VIRTUS CAPITAL ADVISERS, LLC

All Holdings — 2024 Q4

AI Portfolio Summary
In 2024 Q4, VIRTUS CAPITAL ADVISERS, LLC maintained a portfolio of 144 distinct positions. The most significant new addition to the portfolio was DXC TECHNOLOGY CO, which now represents 3.42% of the total fund value. They heavily accumulated shares in VIRTUS ETF TR II, increasing their position by 151.4%. Conversely, VIRTUS CAPITAL ADVISERS, LLC completely exited their position in TEEKAY CORPORATION.
PCA Score Concentration Risk
Risk ENB
Total Positions
144
Quarter
2024 Q4
Top Holding
SEIX (39.4%)
Top 10 Concentration
80.5%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 144
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
SEIX
VIRTUS ETF TR I...
ETF 39.44% 20.41% #1
Prev: #1
9.0 318,473 151.4%
P
S
528,855 $12,655,500 2024 Q1 13F Filing 2024-12-31 2025-02-14 (Est.)
SMC
SUMMIT MIDSTREA...
Energy 12.75% 15.46% #2
Prev: #2
6.5 no change no change
P
S
108,293 $4,091,310 2024 Q3 13F Filing 2024-12-31 2025-02-14 (Est.)
IBN
ICICI BANK LIMI...
Financial Services 8.60% 11.24% #3
Prev: #3
5.4 no change no change
P
S
92,385 $2,758,616 2022 Q3 13F Filing 2024-12-31 2025-02-14 (Est.)
MMYT
MAKEMYTRIP LIMI...
Consumer Cyclical 7.45% 10.59% #4
Prev: #4
3.5 -6,676 -23.9%
P
S
21,279 $2,389,206 2024 Q1 13F Filing 2024-12-31 2025-02-14 (Est.)
INDA
ISHARES TR
ETF 6.69% 9.73% #5
Prev: #5
4.2 no change no change
P
S
40,789 $2,147,133 2016 Q3 13F Filing 2024-12-31 2025-02-14 (Est.)
DXC
DXC TECHNOLOGY ...
Technology 3.42% #6
Prev: #—
4.9 54,908 no change
NEW
54,908 $1,097,062 2017 Q2 13F Filing 2024-12-31 2025-02-14 (Est.)
VIPS
VIPSHOP HLDGS L...
Consumer Cyclical 0.66% 1.01% #7 1
Prev: #8
1.3 no change no change
P
S
15,684 $211,263 2022 Q3 13F Filing 2024-12-31 2025-02-14 (Est.)
VCYT
VERACYTE INC
Healthcare 0.51% 0.67% #8 4
Prev: #12
0.7 -677 -14.1%
P
S
4,121 $163,192 2023 Q1 13F Filing 2024-12-31 2025-02-14 (Est.)
NCLH
NORWEGIAN CRUIS...
Consumer Cyclical 0.51% 0.51% #9 12
Prev: #21
0.7 220 3.6%
P
S
6,334 $162,974 2024 Q2 13F Filing 2024-12-31 2025-02-14 (Est.)
FIX
COMFORT SYS USA...
Industrials 0.50% 0.63% #10 3
Prev: #13
0.7 -18 -4.5%
P
S
378 $160,295 2015 Q3 13F Filing 2024-12-31 2025-02-14 (Est.)
BBSI
BARRETT BUSINES...
Industrials 0.46% 0.56% #11 6
Prev: #17
0.7 -263 -7.2%
P
S
3,415 $148,348 2022 Q4 13F Filing 2024-12-31 2025-02-14 (Est.)
PRGS
PROGRESS SOFTWA...
Technology 0.46% 0.60% #12 3
Prev: #15
0.7 78 3.6%
P
S
2,263 $147,434 2022 Q4 13F Filing 2024-12-31 2025-02-14 (Est.)
ACM
AECOM
Industrials 0.46% #13
Prev: #—
3.7 1,373 no change
NEW
1,373 $146,664 2014 Q3 13F Filing 2024-12-31 2025-02-14 (Est.)
CVLT
COMMVAULT SYS I...
Technology 0.45% 0.85% #14 4
Prev: #10
0.2 -400 -29.4%
P
S
959 $144,723 2014 Q3 13F Filing 2024-12-31 2025-02-14 (Est.)
PRIM
PRIMORIS SVCS C...
Industrials 0.43% 0.42% #15 14
Prev: #29
0.7 63 3.6%
P
S
1,817 $138,819 2024 Q2 13F Filing 2024-12-31 2025-02-14 (Est.)
NMIH
NMI HLDGS INC
Financial Services 0.43% 0.43% #16 9
Prev: #25
2.7 1,129 43.7%
P
S
3,714 $136,527 2023 Q3 13F Filing 2024-12-31 2025-02-14 (Est.)
