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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 8  ·  159 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IAU iShares Gold Trust ETF Financial Services 1,751,253.0 $142.1M 6.35% -128K -6.8% $81.17 +4.5%
2 GOOGL Alphabet Inc Cl A Communication Services 249,437.0 $78.1M 3.49% -5K -1.9% $313.00 +22.4%
3 HCA HCA Healthcare Inc Healthcare 158,439.0 $74.0M 3.30% -1K -0.9% $466.86 -15.6%
4 VTV Vanguard Value ETF 331,443.0 $63.3M 2.83% -6K -1.8% $190.99 +10.4%
5 MSFT Microsoft Corp Technology 130,171.0 $63.0M 2.81% -2K -1.4% $483.62 -13.5%
6 Perimeter Solutions Inc 1,916,010.0 $52.7M 2.35% -146K -7.1% $27.53
7 AAPL Apple Inc Technology 187,961.0 $51.1M 2.28% -1K -0.8% $271.86 +13.6%
8 GOOG Alphabet Inc Cl C Communication Services 156,999.0 $49.3M 2.20% -12K -7.0% $313.80 +20.9%
9 IXUS iShares Core MSCI Total International ETF 553,114.0 $46.8M 2.09% -6K -1.1% $84.64 +12.2%
10 AMZN Amazon.com Inc Consumer Cyclical 155,695.0 $35.9M 1.60% -2K -1.0% $230.82 +15.4%
11 DG Dollar General Corp Consumer Defensive 214,182.0 $28.4M 1.27% -2K -1.0% $132.77 -20.4%
12 ACWI iShares MSCI ACWI ETF 172,620.0 $24.4M 1.09% -5K -2.7% $141.49 +10.2%
13 ADI Analog Devices Inc Technology 87,923.0 $23.8M 1.06% -2K -2.1% $271.20 +46.4%
14 AXP American Express Co Financial Services 55,225.0 $20.4M 0.91% -989.0 -1.8% $369.95 -15.7%
15 LH Labcorp Holdings Inc Healthcare 75,658.0 $19.0M 0.85% -770.0 -1.0% $250.88 +3.6%
16 AVGO Broadcom Inc Technology 54,293.0 $18.8M 0.84% -4K -7.3% $346.10 +19.7%
17 JPM JPMorgan Chase & Co Financial Services 57,607.0 $18.6M 0.83% -302.0 -0.5% $322.22 -4.9%
18 ASML ASML Holding NV ADR Technology 15,090.0 $16.1M 0.72% -1K -6.3% $1069.86 +52.6%
19 ORCL Oracle Corp Technology 80,352.0 $15.7M 0.70% -12K -12.9% $194.91 -1.5%
20 IJH iShares Core S&P Mid-Cap ETF 237,200.0 $15.7M 0.70% -11K -4.5% $66.00 +11.4%
Page 1 of 8  ·  159 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%