13F

Investor

VIRTUS ADVISERS, LLC

CIK 0001587281 · filed 2026-05-14 · SEC filing

13F book

$215.2M

Positions

495

73 new · 70 sold

Largest name

7.3%

Virtus Etf Tr Ii

Est. mark

$8.57M

Price effect on 422 names still held. Flow −$4.91M.
NameTickerSharesValueWeightEst. markChange
Virtus Etf Tr Ii607.7K$15.7M7.3%$288.3KCut−$724.3K
Virtus Etf Tr Ii410.1K$13.5M6.3%$541.6KCut−$216.6K
Credicorp LtdBAP17.4K$5.89M2.7%$898.7KAdded$946.2K
Centerra Gold Inc.CGAU258K$5.79M2.7%$1.21MCut$677.2K
Virtus Etf Tr Ii216K$5.18M2.4%New
Grupo Cibest Sa42.7K$3.11M1.4%$391.9KAdded$400.1K
Ssr Mining In83.9K$3.11M1.4%$804.8KCut$728.9K
Te Connectivity PlcTEL13.2K$2.76M1.3%−$244.3KCut−$317.7K
Nextpower Inc.NXT22.4K$2.69M1.3%$747.5KCut$742.8K
Comfort Sys Usa Inc1.75K$2.41M1.1%$779.5KCut$366.1K
Phibro Animal Health CorpPAHC41.5K$2.3M1.1%$745.7KCut$482.9K
Apple Inc.AAPL8.92K$2.26M1.1%−$155.6KAdded−$77.4K
Tower Semiconductor LtdTSEM11.9K$2.09M1.0%$692.6KCut$340.3K
Cirrus Logic, Inc.CRUS14.4K$2.08M1.0%$224.6KAdded$1.06M
Encore Cap Group Inc29.1K$2.04M0.9%$458.7KHeld
Icici Bank Limited69.7K$1.8M0.8%−$271.7KCut−$988.7K
Alkermes plc.ALKS47.5K$1.68M0.8%$350.3KCut$343.6K
Lam Research CorpLRCX7.62K$1.63M0.8%$323.7KCut−$469.7K
Globe Life Inc11.6K$1.62M0.8%−$8.03KHeld
Powell Inds Inc2.92K$1.58M0.7%$459.5KAdded$919.4K
Moog Inc5.39K$1.58M0.7%$264.7KHeld
Knowles CorpKN60.6K$1.56M0.7%$257.6KCut$210.6K
Dr Reddys Labs Ltd107.1K$1.48M0.7%−$20.3KCut−$158.4K
Nmi Hldgs Inc38.3K$1.44M0.7%−$125.5KCut−$474.2K
Woodward, Inc.WWD3.98K$1.43M0.7%$221.6KHeld
Crescent Energy Company97.5K$1.32M0.6%$498.3KHeld
Primoris Svcs Corp8.86K$1.27M0.6%$167.5KCut−$793.2K
Nvidia CorpNVDA7.19K$1.25M0.6%−$87KCut−$308.6K
FabrinetFN2.38K$1.24M0.6%$157.4KHeld
Ishares Inc17K$1.21M0.6%New
V2X, Inc.VVX17.3K$1.18M0.6%$241.3KHeld
Veracyte, Inc.VCYT36.2K$1.17M0.5%−$358.3KHeld
Nvent Electric PlcNVT9.71K$1.15M0.5%$33.4KAdded$940.2K
Hdfc Bank LtdHDB46.2K$1.15M0.5%−$538.3KCut−$2.25M
Camtek LtdCAMT7.39K$1.12M0.5%$334.6KCut$295.6K
Weibo Corp124.9K$1.09M0.5%−$183.6KCut−$479.3K
Bloom Energy CorpBE8.06K$1.09M0.5%$246.4KAdded$651.5K
Interface IncTILE43K$1.07M0.5%−$128.9KHeld
Brinker Intl Inc7.42K$1.06M0.5%−$3.82KAdded$328.8K
EMCOR Group, Inc.EME1.42K$1.05M0.5%$180KCut$67.5K
Ani Pharmaceuticals IncANIP13.6K$1.04M0.5%−$27.7KCut−$213.2K
Aar CorpAIR9.37K$1.03M0.5%$249.9KHeld
First Financial Corporation16K$1.01M0.5%$44.5KCut$14.4K
Everus Constr Group8.5K$1M0.5%$276.3KHeld
Acadia Pharmaceuticals IncACAD43K$956.6K0.4%−$191.2KHeld
Mastec IncMTZ2.94K$945K0.4%$306.5KCut$49.6K
American Superconductor Corp27.5K$929.3K0.4%$131.8KAdded$181.3K
Ambarella IncAMBA16.8K$866.3K0.4%−$325.9KHeld
Winnebago Inds Inc27.1K$840.7K0.4%New
Penguin Solutions, Inc.PENG47.6K$837.7K0.4%−$93.3KCut−$445.4K
Hancock Whitney Corporation13.2K$836.7K0.4%−$1.18KCut−$310K
Adtalem Global Ed IncCVSA7.25K$836.1K0.4%$85.5KCut−$54.7K
Bristol-Myers Squibb Co13.7K$831.8K0.4%$92KCut$70.3K
Mgic Invt Corp Wis31.6K$829.4K0.4%−$93.8KCut−$320.6K
