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CIK: 0001685771
Total reported value
$5.2B
$5.2B
65 檔
16.3%
As reported in its official Q3 2024 Form 13F filing, Equity Investment CORP's tracked investment portfolio stood at $5.2B with 65 total positions.
During Q3 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 16.3% of total reported equity market value during Q3 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | T | At&t Inc | Stock-Comm Services | 4.57% | -0.64% | -1.28% | |
| 2 | VZ | Verizon Communications Inc | Stock-Comm Services | 4.23% | -0.80% | +0.87% | |
| 3 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 3.90% | -2.14% | +4.31% | |
| 4 | PYPL | Paypal Holdings Inc | Stock-Financials | 3.63% | -0.05% | +3.50% | |
| 5 | KVUE | Kenvue Inc | Stock-Consumer Staples | 3.54% | +0.19% | +0.01% | |
| 6 | WFC | Wells Fargo & Co | Stock-Financials | 3.34% | +0.09% | +0.16% | |
| 7 | GSK | Gsk Plc-spon Adr | Stock-Healthcare | 3.33% | -0.21% | +1.84% | |
| 8 | SNY | Sanofi-adr | Stock-Healthcare | 3.30% | -0.39% | -0.11% | |
| 9 | UL | Unilever PLC | Stock-Consumer Staples | 3.22% | — | -2.01% | |
| 10 | MDT | Medtronic plc | Stock-Healthcare | 3.05% | +0.38% | +0.73% | |
| 11 | INGR | Ingredion Inc | Stock-Consumer Staples | 3.02% | -0.30% | -3.52% | |
| 12 | USB | US Bancorp | Stock-Financials | 2.93% | -0.25% | +2.92% | |
| 13 | TTEN | Totalenergies Se -spon Adr | Stock-Other | 2.80% | — | +2.28% | |
| 14 | WMB | Williams Cos Inc | Stock-Energy | 2.62% | — | -1.97% | |
| 15 | PNC | Pnc Financial Services Group | Stock-Financials | 2.57% | +0.33% | -13.30% | |
| 16 | GL | Globe Life Inc | Stock-Financials | 2.54% | +0.12% | -0.46% | |
| 17 | DLTR | Dollar Tree Inc | Stock-Consumer Staples | 2.50% | — | +95.95% | |
| 18 | SCHW | Schwab (charles) CORP | Stock-Financials | 2.47% | +0.13% | +9.38% | |
| 19 | ABX | Barrick Gold CORP | Stock-Financials | 2.39% | — | -1.15% | |
| 20 | TFC | Truist Financial CORP | Stock-Financials | 2.24% | +0.09% | -0.78% | |
| 21 | TRV | Travelers Cos Inc/the | Stock-Financials | 2.19% | -0.02% | -0.17% | |
| 22 | WPC | Wp Carey Inc | Stock-Real Estate | 2.15% | -0.05% | +0.65% | |
| 23 | JLL | Jones Lang Lasalle Inc | Stock-Real Estate | 2.06% | +0.01% | -24.88% | |
| 24 | PPG | Ppg Industries Inc | Stock-Materials | 2.00% | +0.21% | +6.98% | |
| 25 | EXPE | Expedia Group Inc | Stock-Consumer Disc | 1.98% | — | +1.42% | |
| 26 | FIS | Fidelity National Info Serv | Stock-Tech | 1.91% | — | -6.77% | |
| 27 | CTRA | Coterra Energy Inc | Stock-Energy | 1.89% | -2.61% | EXIT | |
| 28 | DG | Dollar General CORP | Stock-Consumer Staples | 1.87% | -0.09% | +60.81% | |
| 29 | GD | General Dynamics CORP | Stock-Industrials | 1.83% | -0.01% | -0.78% | |
| 30 | AGNC | Agnc Investment CORP | Stock-Real Estate | 1.77% | +0.12% | +2.10% | |
| 31 | NFG | National Fuel Gas Co | Stock-Energy | 1.76% | -0.39% | -0.11% | |
| 32 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.65% | +0.14% | +3.09% | |
| 33 | ZBH | Zimmer Biomet Holdings Inc | Stock-Healthcare | 1.63% | -0.33% | — | |
| 34 | NNN | Nnn Reit Inc | Stock-Real Estate | 1.62% | +0.11% | -0.03% | |
| 35 | CSCO | Cisco Systems Inc | Stock-Tech | 1.60% | — | EXIT | |
| 36 | AXP | American Express Co | Stock-Financials | 1.59% | — | -1.52% | |
| 37 | HIG | Hartford Insurance Group Inc | Stock-Financials | 1.59% | -0.06% | -43.48% | |
| 38 | SHEL | Shell Plc-adr | Stock-Energy | 1.55% | -0.39% | +5.23% | |
| 39 | HMC | Honda Motor Co Ltd-spons Adr | Stock-Consumer Disc | 1.55% | -1.07% | +1.76% | |
| 40 | OSK | Oshkosh CORP | Stock-Industrials | 1.37% | — | +1.48% | |
| 41 | PDCOEUR | Patterson Cos Inc | Stock-Other | 0.88% | — | +10.61% | |
| 42 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.50% | -0.56% | -28.01% | |
| 43 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.33% | — | +1.17% | |
| 44 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.08% | — | -0.61% | |
| 45 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.07% | — | -1.10% | |
| 46 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 0.06% | — | -2.54% | |
| 47 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.06% | — | -11.43% | |
| 48 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.05% | — | -1.42% | |
| 49 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.04% | -0.01% | +286.67% | |
| 50 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.04% | -0.01% | +289.71% |
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 Q3 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 Q3 2024, Equity Investment CORP's top holdings by market value included T (4.6%)、VZ (4.2%)、SGOV (3.9%). The largest single position, T, represented 4.6% of total portfolio value.
In Q3 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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