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Virtus Convertible & Income Fund II

CIK: 0001227857 NCZ Fixed Income
Report date: 2026-03-31
AUM $302M
Expense Ratio
Category Fixed Income
State MA
Fiscal Year End
Inception Date
Manager
Latest Filing 2026-03-31

Holdings

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

84 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 ZTS ZOETIS INC Since 2026-05-10 98978VAY9 Debt
0.73%
$2.20 2,150,000
2 PODD INSULET CORPORATION Since 2026-05-10 45784PAL5 Debt
0.29%
$0.86 830,000
3 KKR KKR & CO INC Since 2026-05-10 48251W500 Equity (Preferred)
0.83%
$2.50 51,150
4 AKAM AKAMAI TECHNOLOGIES INC Since 2026-05-10 00971TAL5 Debt
1.11%
$3.37 3,175,000
5 BLDR BUILDERS FIRSTSOURCE INC Since 2026-05-10 12008RAR8 Debt
0.40%
$1.21 1,170,000
6 NVMI NOVA LTD Since 2026-05-10 66982MAA2 Debt
0.71%
$2.13 1,330,000
7 ZS ZSCALER INC. Since 2026-05-10 98980GAC6 Debt
0.74%
$2.23 2,395,000
8 FOUR SHIFT4 PAYMENTS INC Since 2026-05-10 82452J307 Equity (Preferred)
0.20%
$0.61 8,155
9 BURL BURLINGTON STORES INC Since 2026-05-10 122017AD8 Debt
0.51%
$1.54 1,020,000
10 NEE NEXTERA ENERGY INC Since 2026-05-10 65339F663 Equity (Preferred)
0.51%
$1.54 27,735
11 AFRM AFFIRM HOLDINGS INC Since 2026-05-10 00827BAD8 Debt
0.68%
$2.05 1,985,000
12 WULF TERAWULF INC Since 2026-05-10 88080TAE4 Debt
0.46%
$1.39 1,480,000
13 OSIS OSI SYSTEMS INC Since 2026-05-10 671044AG0 Debt
0.75%
$2.26 2,275,000
14 GFL GFL ENVIRONMENTAL INC Since 2026-05-10 36168QAQ7 Debt
0.38%
$1.15 1,100,000
15 CACI CACI INTERNATIONAL INC Since 2026-05-10 127190AE6 Debt
0.27%
$0.82 795,000
16 INDI INDIE SEMICONDUCTOR INC Since 2026-05-10 45569UAA9 Debt
0.37%
$1.11 1,070,000
17 OSIS OSI SYSTEMS INC Since 2026-05-10 671044AF2 Debt
0.45%
$1.37 930,000
18 CELC CELCUITY INC Since 2026-05-10 15102KAA8 Debt
0.43%
$1.29 550,000
19 BWXT BWX TECHNOLOGIES INC Since 2026-05-10 05605HAD2 Debt
0.70%
$2.11 2,050,000
20 ATEC ALPHATEC HOLDINGS INC Since 2026-05-10 02081GAC6 Debt
0.67%
$2.02 1,650,000
21 GEN GEN DIGITAL INC Since 2026-05-10 668771AM0 Debt
0.64%
$1.92 1,910,000
22 SNOW SNOWFLAKE INC Since 2026-05-10 833445AD1 Debt
0.93%
$2.82 2,005,000
23 MSTR STRATEGY INC Since 2026-05-10 594972AT8 Debt
0.43%
$1.30 1,465,000
24 MIR MIRION TECHNOLOGIES INC Since 2026-05-10 60471AAA9 Debt
0.90%
$2.73 2,120,000
25 W WAYFAIR INC Since 2026-05-10 94419LAP6 Debt