Genmab A/S30.8K$827.2K0.4%−$109.2KAdded−$19.7K
Alliancebernstein Hldg L P21.8K$815.7K0.4%−$22.7KCut−$68.6K
Leonardo DRS, Inc.DRS18.2K$810.4K0.4%$189.9KCut$84.2K
Orchid Is Cap Inc115.3K$810.2K0.4%−$4.39KAdded$624.3K
Bank Of Nt Butterfield&Son L15.2K$797.5K0.4%$36.2KAdded$120.1K
Alignment Healthcare, Inc.ALHC44.6K$785.3K0.4%−$94.9KHeld
Commercial Metals CoCMC12.4K$761.7K0.4%−$27.3KAdded$519.4K
Microsoft CorpMSFT2.04K$755.9K0.4%−$231.7KCut−$417.4K
Coherent Corp.COHR3.15K$751.3K0.3%$169.2KHeld
Docusign, Inc.DOCU15.7K$742.2K0.3%−$328.6KCut−$345.4K
Pfizer IncPFE26.1K$733.6K0.3%$83.1KCut$33.6K
Dropbox, Inc.DBX31.9K$725.7K0.3%−$162.3KCut−$410.6K
Edison Intl9.8K$717.5K0.3%$129KCut$63.7K
Idacorp IncIDA5K$715.6K0.3%$82.1KHeld
Caseys Gen Stores Inc982$714.8K0.3%$172KCut−$21.5K
Natera, Inc.NTRA3.56K$712.4K0.3%−$103.7KHeld
Madison Square Grdn Sprt Cor2.22K$712.2K0.3%$139.1KCut$41.8K
LifeStance Health Group, Inc.LFST110.9K$706.4K0.3%−$74.3KCut−$217.3K
Perdoceo Ed Corp18.9K$705.1K0.3%$149.3KHeld
CareDx, Inc.CDNA40.6K$704.2K0.3%−$60KHeld
Evergy, Inc.EVRG8.53K$698.4K0.3%$80.4KHeld
New York Times CoNYT8.26K$691.6K0.3%New
Cullen Frost Bankers Inc5K$685.4K0.3%New
Kennametal IncKMT18.9K$682.9K0.3%New
Altria Group, Inc.MO10K$660.3K0.3%$83.4KCut$41.5K
Lands End Inc New58.6K$658.6K0.3%−$192.2KCut−$534.7K
Lyondellbasell Industries N8.14K$655.4K0.3%$303.1KHeld
Alliant Energy CorpLNT9.11K$654K0.3%$61.5KHeld
Sanmina CorpSANM4.98K$645.6K0.3%−$60.9KAdded$198.4K
Douglas Dynamics, IncPLOW15.3K$641.9K0.3%$144KHeld
Annaly Capital Management In30.3K$641.7K0.3%−$36.7KCut−$104.3K
Constellium SeCSTM26K$639.1K0.3%$149KHeld
Innoviva, Inc.INVA26.9K$627.8K0.3%$89.2KHeld
Montrose Environmental GroupONT28.5K$624.3K0.3%−$59.1KAdded$125.2K
Tootsie Roll Inds Inc14.6K$621.8K0.3%$86.1KAdded$104.2K
Flowco Hldgs Inc30.1K$620.1K0.3%New
Genesco IncGCO21.1K$613K0.3%$89.2KHeld
Oge Energy Corp.OGE12.8K$612.3K0.3%$67.1KHeld
Prestige Consmr Healthcare I10.3K$611.9K0.3%−$25KHeld
Frontdoor, Inc.FTDR11.5K$607.3K0.3%−$55.5KCut−$499.7K
Otter Tail CorpOTTR6.85K$601.6K0.3%$47.7KHeld
Worthington Stl Inc19.7K$598K0.3%New
Hafnia LtdHAFN18.5K$595.7K0.3%$148.2KCut$25.5K
Clear Secure, Inc.YOU12.2K$589.8K0.3%$162.4KCut$35.7K
Agree Rlty Corp7.82K$589.1K0.3%$26.2KHeld
Northern Oil & Gas, Inc.NOG20K$584.6K0.3%New
Broadcom Inc.AVGO1.89K$584.4K0.3%−$57.4KAdded$41.7K
Credo Technology Group Holdi6.17K$579.2K0.3%−$147.8KAdded$154.1K
Grand Canyon Ed Inc3.4K$577.4K0.3%$12.6KHeld
Enerflex Ltd.EFXT27.3K$570.4K0.3%New
Sarepta Therapeutics, Inc.SRPT25.8K$561.4K0.3%$6.19KHeld
Vale S.A.VALE35.2K$559.6K0.3%$82KAdded$188.9K
Exelixis, Inc.EXEL13K$557.6K0.3%−$12.2KHeld
Arrowhead Pharmaceuticals In8.8K$552.1K0.3%−$32.5KCut−$408.1K
Verizon Communications IncVZ11K$550.1K0.3%$103.8KHeld
First Bancorp N C9.75K$549.4K0.3%$54.2KHeld
Armour Residential Reit Inc32K$533.8K0.2%New
Victorias Secret And Co11.3K$522.5K0.2%−$88KHeld
Commvault Sys Inc6.54K$509.4K0.2%−$310.5KCut−$454.6K
