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Virtus Diversified Income & Convertible Fund

CIK: 0001636289 ACV Fixed Income
Report date: 2026-03-31
AUM $269M
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

130 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 ICE INTERCONTINENTAL EXCHANGE, INC. Since 2026-05-10 Derivative
-0.00%
$-0.00 -15
2 PI IMPINJ INC Since 2026-05-10 453204AE9 Debt
0.37%
$0.99 1,030,000
3 FE FIRSTENERGY CORP Since 2026-05-10 337932AS6 Debt
0.86%
$2.33 2,140,000
4 XPO XPO INC Since 2026-05-10 98379KAB8 Debt
0.27%
$0.72 695,000
5 COGT COGENT BIOSCIENCES INC Since 2026-05-10 19240QAA0 Debt
0.40%
$1.09 910,000
6 MU Micron Technology Inc Since 2026-05-10 595112103 Equity (Common)
0.52%
$1.40 3,385
7 BX Blackstone Inc Since 2026-05-10 09260D107 Equity (Common)
0.12%
$0.32 2,230
8 LEU CENTRUS ENERGY CORP Since 2026-05-10 15643UAF1 Debt
0.62%
$1.68 1,165,000
9 XYZ BLOCK INC Since 2026-05-10 852234AK9 Debt
0.95%
$2.56 2,760,000
10 VECO VEECO INSTRUMENTS INC Since 2026-05-10 922417AJ9 Debt
0.54%
$1.45 1,120,000
11 SMCI SUPER MICRO COMPUTER INC Since 2026-05-10 86800UAB0 Debt
0.47%
$1.28 1,400,000
12 CBRE CBRE Group Inc Since 2026-05-10 12504L109 Equity (Common)
0.30%
$0.81 4,770
13 DVA DAVITA INC Since 2026-05-10 23918KAY4 Debt
0.21%
$0.56 550,000
14 AXON AXON ENTERPRISE INC Since 2026-05-10 05464CAD3 Debt
0.16%
$0.42 405,000
15 WT WISDOMTREE INC Since 2026-05-10 97717PAJ3 Debt
0.44%
$1.20 1,030,000
16 XMTR XOMETRY INC Since 2026-05-10 98423FAC3 Debt
0.35%
$0.95 650,000
17 LITE LUMENTUM HOLDINGS INC Since 2026-05-10 55024UAJ8 Debt
2.84%
$7.64 3,370,000
18 EXPE EXPEDIA GROUP INC Since 2026-05-10 30212PBE4 Debt
0.54%
$1.45 1,310,000
19 GILD Gilead Sciences Inc Since 2026-05-10 375558103 Equity (Common)
0.45%
$1.21 8,555
20 ODFL Old Dominion Freight Line Inc Since 2026-05-10 679580100 Equity (Common)
0.13%
$0.34 1,975
21 PODD INSULET CORPORATION Since 2026-05-10 45784PAL5 Debt
0.16%
$0.44 420,000
22 CAH Cardinal Health Inc Since 2026-05-10 14149Y108 Equity (Common)
0.42%
$1.14 5,320
23 KKR KKR & CO INC Since 2026-05-10 48251W500 Equity (Preferred)
0.69%
$1.87 38,215
24 AKAM AKAMAI TECHNOLOGIES INC Since 2026-05-10 00971TAL5 Debt
0.93%
$2.51 2,370,000
25 BLDR BUILDERS FIRSTSOURCE INC Since 2026-05-10 12008RAR8 Debt
0.22%
$0.59 570,000
26 AON Aon PLC Since 2026-05-10 Equity (Common)
0.19%
$0.51 1,465
27 CAT Caterpillar Inc Since 2026-05-10 149123101 Equity (Common)
0.58%
$1.55 2,365
28 NVMI NOVA LTD Since 2026-05-10 66982MAA2 Debt
0.59%
$1.60 995,000
29 ADI Analog Devices Inc Since 2026-05-10 032654105 Equity (Common)
0.37%
$0.98 3,165
30 ZS ZSCALER INC. Since 2026-05-10 98980GAC6 Debt
0.62%
$1.67 1,800,000
31 FOUR SHIFT4 PAYMENTS INC Since 2026-05-10 82452J307 Equity (Preferred)
