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CIK: 0000033250
Total reported value
$2.4B
$2.4B
439 檔
23.4%
As reported in its official Q4 2025 Form 13F filing, Equitable Trust Co's tracked investment portfolio stood at $2.4B with 439 total positions.
Equitable Trust Co executed strategic sector rebalancing during Q4 2025, establishing 7 new positions while fully exiting 5 holdings and trimming 24 positions.
In terms of portfolio concentration, the top 5 core holdings (including VOO, IAU, GOOGL) accounted for 23.4% of total reported equity market value during Q4 2025.
Showing top 200 holdings (of 439 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 9.06% | +0.29% | +2.94% | |
| 2 | IAU | Ishares Gold Trust | ETF-Commodities | 6.35% | -1.71% | -6.81% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.49% | +0.32% | -1.86% | |
| 4 | HCA | Hca Healthcare Inc | Stock-Healthcare | 3.30% | -0.92% | -0.90% | |
| 5 | VTV | Vanguard Value ETF | ETF-Other | 2.83% | +0.04% | -1.77% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.81% | -0.23% | -1.39% | |
| 7 | PRM | Perimeter Solutions Inc | Stock-Other | 2.35% | +0.50% | -7.07% | |
| 8 | SHOP | Shopify Inc - Class A | Stock-Tech | 2.29% | -0.32% | +0.94% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.28% | +0.06% | -0.78% | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.20% | +0.20% | -7.04% | |
| 11 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 2.09% | -0.08% | -1.14% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.60% | +0.01% | -1.04% | |
| 13 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 1.51% | — | +272.70% | |
| 14 | XLE | Ss Energy Select Sector | ETF-Other | 1.28% | -0.41% | +96.39% | |
| 15 | DG | Dollar General CORP | Stock-Consumer Staples | 1.27% | -0.44% | -0.99% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 1.24% | +0.08% | +13.01% | |
| 17 | V | Visa Inc-class A Shares | Stock-Financials | 1.17% | +0.04% | +0.55% | |
| 18 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 1.09% | -0.01% | -2.67% | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.09% | +0.19% | +0.18% | |
| 20 | ADI | Analog Devices Inc | Stock-Tech | 1.06% | +0.12% | -2.12% | |
| 21 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.02% | — | +2.93% | |
| 22 | MA | Mastercard Inc - A | Stock-Financials | 0.97% | +0.02% | +2.73% | |
| 23 | AXP | American Express Co | Stock-Financials | 0.91% | -0.02% | -1.76% | |
| 24 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.85% | -0.08% | +0.74% | |
| 25 | LH | Labcorp Holdings Inc | Stock-Healthcare | 0.85% | -0.13% | -1.01% | |
| 26 | AVGO | Broadcom Inc | Stock-Tech | 0.84% | +0.07% | -7.34% | |
| 27 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.83% | +0.01% | -0.52% | |
| 28 | SE | Sea Ltd-adr | Stock-Comm Services | 0.82% | +0.16% | +2.55% | |
| 29 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.76% | -0.20% | +1.20% | |
| 30 | ASML | ASML Holding N.V. | Stock-Tech | 0.72% | +0.28% | -6.30% | |
| 31 | ORCL | Oracle CORP | Stock-Tech | 0.70% | -0.12% | -12.91% | |
| 32 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.70% | +0.04% | -4.47% | |
| 33 | BAC | Bank Of America CORP | Stock-Financials | 0.69% | +0.04% | -1.93% | |
| 34 | EG | Everest Group, Ltd. | Stock-Financials | 0.68% | +0.23% | +1.92% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.64% | +0.32% | -52.85% | |
| 36 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.59% | +0.22% | +13.87% | |
| 37 | CRM | Salesforce Inc | Stock-Tech | 0.56% | +0.21% | +21.70% | |
| 38 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.53% | -0.19% | +2.17% | |
| 39 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.53% | -0.04% | -0.54% | |
| 40 | SPGI | S&p Global Inc | Stock-Financials | 0.52% | -0.13% | -0.02% | |
| 41 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.50% | +0.03% | -2.66% | |
| 42 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.50% | +0.17% | +29.06% | |
| 43 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.49% | -0.04% | -3.80% | |
| 44 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.47% | +0.13% | +6.09% | |