Nisource Inc.NI10.9K$507.5K0.2%$53.3KHeld
Ibex LtdIBEX18.7K$500.5K0.2%−$212KHeld
Fastly, Inc.FSLY17.2K$499.8K0.2%$324.7KHeld
Global Ship Lease Inc New13K$483.9K0.2%$11.9KAdded$293.4K
Daktronics Inc24.6K$481.3K0.2%−$5.42KHeld
Zeta Global Holdings Corp.ZETA29.9K$476.1K0.2%−$132.5KHeld
First Bancorp P R21.9K$466.9K0.2%$13.8KHeld
Alpha Metallurgical Resour I2.27K$466.6K0.2%$12.3KCut−$221.6K
Trinet Group, Inc.TNET12.8K$464.6K0.2%−$115.8KAdded$163.1K
Roku, IncROKU4.84K$457.8K0.2%−$67.1KCut−$109.4K
Amneal Pharmaceuticals, Inc.AMRX35.9K$446.5K0.2%−$6.11KHeld
Hasbro, Inc.HAS4.75K$444.6K0.2%New
Canadian Imperial Bank Of Co3.72K$441.2K0.2%$32.2KCut$19K
Roivant Sciences Ltd.ROIV15.8K$439K0.2%New
Deluxe CorpDLX15.8K$433.8K0.2%New
Harmony Biosciences Hldgs In15.4K$431.3K0.2%−$117.9KAdded−$37.3K
Akebia Therapeutics, Inc.AKBA308K$428.1K0.2%New
Rli CorpRLI7.47K$425.9K0.2%−$51.8KHeld
Pinnacle West Cap Corp4.14K$417.6K0.2%$49.9KHeld
Regions Financial Corp New15.9K$415K0.2%−$15.6KCut−$206.3K
Wp Carey Inc6.1K$414.8K0.2%$22KHeld
OUTFRONT Media Inc.OUT15.5K$410.8K0.2%New
Ford Mtr Co35.5K$409.1K0.2%−$56KHeld
Pegasystems IncPEGA9.59K$408.2K0.2%−$161.4KAdded−$153.6K
Merit Med Sys Inc5.91K$407.6K0.2%−$113.6KHeld
Prudential Finl Inc4.12K$402.1K0.2%−$62.5KHeld
Amazon Com IncAMZN1.91K$397.6K0.2%−$43KCut−$322.8K
ADTRAN Holdings, Inc.ADTN31.6K$397.2K0.2%$122.8KHeld
Zoom Communications, Inc.ZM4.89K$393.5K0.2%−$14.1KAdded$187.5K
Warrior Met Coal, Inc.HCC4.19K$390.2K0.2%New
EverQuote, Inc.EVER25.2K$388.8K0.2%−$292KCut−$421.3K
Abercrombie & Fitch Co4.2K$383.8K0.2%−$144.9KHeld
Progress Software Corp14.8K$379.6K0.2%−$256.2KHeld
Toronto Dominion Bk Ont2.91K$377.7K0.2%$1.63KCut−$132.1K
Encompass Health CorpEHC3.9K$377.3K0.2%−$36.7KHeld
Fortuna Mng Corp37.7K$374.2K0.2%$4.52KHeld
BorgWarner IncBWA6.85K$371.7K0.2%$63KCut−$263.3K
Valley Natl Bancorp30.2K$370.9K0.2%$18.1KHeld
Mirum Pharmaceuticals, Inc.MIRM4K$369.5K0.2%$53.6KHeld
Ducommun Inc Del3K$366K0.2%$80.6KCut−$165.6K
Amer States Wtr Co4.8K$363.2K0.2%$15.1KHeld
Catalyst Pharmaceuticals Inc14.6K$360.8K0.2%$20.7KHeld
Ishares Tr7.53K$352.7K0.2%−$54.3KCut−$1.24M
Johnson & JohnsonJNJ1.43K$348.3K0.2%$53.4KCut−$17.4K
Best Buy Co IncBBY5.41K$347.2K0.2%−$14.8KCut−$79.1K
Post Hldgs Inc3.51K$346.8K0.2%−$666Held
Magna Intl Inc5.34K$345K0.2%$15.9KCut−$75.5K
Neurocrine Biosciences IncNBIX2.58K$340.4K0.2%−$26.1KHeld
Tenet Healthcare CorpTHC1.8K$340.1K0.2%−$18KCut−$110.4K
Chemed Corp New895$338.1K0.2%−$44.9KHeld
Hubspot IncHUBS1.38K$336.9K0.2%−$3.14KAdded$328.8K
Wd 40 CoWDFC1.63K$332.6K0.2%$11.5KHeld
Alphabet Inc1.14K$326.4K0.2%−$28.9KCut−$216.4K
Manhattan Associates IncMANH2.42K$322K0.1%−$97.2KHeld
Byline Bancorp, Inc.BY10.2K$321.4K0.1%$24.6KHeld
Bank New York Mellon Corp2.7K$320.1K0.1%$6.85KCut−$41.9K
Bank Nova Scotia Halifax3.28K$316.3K0.1%−$15.6KCut−$122.2K
Alphabet Inc1.09K$313K0.1%−$29.4KCut−$101.9K
Kforce IncKFRC10.3K$301.2K0.1%New
Agnico Eagle Mines LtdAEM1.34K$299.6K0.1%$49.2KCut−$16.8K