0.17%
$0.46 6,130
32 BURL BURLINGTON STORES INC Since 2026-05-10 122017AD8 Debt
0.43%
$1.17 770,000
33 NEE NEXTERA ENERGY INC Since 2026-05-10 65339F663 Equity (Preferred)
0.43%
$1.15 20,725
34 AFRM AFFIRM HOLDINGS INC Since 2026-05-10 00827BAD8 Debt
0.57%
$1.54 1,495,000
35 OSIS OSI SYSTEMS INC Since 2026-05-10 671044AG0 Debt
0.63%
$1.70 1,710,000
36 GFL GFL ENVIRONMENTAL INC Since 2026-05-10 36168QAQ7 Debt
0.15%
$0.40 385,000
37 CRWD Crowdstrike Holdings Inc Since 2026-05-10 22788C105 Equity (Common)
0.14%
$0.38 870
38 GOOG Alphabet Inc Since 2026-05-10 02079K305 Equity (Common)
1.81%
$4.87 14,420
39 NKE NIKE Inc Since 2026-05-10 654106103 Equity (Common)
0.14%
$0.37 6,010
40 CACI CACI INTERNATIONAL INC Since 2026-05-10 127190AE6 Debt
0.16%
$0.44 425,000
41 INDI INDIE SEMICONDUCTOR INC Since 2026-05-10 45569UAA9 Debt
0.31%
$0.84 810,000
42 OSIS OSI SYSTEMS INC Since 2026-05-10 671044AF2 Debt
0.38%
$1.03 700,000
43 CMI Cummins Inc Since 2026-05-10 231021106 Equity (Common)
0.32%
$0.86 1,485
44 CDNS Cadence Design Systems Inc Since 2026-05-10 127387108 Equity (Common)
0.24%
$0.64 2,145
45 BWXT BWX TECHNOLOGIES INC Since 2026-05-10 05605HAD2 Debt
0.59%
$1.59 1,545,000
46 AMZN Amazon.com Inc Since 2026-05-10 023135106 Equity (Common)
1.82%
$4.90 20,480
47 ATEC ALPHATEC HOLDINGS INC Since 2026-05-10 02081GAC6 Debt
0.56%
$1.50 1,230,000
48 GEN GEN DIGITAL INC Since 2026-05-10 668771AM0 Debt
0.26%
$0.69 690,000
49 SNOW SNOWFLAKE INC Since 2026-05-10 833445AD1 Debt
0.78%
$2.10 1,495,000
50 MSTR STRATEGY INC Since 2026-05-10 594972AT8 Debt
0.36%
$0.98 1,100,000
51 ICE INTERCONTINENTAL EXCHANGE, INC. Since 2026-05-10 Derivative
-0.00%
$-0.00 -33
52 MIR MIRION TECHNOLOGIES INC Since 2026-05-10 60471AAA9 Debt
0.77%
$2.06 1,600,000
53 W WAYFAIR INC Since 2026-05-10 94419LAP6 Debt
0.73%
$1.98 1,155,000
54 MSI Motorola Solutions Inc Since 2026-05-10 620076307 Equity (Common)
0.13%
$0.34 850
55 GTN-A GRAY MEDIA INC Since 2026-05-10 389375AN6 Debt
0.16%
$0.42 410,000
56 HBM HUDBAY MINERALS INC Since 2026-05-10 443628AH5 Debt
0.17%
$0.47 465,000
57 ASTS AST SPACEMOBILE INC Since 2026-05-10 00217DAE0 Debt
0.73%
$1.97 1,445,000
58 META Meta Platforms Inc Since 2026-05-10 30303M102 Equity (Common)
0.84%
$2.26 3,149
59 BBIO BRIDGEBIO PHARMA INC Since 2026-05-10 10806XAH5 Debt
0.96%
$2.58 1,485,000
60 AAPL Apple Inc Since 2026-05-10 037833100 Equity (Common)
2.24%
$6.02 23,210
61 C Citigroup Inc Since 2026-05-10 172967424 Equity (Common)
0.37%
$1.00 8,615
62 W WAYFAIR LLC Since 2026-05-10 94419NAC1 Debt
0.11%
$0.29 280,000
63 CLF CLEVELAND-CLIFFS INC Since 2026-05-10 18589GAA3 Debt
0.22%
$0.59 560,000
64 WMT Walmart Inc Since 2026-05-10 931142103 Equity (Common)
0.47%
