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CIK: 0000033250
Total reported value
$2.4B
$2.4B
432 檔
20.3%
As reported in its official Q2 2025 Form 13F filing, Equitable Trust Co's tracked investment portfolio stood at $2.4B with 432 total positions.
Equitable Trust Co executed strategic sector rebalancing during Q2 2025, establishing 1 new positions while fully exiting 1 holdings and trimming 22 positions.
In terms of portfolio concentration, the top 5 core holdings (including VOO, IAU, MSFT) accounted for 20.3% of total reported equity market value during Q2 2025.
Showing top 200 holdings (of 432 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 8.98% | +0.29% | +29.00% | |
| 2 | IAU | Ishares Gold Trust | ETF-Commodities | 5.85% | -1.71% | -17.85% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.27% | -0.23% | +1.96% | |
| 4 | HCA | Hca Healthcare Inc | Stock-Healthcare | 3.23% | -0.92% | -4.55% | |
| 5 | VTV | Vanguard Value ETF | ETF-Other | 2.94% | +0.04% | -12.84% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.26% | +0.32% | -4.03% | |
| 7 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 2.13% | -0.08% | +32.48% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 1.92% | +0.06% | -7.21% | |
| 9 | SHOP | Shopify Inc - Class A | Stock-Tech | 1.87% | -0.32% | +32.17% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.66% | +0.01% | +11.22% | |
| 11 | PRM | Perimeter Solutions Inc | Stock-Other | 1.56% | +0.50% | +5.44% | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.47% | +0.20% | +4.79% | |
| 13 | XLE | Ss Energy Select Sector | ETF-Other | 1.41% | -0.41% | -15.34% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.37% | +0.32% | +108.97% | |
| 15 | V | Visa Inc-class A Shares | Stock-Financials | 1.32% | +0.04% | +4.02% | |
| 16 | DG | Dollar General CORP | Stock-Consumer Staples | 1.24% | -0.44% | -7.77% | |
| 17 | CCI | Crown Castle Inc | Stock-Real Estate | 1.22% | — | +0.83% | |
| 18 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.19% | -0.08% | -10.94% | |
| 19 | SE | Sea Ltd-adr | Stock-Comm Services | 1.15% | +0.16% | -8.70% | |
| 20 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 1.14% | -0.01% | +34.85% | |
| 21 | ORCL | Oracle CORP | Stock-Tech | 1.11% | -0.12% | +63.40% | |
| 22 | ADI | Analog Devices Inc | Stock-Tech | 1.08% | +0.12% | +9.26% | |
| 23 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.06% | — | -1.65% | |
| 24 | MA | Mastercard Inc - A | Stock-Financials | 1.05% | +0.02% | +0.70% | |
| 25 | LH | Labcorp Holdings Inc | Stock-Healthcare | 1.01% | -0.13% | +3.54% | |
| 26 | NVDA | Nvidia CORP | Stock-Tech | 0.96% | +0.08% | -12.18% | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.91% | -0.20% | +4.72% | |
| 28 | AXP | American Express Co | Stock-Financials | 0.89% | -0.02% | -2.89% | |
| 29 | FIS | Fidelity National Info Serv | Stock-Tech | 0.84% | -0.04% | +0.95% | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.84% | +0.01% | -3.32% | |
| 31 | OTIS | Otis Worldwide CORP | Stock-Industrials | 0.81% | -0.04% | -9.66% | |
| 32 | AVGO | Broadcom Inc | Stock-Tech | 0.81% | +0.07% | +19.39% | |
| 33 | EG | Everest Group, Ltd. | Stock-Financials | 0.78% | +0.23% | -10.05% | |
| 34 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.77% | +0.04% | +8.24% | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.74% | +0.19% | -3.73% | |
| 36 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.73% | -0.19% | +238.04% | |
| 37 | BAC | Bank Of America CORP | Stock-Financials | 0.71% | +0.04% | -0.74% | |
| 38 | CRM | Salesforce Inc | Stock-Tech | 0.70% | +0.21% | +39.30% | |
| 39 | PSA | Public Storage | Stock-Real Estate | 0.63% | +0.02% | -26.83% | |
| 40 | ASML | ASML Holding N.V. | Stock-Tech | 0.62% | +0.28% | +50.99% | |
| 41 | SPGI | S&p Global Inc | Stock-Financials | 0.60% | -0.13% | +8.26% | |
| 42 | HD | Home Depot Inc | Stock-Consumer Disc | 0.53% | +0.06% | -1.98% | |
| 43 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.52% | -0.04% | +0.76% | |
| 44 | TDG | Transdigm Group Inc | Stock-Industrials | 0.48% | +0.02% | +8.22% | |