Or Royalties Inc.OR7.72K$293.5K0.1%$20.3KHeld
Emera Inc4.81K$290K0.1%$14.8KCut−$61.9K
Alexandria Real Estate Eq In6.23K$289.1K0.1%−$15.7KHeld
Sunoco Lp/Sunoco Fin Corp4.38K$284.6K0.1%$55KHeld
Micron Technology IncMU830$280.4K0.1%$43.5KCut−$115.2K
AecomACM3.3K$280.1K0.1%−$34.7KHeld
Capitol Fed Finl Inc39.2K$279.8K0.1%$12.6KHeld
Tat Technologies LtdTATT6.86K$278.7K0.1%−$27.6KHeld
Crown Castle Inc.CCI3.39K$275.6K0.1%−$25.6KHeld
Weis Mkts Inc4.02K$275.1K0.1%$17.3KHeld
Lumentum Hldgs Inc27K$273.1K0.1%$129.7KCut$71.2K
Analog Devices IncADI850$270.4K0.1%$39.9KCut−$15.4K
Pilgrims Pride CorpPPC7.13K$269.2K0.1%−$8.77KHeld
Cboe Global Mkts Inc950$267K0.1%New
Avanos Med Inc18.8K$263.8K0.1%$52.3KHeld
Osi Systems IncOSIS982$260.7K0.1%$10.3KHeld
Irhythm Technologies IncIRTC2.2K$259.8K0.1%New
Alcoa CorpAA3.9K$258.7K0.1%$51.4KHeld
EXPAND ENERGY CorpEXE2.35K$258K0.1%New
Ormat Technologies, Inc.ORA2.28K$255.5K0.1%$3.31KHeld
Envista Holdings CorpNVST10.1K$255.3K0.1%$36.8KHeld
Guardant Health, Inc.GH2.75K$254K0.1%−$26.9KHeld
Mamas Creations Inc16.5K$252.4K0.1%$30.4KHeld
Parker-Hannifin CorpPH277$248K0.1%New
State Str Corp1.96K$247.4K0.1%−$4.79KCut−$29.6K
Vipshop Hldgs Ltd15.7K$246.6K0.1%−$30.9KCut−$148.3K
Employers Hldgs Inc5.99K$246.3K0.1%−$12.2KHeld
Wheaton Precious Metals Corp.WPM1.82K$244.1K0.1%$26.4KCut−$37.9K
Digi Intl Inc5.06K$243.8K0.1%$24.8KHeld
Array Technologies, Inc.ARRY33.5K$242.3K0.1%−$66.7KHeld
Pnc Finl Svcs Group Inc1.16K$241.2K0.1%−$399Added$111.1K
Universal Corp /Va/UVV4.57K$240.8K0.1%−$229Held
Day One Biopharmaceuticals I11.2K$240.1K0.1%$135.7KHeld
AbbVie Inc.ABBV1.1K$239.2K0.1%−$12.1KCut−$72.4K
Central Pac Finl Corp7.46K$238.5K0.1%$5.97KHeld
Braze, Inc.BRZE10.1K$237.4K0.1%New
Hanmi Finl Corp9K$237.2K0.1%−$6.03KHeld
Strategic Ed Inc2.84K$235.9K0.1%$7.85KHeld
Infosys LtdINFY17.4K$234.9K0.1%−$26.3KAdded$126.2K
Intapp, Inc.INTA8.93K$229.4K0.1%−$179.7KHeld
Rogers CorpROG2.11K$226.9K0.1%$24.8KAdded$82.9K
Vertiv Holdings CoVRT896$224.5K0.1%$79.4KCut$47.3K
United Fire Group IncUFCS6.05K$224.2K0.1%$4.29KHeld
Infinity Nat Res Inc12.7K$222.9K0.1%New
Methode Electrs Inc40K$220.8K0.1%New
Amgen IncAMGN625$219.9K0.1%$15.3KCut−$33.8K
Kohls CorpKSS17K$218.8K0.1%−$127.4KCut−$1.08M
Unitil CorpUTL4.18K$218.2K0.1%$15.9KHeld
Deckers Outdoor CorpDECK2.15K$215.2K0.1%−$397Added$203.7K
Marzetti Company1.54K$212.8K0.1%−$31KAdded$17.4K
Ardagh Metal Packaging S A52.4K$212.1K0.1%−$2.62KCut−$65.8K
Contango Ore IncCTGO11.3K$211.9K0.1%−$86.6KHeld
Cisco Sys Inc2.73K$211.4K0.1%$1.53KCut−$48.9K
Cal-Maine Foods IncCALM2.66K$210.3K0.1%−$1.11KHeld
Simon Ppty Group Inc New1.12K$209.3K0.1%$1.59KHeld
Customers Bancorp Inc3K$208.2K0.1%−$11.1KHeld
Torm PlcTRMD7.41K$206.7K0.1%$61.7KCut$13.7K
Axcelis Technologies IncACLS2.22K$206.7K0.1%$28.3KHeld
Gildan Activewear Inc.GIL3.68K$204.7K0.1%−$25.1KHeld
Ionq Inc7.07K$203.9K0.1%−$113.4KHeld
Ironwood Pharmaceuticals IncIRWD58K$203.6K0.1%$8.12KHeld
