13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001685771
Total reported value
$5.2B
$5.2B
66 檔
16.7%
As reported in its official Q1 2025 Form 13F filing, Equity Investment CORP's tracked investment portfolio stood at $5.2B with 66 total positions.
In Q1 2025, Equity Investment CORP displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 4.64% | -2.14% | +106.13% | |
| 2 | VZ | Verizon Communications Inc | Stock-Comm Services | 4.54% | -0.80% | +10.54% | |
| 3 | T | At&t Inc | Stock-Comm Services | 3.62% | -0.64% | -33.79% | |
| 4 | GSK | Gsk Plc-spon Adr | Stock-Healthcare | 3.62% | -0.21% | +5.34% | |
| 5 | TTEN | Totalenergies Se -spon Adr | Stock-Other | 3.11% | — | +4.50% | |
| 6 | WFC | Wells Fargo & Co | Stock-Financials | 3.07% | +0.09% | -20.02% | |
| 7 | SNY | Sanofi-adr | Stock-Healthcare | 3.04% | -0.39% | +1.83% | |
| 8 | KVUE | Kenvue Inc | Stock-Consumer Staples | 2.96% | +0.19% | -13.93% | |
| 9 | MDT | Medtronic plc | Stock-Healthcare | 2.93% | +0.38% | -0.39% | |
| 10 | PYPL | Paypal Holdings Inc | Stock-Financials | 2.89% | -0.05% | +7.21% | |
| 11 | UL | Unilever PLC | Stock-Consumer Staples | 2.82% | — | -2.50% | |
| 12 | WPC | Wp Carey Inc | Stock-Real Estate | 2.75% | -0.05% | +4.20% | |
| 13 | SCHW | Schwab (charles) CORP | Stock-Financials | 2.74% | +0.13% | -2.57% | |
| 14 | GL | Globe Life Inc | Stock-Financials | 2.74% | +0.12% | -5.78% | |
| 15 | ZBH | Zimmer Biomet Holdings Inc | Stock-Healthcare | 2.63% | -0.33% | +1.69% | |
| 16 | BAX | Baxter International Inc | Stock-Healthcare | 2.62% | +0.70% | +16.51% | |
| 17 | USB | US Bancorp | Stock-Financials | 2.56% | -0.25% | -0.48% | |
| 18 | DLTR | Dollar Tree Inc | Stock-Consumer Staples | 2.39% | — | +0.84% | |
| 19 | UPS | United Parcel Service-cl B | Stock-Industrials | 2.38% | +0.14% | +94.53% | |
| 20 | CTRA | Coterra Energy Inc | Stock-Energy | 2.34% | -2.61% | EXIT | |
| 21 | INGR | Ingredion Inc | Stock-Consumer Staples | 2.32% | -0.30% | -2.66% | |
| 22 | PNC | Pnc Financial Services Group | Stock-Financials | 2.30% | +0.33% | -0.60% | |
| 23 | TRV | Travelers Cos Inc/the | Stock-Financials | 2.30% | -0.02% | -2.03% | |
| 24 | DG | Dollar General CORP | Stock-Consumer Staples | 2.27% | -0.09% | +31.97% | |
| 25 | ABX | Barrick Gold CORP | Stock-Financials | 2.25% | — | +4.51% | |
| 26 | PPG | Ppg Industries Inc | Stock-Materials | 2.07% | +0.21% | +0.66% | |
| 27 | NFG | National Fuel Gas Co | Stock-Energy | 2.07% | -0.39% | -5.43% | |
| 28 | TFC | Truist Financial CORP | Stock-Financials | 2.01% | +0.09% | -1.55% | |
| 29 | TGT | Target CORP | Stock-Consumer Disc | 1.98% | -0.44% | — | |
| 30 | GPC | Genuine Parts Co | Stock-Consumer Disc | 1.95% | +0.41% | +1.59% | |
| 31 | JLL | Jones Lang Lasalle Inc | Stock-Real Estate | 1.87% | +0.01% | +4.81% | |
| 32 | GD | General Dynamics CORP | Stock-Industrials | 1.87% | -0.01% | +21.34% | |
| 33 | SHEL | Shell Plc-adr | Stock-Energy | 1.69% | -0.39% | +0.58% | |
| 34 | HIG | Hartford Insurance Group Inc | Stock-Financials | 1.61% | -0.06% | -0.77% | |
| 35 | AGNC | Agnc Investment CORP | Stock-Real Estate | 1.58% | +0.12% | +8.24% | |
| 36 | WMB | Williams Cos Inc | Stock-Energy | 1.45% | — | -3.69% | |
| 37 | NNN | Nnn Reit Inc | Stock-Real Estate | 1.37% | +0.11% | -0.01% | |
| 38 | PDCOEUR | Patterson Cos Inc | Stock-Other | 1.34% | — | -5.34% | |
| 39 | HMC | Honda Motor Co Ltd-spons Adr | Stock-Consumer Disc | 1.33% | -1.07% | +4.58% | |
| 40 | OSK | Oshkosh CORP | Stock-Industrials | 1.26% | — | +0.12% | |
| 41 | AXP | American Express Co | Stock-Financials | 1.26% | — | -13.60% | |
| 42 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.54% | -0.56% | -70.68% | |
| 43 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.31% | — | -0.87% | |
| 44 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.08% | -0.01% | +14.86% | |
| 45 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.08% | -0.01% | +14.66% | |