ALKS
ALKERMES PLC
Healthcare 0.43% 0.52% #17 3
Prev: #20
0.7 165 3.6%
P
S
4,742 $136,380 2022 Q4 13F Filing 2024-12-31 2025-02-14 (Est.)
CPT
CAMDEN PPTY TR
Bond/Debt 0.42% 0.56% #18
Prev: #18
0.7 40 3.6%
P
S
1,152 $133,678 2014 Q3 13F Filing 2024-12-31 2025-02-14 (Est.)
KNF
KNIFE RIVER COR...
Basic Materials 0.41% 0.45% #19 3
Prev: #22
0.7 45 3.6%
P
S
1,293 $131,421 2024 Q1 13F Filing 2024-12-31 2025-02-14 (Est.)
TAC
TRANSALTA CORP
Utilities 0.40% 0.37% #20 12
Prev: #32
0.7 312 3.6%
P
S
8,988 $127,180 2023 Q2 13F Filing 2024-12-31 2025-02-14 (Est.)
MTZ
MASTEC INC
Industrials 0.37% 0.16% #21 59
Prev: #80
3.1 549 171.6%
P
S
869 $118,306 2024 Q2 13F Filing 2024-12-31 2025-02-14 (Est.)
DRS
LEONARDO DRS IN...
Industrials 0.36% #22
Prev: #—
3.6 3,601 no change
NEW
3,601 $116,348 2024 Q4 13F Filing 2024-12-31 2025-02-14 (Est.)
GL
GLOBE LIFE INC
Financial Services 0.36% #23
Prev: #—
3.6 1,037 no change
NEW
1,037 $115,646 2024 Q4 13F Filing 2024-12-31 2025-02-14 (Est.)
NTRA
NATERA INC
Healthcare 0.35% 0.36% #24 11
Prev: #35
0.6 24 3.5%
P
S
711 $112,551 2023 Q2 13F Filing 2024-12-31 2025-02-14 (Est.)
NBIX
NEUROCRINE BIOS...
Healthcare 0.34% 0.36% #25 9
Prev: #34
0.6 27 3.5%
P
S
795 $108,518 2014 Q3 13F Filing 2024-12-31 2025-02-14 (Est.)
N/A
TEEKAY CORPORAT...
Unknown 0.00% 2.56%
Sold All 😨
(Was: #6)
0.0 -68,156 -100.0%
CLOSED
$— 13F Filing 2024-12-31 2025-02-14 (Est.)
GFF
GRIFFON CORP
Industrials 0.00% 0.61%
Sold All 😨
(Was: #14)
0.0 -2,143 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2024-12-31 2025-02-14 (Est.)
KBH
KB HOME
Consumer Cyclical 0.00% 0.42%
Sold All 😨
(Was: #26)
0.0 -1,210 -100.0%
CLOSED
$— 2014 Q3 13F Filing 2024-12-31 2025-02-14 (Est.)
KEX
KIRBY CORP
Industrials 0.00% 0.42%
Sold All 😨
(Was: #28)
0.0 -833 -100.0%
CLOSED
$— 2014 Q3 13F Filing 2024-12-31 2025-02-14 (Est.)
GNK
GENCO SHIPPING ...
Industrials 0.00% 0.36%
Sold All 😨
(Was: #33)
0.0 -4,542 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2024-12-31 2025-02-14 (Est.)
BLBD
BLUE BIRD CORP
Industrials 0.00% 0.35%
Sold All 😨
(Was: #36)
0.0 -1,784 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2024-12-31 2025-02-14 (Est.)
TTEK
TETRA TECH INC ...
Industrials 0.00% 0.31%
Sold All 😨
(Was: #38)
0.0 -1,600 -100.0%
CLOSED
$— 2015 Q2 13F Filing 2024-12-31 2025-02-14 (Est.)
R
RYDER SYS INC
Industrials 0.00% 0.28%
Sold All 😨
(Was: #44)
0.0 -470 -100.0%
CLOSED
$— 2014 Q3 13F Filing 2024-12-31 2025-02-14 (Est.)
SMAR
SMARTSHEET INC
Unknown 0.00% 0.25%
Sold All 😨
(Was: #50)
0.0 -1,098 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2024-12-31 2025-02-14 (Est.)
ACLS
AXCELIS TECHNOL...
Technology 0.00% 0.24%
Sold All 😨
(Was: #55)
0.0 -550 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2024-12-31 2025-02-14 (Est.)
GNW
GENWORTH FINL I...
Financial Services 0.00% 0.23%
Sold All 😨
(Was: #57)
0.0 -8,146 -100.0%
CLOSED
$— 2014 Q3 13F Filing 2024-12-31 2025-02-14 (Est.)
UFPI
UFP INDUSTRIES ...
Basic Materials 0.00% 0.22%
Sold All 😨
(Was: #60)
0.0 -411 -100.0%
CLOSED
$— 2014 Q3 13F Filing 2024-12-31 2025-02-14 (Est.)