Amphenol Corp New1.61K$203.4K0.1%−$14.2KCut−$52.1K
Vaxcyte, Inc.PCVX3.5K$203.4K0.1%$41.9KHeld
Enbridge Inc2.67K$201.2K0.1%New
Safety Ins Group Inc2.77K$201.1K0.1%−$14.6KHeld
Urban Outfitters IncURBN3.17K$200.7K0.1%−$37.7KHeld
Kimbell Rty Partners Lp13.8K$200.3K0.1%$36KAdded$43.9K
Dominion Energy, IncD3.21K$198.3K0.1%$10.4KCut−$7.22K
Bright Horizons Fam Sol In D2.41K$198.2K0.1%−$46.5KHeld
Coca Cola Cons Inc1.03K$197.5K0.1%New
Us Bancorp Del3.75K$195K0.1%−$5.06KCut−$53.1K
Expeditors Intl Wash Inc1.36K$194.8K0.1%New
Atmos Energy CorpATO1.05K$194K0.1%$17.9KCut−$19.3K
Monolithic Pwr Sys Inc175$191.3K0.1%$32.7KCut−$5.34K
Q2 Hldgs Inc4.02K$190K0.1%−$99.9KHeld
Playtika Hldg Corp68.2K$189.6K0.1%New
Puma Biotechnology, Inc.PBYI29.3K$187.5K0.1%$12.9KCut−$93.1K
Radcom LtdRDCM15.4K$186.7K0.1%−$14.1KHeld
Unity Bancorp Inc3.54K$183.4K0.1%$389Held
Indivior Pharmaceuticals, Inc.INDV6K$182.9K0.1%New
Arista Networks, Inc.ANET1.48K$181.1K0.1%−$12.2KCut−$53.8K
Hershey CoHSY870$180.9K0.1%New
Ametek Inc/AME825$176.8K0.1%$7.47KCut−$33.2K
Alliance Resource Partners L6.38K$176.3K0.1%$28.2KCut−$7.36K
Caledonia Mng Corp Plc7.8K$176.2K0.1%−$5.73KAdded$134.3K
Oil Dri Corp Amer2.7K$175.7K0.1%$43.6KHeld
Meta Platforms, Inc.META306$175.1K0.1%−$26.9KCut−$70.5K
Cognyte Software Ltd.CGNT21.6K$174.9K0.1%−$28.1KHeld
Halozyme Therapeutics, Inc.HALO2.69K$173.9K0.1%−$7.18KHeld
Brookfield Infrast Partners4.78K$172.5K0.1%$6.59KCut−$33.2K
Kimball Electronics, Inc.KE7.2K$170.7K0.1%−$29.8KHeld
Morgan Stanley1.03K$170K0.1%−$13.4KCut−$137.7K
Nexa Res S A16K$169.7K0.1%New
Teekay Corp LtdTK13.9K$169.5K0.1%$44.2KCut−$42.8K
Radian Group IncRDN5.06K$167.4K0.1%−$14.7KHeld
Adma Biologics, Inc.ADMA18.4K$165.9K0.1%−$169.9KHeld
Allstate Corp800$165.9K0.1%−$648Cut−$40.6K
Integra Res Corp60.7K$165.7K0.1%−$77.7KHeld
Vericel CorpVCEL5.15K$165.7K0.1%New
Green Plains Inc.GPRE10K$164.5K0.1%$66.5KHeld
Price T Rowe Group IncTROW1.82K$164K0.1%−$22.3KHeld
Centene Corp Del5K$163.7K0.1%−$42.1KHeld
Smartfinancial Inc.SMBK4.16K$162.7K0.1%$8.7KHeld
Emergent BioSolutions Inc.EBS19.5K$161.8K0.1%−$79.2KHeld
Realty Income CorpO2.64K$161.6K0.1%New
Icahn Enterprises Lp21.4K$161.6K0.1%−$0Cut−$38.8K
Idt CorpIDT3.24K$159.1K0.1%−$6.84KHeld
Iradimed CorpIRMD1.65K$158.8K0.1%−$1.68KHeld
Redwood Trust Inc28.3K$158.8K0.1%New
Logitech Intl S A2.19K$158.4K0.1%−$20.1KCut−$24.6K
Tanger Inc.SKT4.65K$158K0.1%$2.84KHeld
Ltc Pptys Inc4.2K$156.1K0.1%$11.7KCut−$23K
Pacira BioSciences, Inc.PCRX6.76K$152.9K0.1%−$22.2KHeld
Columbus Mckinnon Corp N Y10.4K$151.8K0.1%New
Guidewire Software, Inc.GWRE1K$149.6K0.1%−$51.4KHeld
Turning Pt Brands Inc1.72K$148.8K0.1%−$37.1KHeld
Kla CorpKLAC101$148.7K0.1%$26KCut−$8.03K
United Parcel Service IncUPS1.51K$148.2K0.1%New
Theravance Biopharma, Inc.TBPH9.1K$147.7K0.1%−$22.6KHeld
Granite Ridge Resources, Inc.GRNT25K$146.8K0.1%New
Boot Barn Hldgs Inc1K$146.4K0.1%−$30.1KHeld
General Dynamics CorpGD425$145.9K0.1%$2.79KCut−$31.6K
Invesco Mortgage Capital Inc17.4K$140.6K0.1%−$5.74KCut−$40.9K
