Fund Holdings — Virtus Investment Advisers, LLC

Total Portfolio Value
$349.25M
Total Bought
$102.15M
Total Sold
$58.89M
Net Transaction
+$43.26M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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LAM RESEARCH CORP(LRCX)018,581+18,58102,4880.71%+2,488
ROBINHOOD MKTS INC(HOOD)017,162+17,16202,4570.70%+2,457
ALPHABET INC(GOOG)09,510+9,51002,3120.66%+2,312
OXFORD LANE CAP CORP(OXLC)0129,209+129,20902,1880.63%+2,188
TKO GROUP HOLDINGS INC(TKO)010,726+10,72602,1660.62%+2,166
KLA CORP(KLAC)01,984+1,98402,1400.61%+2,140
IDEXX LABS INC(IDXX)03,231+3,23102,0640.59%+2,064
MORGAN STANLEY(MS)012,855+12,85502,0430.59%+2,043
ATMOS ENERGY CORP(ATO)011,849+11,84902,0230.58%+2,023
UNITED RENTALS INC(URI)02,032+2,03201,9400.56%+1,940
VERTIV HOLDINGS CO(VRT)012,856+12,85601,9390.56%+1,939
ULTA BEAUTY INC(ULTA)03,528+3,52801,9290.55%+1,929
CADENCE DESIGN SYSTEM INC(CDNS)05,491+5,49101,9290.55%+1,929
WILLIAMS SONOMA INC(WSM)09,730+9,73001,9020.54%+1,902
DELTA AIR LINES INC DEL(DAL)032,945+32,94501,8700.54%+1,870
MICROSOFT CORP(MSFT)03,570+3,57001,8490.53%+1,849
GALLAGHER ARTHUR J & CO(AJG)05,929+5,92901,8360.53%+1,836
PTC INC(PTC)08,986+8,98601,8240.52%+1,824
HUBBELL INC(HUBB)04,181+4,18101,7990.52%+1,799
APPLOVIN CORP(APP)5,0084,941-671,7533,5501.02%+1,797
AON PLC(AON)04,962+4,96201,7690.51%+1,769
TEXAS PACIFIC LAND CORPORATI(TPL)01,876+1,87601,7520.50%+1,752
EATON CORP PLC(ETN)04,661+4,66101,7440.50%+1,744
DATADOG INC(DDOG)012,149+12,14901,7300.50%+1,730
AMAZON COM INC(AMZN)07,866+7,86601,7270.49%+1,727
TYLER TECHNOLOGIES INC(TYL)03,294+3,29401,7230.49%+1,723
MOODYS CORP(MCO)03,612+3,61201,7210.49%+1,721
YUM CHINA HLDGS INC(YUMC)039,031+39,03101,6750.48%+1,675
COSTAR GROUP INC(CSGP)019,623+19,62301,6560.47%+1,656
BLOCK INC(XYZ)022,739+22,73901,6430.47%+1,643
COINBASE GLOBAL INC(COIN)04,830+4,83001,6300.47%+1,630
LPL FINL HLDGS INC(LPLA)04,756+4,75601,5820.45%+1,582
PAYPAL HLDGS INC(PYPL)023,427+23,42701,5710.45%+1,571
INTUIT(INTU)02,296+2,29601,5680.45%+1,568
LENNOX INTL INC(LII)02,795+2,79501,4800.42%+1,480
TESLA INC(TSLA)4,8635,626+7631,5452,5020.72%+957
NEWMONT CORP(NEM)25,69228,777+3,0851,4972,4260.69%+929
ELECTRONIC ARTS INC9,45212,050+2,5981,5092,4300.70%+921
TJX COS INC NEW(TJX)10,95014,615+3,6651,3522,1120.60%+760
BLACKSTONE STRATEGIC CRED 20(BGB)055,353+55,35306740.19%+674
BERKSHIRE HATHAWAY INC DEL2,6083,808+1,2001,2671,9140.55%+648
BERKLEY W R CORP19,65926,947+7,2881,4442,0650.59%+620
FS CREDIT OPPORTUNITIES CORP(FSCO)089,551+89,55106190.18%+619
WELLTOWER INC(WELL)9,42911,574+2,1451,4502,0620.59%+612
ALLSTATE CORP(ALL)7,1829,546+2,3641,4462,0490.59%+603
ZOOM COMMUNICATIONS INC(ZM)18,22424,306+6,0821,4212,0050.57%+584
TRAVELERS COMPANIES INC(TRV)5,3477,185+1,8381,4312,0060.57%+576
MONSTER BEVERAGE CORP NEW(MNST)23,62030,427+6,8071,4802,0480.59%+568
CENCORA INC4,8476,400+1,5531,4532,0000.57%+547
CUMMINS INC(CMI)4,7274,944+2171,5482,0880.60%+540
HARTFORD INSURANCE GROUP INC(HIG)11,67115,110+3,4391,4812,0160.58%+535
