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CIK: 0001685771
Total reported value
$5.2B
$5.2B
65 檔
14.9%
At the close of Q2 2024, Equity Investment CORP disclosed equity holdings valued at approximately $5.2B, spread across 65 reported holdings.
During Q2 2024, Equity Investment CORP's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including T, VZ, SGOV) accounted for 14.9% of total reported equity market value during Q2 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | T | At&t Inc | Stock-Comm Services | 4.41% | -0.64% | +3.04% | |
| 2 | VZ | Verizon Communications Inc | Stock-Comm Services | 4.23% | -0.80% | +1.63% | |
| 3 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 4.11% | -2.14% | -2.88% | |
| 4 | WFC | Wells Fargo & Co | Stock-Financials | 3.85% | +0.09% | -1.98% | |
| 5 | GSK | Gsk Plc-spon Adr | Stock-Healthcare | 3.38% | -0.21% | +1.02% | |
| 6 | TTEN | Totalenergies Se -spon Adr | Stock-Other | 3.10% | — | +0.59% | |
| 7 | UL | Unilever PLC | Stock-Consumer Staples | 3.06% | — | -25.24% | |
| 8 | KVUE | Kenvue Inc | Stock-Consumer Staples | 3.05% | +0.19% | +21.48% | |
| 9 | SNY | Sanofi-adr | Stock-Healthcare | 3.05% | -0.39% | +2.83% | |
| 10 | MDT | Medtronic plc | Stock-Healthcare | 2.91% | +0.38% | +3.09% | |
| 11 | INGR | Ingredion Inc | Stock-Consumer Staples | 2.87% | -0.30% | +2.79% | |
| 12 | PYPL | Paypal Holdings Inc | Stock-Financials | 2.86% | -0.05% | +24.40% | |
| 13 | SCHW | Schwab (charles) CORP | Stock-Financials | 2.82% | +0.13% | -0.13% | |
| 14 | PNC | Pnc Financial Services Group | Stock-Financials | 2.73% | +0.33% | +0.86% | |
| 15 | WMB | Williams Cos Inc | Stock-Energy | 2.73% | — | -21.51% | |
| 16 | USB | US Bancorp | Stock-Financials | 2.71% | -0.25% | +1.48% | |
| 17 | HIG | Hartford Insurance Group Inc | Stock-Financials | 2.63% | -0.06% | +1.68% | |
| 18 | JLL | Jones Lang Lasalle Inc | Stock-Real Estate | 2.30% | +0.01% | +0.29% | |
| 19 | TFC | Truist Financial CORP | Stock-Financials | 2.25% | +0.09% | +0.67% | |
| 20 | ABX | Barrick Gold CORP | Stock-Financials | 2.23% | — | -1.40% | |
| 21 | CTRA | Coterra Energy Inc | Stock-Energy | 2.20% | -2.61% | EXIT | |
| 22 | GL | Globe Life Inc | Stock-Financials | 2.18% | +0.12% | +21.85% | |
| 23 | DLTR | Dollar Tree Inc | Stock-Consumer Staples | 2.12% | — | +2.25% | |
| 24 | TRV | Travelers Cos Inc/the | Stock-Financials | 2.09% | -0.02% | +4.27% | |
| 25 | WPC | Wp Carey Inc | Stock-Real Estate | 2.07% | -0.05% | +38.93% | |
| 26 | FIS | Fidelity National Info Serv | Stock-Tech | 2.02% | — | -5.19% | |
| 27 | DG | Dollar General CORP | Stock-Consumer Staples | 2.00% | -0.09% | +0.44% | |
| 28 | PPG | Ppg Industries Inc | Stock-Materials | 1.95% | +0.21% | +12.25% | |
| 29 | GD | General Dynamics CORP | Stock-Industrials | 1.94% | -0.01% | -28.46% | |
| 30 | EXPE | Expedia Group Inc | Stock-Consumer Disc | 1.83% | — | +19.63% | |
| 31 | SHEL | Shell Plc-adr | Stock-Energy | 1.77% | -0.39% | -2.65% | |
| 32 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.77% | +0.14% | -1.89% | |
| 33 | AGNC | Agnc Investment CORP | Stock-Real Estate | 1.74% | +0.12% | +3.69% | |
| 34 | NFG | National Fuel Gas Co | Stock-Energy | 1.73% | -0.39% | +0.37% | |
| 35 | HMC | Honda Motor Co Ltd-spons Adr | Stock-Consumer Disc | 1.70% | -1.07% | +1.63% | |
| 36 | OSK | Oshkosh CORP | Stock-Industrials | 1.60% | — | -0.71% | |
| 37 | CSCO | Cisco Systems Inc | Stock-Tech | 1.56% | — | EXIT | |
| 38 | NNN | Nnn Reit Inc | Stock-Real Estate | 1.56% | +0.11% | +32.88% | |
| 39 | AXP | American Express Co | Stock-Financials | 1.51% | — | -26.08% | |
| 40 | PDCOEUR | Patterson Cos Inc | Stock-Other | 0.97% | — | — | |
| 41 | PPL | Ppl CORP | Stock-Utilities | 0.89% | — | -1.58% | |
| 42 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.70% | -0.56% | +117.45% | |
| 43 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.32% | — | -3.73% | |
| 44 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.08% | — | -1.43% | |
| 45 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.08% | — | -0.56% | |
| 46 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.07% | — | +8.96% | |
| 47 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 0.07% | — | -3.78% | |
| 48 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.06% | — | -0.43% | |
| 49 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.02% | — | -4.33% | |
| 50 | GPN | Global Payments Inc | Stock-Industrials | 0.02% | — | +19.42% |
According to official SEC Form 13F filings, Equity Investment CORP reported a total U.S. public equity portfolio value of $5.2B across 65 disclosed positions in Q2 2024.
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.
During Q2 2024, Equity Investment CORP's top holdings by market value included T (4.4%)、VZ (4.2%)、SGOV (4.1%). The largest single position, T, represented 4.4% of total portfolio value.
In Q2 2024, Equity Investment CORP made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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