$1.27 10,680
65 TMDX TRANSMEDICS GROUP INC Since 2026-05-10 89377MAB5 Debt
0.30%
$0.81 510,000
66 MSTR STRATEGY INC Since 2026-05-10 594972887 Equity (Preferred)
0.17%
$0.46 5,460
67 NWL NEWELL BRANDS INC Since 2026-05-10 651229BG0 Debt
0.19%
$0.51 485,000
68 QXO QXO INC Since 2026-05-10 82846H504 Equity (Preferred)
0.63%
$1.69 26,615
69 ZTS ZOETIS INC Since 2026-05-10 98978VAY9 Debt
0.62%
$1.67 1,630,000
70 BBWI BATH & BODY WORKS INC Since 2026-05-10 501797AL8 Debt
0.11%
$0.28 280,000
71 COIN COINBASE GLOBAL INC Since 2026-05-10 19260QAB3 Debt
1.10%
$2.97 3,005,000
72 BILL BILL HOLDINGS INC Since 2026-05-10 090043AF7 Debt
0.57%
$1.52 1,705,000
73 WFC WELLS FARGO & COMPANY Since 2026-05-10 949746804 Equity (Preferred)
2.44%
$6.58 5,330
74 AVAV AEROVIRONMENT INC Since 2026-05-10 008073AA6 Debt
0.53%
$1.44 1,220,000
75 TSLA Tesla Inc Since 2026-05-10 88160R101 Equity (Common)
0.47%
$1.25 2,915
76 SNAP SNAP INC Since 2026-05-10 83304AAL0 Debt
0.22%
$0.58 565,000
77 NRG NRG ENERGY INC Since 2026-05-10 629377CX8 Debt
0.27%
$0.72 700,000
78 WEC WEC ENERGY GROUP INC Since 2026-05-10 92939UAS5 Debt
1.03%
$2.78 2,720,000
79 ARRY ARRAY TECHNOLOGIES INC Since 2026-05-10 04271TAC4 Debt
0.45%
$1.21 715,000
80 WULF TERAWULF INC Since 2026-05-10 88080TAE4 Debt
0.39%
$1.04 1,105,000
81 MRVL Marvell Technology Inc Since 2026-05-10 573874104 Equity (Common)
0.16%
$0.44 5,550
82 TTWO Take-Two Interactive Software Since 2026-05-10 874054109 Equity (Common)
0.18%
$0.48 2,173
83 GTLS CHART INDUSTRIES INC Since 2026-05-10 16115QAF7 Debt
0.16%
$0.42 405,000
84 AVGO Broadcom Inc Since 2026-05-10 11135F101 Equity (Common)
0.95%
$2.56 7,735
85 ISRG Intuitive Surgical Inc Since 2026-05-10 46120E602 Equity (Common)
0.16%
$0.44 880
86 IRTC IRHYTHM HOLDINGS INC Since 2026-05-10 450056AB2 Debt
0.38%
$1.01 795,000
87 MKSI MKS INC Since 2026-05-10 55306NAB0 Debt
1.11%
$2.98 1,775,000
88 CELC CELCUITY INC Since 2026-05-10 15102KAA8 Debt
0.36%
$0.96 410,000
89 GH GUARDANT HEALTH INC Since 2026-05-10 40131MAD1 Debt
0.90%
$2.41 1,205,000
90 BBIO BRIDGEBIO PHARMA INC Since 2026-05-10 10806XAD4 Debt
0.45%
$1.21 1,065,000
91 INTU Intuit Inc Since 2026-05-10 461202103 Equity (Common)
0.06%
$0.17 330
92 FOUR SHIFT4 PAYMENTS INC Since 2026-05-10 82452JAD1 Debt
0.27%
$0.73 760,000
93 UBER UBER TECHNOLOGIES INC Since 2026-05-10 90353TAM2 Debt
0.71%
$1.92 1,495,000
94 ABBV AbbVie Inc Since 2026-05-10 00287Y109 Equity (Common)
0.29%
$0.79 3,560
95 GH GUARDANT HEALTH INC Since 2026-05-10 40131MAE9 Debt
0.18%
$0.49 410,000
96 AMD Advanced Micro Devices Inc Since 2026-05-10 007903107 Equity (Common)
0.19%
$0.50 2,115
97 ICE INTERCONTINENTAL EXCHANGE, INC. Since 2026-05-10 Derivative
-0.00%
$-0.00 -5
