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Portfolio (Quarterly) Guide ↗

EQUITABLE TRUST CO

· CIK 0000033250
13F Portfolio $2.2B AUM 698 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 24 New 122 Added 159 Reduced 24 Exited
Page 1 of 7  ·  122 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VOO Vanguard S&P 500 ETF 323,425.0 $202.8M 9.05% +9K +2.9% $627.13 +9.3%
2 SHOP Shopify Inc Cl A Technology 318,652.0 $51.3M 2.29% +3K +0.9% $160.97 -36.0%
3 XMHQ Invesco S&P MidCap Quality ETF 329,642.0 $33.8M 1.51% +241K +272.7% $102.42 +5.9%
4 XLE State Street Energy Select Sector SPDR ETF 638,996.0 $28.6M 1.28% +314K +96.4% $44.71 +33.1%
5 NVDA NVIDIA Corp Technology 149,170.0 $27.8M 1.24% +17K +13.0% $186.50 +15.5%
6 V Visa Inc Cl A Financial Services 74,425.0 $26.1M 1.17% +405.0 +0.6% $350.71 -6.2%
7 RSP Invesco S&P 500 Equal Weight ETF 119,234.0 $22.8M 1.02% +3K +2.9% $191.56 +7.8%
8 MA Mastercard Inc Cl A Financial Services 37,903.0 $21.6M 0.97% +1K +2.7% $570.88 -12.7%
9 SCHD Schwab US Dividend ETF 696,237.0 $19.1M 0.85% +5K +0.7% $27.43 +19.7%
10 SE Sea Ltd SP ADR Consumer Cyclical 143,306.0 $18.3M 0.82% +4K +2.5% $127.57 -31.6%
11 META Meta Platforms Inc Cl A Communication Services 25,936.0 $17.1M 0.76% +308.0 +1.2% $660.09 -7.5%
12 Everest Group Ltd 44,887.0 $15.2M 0.68% +846.0 +1.9% $339.35
13 TSM Taiwan Semiconductor Mfg Co Ltd ADR Technology 43,734.0 $13.3M 0.59% +5K +13.9% $303.89 +33.1%
14 CRM Salesforce Inc Technology 47,028.0 $12.5M 0.56% +8K +21.7% $264.91 -32.0%
15 UNH Unitedhealth Group Inc Healthcare 36,214.0 $12.0M 0.53% +769.0 +2.2% $330.11 +17.7%
16 LLY Eli Lilly & Co Healthcare 10,327.0 $11.1M 0.49% +2K +29.1% $1074.68 -0.9%
17 IGSB iShares Short Term Bond ETF 199,800.0 $10.6M 0.47% +11K +6.1% $52.88 -1.1%
18 KO Coca-Cola Co Consumer Defensive 133,254.0 $9.3M 0.42% +2K +1.8% $69.91 +16.5%
19 ABBV AbbVie Inc Healthcare 36,335.0 $8.3M 0.37% +363.0 +1.0% $228.49 -5.6%
20 PM Philip Morris Intl Inc Consumer Defensive 44,807.0 $7.2M 0.32% +1K +3.0% $160.40 +17.8%
Page 1 of 7  ·  122 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 25.6%
Technology 24.7%
Healthcare 13.5%
Communication Services 10.0%
Industrials 8.6%
Consumer Cyclical 6.9%
Consumer Defensive 4.8%
Energy 2.2%
Real Estate 1.3%
Utilities 1.2%