Ingredion IncINGR1.24K$139.7K0.1%$2.98KHeld
Telus CorpTU7.8K$139.5K0.1%New
BRP Inc.DOO1.88K$134.9K0.1%$1.97KHeld
Anterix Inc.ATEX3.5K$133.7K0.1%$57.3KHeld
ServiceNow, Inc.NOW1.27K$132.8K0.1%−$61.8KCut−$103.1K
Tjx Cos Inc New830$132.6K0.1%$5.05KCut−$17.1K
Amtech Sys Inc11.2K$130.8K0.1%New
Ooma IncOOMA8.95K$130.3K0.1%$25.2KHeld
Omega Healthcare Invs Inc2.97K$130.2K0.1%−$1.54KHeld
Schwab Charles Corp1.38K$129.2K0.1%−$8.15KCut−$41.1K
Donegal Group Inc7.44K$127.8K0.1%−$20.8KHeld
Heico Corp New600$126.7K0.1%−$24.8KCut−$61.2K
Silgan Hldgs Inc3.19K$123.8K0.1%−$5.01KHeld
Waystar Hldg Corp5.06K$121.9K0.1%−$43.7KHeld
Strata Critical Medical, Inc.SRTA29.2K$121.9K0.1%−$18.4KHeld
Barrick Mng Corp2.14K$121.8K0.1%−$6.3KCut−$49K
Sportradar Group AgSRAD7.2K$120.5K0.1%−$50.6KHeld
Dollar Gen Corp New1K$118.7K0.1%−$14KCut−$45.9K
USA Compression Partners, LPUSAC4.36K$118.1K0.1%New
Genie Energy Ltd.GNE8.32K$117.6K0.1%$2.99KHeld
Appfolio IncAPPF740$116.8K0.1%−$55.4KHeld
Innovative Indl Pptys Inc2.3K$115.4K0.1%$6.44KCut−$19.7K
Acm Resh Inc2.92K$115K0.1%−$292Cut−$70.2K
Plains Gp Hldgs L P4.72K$114.7K0.1%$24.3KCut$2.58K
Western Digital CorpWDC16K$114.5K0.1%$41.2KCut−$23K
Seagate Hdd Cayman24K$113.9K0.1%$33.3KCut−$3.62K
Granite Constr Inc69K$113.5K0.1%$1.9KAdded$52.9K
Advanced Energy Inds47K$113K0.1%$35.9KHeld
Eli Lilly & CoLLY120$110.4K0.1%−$3.1KAdded$88.9K
Cummins IncCMI205$110.3K0.1%$5.65KHeld
Mission Produce, Inc.AVO7.9K$108.7K0.1%$17.1KHeld
Cto Rlty Growth Inc New5.8K$107.2K0.1%New
Mfa Finl Inc11.1K$106.2K0.0%$2.99KCut−$21.7K
East West Bancorp IncEWBC975$104.1K0.0%−$5.49KCut−$31.8K
Healthstream IncHSTM5.01K$103.9K0.0%−$11.8KHeld
Latam Airlines Group Sa2.01K$99.4K0.0%New
Snowflake Inc.SNOW81K$99.1K0.0%−$6.41KAdded$68.2K
J&J Snack Foods CorpJJSF1.25K$98.7K0.0%−$13.8KHeld
Mks IncMKSI59K$97.5K0.0%$22.2KHeld
Dynex Cap Inc7.51K$95.8K0.0%−$9.39KCut−$206.7K
Snowflake Inc.SNOW81K$95.7K0.0%New
Jpmorgan Chase & Co.324$95.3K0.0%−$9.09KCut−$20.7K
Canadian Nat Res Ltd1.38K$93.4K0.0%$29.4KCut$8.09K
Impinj IncPI900$92.4K0.0%−$64.2KHeld
Tesla, Inc.TSLA245$91.1K0.0%−$19.1KCut−$43.4K
Celsius Hldgs Inc2.54K$90.1K0.0%−$26.1KHeld
Myriad Genetics IncMYGN20K$90K0.0%−$33KHeld
Ascendis Pharma A/SASND60K$88K0.0%$1.61KAdded$42.7K
Nextdoor Holdings, Inc.NXDR62.6K$87.6K0.0%−$43.8KHeld
Shopify Inc.SHOP530$87.5K0.0%New
Rbc Bearings IncRBC160$86.9K0.0%New
Tandem Diabetes Care IncTNDM4.4K$84.3K0.0%New
Digital Turbine, Inc.APPS29.1K$83.8K0.0%New
Aura Minerals Inc.AUGO1.02K$83.6K0.0%$32KCut−$49.2K
Lci Inds69K$82.9K0.0%New
Osi Systems IncOSIS54K$82.7K0.0%$2.62KHeld
Totalenergies SeTTE993$80.3K0.0%New
Spok Hldgs Inc7.13K$77.7K0.0%−$16.3KCut−$115.7K
L3harris Technologies Inc225$77.7K0.0%$11.6KCut−$95.3K
Wells Fargo Co New66$76.4K0.0%−$3.69KHeld
Motorola Solutions, Inc.MSI175$75.9K0.0%$8.86KCut−$7.24K
Albemarle Corp1.05K$75.1K0.0%New
Boeing Co1.15K$74.6K0.0%−$5.22KHeld
Vici Pptys Inc2.73K$74.4K0.0%−$2.18KCut−$20.6K