0.87%
$2.62 1,530,000
26 GTN-A GRAY MEDIA INC Since 2026-05-10 389375AN6 Debt
0.38%
$1.16 1,120,000
27 HBM HUDBAY MINERALS INC Since 2026-05-10 443628AH5 Debt
0.41%
$1.25 1,235,000
28 ASTS AST SPACEMOBILE INC Since 2026-05-10 00217DAE0 Debt
0.87%
$2.64 1,935,000
29 BBIO BRIDGEBIO PHARMA INC Since 2026-05-10 10806XAH5 Debt
1.14%
$3.45 1,985,000
30 W WAYFAIR LLC Since 2026-05-10 94419NAC1 Debt
0.26%
$0.80 770,000
31 CLF CLEVELAND-CLIFFS INC Since 2026-05-10 18589GAA3 Debt
0.51%
$1.54 1,470,000
32 AAP ADVANCE AUTO PARTS Since 2026-05-10 00751YAL0 Debt
0.51%
$1.55 1,530,000
33 TMDX TRANSMEDICS GROUP INC Since 2026-05-10 89377MAB5 Debt
0.36%
$1.08 675,000
34 MSTR STRATEGY INC Since 2026-05-10 594972887 Equity (Preferred)
0.20%
$0.61 7,200
35 NWL NEWELL BRANDS INC Since 2026-05-10 651229BG0 Debt
0.46%
$1.40 1,335,000
36 BBWI BATH & BODY WORKS INC Since 2026-05-10 501797AL8 Debt
0.26%
$0.78 770,000
37 NET CLOUDFLARE INC Since 2026-05-10 18915MAC1 Debt
1.43%
$4.32 3,935,000
38 COIN COINBASE GLOBAL INC Since 2026-05-10 19260QAB3 Debt
1.32%
$3.98 4,025,000
39 BILL BILL HOLDINGS INC Since 2026-05-10 090043AF7 Debt
0.67%
$2.03 2,270,000
40 WFC WELLS FARGO & COMPANY Since 2026-05-10 949746804 Equity (Preferred)
2.91%
$8.80 7,135
41 AVAV AEROVIRONMENT INC Since 2026-05-10 008073AA6 Debt
0.63%
$1.92 1,630,000
42 SNAP SNAP INC Since 2026-05-10 83304AAL0 Debt
0.53%
$1.60 1,560,000
43 NRG NRG ENERGY INC Since 2026-05-10 629377CX8 Debt
0.65%
$1.98 1,925,000
44 WEC WEC ENERGY GROUP INC Since 2026-05-10 92939UAS5 Debt
1.22%
$3.69 3,605,000
45 ARRY ARRAY TECHNOLOGIES INC Since 2026-05-10 04271TAC4 Debt
0.54%
$1.65 970,000
46 PI IMPINJ INC Since 2026-05-10 453204AE9 Debt
0.44%
$1.32 1,370,000
47 GTLS CHART INDUSTRIES INC Since 2026-05-10 16115QAF7 Debt
0.38%
$1.16 1,115,000
48 IRTC IRHYTHM HOLDINGS INC Since 2026-05-10 450056AB2 Debt
0.45%
$1.35 1,060,000
49 MKSI MKS INC Since 2026-05-10 55306NAB0 Debt
1.31%
$3.97 2,360,000
50 U UNITY SOFTWARE INC Since 2026-05-10 91332UAG6 Debt
0.62%
$1.89 1,680,000
51 GH GUARDANT HEALTH INC Since 2026-05-10 40131MAD1 Debt
1.06%
$3.21 1,605,000
52 BBIO BRIDGEBIO PHARMA INC Since 2026-05-10 10806XAD4 Debt
0.53%
$1.61 1,420,000
53 FOUR SHIFT4 PAYMENTS INC Since 2026-05-10 82452JAD1 Debt
0.32%
$0.97 1,015,000
54 UBER UBER TECHNOLOGIES INC Since 2026-05-10 90353TAM2 Debt
0.84%
$2.55 1,990,000
