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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 4 of 7  ·  122 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 YETI YETI Holdings Inc Consumer Cyclical 31,805.0 $1.4M 0.06% +3K +9.3% $44.17 -0.4%
62 MRSH Marsh & McLennan Co Financial Services 7,540.0 $1.4M 0.06% +1K +16.4% $185.52 -11.5%
63 ICUI ICU Medical Inc Healthcare 9,330.0 $1.3M 0.06% +815.0 +9.6% $142.67 -6.6%
64 VRRM Verra Mobility Corp Cl A Technology 57,867.0 $1.3M 0.06% +5K +9.1% $22.41 -39.8%
65 IBIT iShares Bitcoin Trust ETF Financial Services 26,110.0 $1.3M 0.06% +4K +17.0% $49.65 -13.5%
66 CSL Carlisle Companies Inc Industrials 3,893.0 $1.2M 0.06% +500.0 +14.7% $319.86 +4.4%
67 NKE Nike Inc Cl B Consumer Cyclical 19,415.0 $1.2M 0.06% +13K +215.3% $63.71 -29.9%
68 RLI RLI Corp Financial Services 17,684.0 $1.1M 0.05% +2K +9.5% $63.98 -17.8%
69 AVY Avery Dennison Corp Industrials 6,049.0 $1.1M 0.05% +480.0 +8.6% $181.88 -12.2%
70 LSTR Landstar System Inc Industrials 7,230.0 $1.0M 0.05% +610.0 +9.2% $143.70 +35.0%
71 HAYW Hayward Holdings Inc Industrials 67,080.0 $1.0M 0.05% +6K +9.7% $15.45 -10.4%
72 AZO AutoZone Inc Consumer Cyclical 294.0 $997K 0.04% +5.0 +1.7% $3391.50 +0.4%
73 PERI Perion Network Ltd Communication Services 102,395.0 $981K 0.04% +2K +1.5% $9.58 -6.3%
74 ENTG Entegris Inc Technology 11,467.0 $966K 0.04% +1K +10.0% $84.25 +60.6%
75 SHEL Shell PLC SP ADR Energy 13,127.0 $965K 0.04% +107.0 +0.8% $73.48 +16.6%
76 GGG Graco Inc Industrials 11,742.0 $962K 0.04% +990.0 +9.2% $81.97 -7.7%
77 DORM Dorman Products Inc Consumer Cyclical 7,764.0 $956K 0.04% +2K +33.2% $123.19 -4.1%
78 TTEK Tetra Tech Inc Industrials 28,332.0 $950K 0.04% +3K +10.0% $33.54 -17.6%
79 WSO Watsco Inc Cl A Industrials 2,654.0 $894K 0.04% +252.0 +10.5% $336.95 +11.3%
80 MAS Masco Corp Industrials 13,993.0 $888K 0.04% +1K +9.5% $63.46 +6.0%
Page 4 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%