B & G Foods Inc NewBGS15K$72.2K0.0%New
Alpine Income Ppty Tr Inc4K$72K0.0%New
Bank Montreal Que378$71.2K0.0%$3.84KCut−$18.6K
Macom Tech Solutions Hldgs I48K$69.9K0.0%New
Applied Matls Inc200$68.4K0.0%New
Txo Partners Lp5.4K$67.9K0.0%New
Sphere Entertainment Co.SPHR20K$67.2K0.0%$12.4KHeld
Blackline, Inc.BL70K$65.7K0.0%−$8.06KHeld
Harmony Gold Mining Co Ltd4.25K$65.3K0.0%−$19.3KCut−$537.4K
Global Med Reit Inc1.95K$64.5K0.0%−$1.29KCut−$17.1K
Southwest Airls Co1.7K$63.9K0.0%New
Postal Realty Trust, Inc.PSTL3.42K$63.6K0.0%$8.29KCut−$4.98K
Nextera Energy Cap Hldgs Inc44K$61K0.0%$6.45KHeld
Cvs Health CorpCVS800$57.5K0.0%−$6.03KCut−$21.3K
Solaris Energy Infras Inc46K$57.4K0.0%New
Southern Copper Corp/SCCO332$57.1K0.0%$5.75KAdded$28.3K
Herbalife Ltd.HLF47K$56K0.0%$5.43KHeld
Rivian Automotive Inc52K$55.6K0.0%−$9.69KHeld
Mirum Pharmaceuticals, Inc.MIRM18K$53.7K0.0%$7.24KHeld
Greenbrier Cos Inc46K$53.1K0.0%$3.64KHeld
Encore Cap Group Inc42K$52.8K0.0%$6.7KHeld
Guardant Health, Inc.GH31K$52K0.0%−$4.69KHeld
Hewlett Packard Enterprise C800$51.9K0.0%−$1.06KHeld
Sanfilippo John B & Son IncJBSS649$51.5K0.0%$5.67KHeld
Popular Inc380$51K0.0%New
Evergy, Inc.EVRG37K$49.9K0.0%$4.88KCut−$43.8K
D-Wave Quantum Inc.QBTS3.4K$49.1K0.0%−$39.8KCut−$97.1K
Conmed CorpCNMD50K$48.4K0.0%$525Held
Enovis CORPENOV50K$48.2K0.0%−$600Held
Sandisk CorpSNDK75$47.7K0.0%$29.8KCut−$77.4K
Live Nation Entertainment In44K$47.4K0.0%$1.19KHeld
Okta, Inc.OKTA47K$46.5K0.0%$658Held
Stride, Inc.LRN27K$46.4K0.0%$9.61KHeld
Alnylam Pharmaceuticals, Inc.ALNY36K$46.1K0.0%−$6.8KHeld
Alignment Healthcare, Inc.ALHC32K$45K0.0%−$3.5KHeld
Astrazeneca Plc OrdAZN306$45K0.0%New
Halozyme Therapeutics, Inc.HALO35K$44.8K0.0%−$1.66KCut−$41.5K
Irhythm Technologies IncIRTC41K$44.7K0.0%−$12.5KHeld
Innoviva, Inc.INVA40K$43.1K0.0%$2.47KHeld
Livanova PlcLIVN37K$43K0.0%$296Held
Envista Holdings CorpNVST43K$42.7K0.0%$1.42KHeld
BridgeBio Pharma, Inc.BBIO38K$42.5K0.0%New
Pacira BioSciences, Inc.PCRX44K$42.4K0.0%−$1.76KHeld
Alarm Com Hldgs Inc46K$42.3K0.0%−$1.44KHeld
Epr Pptys1.86K$42K0.0%$445Held
Progress Software Corp47K$41.8K0.0%−$5.74KHeld
Varonis Sys Inc47K$40.9K0.0%−$2.7KHeld
Ge Aerospace139$39.4K0.0%−$3.37KHeld
Ziff Davis, Inc.ZD40K$39.2K0.0%$120Held
Ross Stores, Inc.ROST180$39K0.0%$6.57KHeld
Coinbase Global, Inc.COIN42K$38.9K0.0%−$4.05KHeld
Jabil IncJBL140$37.2K0.0%$5.27KHeld
Apollo Global Mgmt Inc600$35.2K0.0%−$9.97KHeld
Philip Morris Intl Inc209$34.6K0.0%$1.03KCut−$432.5K
Kkr & Co Inc850$34.1K0.0%−$9.83KHeld
Affirm Hldgs Inc36K$33.7K0.0%−$6.15KHeld
Wayfair Inc.W19K$33.1K0.0%−$10.4KHeld
Starwood Ppty Tr Inc32K$32.5K0.0%−$528Held
Targa Res Corp129$32.3K0.0%$8.54KHeld
Pg&E Corp31K$32.1K0.0%$244Held
Ares Management Corporation850$31.4K0.0%−$11.3KHeld
Tapestry, Inc.TPR220$31K0.0%New
Guidewire Software, Inc.GWRE31K$30.9K0.0%−$3.22KHeld
Ulta Beauty, Inc.ULTA55$28.7K0.0%−$4.53KHeld
Brightspring Health Svcs Inc200$28.5K0.0%$3.27KHeld
Strategy Inc400$28.4K0.0%−$3.17KHeld