55 GH GUARDANT HEALTH INC Since 2026-05-10 40131MAE9 Debt
0.21%
$0.65 545,000
56 DDOG DATADOG INC Since 2026-05-10 23804LAD5 Debt
0.90%
$2.72 2,765,000
57 COIN COINBASE GLOBAL INC Since 2026-05-10 19260QAG2 Debt
0.72%
$2.19 2,430,000
58 TEM TEMPUS AI INC Since 2026-05-10 88023BAD5 Debt
0.44%
$1.32 1,215,000
59 SOFI SOFI TECHNOLOGIES INC Since 2026-05-10 83406FAA0 Debt
0.80%
$2.42 2,040,000
60 LUNR INTUITIVE MACHINES INC Since 2026-05-10 46125AAA8 Debt
0.76%
$2.29 1,280,000
61 EXPE EXPEDIA GROUP INC Since 2026-05-10 30212PBE4 Debt
0.64%
$1.94 1,750,000
62 POST POST HOLDINGS INC Since 2026-05-10 737446AV6 Debt
0.65%
$1.98 1,960,000
63 DASH DOORDASH INC Since 2026-05-10 25809KAA3 Debt
0.61%
$1.85 1,845,000
64 VIAV VIAVI SOLUTIONS INC Since 2026-05-10 925550AJ4 Debt
0.97%
$2.94 1,565,000
65 ALNY ALNYLAM PHARMACEUTICALS Since 2026-05-10 02043QAB3 Debt
0.66%
$1.99 1,525,000
66 RIOT RIOT PLATFORMS INC Since 2026-05-10 767292AB1 Debt
0.62%
$1.87 1,420,000
67 JOBY JOBY AVIATION INC Since 2026-05-10 47775AAA9 Debt
0.46%
$1.39 1,360,000
68 MSTR STRATEGY INC Since 2026-05-10 594972AS0 Debt
1.36%
$4.10 4,860,000
69 MP MP MATERIALS CORP Since 2026-05-10 553368AC5 Debt
0.49%
$1.47 515,000
70 PRAA PRA GROUP INC Since 2026-05-10 69354NAE6 Debt
0.37%
$1.13 1,120,000
71 ALHC ALIGNMENT HEALTHCARE Since 2026-05-10 01625VAB0 Debt
1.15%
$3.49 2,100,000
72 FE FIRSTENERGY CORP Since 2026-05-10 337932AS6 Debt
1.03%
$3.12 2,865,000
73 COGT COGENT BIOSCIENCES INC Since 2026-05-10 19240QAA0 Debt
0.48%
$1.46 1,215,000
74 XPO XPO INC Since 2026-05-10 98379KAB8 Debt
0.66%
$1.99 1,915,000
75 LEU CENTRUS ENERGY CORP Since 2026-05-10 15643UAF1 Debt
0.74%
$2.25 1,555,000
76 XYZ BLOCK INC Since 2026-05-10 852234AK9 Debt
1.13%
$3.40 3,670,000
77 VECO VEECO INSTRUMENTS INC Since 2026-05-10 922417AJ9 Debt
0.64%
$1.94 1,500,000
78 SMCI SUPER MICRO COMPUTER INC Since 2026-05-10 86800UAB0 Debt
0.56%
$1.70 1,860,000
79 DVA DAVITA INC Since 2026-05-10 23918KAY4 Debt
0.51%
$1.54 1,505,000
80 AXON AXON ENTERPRISE INC Since 2026-05-10 05464CAD3 Debt
0.39%
$1.17 1,130,000
81 WT WISDOMTREE INC Since 2026-05-10 97717PAJ3 Debt
0.53%
$1.60 1,380,000
82 XMTR XOMETRY INC Since 2026-05-10 98423FAC3 Debt
0.42%
$1.26 860,000
83 QXO QXO INC Since 2026-05-10 82846H504 Equity (Preferred)
0.75%
$2.26 35,625
84 LITE LUMENTUM HOLDINGS INC Since 2026-05-10 55024UAJ8 Debt
3.38%
$10.22 4,510,000