UCTT
ULTRA CLEAN HLD...
Technology 0.00% 0.21%
Sold All 😨
(Was: #62)
0.0 -1,299 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2024-12-31 2025-02-14 (Est.)
TRIN
TRINITY CAP INC
Financial Services 0.00% 0.21%
Sold All 😨
(Was: #63)
0.0 -3,753 -100.0%
CLOSED
$— 2023 Q3 13F Filing 2024-12-31 2025-02-14 (Est.)
EXAS
EXACT SCIENCES ...
Healthcare 0.00% 0.20%
Sold All 😨
(Was: #64)
0.0 -732 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2024-12-31 2025-02-14 (Est.)
BCSF
BAIN CAP SPECIA...
Financial Services 0.00% 0.20%
Sold All 😨
(Was: #68)
0.0 -2,900 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2024-12-31 2025-02-14 (Est.)
MBC
MASTERBRAND INC
Consumer Cyclical 0.00% 0.18%
Sold All 😨
(Was: #72)
0.0 -2,424 -100.0%
CLOSED
$— 2023 Q3 13F Filing 2024-12-31 2025-02-14 (Est.)
BVS
BIOVENTUS INC
Healthcare 0.00% 0.17%
Sold All 😨
(Was: #77)
0.0 -3,525 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2024-12-31 2025-02-14 (Est.)
PRGO
PERRIGO CO PLC
Healthcare 0.00% 0.16%
Sold All 😨
(Was: #82)
0.0 -1,457 -100.0%
CLOSED
$— 2014 Q3 13F Filing 2024-12-31 2025-02-14 (Est.)
PETQ
PETIQ INC
Unknown 0.00% 0.14%
Sold All 😨
(Was: #85)
0.0 -1,150 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2024-12-31 2025-02-14 (Est.)
AMWD
AMERICAN WOODMA...
Consumer Cyclical 0.00% 0.14%
Sold All 😨
(Was: #87)
0.0 -358 -100.0%
CLOSED
$— 2016 Q1 13F Filing 2024-12-31 2025-02-14 (Est.)
SFIX
STITCH FIX INC
Consumer Cyclical 0.00% 0.14%
Sold All 😨
(Was: #89)
0.0 -11,751 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2024-12-31 2025-02-14 (Est.)
PRSU
VIAD CORP
Consumer Cyclical 0.00% 0.13%
Sold All 😨
(Was: #90)
0.0 -908 -100.0%
CLOSED
$— 2014 Q3 13F Filing 2024-12-31 2025-02-14 (Est.)
KNSA
KINIKSA PHARMAC...
Healthcare 0.00% 0.13%
Sold All 😨
(Was: #92)
0.0 -1,292 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2024-12-31 2025-02-14 (Est.)
PENG
SMART GLOBAL HL...
Technology 0.00% 0.12%
Sold All 😨
(Was: #93)
0.0 -1,408 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2024-12-31 2025-02-14 (Est.)
JBI
JANUS INTERNATI...
Industrials 0.00% 0.10%
Sold All 😨
(Was: #100)
0.0 -2,467 -100.0%
CLOSED
$— 2023 Q3 13F Filing 2024-12-31 2025-02-14 (Est.)
WNC
WABASH NATL COR...
Industrials 0.00% 0.10%
Sold All 😨
(Was: #102)
0.0 -1,258 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2024-12-31 2025-02-14 (Est.)
ZYME
ZYMEWORKS INC
Healthcare 0.00% 0.10%
Sold All 😨
(Was: #103)
0.0 -1,908 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2024-12-31 2025-02-14 (Est.)
REAX
THE REAL BROKER...
Real Estate 0.00% 0.09%
Sold All 😨
(Was: #104)
0.0 -4,112 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2024-12-31 2025-02-14 (Est.)
TX
TERNIUM SA
Basic Materials 0.00% 0.09%
Sold All 😨
(Was: #105)
0.0 -579 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2024-12-31 2025-02-14 (Est.)
KRO
KRONOS WORLDWID...
Basic Materials 0.00% 0.07%
Sold All 😨
(Was: #106)
0.0 -1,420 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2024-12-31 2025-02-14 (Est.)
VIRC
VIRCO MFG CO
Consumer Cyclical 0.00% 0.07%
Sold All 😨
(Was: #107)
0.0 -1,270 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2024-12-31 2025-02-14 (Est.)
XRX
XEROX HOLDINGS ...
Industrials 0.00% 0.06%
Sold All 😨
(Was: #109)
0.0 -1,312 -100.0%
CLOSED
$— 2014 Q3 13F Filing 2024-12-31 2025-02-14 (Est.)
CRGY
CRESCENT ENERGY...
Energy 0.00% 0.05%
Sold All 😨
(Was: #110)
0.0 -1,168 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2024-12-31 2025-02-14 (Est.)
Showing 1-25 of 144 holdings

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