Akamai Technologies IncAKAM24K$27.8K0.0%New
Mettler Toledo International Inc/MTD22$27.7K0.0%New
Fortive CorpFTV490$27.1K0.0%New
Burlington Stores, Inc.BURL16K$26.4K0.0%$2.7KHeld
Strategy Inc23K$26.4K0.0%−$2.56KHeld
Bank America Corp22$26.2K0.0%−$1.3KHeld
Citizens Finl Group Inc428$25.7K0.0%$668Cut−$400.3K
Cintas CorpCTAS147$24.9K0.0%−$2.78KHeld
Keysight Technologies, Inc.KEYS85$24K0.0%$6.73KHeld
Idexx Labs Inc41$23K0.0%−$4.7KHeld
Winnebago Inds Inc25K$22.6K0.0%New
HCA Healthcare, Inc.HCA47$22.2K0.0%$203Added$7.3K
Labcorp Holdings Inc.LH83$22.1K0.0%$1.32KCut−$1.69K
Veralto CorpVLTO241$21.3K0.0%−$2.74KHeld
Cf Inds Hldgs Inc160$20.8K0.0%$8.4KHeld
Kinross Gold Corp466$19.8K0.0%$1.8KCut−$23.3K
Williams Sonoma IncWSM99$18.1K0.0%$371Cut−$2.31K
Heico Corp New65$17.8K0.0%−$3.21KCut−$14.5K
Marathon Pete Corp63$15.4K0.0%$5.14KHeld
Alphatec Hldgs Inc15K$15.4K0.0%New
Qfin Holdings Inc1.15K$14.9K0.0%−$7.34KHeld
Etfis Ser Tr I592$13.5K0.0%−$59Added$8.77K
Adobe Inc.ADBE55$13.4K0.0%−$5.88KHeld
American Intl Group Inc175$13.2K0.0%−$1.8KHeld
Newmont Corp100$10.8K0.0%$840Held
Ishares Tr200$10.2K0.0%−$71Added$3.36K
Man Etf Ser Tr378$9.78K0.0%New
Autodesk, Inc.ADSK38$9.1K0.0%−$2.15KHeld
Cbre Group, Inc.CBRE65$8.8K0.0%−$1.65KHeld
Virtus Etf Tr Ii359$8.68K0.0%−$25Added$628
Incyte CorpINCY90$8.47K0.0%New
Veeva Sys Inc47$8.26K0.0%−$2.24KHeld
Nordson CorpNDSN30$7.98K0.0%$769Held
Moodys Corp18$7.85K0.0%−$1.34KCut−$19.2K
Willis Towers Watson PlcWTW25$7.27K0.0%−$947Held
Costco Whsl Corp New7$6.97K0.0%$939Held
Resmed Inc31$6.96K0.0%−$508Held
Virtus Etf Tr Ii224$6.31K0.0%New
Ishares Tr248$5.61K0.0%−$7Added$2.5K
Fortinet, Inc.FTNT68$5.56K0.0%$157Held
Virtus Etf Tr Ii218$5.52K0.0%$269Added$725
Simplify Exchange Traded Fun258$5.44K0.0%−$207Cut−$4K
J P Morgan Exchange Traded F89$5.04K0.0%−$30Added$2.01K
Ishares Tr52$4.82K0.0%−$64Added$585
Virtus Etf Tr Ii99$3.96K0.0%−$146Added$855
Virtus Etf Tr Ii130$3.6K0.0%−$25Added$141
Simplify Exchange Traded Fun253$3.32K0.0%−$92Added−$13
Etfis Ser Tr I142$2.89K0.0%−$169Cut−$729
Schwab Strategic Tr108$2.77K0.0%−$137Cut−$1.78K
Taiwan Semiconductor Mfg Ltd8$2.7K0.0%$273Held
Vanguard Intl Equity Index F19$2.63K0.0%−$52Cut−$475
Vanguard Intl Equity Index F18$1.76K0.0%New
Schwab Strategic Tr56$1.72K0.0%$162Added$346
Legg Mason Etf Invt34$1.38K0.0%$104Added$347
Etfis Ser Tr I71$1.23K0.0%−$50Added$36
Invesco Exch Traded Fd Tr Ii24$1.19K0.0%$20Added$615
J P Morgan Exchange Traded F20$1.11K0.0%−$52Cut−$1.04K
Novartis Ag7$1.07K0.0%$104Held
Etfis Ser Tr I69$1.04K0.0%−$153Added$29
Virtus Etf Tr Ii44$1.01K0.0%−$12Held
Progressive Corp5$9910.0%−$148Cut−$293.9K
United Microelectronics CorpUMC102$9160.0%New
Ishares Inc18$8690.0%New
Virtus Etf Tr Ii34$7310.0%−$10Held
Nomura Hldgs Inc76$6000.0%−$38Held
Ishares Tr24$5150.0%−$16Added$5
Natwest Group Plc34$5070.0%−$88Held
Telefonica Brasil Sa27$4300.0%$110Held
California Res Corp1$690.0%$24Cut−$63.6K

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.