENNAN COS INC(MRSH)06,319+6,31901,3820.47%+1,382
APPLE INC(AAPL)06,623+6,62301,3590.46%+1,359
MOTOROLA SOLUTIONS INC(MSI)03,222+3,22201,3550.46%+1,355
AFLAC INC(AFL)012,839+12,83901,3540.46%+1,354
LOCKHEED MARTIN CORP(LMT)02,899+2,89901,3430.45%+1,343
CHURCH & DWIGHT CO INC(CHD)013,956+13,95601,3410.45%+1,341
OKTA INC(OKTA)013,406+13,40601,3400.45%+1,340
ROSS STORES INC(ROST)09,918+9,91801,2650.43%+1,265
VISTRA CORP(VST)010,943+10,94302,1210.72%+2,121
ORACLE CORP(ORCL)010,006+10,00602,1880.74%+2,188
ROYAL CARIBBEAN GROUP
COM
06,539+6,53902,0480.69%+2,048
BROADCOM INC(AVGO)07,207+7,20701,9870.67%+1,987
ARISTA NETWORKS INC(ANET)017,788+17,78801,8200.62%+1,820
NVIDIA CORPORATION(NVDA)012,483+12,48301,9720.67%+1,972
AXON ENTERPRISE INC(AXON)02,295+2,29501,9000.64%+1,900
APPLOVIN CORP(APP)05,008+5,00801,7530.59%+1,753
UNITED AIRLS HLDGS INC(UAL)020,317+20,31701,6180.55%+1,618
INTERACTIVE BROKERS GROUP IN(IBKR)032,744+32,74401,8140.61%+1,814
NORTHERN TR CORP(NTRS)12,63815,131+2,4931,2471,9180.65%+672
SYNCHRONY FINANCIAL(SYF)026,950+26,95001,7990.61%+1,799
META PLATFORMS INC(META)02,534+2,53401,8700.63%+1,870
TESLA INC(TSLA)04,863+4,86301,5450.52%+1,545
QUANTA SVCS INC4,8334,824-91,2281,8240.62%+595
INCYTE CORP(INCY)24,49529,844+5,3491,4832,0320.69%+549
SERVICENOW INC(NOW)01,464+1,46401,5050.51%+1,505
AMERICAN EXPRESS CO(AXP)4,4815,233+7521,2061,6690.56%+464
AMPHENOL CORP NEW20,71718,270-2,4471,3591,8040.61%+445
CITIZENS FINL GROUP INC(CFG)30,00737,394+7,3871,2291,6730.57%+444
HOWMET AEROSPACE INC(HWM)11,24110,207-1,0341,4581,9000.64%+442
TRANE TECHNOLOGIES PLC(TT)3,8813,983+1021,3081,7420.59%+435
NU HLDGS LTD(NU)0115,382+115,38201,5830.54%+1,583
RAYMOND JAMES FINL INC(RJF)010,088+10,08801,5470.52%+1,547
PNC FINL SVCS GROUP INC(PNC)7,0468,746+1,7001,2381,6300.55%+392
AUTODESK INC05,134+5,13401,5890.54%+1,589
AMERIPRISE FINL INC(AMP)02,973+2,97301,5870.54%+1,587
HUNTINGTON BANCSHARES INC(HBAN)82,46096,231+13,7711,2381,6130.55%+375
FIFTH THIRD BANCORP(FITB)31,72939,276+7,5471,2441,6150.55%+372
CAPITAL ONE FINL CORP(COF)6,9947,585+5911,2541,6140.55%+360
REGIONS FINANCIAL CORP NEW(RF)57,40568,331+10,9261,2471,6070.54%+360
JPMORGAN CHASE & CO.(JPM)05,691+5,69101,6500.56%+1,650
M & T BK CORP(MTB)7,1108,279+1,1691,2711,6060.54%+335
US BANCORP DEL(USB)29,33134,713+5,3821,2381,5710.53%+332
APOLLO GLOBAL MGMT INC(APO)010,388+10,38801,4740.50%+1,474
NETFLIX INC(NFLX)1,4601,257-2031,3611,6830.57%+322
PARKER-HANNIFIN CORP(PH)2,1332,316+1831,2971,6180.55%+321
WABTEC(WAB)6,9267,530+6041,2561,5760.53%+320
INSULET CORP(PODD)5,1495,316+1671,3521,6700.56%+318
FIRST CTZNS BANCSHARES INC N(FCNCA)650778+1281,2051,5220.51%+317
CUMMINS INC(CMI)04,727+4,72701,5480.52%+1,548
LIVE NATION ENTERTAINMENT IN(LYV)9,97510,440+4651,3031,5790.53%+277
GERON CORP(GERN)0284,868+284,86804020.14%+402
CRISPR THERAPEUTICS AG(CRSP)010,765+10,76505240.18%+524
RESMED INC(RMD)5,6855,876+1911,2731,5160.51%+243
SPOTIFY TECHNOLOGY S A(SPOT)2,6772,231-4461,4721,7120.58%+240
ZOOM COMMUNICATIONS INC(ZM)018,224+18,22401,4210.48%+1,421
INTUITIVE SURGICAL INC2,4772,692+2151,2271,4630.49%+236
HEICO CORP NEW(HEI)6,0435,632-4111,6151,8470.62%+233
BANK NEW YORK MELLON CORP017,619+17,61901,6050.54%+1,605
MODERNA INC(MRNA)016,248+16,24804480.15%+448
DAY ONE BIOPHARMACEUTICALS I
COM
066,427+66,42704320.15%+432
IONIS PHARMACEUTICALS INC(IONS)012,476+12,47604930.17%+493
IOVANCE BIOTHERAPEUTICS INC(IOVA)0192,378+192,37803310.11%+331
PALANTIR TECHNOLOGIES INC(PLTR)17,71012,287-5,4231,4951,6750.57%+180
GRAINGER W W INC(GWW)1,2551,365+1101,2401,4200.48%+180
BIONTECH SE(BNTX)04,236+4,23604510.15%+451
APELLIS PHARMACEUTICALS INC
COM
023,073+23,07303990.14%+399
AURINIA PHARMACEUTICALS INC(AUPH)053,997+53,99704570.15%+457
AGIOS PHARMACEUTICALS INC(AGIO)012,881+12,88104280.14%+428
LEIDOS HOLDINGS INC(LDOS)09,511+9,51101,5000.51%+1,500
WALMART INC(WMT)014,573+14,57301,4250.48%+1,425
PHATHOM PHARMACEUTICALS INC(PHAT)044,306+44,30604250.14%+425
UNITED THERAPEUTICS CORP DEL(UTHR)01,553+1,55304460.15%+446
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