Titelia

Holdings of Virtus NFJ Mid-Cap Value Fund

Virtus Investment Trust · Original filing · Compare with another fund · Report an error

Net assets
521.8M $ including 518.1M $ in equities, 99.3 %
Positions
78 in 5 countries
Top ten
21.4 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Newmont Corp 132,07914.3M $2.74 %
2Nutrien Ltd 164,05412.4M $2.37 %
3MKS Inc 48,23111.1M $2.12 %
4Community Financial System Inc 187,94811M $2.11 %
5Glacier Bancorp Inc 243,01610.9M $2.08 %
6Marvell Technology Inc 106,50910.5M $2.02 %
7First Industrial Realty Trust Inc 180,39710.4M $2.00 %
8Lakeland Financial Corp 181,47710.4M $2.00 %
9Commercial Metals Co 169,04510.4M $1.99 %
10Equinix Inc 10,56410.4M $1.98 %
11Hershey Co/The 49,12410.2M $1.96 %
12HF Sinclair Corp 162,86010.2M $1.95 %
13JD.COM INC 343,12910.1M $1.94 %
14Exelixis Inc 235,86310.1M $1.94 %
15Nucor Corp 59,30010M $1.92 %
16Airbnb Inc 79,18510M $1.92 %
17Flowserve Corp 135,55410M $1.91 %
18Universal Health Services Inc 51,8549.3M $1.78 %
19Marathon Petroleum Corp 37,9329.3M $1.78 %
20Phillips 66 50,3829.2M $1.76 %
21Kaiser Aluminum Corp 71,4298.6M $1.65 %
22Littelfuse Inc 24,8338.4M $1.62 %
23Matador Resources Co 127,2468M $1.54 %
24SLB Ltd 150,8387.8M $1.49 %
25Royal Gold Inc 30,2777.7M $1.48 %
26Kennametal Inc 212,8027.7M $1.47 %
27Devon Energy Corp 147,0367.4M $1.42 %
28Citizens Financial Group Inc 115,3226.9M $1.33 %
29Independent Bank Corp 90,1616.8M $1.30 %
30Towne Bank/Portsmouth VA 200,6586.8M $1.29 %
31East West Bancorp Inc 58,3356.2M $1.19 %
32Albemarle Corp 34,1786.1M $1.18 %
33M&T Bank Corp 28,0385.8M $1.11 %
34Eversource Energy 80,3255.6M $1.07 %
35Ameren Corp 49,9895.5M $1.05 %
36UMB Financial Corp 48,5695.5M $1.05 %
37Bank of Hawaii Corp 73,7415.5M $1.05 %
38HCA Healthcare Inc 11,5355.5M $1.05 %
39Old National Bancorp/IN 246,8985.5M $1.05 %
40Hewlett Packard Enterprise Co 227,3275.4M $1.04 %
41West Pharmaceutical Services Inc 21,4645.4M $1.03 %
42Estee Lauder Cos Inc/The 74,7305.4M $1.03 %
43QXO Inc 272,0295.3M $1.01 %
44American Tower Corp 30,5775.3M $1.01 %
45Cincinnati Financial Corp 33,5055.3M $1.01 %
46Magna International Inc 94,4335.3M $1.01 %
47Dollar General Corp 44,0325.2M $1.00 %
48Pinnacle Financial Partners Inc 60,6745.2M $1.00 %
49SOUTHSTATE BANK CORP 56,3735.2M $1.00 %
50NextEra Energy Inc 56,1545.2M $1.00 %
51Microchip Technology Inc 80,6705.2M $1.00 %
52Northern Trust Corp 37,0995.2M $0.99 %
53Mueller Industries Inc 46,6585.2M $0.99 %
54Truist Financial Corp 111,7225.1M $0.98 %
55AGCO Corp 44,2945.1M $0.98 %
56Helmerich & Payne Inc 142,3795.1M $0.98 %
57Getty Realty Corp 160,8085.1M $0.98 %
58AerCap Holdings NV 37,1585.1M $0.98 %
59TE Connectivity PLC 24,2195.1M $0.97 %
60Freeport-McMoRan Inc 84,8505M $0.96 %
61Southwest Airlines Co 132,2725M $0.95 %
62Cooper Cos Inc/The 67,9894.9M $0.93 %
63Monolithic Power Systems Inc 4,3754.8M $0.92 %
64Lyft Inc 355,6664.7M $0.91 %
65T Rowe Price Group Inc 51,1244.6M $0.88 %
66JBT Marel Corp 35,5124.5M $0.87 %
67Equity Residential 75,1014.4M $0.85 %
68Essential Utilities Inc 105,6024.3M $0.82 %
69Xylem Inc/NY 34,8234.2M $0.80 %
70Viking Holdings Ltd 56,1104.1M $0.79 %
71Mid-America Apartment Communities, Inc. 32,7264M $0.77 %
72BioMarin Pharmaceutical Inc 67,9913.8M $0.74 %
73TKO Group Holdings Inc 18,9903.8M $0.73 %
74Invitation Homes Inc 150,8803.7M $0.72 %
75Walker & Dunlop Inc 66,0922.9M $0.56 %
76Tutor Perini Corp 33,7062.6M $0.50 %
77Home BancShares Inc/AR 94,2442.5M $0.49 %
78Worthington Enterprises Inc 47,1662.5M $0.47 %

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Sector breakdown

  • Materials 10.7 %
  • Technology 8.1 %
  • Financials 7.6 %
  • Energy 6.5 %
  • Real estate 3.9 %
  • Consumer discretionary 3.7 %
  • Utilities 3.1 %
  • Consumer staples 3.0 %
  • Health care 2.1 %
  • Industrials 1.8 %
  • Unattributed 49.5 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 93.9 %
  • Canada 2.4 %
  • Cayman Islands 2.0 %
  • Netherlands 1.0 %
  • Bermuda 0.8 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States74486.3M $93.87 %
2Canada112.4M $2.39 %
3Cayman Islands110.1M $1.96 %
4Netherlands15.1M $0.98 %
5Bermuda14.1M $0.80 %
Cite this page

Titelia. "Holdings of Virtus NFJ Mid-Cap Value Fund". https://titelia.com/en/funds/S000007968