Virtus Investment Advisers, LLC
Annual return '25
+11.6%
SPY '25
+17.7%
Alpha
-6.1ptsvs SPY
Invested
$362.5M
Holdings
475
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 95%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AAPL
APPLE INC
Q4 2025: New position (12.4k shares)
1.3%
02
$GILD
GILEAD SCIENCES INC
Q4 2025: Exited (was 4.0k shares)
0.8%
03
$AMGN
AMGEN INC
Q4 2025: Sold 29.9% (1.5k → 1.0k shares)
0.8%
04
$REGN
REGENERON PHARMACEUTICALS
Q4 2025: Exited (was 852 shares)
0.8%
05
$IBRX
IMMUNITYBIO INC
Q4 2025: Exited (was 139.3k shares)
0.8%
06
$VRTX
VERTEX PHARMACEUTICALS INC
Q1 2026: Exited (was 827 shares)
0.7%
07
$INCY
INCYTE CORP
Q1 2026: New position (2.5k shares)
0.7%
08
$VRT
VERTIV HOLDINGS CO
Q4 2025: Sold 84.4% (12.9k → 2.0k shares)
0.7%
09
$ALNY
ALNYLAM PHARMACEUTICALS INC
Q4 2025: Exited (was 1.5k shares)
0.7%
10
$EIX
EDISON INTL
Held since at least Q1 2024
0.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 16:18 UTC.