Virtue Asset Management LLC has filed its latest 13F report, revealing a total investment value of approximately $146.5 million as of September 30, 2026. This filing is significant as it provides insights into the firm’s investment strategies and highlights its focus on major technology companies.
As an asset management firm based in Barrington, Illinois, Virtue Asset Management operates within a competitive industry that is increasingly driven by technology and innovation. The firm’s recent filings, including the 13F report dated October 21, 2026, show a diverse portfolio that includes significant positions in well-known companies such as Apple, Amazon, and Alphabet.
Background
Virtue Asset Management LLC, incorporated in Illinois, is classified as an asset management company. The firm’s Central Index Key (CIK) is 0002094533, and it has been actively filing with the SEC, with its most recent filings including multiple 13F reports throughout 2026.
What the Filing Says
The 13F filing indicates that Virtue Asset Management holds a total of 106 positions, with a reported value of $146,534,396. The filing, signed by CEO Robert Finley, reflects the firm’s investment discretion over its holdings, with all shares reported under sole investment discretion.
Impact
This filing may affect various stakeholders, including investors, analysts, and competitors in the asset management industry. Investors may look to this report to gauge the firm’s strategic focus and potential market trends. Competitors will likely analyze Virtue's investment choices to adapt their own strategies in response to market dynamics.
What's Next
The filing does not specify what happens next, but it is expected that Virtue Asset Management will continue to monitor its investments and adjust its portfolio as market conditions evolve.