| 45 | HD | Home Depot Inc | Stock-Consumer Disc | 0.47% | +0.06% | -0.33% | |
| 46 | AKRE | Akre Focus ETF | ETF-Other | 0.46% | +0.19% | — | |
| 47 | XOM | Exxon Mobil CORP | Stock-Energy | 0.43% | -0.18% | -0.66% | |
| 48 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.43% | +0.06% | -7.81% | |
| 49 | EFX | Equifax Inc | Stock-Industrials | 0.42% | -0.15% | EXIT | |
| 50 | OTIS | Otis Worldwide CORP | Stock-Industrials | 0.42% | -0.04% | -23.53% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XMHQ | Invesco S&p Midcap Qual ETF | +1.1% | +272.70% | Add |
| 2 | GOOGL | Alphabet Inc-cl A | +0.7% | -1.86% | Trim |
| 3 | GOOG | Alphabet Inc-cl C | +0.3% | -7.04% | Trim |
| 4 | PRM | Perimeter Solutions Inc | +0.2% | -7.07% | Trim |
| 5 | DG | Dollar General CORP | +0.2% | -0.99% | Trim |
| 6 | FANG | Diamondback Energy Inc | +0.2% | +350.94% | Add |
| 7 | VOO | Vanguard S&p 500 ETF | +0.2% | +2.94% | Add |
| 8 | LLY | Eli Lilly & Co | +0.2% | +29.06% | Add |
| 9 | GILD | Gilead Sciences Inc | +0.2% | +188.36% | Add |
| 10 | HCA | Hca Healthcare Inc | +0.2% | -0.90% | Trim |
| 11 | CRM | Salesforce Inc | +0.1% | +21.70% | Add |
| 12 | SHOP | Shopify Inc - Class A | +0.1% | +0.94% | Add |
| 13 | NVDA | Nvidia CORP | +0.1% | +13.01% | Add |
| 14 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +13.87% | Add |
| 15 | FERG | Ferguson Enterprises Inc | +0.1% | +842.35% | Add |
| 16 | IAU | Ishares Gold Trust | +0.1% | -6.81% | Trim |
| 17 | AAPL | Apple Inc | +0.1% | -0.78% | Trim |
| 18 | EW | Edwards Lifesciences CORP | +0.1% | +20.62% | Add |
| 19 | ADI | Analog Devices Inc | +0.1% | -2.12% | Trim |
| 20 | AXP | American Express Co | +0.1% | -1.76% | Trim |
| 21 | AMZN | Amazon.com Inc | 0% | -1.04% | Trim |
| 22 | NFLX | Netflix Inc | -0.1% | +301.29% | Add |
| 23 | HD | Home Depot Inc | -0.1% | -0.33% | Trim |
| 24 | META | Meta Platforms Inc-class A | -0.1% | +1.20% | Add |
| 25 | SPOT | Spotify Technology S.A. | -0.1% | -27.84% | Trim |
| 26 | PSA | Public Storage | -0.1% | -16.51% | Trim |
| 27 | CSGP | Costar Group Inc | -0.1% | -14.17% | Trim |
| 28 | GPN | Global Payments Inc | -0.2% | -41.89% | Trim |
| 29 | LH | Labcorp Holdings Inc | -0.2% | -1.01% | Trim |
| 30 | OTIS | Otis Worldwide CORP | -0.2% | -23.53% | Trim |
| 31 | ICE | Intercontinental Exchange In | -0.2% | -69.54% | Trim |
| 32 | CBRE | Cbre Group Inc - A | -0.2% | -88.16% | Trim |
| 33 | FIS | Fidelity National Info Serv | -0.3% | -37.38% | Trim |
| 34 | SE | Sea Ltd-adr | -0.3% | +2.55% | Add |
| 35 | MSFT | Microsoft CORP | -0.3% | -1.39% | Trim |
| 36 | ORCL | Oracle CORP | -0.5% | -12.91% | Trim |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.7% | -52.85% | Trim |
| 38 | CCI | Crown Castle Inc | -0.9% | -91.15% | Trim |
| 39 | AKRE | Akre Focus ETF | — | NEW | New buy |
| 40 | EFX | Equifax Inc | — | NEW | New buy |
| 41 | HPE | Hewlett Packard Enterprise | — | NEW | New buy |
| 42 | VRT | Vertiv Holdings Co-a | — | NEW | New buy |
| 43 | RYAN | Ryan Specialty Holdings Inc | — | NEW | New buy |
| 44 | INGR | Ingredion Inc | — | EXIT | Sold out |
| 45 | FEGE | First Eagle Gl Equity ETF | — | NEW | New buy |
| 46 | FBTC | Fidelity Wise Origin Bitcoin | — | EXIT | Sold out |
| 47 | FISV | Fiserv Inc | — | EXIT | Sold out |
| 48 | TGT | Target CORP | — | EXIT | Sold out |
| 49 | MSTR | Strategy Inc | — | NEW | New buy |
| 50 | IDXX | Idexx Laboratories Inc | — | EXIT | Sold out |
According to official SEC Form 13F filings, Equitable Trust Co reported a total U.S. public equity portfolio value of $2.4B across 439 disclosed positions in Q4 2025.
During Q4 2025, Equitable Trust Co's top holdings by market value included VOO (9.1%)、IAU (6.3%)、GOOGL (3.5%). The largest single position, VOO, represented 9.1% 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
AKRE
市值: $10.2M
Top Position Liquidated / Trimmed
INGR
前期市值: $3.0M
In Q4 2025, Equitable Trust Co made 50 total portfolio adjustments, initiating 7 new buys, adding to 14 positions, trimming 24 holdings, and fully liquidating 5 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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