| 46 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.07% | — | -0.33% | |
| 47 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.07% | — | — | |
| 48 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.06% | — | -54.96% | |
| 49 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 0.05% | — | — | |
| 50 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.05% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SGOV | Ishares 0-3 Month Treasury B | — | NEW | New buy |
| 2 | VZ | Verizon Communications Inc | — | NEW | New buy |
| 3 | T | At&t Inc | — | NEW | New buy |
| 4 | GSK | Gsk Plc-spon Adr | — | NEW | New buy |
| 5 | TTEN | Totalenergies Se -spon Adr | — | NEW | New buy |
| 6 | WFC | Wells Fargo & Co | — | NEW | New buy |
| 7 | SNY | Sanofi-adr | — | NEW | New buy |
| 8 | KVUE | Kenvue Inc | — | NEW | New buy |
| 9 | MDT | Medtronic plc | — | NEW | New buy |
| 10 | PYPL | Paypal Holdings Inc | — | NEW | New buy |
| 11 | UL | Unilever PLC | — | NEW | New buy |
| 12 | WPC | Wp Carey Inc | — | NEW | New buy |
| 13 | SCHW | Schwab (charles) CORP | — | NEW | New buy |
| 14 | GL | Globe Life Inc | — | NEW | New buy |
| 15 | ZBH | Zimmer Biomet Holdings Inc | — | NEW | New buy |
| 16 | BAX | Baxter International Inc | — | NEW | New buy |
| 17 | USB | US Bancorp | — | NEW | New buy |
| 18 | DLTR | Dollar Tree Inc | — | NEW | New buy |
| 19 | UPS | United Parcel Service-cl B | — | NEW | New buy |
| 20 | CTRA | Coterra Energy Inc | — | NEW | New buy |
| 21 | INGR | Ingredion Inc | — | NEW | New buy |
| 22 | PNC | Pnc Financial Services Group | — | NEW | New buy |
| 23 | TRV | Travelers Cos Inc/the | — | NEW | New buy |
| 24 | DG | Dollar General CORP | — | NEW | New buy |
| 25 | ABX | Barrick Gold CORP | — | NEW | New buy |
| 26 | PPG | Ppg Industries Inc | — | NEW | New buy |
| 27 | NFG | National Fuel Gas Co | — | NEW | New buy |
| 28 | TFC | Truist Financial CORP | — | NEW | New buy |
| 29 | TGT | Target CORP | — | NEW | New buy |
| 30 | GPC | Genuine Parts Co | — | NEW | New buy |
| 31 | JLL | Jones Lang Lasalle Inc | — | NEW | New buy |
| 32 | GD | General Dynamics CORP | — | NEW | New buy |
| 33 | SHEL | Shell Plc-adr | — | NEW | New buy |
| 34 | HIG | Hartford Insurance Group Inc | — | NEW | New buy |
| 35 | AGNC | Agnc Investment CORP | — | NEW | New buy |
| 36 | WMB | Williams Cos Inc | — | NEW | New buy |
| 37 | NNN | Nnn Reit Inc | — | NEW | New buy |
| 38 | PDCOEUR | Patterson Cos Inc | — | NEW | New buy |
| 39 | HMC | Honda Motor Co Ltd-spons Adr | — | NEW | New buy |
| 40 | OSK | Oshkosh CORP | — | NEW | New buy |
| 41 | AXP | American Express Co | — | NEW | New buy |
| 42 | IWD | Ishares Russell 1000 Value E | — | NEW | New buy |
| 43 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 44 | RSP | Invesco S&p 500 Equal Weight | — | NEW | New buy |
| 45 | VT | Vanguard Tot World Stk ETF | — | NEW | New buy |
| 46 | VCSH | Vanguard S/t CORP Bond ETF | — | NEW | New buy |
| 47 | VMBS | Vanguard Mortgage-backed Sec | — | NEW | New buy |
| 48 | IUSV | Ishares Core S&p U.s. Value | — | NEW | New buy |
| 49 | VUSB | Vanguard Ultra Short Bond Et | — | NEW | New buy |
| 50 | VTIP | Vanguard Short-term Tips | — | NEW | New buy |
According to official SEC Form 13F filings, Equity Investment CORP reported a total U.S. public equity portfolio value of $5.2B across 66 disclosed positions in Q1 2025.
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.
In terms of portfolio concentration, the top 5 core holdings (including SGOV, VZ, T) accounted for 16.7% of total reported equity market value during Q1 2025.
Top New Position Initiated
SGOV
市值: $207.4M
During Q1 2025, Equity Investment CORP's top holdings by market value included SGOV (4.6%)、VZ (4.5%)、T (3.6%). The largest single position, SGOV, represented 4.6% of total portfolio value.
In Q1 2025, Equity Investment CORP made 50 total portfolio adjustments, initiating 50 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.