SISIX
Virtus Seix Investment Grade Tax-Exempt Bond Fund
Virtus Asset Trust

Portfolio concentration

As of March 31, 2026 · N-PORT
Holdings
79
Top-10 weight
38.38%
Effective holdings ?
37
Crowding ?
11.8

Holdings

As of March 31, 2026 · N-PORT
#SecurityTickerSharesValue% of fund
1 State Street Instl US Govt MMkt Inv SAMXX 11,639,199 $11.64M 10.07%
2 DALLAS WTRWRKS-A-REF 6,845,000 $6.92M 5.99%
3 PHILADELPHIA PA REGD N/C B/E 5.00000000 4,300,000 $4.81M 4.16%
4 Indianapolis Local Public Improvement Bond Bank 3,870,000 $4.15M 3.59%
5 State of Mississippi, Series 2021C 3,000,000 $3.13M 2.71%
6 NYC TFA (PIT) 5% 5/1/2045 3,000,000 $3.13M 2.71%
7 City of Chicago IL Wastewater Transmission Revenue 2,650,000 $2.84M 2.46%
8 TX TRANSPRTN COMM-REF 2,500,000 $2.72M 2.35%
9 County of Anne Arundel MD 2,615,000 $2.65M 2.29%
10 MIAMI-DADE CNTY FL SEAPORT REVENUE 2,500,000 $2.60M 2.25%
11 Jackson County School District/GA 2,000,000 $2.29M 1.98%
12 STATE OF NEW JERSEY 5.25% 06-15-41 2,000,000 $2.20M 1.91%
13 ORANGE FL SCH C 5% 8/1/2034 ORAEDU 1,650,000 $1.87M 1.62%
14 Clifton Higher Education Finance Corp 1,715,000 $1.77M 1.54%
15 State of Louisiana, Series 2024E 1,550,000 $1.72M 1.49%
16 State of Connecticut, Series 2025, GO Bonds 1,500,000 $1.72M 1.49%
17 MARION SCH BRD-COPS 1,530,000 $1.62M 1.40%
18 SOUTHEAST ENERGY-E SEEPWR 1,500,000 $1.59M 1.38%
19 NJ TRANSPRTN TRUST-A 1,390,000 $1.57M 1.36%
20 City of Houston TX Combined Utility System Revenue 1,400,000 $1.54M 1.33%
21 CO ST UNIV SYS BRD-C 1,360,000 $1.53M 1.32%
22 Atlanta Urban Redevelopment Agency 1,350,000 $1.52M 1.31%
23 UNIV OF TEXAS TX PERMANENT UNIV FND 1,300,000 $1.49M 1.29%
24 New York (City of), NY Municipal Water Finance Authority, Series 2022 EE, Ref. RB 1,445,000 $1.48M 1.28%
25 CA ST PUB WORKS BRD-A 1,250,000 $1.40M 1.21%
26 CTR TX RMA 5% 1/1/2030 1,300,000 $1.40M 1.21%
27 CITY OF AUSTIN TX W 5.00% 1,240,000 $1.30M 1.13%
28 JACKSONVILLE FL SPL REVENUE REGD B/E 5.00000000 1,155,000 $1.30M 1.12%
29 City of Colorado Springs CO Utilities System Revenue 1,180,000 $1.28M 1.11%
30 SPRING BRANCH ISD-REF 1,200,000 $1.28M 1.11%
31 BATTERY PARK-REF 1,155,000 $1.28M 1.11%
32 SLT LAKE U 5.25% 7/1/2036 @ SALAPT 1,145,000 $1.26M 1.09%
33 Oklahoma Water Resources Board 1,100,000 $1.19M 1.03%
34 NEW YORK ST DORM AUTH ST PERSO REGD N/C B/E 5.00000000 1,130,000 $1.16M 1.00%
35 New York City Municipal Water Finance Authority, New York, Water and Sewer System Second General Resolution Revenue Bonds, Fiscal 2026 Series DD 1,000,000 $1.15M 0.99%
36 UTILITY-TE-2 1,005,000 $1.15M 0.99%
37 MASSACHUSETTS ST REGD B/E 5.00000000 1,015,000 $1.12M 0.97%
38 Lovejoy Independent School District 1,020,000 $1.12M 0.97%
39 MA ST BAY AUTH-SER B 1,000,000 $1.11M 0.96%
40 Pennsylvania Turnpike Commission, Series 2022B 1,000,000 $1.09M 0.94%
41 Pennsylvania Turnpike Commission, Series 2023-1 1,000,000 $1.08M 0.94%
42 PORT NY NJ 5% 10/15/2030 @ 1,000,000 $1.08M 0.94%
43 SOUTH CAROLINA ST JOBS-ECON DEV AUTH HLTH FACS REVENUE 1,000,000 $1.08M 0.94%
44 TAMPA BAY WTR -A 1,040,000 $1.08M 0.93%
45 CITY OF CHICAGO IL WASTEWATER TRANSMISSION REVENUE AG 5.0% 01-01-38 1,000,000 $1.07M 0.93%
46 New York City Municipal Water Finance Authority, New York, Water and Sewer System Second General Resolution Revenue Bonds, Fiscal 2026 Series DD 1,000,000 $1.06M 0.91%
47 REGL CO TRANS DT-A 1,025,000 $1.05M 0.90%
48 BATTERY PARK-REF 1,000,000 $1.04M 0.90%
49 State of Louisiana 1,000,000 $1.03M 0.89%
50 Wichita Falls Independent School District 1,000,000 $1.03M 0.89%
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