WALMART INC(WMT)14,57318,766+4,1931,4251,9340.55%+509
CHUBB LIMITED
COM
4,9646,893+1,9291,4381,9460.56%+507
PROGRESSIVE CORP(PGR)5,2297,603+2,3741,3951,8780.54%+482
SOUND POINT MERIDIAN CAP INC(SPMA)027,559+27,55904780.14%+478
FASTENAL CO(FAST)34,32739,148+4,8211,4421,9200.55%+478
FOX CORP(FOX)28,08132,486+4,4051,5742,0490.59%+475
ROLLINS INC(ROL)25,05431,996+6,9421,4141,8790.54%+466
BAKER HUGHES COMPANY(BKR)38,01639,357+1,3411,4581,9170.55%+460
PROSPECT CAP CORP(PSEC)424,478657,589+233,1111,3501,8080.52%+459
GARMIN LTD(GRMN)6,9657,748+7831,4541,9080.55%+454
ARISTA NETWORKS INC(ANET)17,78815,585-2,2031,8202,2710.65%+451
VICI PPTYS INC(VICI)48,32761,885+13,5581,5752,0180.58%+443
PALANTIR TECHNOLOGIES INC(PLTR)12,28711,601-6861,6752,1160.61%+441
CINCINNATI FINL CORP(CINF)10,36612,454+2,0881,5441,9690.56%+425
COSTCO WHSL CORP NEW(COST)1,4191,964+5451,4051,8180.52%+413
MSC INCOME FUND INC(MSIF)030,158+30,15803960.11%+396
BANK NEW YORK MELLON CORP17,61918,204+5851,6051,9840.57%+378
MASTERCARD INCORPORATED(MA)2,5963,221+6251,4591,8320.52%+373
CME GROUP INC(CME)5,2056,687+1,4821,4351,8070.52%+372
US BANCORP DEL(USB)34,71339,753+5,0401,5711,9210.55%+350
CELCUITY INC(CELC)7,4879,059+1,5721004480.13%+348
RAYMOND JAMES FINL INC(RJF)10,08810,940+8521,5471,8880.54%+341
DOCUSIGN INC(DOCU)16,73522,792+6,0571,3031,6430.47%+340
UNIQURE NV(QURE)5,8817,116+1,235824150.12%+333
BROWN & BROWN INC(BRO)12,10917,859+5,7501,3431,6750.48%+332
AUTODESK INC5,1346,021+8871,5891,9130.55%+323
IONIS PHARMACEUTICALS INC(IONS)12,47612,47604938160.23%+323
AMPHENOL CORP NEW18,27017,172-1,0981,8042,1250.61%+321
UBER TECHNOLOGIES INC(UBER)17,82320,226+2,4031,6631,9820.57%+319
RESMED INC(RMD)5,8766,701+8251,5161,8340.53%+318
FIFTH THIRD BANCORP(FITB)39,27643,078+3,8021,6151,9190.55%+304
CITIZENS FINL GROUP INC(CFG)37,39437,139-2551,6731,9740.57%+301
VISA INC(V)4,1335,156+1,0231,4671,7600.50%+293
AMERICAN EXPRESS CO(AXP)5,2335,901+6681,6691,9600.56%+291
HUNTINGTON BANCSHARES INC(HBAN)96,231110,105+13,8741,6131,9020.54%+289
JPMORGAN CHASE & CO.(JPM)5,6916,145+4541,6501,9380.55%+288
WABTEC(WAB)7,5309,295+1,7651,5761,8630.53%+287
AUTOMATIC DATA PROCESSING IN4,7505,968+1,2181,4651,7520.50%+287
TRAVERE THERAPEUTICS INC(TVTX)29,74529,74504407110.20%+271
PNC FINL SVCS GROUP INC(PNC)8,7469,448+7021,6301,8980.54%+268
RHYTHM PHARMACEUTICALS INC(RYTM)7,0527,05204467120.20%+267
PARKER-HANNIFIN CORP(PH)2,3162,484+1681,6181,8830.54%+266
INSULET CORP(PODD)5,3166,270+9541,6701,9360.55%+266
M & T BK CORP(MTB)8,2799,440+1,1611,6061,8660.53%+259
CHECK POINT SOFTWARE TECH LT
ORD
6,7078,391+1,6841,4841,7360.50%+252
GRAINGER W W INC(GWW)1,3651,749+3841,4201,6670.48%+247
LIGAND PHARMACEUTICALS INC(LGND)3,8833,88304416880.20%+246
PALO ALTO NETWORKS INC(PANW)7,7418,956+1,2151,5841,8240.52%+240
MADRIGAL PHARMACEUTICALS INC(MDGL)1,4951,49504526860.20%+233
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Virtus Investment Advisers, LLC — 13F Holdings — Q3 2025 | TickerTrail