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
64 檔
16.3%
According to the latest 13F quarterly dataset, Equity Investment CORP managed an equity portfolio of $5.2B at the end of Q3 2025, spanning 64 distinct U.S. exchange-listed positions.
In Q3 2025, Equity Investment CORP displayed an active expansion posture, initiating 6 new positions and adding to 26 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VZ | Verizon Communications Inc | Stock-Comm Services | 4.21% | -0.80% | +1.64% | |
| 2 | GSK | Gsk Plc-spon Adr | Stock-Healthcare | 3.86% | -0.21% | +1.83% | |
| 3 | WFC | Wells Fargo & Co | Stock-Financials | 3.45% | +0.09% | -0.03% | |
| 4 | USB | US Bancorp | Stock-Financials | 3.33% | -0.25% | -0.42% | |
| 5 | MDT | Medtronic plc | Stock-Healthcare | 3.03% | +0.38% | +1.45% | |
| 6 | ZBH | Zimmer Biomet Holdings Inc | Stock-Healthcare | 2.98% | -0.33% | -0.77% | |
| 7 | PYPL | Paypal Holdings Inc | Stock-Financials | 2.88% | -0.05% | +1.39% | |
| 8 | TTEN | Totalenergies Se -spon Adr | Stock-Other | 2.82% | — | +1.93% | |
| 9 | UPS | United Parcel Service-cl B | Stock-Industrials | 2.62% | +0.14% | +32.66% | |
| 10 | PNC | Pnc Financial Services Group | Stock-Financials | 2.61% | +0.33% | +0.11% | |
| 11 | UL | Unilever PLC | Stock-Consumer Staples | 2.57% | — | +4.08% | |
| 12 | SNY | Sanofi-adr | Stock-Healthcare | 2.56% | -0.39% | +3.00% | |
| 13 | T | At&t Inc | Stock-Comm Services | 2.53% | -0.64% | -12.61% | |
| 14 | GL | Globe Life Inc | Stock-Financials | 2.46% | +0.12% | -7.98% | |
| 15 | TGT | Target CORP | Stock-Consumer Disc | 2.43% | -0.44% | +15.85% | |
| 16 | B | Barrick Mining CORP | Stock-Materials | 2.37% | -0.14% | -19.43% | |
| 17 | DG | Dollar General CORP | Stock-Consumer Staples | 2.32% | -0.09% | -2.42% | |
| 18 | ICLR | ICON Public Limited Company | Stock-Healthcare | 2.30% | +0.57% | +11.08% | |
| 19 | WPC | Wp Carey Inc | Stock-Real Estate | 2.24% | -0.05% | -12.41% | |
| 20 | BAX | Baxter International Inc | Stock-Healthcare | 2.22% | +0.70% | +18.17% | |
| 21 | HSY | Hershey Co/the | Stock-Consumer Staples | 2.19% | -0.31% | +26.00% | |
| 22 | GPC | Genuine Parts Co | Stock-Consumer Disc | 2.18% | +0.41% | +0.80% | |
| 23 | TFC | Truist Financial CORP | Stock-Financials | 2.17% | +0.09% | +0.29% | |
| 24 | TRV | Travelers Cos Inc/the | Stock-Financials | 2.17% | -0.02% | -2.94% | |
| 25 | DOC | Healthpeak Properties Inc | Stock-Real Estate | 2.14% | +0.59% | +209.56% | |
| 26 | PPG | Ppg Industries Inc | Stock-Materials | 2.12% | +0.21% | +6.12% | |
| 27 | GD | General Dynamics CORP | Stock-Industrials | 2.08% | -0.01% | -3.30% | |
| 28 | NFG | National Fuel Gas Co | Stock-Energy | 2.02% | -0.39% | -5.18% | |
| 29 | SCHW | Schwab (charles) CORP | Stock-Financials | 2.01% | +0.13% | -2.16% | |
| 30 | INGR | Ingredion Inc | Stock-Consumer Staples | 1.97% | -0.30% | +1.35% | |
| 31 | AGNC | Agnc Investment CORP | Stock-Real Estate | 1.96% | +0.12% | +1.75% | |
| 32 | DEO | Diageo Plc-sponsored Adr | Stock-Consumer Staples | 1.95% | +0.42% | — | |
| 33 | BF-B | Brown-forman Corp-class B | Stock-Other | 1.94% | +0.06% | +1.89% | |
| 34 | CTRA | Coterra Energy Inc | Stock-Energy | 1.88% | -2.61% | EXIT | |
| 35 | KVUE | Kenvue Inc | Stock-Consumer Staples | 1.76% | +0.19% | +5.49% | |
| 36 | OSK | Oshkosh CORP | Stock-Industrials | 1.69% | — | -2.92% | |
| 37 | HIG | Hartford Insurance Group Inc | Stock-Financials | 1.61% | -0.06% | -0.93% | |
| 38 | SHEL | Shell Plc-adr | Stock-Energy | 1.60% | -0.39% | +1.99% | |
| 39 | JLL | Jones Lang Lasalle Inc | Stock-Real Estate | 1.51% | +0.01% | — | |
| 40 | HMC | Honda Motor Co Ltd-spons Adr | Stock-Consumer Disc | 1.47% | -1.07% | +1.37% | |
| 41 | NNN | Nnn Reit Inc | Stock-Real Estate | 1.39% | +0.11% | +2.61% | |
| 42 | WMB | Williams Cos Inc | Stock-Energy | 1.38% | — | -2.31% | |
| 43 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.15% | -2.14% | -40.68% | |
| 44 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.87% | -0.56% | +22.72% | |
| 45 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.35% | — | +0.12% | |
