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VIRTUS ASSET TRUST

CIK: 0001018593 Equity
Report date: 2026-02-26
AUM $1.1B
Expense Ratio
Category Equity
State DE
Fiscal Year End
Inception Date
Manager
Latest Filing 2026-02-26

Holdings

From latest SEC N-PORT filing · US-listed stocks only

35 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 EVR Evercore Inc Since 2026-05-10 29977A105 Equity (Common)
1.90%
$20.41 60,000
2 FANG Diamondback Energy Inc Since 2026-05-10 25278X109 Equity (Common)
1.61%
$17.29 115,000
3 GIL Gildan Activewear Inc Since 2026-05-10 375916103 Equity (Common)
1.28%
$13.74 220,000
4 GRMN Garmin Ltd Since 2026-05-10 Equity (Common)
1.32%
$14.20 70,000
5 VRT Vertiv Holdings Co Since 2026-05-10 92537N108 Equity (Common)
1.66%
$17.82 110,000
6 ALLY Ally Financial Inc Since 2026-05-10 02005N100 Equity (Common)
1.79%
$19.25 425,000
7 BBY Best Buy Co Inc Since 2026-05-10 086516101 Equity (Common)
1.06%
$11.38 170,000
8 DAL Delta Air Lines Inc Since 2026-05-10 247361702 Equity (Common)
1.59%
$17.00 245,000
9 PWR Quanta Services Inc Since 2026-05-10 74762E102 Equity (Common)
1.65%
$17.73 42,000
10 YUM Yum! Brands Inc Since 2026-05-10 988498101 Equity (Common)
1.34%
$14.37 95,000
11 NI NiSource Inc Since 2026-05-10 65473P105 Equity (Common)
1.56%
$16.70 400,000
12 EME EMCOR Group Inc Since 2026-05-10 29084Q100 Equity (Common)
2.00%
$21.41 35,000
13 KEY KeyCorp Since 2026-05-10 493267108 Equity (Common)
1.87%
$20.02 970,000
14 TEL TE Connectivity PLC Since 2026-05-10 Equity (Common)
1.80%
$19.34 85,000
15 SGI Somnigroup International Inc Since 2026-05-10 88023U101 Equity (Common)
0.92%
$9.82 110,000
16 AJG Arthur J Gallagher & Co Since 2026-05-10 363576109 Equity (Common)
1.93%
$20.70 80,000
17 CNP CenterPoint Energy Inc Since 2026-05-10 15189T107 Equity (Common)
1.66%
$17.83 465,000
18 REGN Regeneron Pharmaceuticals Inc Since 2026-05-10 75886F107 Equity (Common)
1.80%
$19.30 25,000
19 WWD Woodward Inc Since 2026-05-10 980745103 Equity (Common)
1.83%
$19.65 65,000
20 AAON AAON Inc Since 2026-05-10 000360206 Equity (Common)
1.78%
$19.06 250,000
21 VTR Ventas Inc Since 2026-05-10 92276F100 Equity (Common)
1.62%
$17.41 225,000
22 MSI Motorola Solutions Inc Since 2026-05-10 620076307 Equity (Common)
1.97%
$21.08 55,000
23 CFG Citizens Financial Group Inc Since 2026-05-10 174610105 Equity (Common)
1.91%
$20.44 350,000
24 ROK Rockwell Automation Inc Since 2026-05-10 773903109 Equity (Common)
1.81%
$19.45 50,000
25 FTI TechnipFMC PLC Since 2026-05-10 Equity (Common)
1.45%
$15.60 350,000
26 EQIX Equinix Inc Since 2026-05-10 29444U700 Equity (Common)
1.93%
$20.69 27,000
27 SEI Solaris Energy Infrastructure Since 2026-05-10 83418M103 Equity (Common)
1.67%
$17.93 390,000
28 CME CME Group Inc Since 2026-05-10 12572Q105 Equity (Common)
1.91%
$20.48 75,000
29 MKSI MKS Inc Since 2026-05-10 55306N104 Equity (Common)
1.27%
$13.58 85,000
30 A Agilent Technologies Inc Since 2026-05-10 00846U101 Equity (Common)
1.65%
$17.69 130,000
31 EGP EastGroup Properties Inc Since 2026-05-10 277276101 Equity (Common)
1.91%
$20.49 115,000
32 M Macy's Inc Since 2026-05-10 55616P104 Equity (Common)
1.23%
$13.23 600,000
33 APO Apollo Global Management Inc Since 2026-05-10 03769M106 Equity (Common)
1.35%
$14.48 100,000
34 TER Teradyne Inc Since 2026-05-10 880770102 Equity (Common)
1.80%
$19.36 100,000
35 LECO Lincoln Electric Holdings Inc Since 2026-05-10 533900106 Equity (Common)
1.68%
$17.97 75,000