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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 3 of 7  ·  122 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IQVIA Holdings Inc 14,301.0 $3.2M 0.14% +1K +8.8% $225.41
42 KKR KKR & Co Inc Financial Services 25,059.0 $3.2M 0.14% +596.0 +2.4% $127.48 -26.2%
43 SHW Sherwin-Williams Co Basic Materials 9,455.0 $3.1M 0.14% +4K +78.8% $324.03 -4.6%
44 PSX Phillips 66 Energy 22,243.0 $2.9M 0.13% +311.0 +1.4% $129.04 +37.7%
45 HON Honeywell Intl Inc Industrials 13,742.0 $2.7M 0.12% +183.0 +1.4% $195.09 +16.8%
46 FERG Ferguson PLC New Industrials 10,526.0 $2.3M 0.10% +9K +842.4% $222.63 +0.3%
47 XLK State Street Tech Select Sector SPDR ETF 14,204.0 $2.0M 0.09% +7K +100.0% $143.97 +25.3%
48 MKSI MKS Inc Technology 11,752.0 $1.9M 0.08% +1K +10.3% $159.80 +100.6%
49 MTDR Matador Resources Co Energy 43,411.0 $1.8M 0.08% +3K +8.5% $42.44 +33.5%
50 ADUS Addus HomeCare Corp Healthcare 17,102.0 $1.8M 0.08% +1K +9.2% $107.39 -13.7%
51 WTM White Mountains Insurance Group Ltd Financial Services 840.0 $1.7M 0.08% +53.0 +6.7% $2078.03 +3.3%
52 IWO iShares Russell 2000 Growth ETF 5,230.0 $1.7M 0.07% +61.0 +1.2% $323.01 +15.3%
53 ISRG Intuitive Surgical Inc Healthcare 2,956.0 $1.7M 0.07% +46.0 +1.6% $566.36 -22.6%
54 NXPI NXP Semiconductors NV Technology 7,706.0 $1.7M 0.07% +56.0 +0.7% $217.06 +45.8%
55 ECL Ecolab Inc Basic Materials 5,977.0 $1.6M 0.07% +172.0 +3.0% $262.52 -3.5%
56 WH Wyndham Hotels & Resorts Inc Consumer Cyclical 20,338.0 $1.5M 0.07% +2K +9.0% $75.56 +4.7%
57 ESI Element Solutions Inc Basic Materials 59,865.0 $1.5M 0.07% +5K +9.4% $24.99 +63.1%
58 GDDY GoDaddy Inc Cl A Technology 11,663.0 $1.4M 0.07% +1K +9.5% $124.08 -27.1%
59 DAL Delta Air Lines Inc Industrials 20,850.0 $1.4M 0.07% +2K +10.0% $69.40 +9.7%
60 QNST Quinstreet Inc Communication Services 98,725.0 $1.4M 0.06% +5K +5.1% $14.37 -14.5%
Page 3 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%