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CIK: 0001685771
Total reported value
$5.2B
$5.2B
62 檔
15.5%
During the Q2 2025 filing period, Equity Investment CORP (CIK: 0001685771) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $5.2B across 62 reported positions.
During Q2 2025, Equity Investment CORP's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VZ | Verizon Communications Inc | Stock-Comm Services | 4.27% | -0.80% | +0.69% | |
| 2 | GSK | Gsk Plc-spon Adr | Stock-Healthcare | 3.53% | -0.21% | +0.45% | |
| 3 | WFC | Wells Fargo & Co | Stock-Financials | 3.45% | +0.09% | +2.61% | |
| 4 | PYPL | Paypal Holdings Inc | Stock-Financials | 3.29% | -0.05% | +2.02% | |
| 5 | USB | US Bancorp | Stock-Financials | 3.28% | -0.25% | +21.98% | |
| 6 | T | At&t Inc | Stock-Comm Services | 3.10% | -0.64% | -14.49% | |
| 7 | TTEN | Totalenergies Se -spon Adr | Stock-Other | 2.97% | — | +2.81% | |
| 8 | ZBH | Zimmer Biomet Holdings Inc | Stock-Healthcare | 2.90% | -0.33% | +39.95% | |
| 9 | MDT | Medtronic plc | Stock-Healthcare | 2.86% | +0.38% | +2.81% | |
| 10 | DG | Dollar General CORP | Stock-Consumer Staples | 2.75% | -0.09% | -5.15% | |
| 11 | UL | Unilever PLC | Stock-Consumer Staples | 2.66% | — | -6.10% | |
| 12 | SNY | Sanofi-adr | Stock-Healthcare | 2.66% | -0.39% | +2.53% | |
| 13 | BAX | Baxter International Inc | Stock-Healthcare | 2.61% | +0.70% | +15.16% | |
| 14 | PNC | Pnc Financial Services Group | Stock-Financials | 2.53% | +0.33% | +5.53% | |
| 15 | UPS | United Parcel Service-cl B | Stock-Industrials | 2.50% | +0.14% | +16.77% | |
| 16 | WPC | Wp Carey Inc | Stock-Real Estate | 2.47% | -0.05% | -7.32% | |
| 17 | GL | Globe Life Inc | Stock-Financials | 2.43% | +0.12% | -3.90% | |
| 18 | TGT | Target CORP | Stock-Consumer Disc | 2.42% | -0.44% | +31.87% | |
| 19 | PPG | Ppg Industries Inc | Stock-Materials | 2.26% | +0.21% | +7.31% | |
| 20 | INGR | Ingredion Inc | Stock-Consumer Staples | 2.26% | -0.30% | -0.99% | |
| 21 | KVUE | Kenvue Inc | Stock-Consumer Staples | 2.24% | +0.19% | -11.36% | |
| 22 | TRV | Travelers Cos Inc/the | Stock-Financials | 2.24% | -0.02% | -1.73% | |
| 23 | TFC | Truist Financial CORP | Stock-Financials | 2.12% | +0.09% | +3.54% | |
| 24 | SCHW | Schwab (charles) CORP | Stock-Financials | 2.05% | +0.13% | -34.25% | |
| 25 | CTRA | Coterra Energy Inc | Stock-Energy | 2.04% | -2.61% | EXIT | |
| 26 | NFG | National Fuel Gas Co | Stock-Energy | 2.04% | -0.39% | -5.74% | |
| 27 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 2.02% | -2.14% | -55.51% | |
| 28 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.98% | — | +61390.07% | |
| 29 | GPC | Genuine Parts Co | Stock-Consumer Disc | 1.98% | +0.41% | +1.61% | |
| 30 | BF-B | Brown-forman Corp-class B | Stock-Other | 1.97% | +0.06% | — | |
| 31 | B | Barrick Mining CORP | Stock-Materials | 1.96% | -0.14% | — | |
| 32 | GD | General Dynamics CORP | Stock-Industrials | 1.93% | -0.01% | -1.62% | |
| 33 | AGNC | Agnc Investment CORP | Stock-Real Estate | 1.89% | +0.12% | +26.98% | |
| 34 | ICLR | ICON Public Limited Company | Stock-Healthcare | 1.80% | +0.57% | — | |
| 35 | SHEL | Shell Plc-adr | Stock-Energy | 1.62% | -0.39% | +1.82% | |
| 36 | HSY | Hershey Co/the | Stock-Consumer Staples | 1.61% | -0.31% | — | |
| 37 | HIG | Hartford Insurance Group Inc | Stock-Financials | 1.61% | -0.06% | -0.01% | |
| 38 | OSK | Oshkosh CORP | Stock-Industrials | 1.59% | — | +6.91% | |
| 39 | AXP | American Express Co | Stock-Financials | 1.52% | — | +4.28% | |
| 40 | WMB | Williams Cos Inc | Stock-Energy | 1.47% | — | -1.95% | |
| 41 | NNN | Nnn Reit Inc | Stock-Real Estate | 1.43% | +0.11% | +5.17% | |
| 42 | HMC | Honda Motor Co Ltd-spons Adr | Stock-Consumer Disc | 1.42% | -1.07% | +2.05% | |
| 43 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.71% | -0.56% | +28.83% | |
| 44 | DOC | Healthpeak Properties Inc | Stock-Real Estate | 0.66% | +0.59% | — | |
| 45 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.30% | — | +6.71% | |
| 46 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.09% | -0.01% | +0.47% | |
| 47 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.09% | -0.01% | +0.40% | |
| 48 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.08% | — | +20.93% | |
| 49 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.07% | — | -0.23% | |
| 50 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.06% | — | — |
According to official SEC Form 13F filings, Equity Investment CORP reported a total U.S. public equity portfolio value of $5.2B across 62 disclosed positions in Q2 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 VZ, GSK, WFC) accounted for 15.5% of total reported equity market value during Q2 2025.
During Q2 2025, Equity Investment CORP's top holdings by market value included VZ (4.3%)、GSK (3.5%)、WFC (3.5%). The largest single position, VZ, represented 4.3% of total portfolio value.
In Q2 2025, 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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