| 46 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.09% | -0.01% | +0.35% | |
| 47 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.09% | -0.01% | +0.44% | |
| 48 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.08% | — | +3.39% | |
| 49 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.07% | — | +0.83% | |
| 50 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.06% | — | +1.79% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | USB | US Bancorp | +0.8% | -0.42% | Add |
| 2 | TGT | Target CORP | +0.5% | +15.85% | Add |
| 3 | OSK | Oshkosh CORP | +0.4% | -2.92% | Add |
| 4 | WFC | Wells Fargo & Co | +0.4% | -0.03% | Add |
| 5 | AGNC | Agnc Investment CORP | +0.4% | +1.75% | Add |
| 6 | ZBH | Zimmer Biomet Holdings Inc | +0.4% | -0.77% | Add |
| 7 | IWD | Ishares Russell 1000 Value E | +0.3% | +22.72% | Add |
| 8 | PNC | Pnc Financial Services Group | +0.3% | +0.11% | Add |
| 9 | GSK | Gsk Plc-spon Adr | +0.2% | +1.83% | Add |
| 10 | UPS | United Parcel Service-cl B | +0.2% | +32.66% | Add |
| 11 | GPC | Genuine Parts Co | +0.2% | +0.80% | Add |
| 12 | GD | General Dynamics CORP | +0.2% | -3.30% | Trim |
| 13 | TFC | Truist Financial CORP | +0.2% | +0.29% | Add |
| 14 | HMC | Honda Motor Co Ltd-spons Adr | +0.1% | +1.37% | Add |
| 15 | MDT | Medtronic plc | +0.1% | +1.45% | Add |
| 16 | PPG | Ppg Industries Inc | +0.1% | +6.12% | Add |
| 17 | DG | Dollar General CORP | 0% | -2.42% | Trim |
| 18 | JNJ | Johnson & Johnson | 0% | +0.12% | Add |
| 19 | NNN | Nnn Reit Inc | 0% | +2.61% | Add |
| 20 | IUSV | Ishares Core S&p U.s. Value | 0% | +3.39% | Add |
| 21 | HIG | Hartford Insurance Group Inc | — | -0.93% | Trim |
| 22 | PYPL | Paypal Holdings Inc | 0% | +1.39% | Add |
| 23 | NFG | National Fuel Gas Co | -0.1% | -5.18% | Trim |
| 24 | WMB | Williams Cos Inc | -0.1% | -2.31% | Trim |
| 25 | SHEL | Shell Plc-adr | -0.1% | +1.99% | Add |
| 26 | UL | Unilever PLC | -0.3% | +4.08% | Trim |
| 27 | GL | Globe Life Inc | -0.3% | -7.98% | Trim |
| 28 | TTEN | Totalenergies Se -spon Adr | -0.3% | +1.93% | Add |
| 29 | VZ | Verizon Communications Inc | -0.3% | +1.64% | Add |
| 30 | INGR | Ingredion Inc | -0.4% | +1.35% | Add |
| 31 | JLL | Jones Lang Lasalle Inc | -0.4% | — | Trim |
| 32 | BAX | Baxter International Inc | -0.4% | +18.17% | Add |
| 33 | CTRA | Coterra Energy Inc | -0.5% | +3.00% | Add |
| 34 | SNY | Sanofi-adr | -0.5% | +3.00% | Add |
| 35 | WPC | Wp Carey Inc | -0.5% | -12.41% | Trim |
| 36 | SCHW | Schwab (charles) CORP | -0.7% | -2.16% | Trim |
| 37 | T | At&t Inc | -1.1% | -12.61% | Trim |
| 38 | KVUE | Kenvue Inc | -1.2% | +5.49% | Trim |
| 39 | AXP | American Express Co | -1.2% | -96.87% | Trim |
| 40 | DLTR | Dollar Tree Inc | -2.4% | -35.84% | Trim |
| 41 | SGOV | Ishares 0-3 Month Treasury B | -3.5% | -40.68% | Trim |
| 42 | B | Barrick Mining CORP | — | NEW | New buy |
| 43 | ICLR | ICON Public Limited Company | — | NEW | New buy |
| 44 | HSY | Hershey Co/the | — | NEW | New buy |
| 45 | DOC | Healthpeak Properties Inc | — | NEW | New buy |
| 46 | ABX | Barrick Gold CORP | — | EXIT | Sold out |
| 47 | DEO | Diageo Plc-sponsored Adr | — | NEW | New buy |
| 48 | BF-B | Brown-forman Corp-class B | — | NEW | New buy |
| 49 | PDCOEUR | Patterson Cos Inc | — | EXIT | Sold out |
| 50 | EXPE | Expedia Group Inc | — | EXIT | Sold out |
According to official SEC Form 13F filings, Equity Investment CORP reported a total U.S. public equity portfolio value of $5.2B across 64 disclosed positions in Q3 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 16.3% of total reported equity market value during Q3 2025.
Top New Position Initiated
B
市值: $113.3M
Top Position Liquidated / Trimmed
ABX
前期市值: $100.5M
During Q3 2025, Equity Investment CORP's top holdings by market value included VZ (4.2%)、GSK (3.9%)、WFC (3.5%). The largest single position, VZ, represented 4.2% of total portfolio value.
In Q3 2025, Equity Investment CORP made 50 total portfolio adjustments, initiating 6 new buys, adding to 26 positions, trimming 15 holdings, and fully liquidating 3 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.