Virtus Family Office LLC
Family OfficeTop Portfolio Positions
48 positions ·
$71,878,244 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| ZTO |
ZTO Express (Cayman) Inc.
Industrials
|
213,936 | $5,384,769 | 7.49% | |
| SHG |
Shinhan Financial Group Co Ltd
Financial Services
|
87,785 | $5,382,976 | 7.49% | |
| CPA |
Copa Holdings, S.A.
Industrials
|
45,556 | $5,175,617 | 7.20% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
15,193 | $5,134,474 | 7.14% | |
| PDD |
PDD Holdings Inc.
Consumer Cyclical
|
48,438 | $4,949,394 | 6.89% | |
| INMD |
InMode Ltd.
Healthcare
|
247,443 | $3,385,020 | 4.71% | |
| IAU |
Ishares Gold Trust
|
27,092 | $2,388,430 | 3.32% | |
| UTHR |
UNITED THERAPEUTICS Corp
Healthcare
|
3,385 | $2,007,237 | 2.79% | |
| CROX |
Crocs, Inc.
Consumer Cyclical
|
22,630 | $1,878,742 | 2.61% | |
| PFE |
Pfizer Inc
Healthcare
|
64,401 | $1,808,380 | 2.52% |
Portfolio Trend
15 quarters · across all stocks
Holdings in MED
Shares Held
Position Value (USD)
15 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $805,621 | 79,060 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $844,360 | 79,060 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,080,750 | 79,060 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,078,281 | 76,746 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,034,536 | 76,746 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,352,264 | 76,746 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,482,699 | 77,466 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,632,310 | 74,808 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,026,132 | 26,778 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,697,842 | 25,258 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,431,132 | 19,120 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,355,857 | 14,712 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,086,046 | 10,476 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,202,062 | 10,421 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $770,222 | 7,108 | Shares | Sole | 2022-11-14 | |
| No 13F history on record for this holder in this stock. | ||||||