| 45 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.48% | +0.09% | +42.68% | |
| 46 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.47% | +0.06% | -32.92% | |
| 47 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.47% | +0.03% | +0.26% | |
| 48 | CSGP | Costar Group Inc | Stock-Real Estate | 0.45% | — | +13.63% | |
| 49 | XOM | Exxon Mobil CORP | Stock-Energy | 0.44% | -0.18% | -3.17% | |
| 50 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.41% | -0.01% | +123.61% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +2% | +29.00% | Add |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.7% | +108.97% | Add |
| 3 | ORCL | Oracle CORP | +0.6% | +63.40% | Add |
| 4 | MSFT | Microsoft CORP | +0.6% | +1.96% | Add |
| 5 | SHOP | Shopify Inc - Class A | +0.6% | +32.17% | Add |
| 6 | IXUS | Ishares Core Intl Stock ETF | +0.5% | +32.48% | Add |
| 7 | PRM | Perimeter Solutions Inc | +0.4% | +5.44% | Add |
| 8 | AVGO | Broadcom Inc | +0.4% | +19.39% | Add |
| 9 | UNH | Unitedhealth Group Inc | +0.3% | +238.04% | Add |
| 10 | ACWI | Ishares Msci Acwi ETF | +0.3% | +34.85% | Add |
| 11 | PM | Philip Morris International | +0.3% | +230.49% | Add |
| 12 | MELI | Mercadolibre Inc | +0.3% | +123.61% | Add |
| 13 | ARES | Ares Management CORP - A | +0.3% | +1719.09% | Add |
| 14 | ASML | ASML Holding N.V. | +0.2% | +50.99% | Add |
| 15 | FAST | Fastenal Co | +0.2% | +696.45% | Add |
| 16 | AMZN | Amazon.com Inc | +0.2% | +11.22% | Add |
| 17 | MRVL | Marvell Technology Inc | +0.2% | +381.91% | Add |
| 18 | META | Meta Platforms Inc-class A | +0.2% | +4.72% | Add |
| 19 | URI | United Rentals Inc | +0.2% | NEW | New buy |
| 20 | ADI | Analog Devices Inc | +0.2% | +9.26% | Add |
| 21 | CRM | Salesforce Inc | +0.2% | +39.30% | Add |
| 22 | NVDA | Nvidia CORP | +0.1% | -12.18% | Trim |
| 23 | GPN | Global Payments Inc | +0.1% | +194.30% | Add |
| 24 | KO | Coca-cola Co/the | +0.1% | +42.68% | Add |
| 25 | GOOG | Alphabet Inc-cl C | +0.1% | +4.79% | Add |
| 26 | DG | Dollar General CORP | +0.1% | -7.77% | Trim |
| 27 | TSLA | Tesla Inc | +0.1% | +46.36% | Add |
| 28 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +1.30% | Add |
| 29 | LH | Labcorp Holdings Inc | +0.1% | +3.54% | Add |
| 30 | AXP | American Express Co | 0% | -2.89% | Trim |
| 31 | SE | Sea Ltd-adr | 0% | -8.70% | Trim |
| 32 | GOOGL | Alphabet Inc-cl A | 0% | -4.03% | Trim |
| 33 | CSL | Carlisle Cos Inc | -0.1% | -82.19% | Trim |
| 34 | LYV | Live Nation Entertainment In | -0.1% | -80.40% | Trim |
| 35 | ON | On Semiconductor | -0.1% | EXIT | Sold out |
| 36 | ANET | Arista Networks Inc | -0.2% | -86.51% | Trim |
| 37 | ROK | Rockwell Automation Inc | -0.2% | -80.15% | Trim |
| 38 | DVA | Davita Inc | -0.2% | -40.62% | Trim |
| 39 | HCA | Hca Healthcare Inc | -0.2% | -4.55% | Trim |
| 40 | ICLR | ICON Public Limited Company | -0.2% | -90.95% | Trim |
| 41 | CG | Carlyle Group Inc/the | -0.2% | -92.64% | Trim |
| 42 | OTIS | Otis Worldwide CORP | -0.2% | -9.66% | Trim |
| 43 | EG | Everest Group, Ltd. | -0.3% | -10.05% | Trim |
| 44 | IJR | Ishares Core S&p Small-cap E | -0.3% | -32.92% | Trim |
| 45 | PSA | Public Storage | -0.4% | -26.83% | Trim |
| 46 | SCHD | Schwab US Dvd Equity ETF | -0.4% | -10.94% | Trim |
| 47 | AAPL | Apple Inc | -0.6% | -7.21% | Trim |
| 48 | XLE | Ss Energy Select Sector | -0.6% | -15.34% | Trim |
| 49 | VTV | Vanguard Value ETF | -0.7% | -12.84% | Trim |
| 50 | IAU | Ishares Gold Trust | -1.6% | -17.85% | Trim |
According to official SEC Form 13F filings, Equitable Trust Co reported a total U.S. public equity portfolio value of $2.4B across 432 disclosed positions in Q2 2025.
During Q2 2025, Equitable Trust Co's top holdings by market value included VOO (9.0%)、IAU (5.8%)、MSFT (3.3%). The largest single position, VOO, represented 9.0% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
URI
市值: $3.2M
Top Position Liquidated / Trimmed
ON
前期市值: $2.5M
In Q2 2025, Equitable Trust Co made 50 total portfolio adjustments, initiating 1 new buys, adding to 26 positions, trimming 22 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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