Institutions / Virtue Capital Management, LLC

Virtue Capital Management, LLC

CIK 1729985 · Institution · as of Dec 31, 2025
Portfolio value
$648.96M
Positions
307
As of
Dec 31, 2025

Portfolio trend

Portfolio value

$648.96M+3.4%
$648.96M$638.37M$627.78MQ3 '25Q4 '25

Positions

307+3.4%
307302297Q3 '25Q4 '25

Top holdings

Dec 31, 2025View all 307 →
CompanyClassValueShares% of portfolio
SPDR S&P 500 ETF$51.84M75,8878.0%
First Trust Senior Loan ETF$31.62M688,7844.9%
Invsc Qqq Trust Srs 1 ETF$29.69M48,4294.6%
VanEck Ig Floating Rate ETF$29.60M1,161,1114.6%
Janus Henderson Aaa Clo ETF$29.54M583,7614.6%
iShares 7-10 Year Trsurybond ETF$27.67M287,9954.3%
Vanguard S&P 500 ETF$23.44M37,3053.6%
Main Buywrite ETF$17.71M1,240,0392.7%
St Stert SPDR Blmbg 1 3 Mn T Bl ETF$17.42M190,6022.7%
Invsc S P 500 Equal Weight ETF$17.32M89,8222.7%
NVIDIA Corp$16.03M84,8582.5%
Apple Inc.$11.74M43,3161.8%
Microsoft Corp$10.25M21,6701.6%
Vanguard Russell 1000 Growth ETF$9.42M77,5781.5%
iShares Biotechnology ETF$9.03M53,4141.4%
iShares Ultra Shrt Dur Bd Act ETF$7.51M148,4691.2%
Ste Strt Comtn Sr Slct Sctr SPDR ETF$7.46M63,8091.1%
First Tr Indl Prod Drbl Alphadex ETF$7.39M90,8121.1%
First Trust Technology Alphadex ETF$7.36M43,5171.1%
First Tr Cons Dscrtnry Alphadex ETF$7.30M105,7931.1%
iShares Russell 2000 ETF$6.70M26,9231.0%
State Strt Cons Dsry Sltse Sp ETF IV$6.42M54,2081.0%
Amazon.com Inc$6.16M27,2070.9%
Vanguard Russell 2000 Growth ETF$5.76M24,1130.9%
Vanguard Ftse All World Ex US ETF$4.77M63,9240.7%

Activity

InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
DateActionCompanyValueShares ΔPosition afterImpact
Q4 2025
as of
TrimCadence Design Systems Inc$-375.01M-1.2M
-99.82%
2,160
0.10% of portfolio
high
Q4 2025
as of
TrimBooking Holdings Inc$-198.41M-37K
-99.73%
100
0.08% of portfolio
high
Q4 2025
as of
TrimWarren E. Buffett$-105.14M-212K
-99.41%
1,263
0.10% of portfolio
high
Q4 2025
as of
TrimiShares MSCI UAE ETF$-57.91M-526K
-99.12%
4,680
0.08% of portfolio
high
Q4 2025
as of
TrimInternational Business Machines Corp$-50.07M-172K
-97.33%
4,704
0.21% of portfolio
high
Q4 2025
as of
Add78462F103$42.81M+63K
+474.21%
75,887
7.99% of portfolio
medium
Q4 2025
as of
Exit06975Q100$-33.11M-361K
-100.00%
medium
Q4 2025
as of
TrimArthur J. Gallagher & Co.$-32.87M-128K
-97.50%
3,286
0.13% of portfolio
medium
Q4 2025
as of
Trim46137V357$-32.68M-169K
-65.36%
89,822
2.67% of portfolio
medium
Q4 2025
as of
Add33738D309$30.81M+671K
+3790.56%
688,784
4.87% of portfolio
medium