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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 5 of 7  ·  122 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 BBSI Barrett Business Svcs Inc Industrials 23,865.0 $864K 0.04% +200.0 +0.8% $36.21 -13.0%
82 SITE SiteOne Landscape Supply Inc Industrials 6,935.0 $864K 0.04% +627.0 +9.9% $124.56 -9.0%
83 PYPL Paypal Holdings Inc Financial Services 14,759.0 $862K 0.04% +79.0 +0.5% $58.38 -24.2%
84 BRO Brown & Brown Inc Financial Services 10,719.0 $854K 0.04% +1K +13.4% $79.70 -27.5%
85 TH Target Hospitality Corp Cl A Industrials 104,366.0 $836K 0.04% +1K +1.0% $8.01 +123.5%
86 CBZ CBIZ Inc Industrials 16,002.0 $807K 0.04% +1K +9.1% $50.45 -36.1%
87 ZBRA Zebra Technologies Corp Cl A Technology 3,322.0 $807K 0.04% +296.0 +9.8% $242.82 -0.2%
88 NSIT Insight Enterprises Inc Technology 9,690.0 $789K 0.04% +3K +44.3% $81.47 +20.0%
89 ENB Enbridge Inc Energy 16,447.0 $787K 0.04% +122.0 +0.8% $47.83 +21.3%
90 MO Altria Group Inc Consumer Defensive 13,497.0 $778K 0.04% +5K +51.6% $57.66 +28.2%
91 PTC PTC Inc Technology 4,389.0 $765K 0.03% +384.0 +9.6% $174.21 -14.9%
92 MATW Matthews Intl Corp Cl A Industrials 29,045.0 $759K 0.03% +20K +223.6% $26.12 +2.5%
93 EOG EOG Resources Inc Energy 7,196.0 $756K 0.03% +88.0 +1.2% $105.01 +34.5%
94 KR Kroger Co Consumer Defensive 11,447.0 $715K 0.03% +400.0 +3.6% $62.48 +7.6%
95 CGNX Cognex Corp Technology 19,146.0 $689K 0.03% +10K +121.0% $35.98 +83.7%
96 XLB State Street Materials Select Sector SPDR ETF 14,400.0 $653K 0.03% +7K +100.0% $45.35 +10.9%
97 BAH Booz Allen Hamilton Holding Corp Cl A Industrials 7,633.0 $644K 0.03% +637.0 +9.1% $84.36 -6.7%
98 LMT Lockheed Martin Corp Industrials 1,277.0 $618K 0.03% +492.0 +62.7% $483.67 +10.2%
99 MOH Molina Healthcare Inc Healthcare 3,474.0 $603K 0.03% +326.0 +10.4% $173.54 +6.1%
100 MMM 3M Co Industrials 3,751.0 $601K 0.03% +200.0 +5.6% $160.10 -4.8%
Page 5 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%