98 DDOG DATADOG INC Since 2026-05-10 23804LAD5 Debt
0.75%
$2.03 2,060,000
99 AAP ADVANCE AUTO PARTS Since 2026-05-10 00751YAL0 Debt
0.21%
$0.56 555,000
100 NET CLOUDFLARE INC Since 2026-05-10 18915MAC1 Debt
1.20%
$3.23 2,940,000
101 JPM JPMorgan Chase & Co Since 2026-05-10 46625H100 Equity (Common)
0.40%
$1.08 3,520
102 U UNITY SOFTWARE INC Since 2026-05-10 91332UAG6 Debt
0.52%
$1.41 1,255,000
103 ICE INTERCONTINENTAL EXCHANGE, INC. Since 2026-05-10 Derivative
-0.00%
$-0.00 -12
104 COIN COINBASE GLOBAL INC Since 2026-05-10 19260QAG2 Debt
0.61%
$1.64 1,825,000
105 TEM TEMPUS AI INC Since 2026-05-10 88023BAD5 Debt
0.36%
$0.98 905,000
106 CHWY Chewy Inc Since 2026-05-10 16679L109 Equity (Common)
0.12%
$0.33 11,235
107 ICE INTERCONTINENTAL EXCHANGE, INC. Since 2026-05-10 Derivative
-0.00%
$-0.00 -12
108 CSCO Cisco Systems Inc Since 2026-05-10 17275R102 Equity (Common)
0.35%
$0.94 12,050
109 ICE INTERCONTINENTAL EXCHANGE, INC. Since 2026-05-10 Derivative
-0.00%
$-0.01 -17
110 ROK Rockwell Automation Inc Since 2026-05-10 773903109 Equity (Common)
0.34%
$0.91 2,165
111 ICE Intercontinental Exchange Inc Since 2026-05-10 45866F104 Equity (Common)
0.18%
$0.49 2,815
112 SOFI SOFI TECHNOLOGIES INC Since 2026-05-10 83406FAA0 Debt
0.67%
$1.80 1,520,000
113 ICE INTERCONTINENTAL EXCHANGE, INC. Since 2026-05-10 Derivative
-0.00%
$-0.01 -216
114 DD DuPont de Nemours Inc Since 2026-05-10 26614N102 Equity (Common)
0.09%
$0.24 5,514
115 LUNR INTUITIVE MACHINES INC Since 2026-05-10 46125AAA8 Debt
0.64%
$1.71 960,000
116 MRK Merck & Co Inc Since 2026-05-10 58933Y105 Equity (Common)
0.39%
$1.06 9,595
117 POST POST HOLDINGS INC Since 2026-05-10 737446AV6 Debt
0.27%
$0.73 725,000
118 ICE INTERCONTINENTAL EXCHANGE, INC. Since 2026-05-10 Derivative
-0.00%
$-0.00 -17
119 DASH DOORDASH INC Since 2026-05-10 25809KAA3 Debt
0.52%
$1.39 1,390,000
120 VIAV VIAVI SOLUTIONS INC Since 2026-05-10 925550AJ4 Debt
0.81%
$2.19 1,170,000
121 ALNY ALNYLAM PHARMACEUTICALS Since 2026-05-10 02043QAB3 Debt
0.55%
$1.49 1,140,000
122 GOOG Alphabet Inc Since 2026-05-10 02079K107 Equity (Common)
0.55%
$1.50 4,415
123 RIOT RIOT PLATFORMS INC Since 2026-05-10 767292AB1 Debt
0.52%
$1.40 1,065,000
124 EQIX Equinix Inc Since 2026-05-10 29444U700 Equity (Common)
0.16%
$0.43 530
125 JOBY JOBY AVIATION INC Since 2026-05-10 47775AAA9 Debt
0.38%
$1.03 1,010,000
126 PLTR Palantir Technologies Inc Since 2026-05-10 69608A108 Equity (Common)
0.10%
$0.26 1,790
127 MSTR STRATEGY INC Since 2026-05-10 594972AS0 Debt
1.15%
$3.08 3,660,000
128 MP MP MATERIALS CORP Since 2026-05-10 553368AC5 Debt
0.41%
$1.11 390,000
129 PRAA PRA GROUP INC Since 2026-05-10 69354NAE6 Debt
0.15%
$0.40 400,000
130 ALHC ALIGNMENT HEALTHCARE Since 2026-05-10 01625VAB0 Debt
0.97%
$2.61 1,570,000