Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
EQUITABLE TRUST CO (CIK 33250) reported $2.40B across 452 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VOO ($215.7M, 9.00%), IAU ($125.2M, 5.22%), GOOGL ($85.2M, 3.56%), VTV ($72.5M, 3.03%), HCA ($62.2M, 2.59%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&P 500 ETF | $215.7M | 9.00% | 313,997 | Trimmed |
| 2 | IAU | iShares Gold Trust ETF | $125.2M | 5.22% | 1.7M | Trimmed |
| 3 | GOOGL | Alphabet Inc Cl A | $85.2M | 3.56% | 238,501 | Trimmed |
| 4 | VTV | Vanguard Value ETF | $72.5M | 3.03% | 332,785 | Added |
| 5 | HCA | HCA Healthcare Inc | $62.2M | 2.59% | 159,507 | Trimmed |
| 6 | PRM | Perimeter Solutions Inc | $56.5M | 2.36% | 1.6M | Trimmed |
| 7 | AAPL | Apple Inc | $53.2M | 2.22% | 183,994 | Trimmed |
| 8 | GOOG | Alphabet Inc Cl C | $51.2M | 2.14% | 144,898 | Trimmed |
| 9 | IXUS | iShares Core MSCI Total International ETF | $50.6M | 2.11% | 529,756 | Trimmed |
| 10 | MSFT | Microsoft Corp | $47.4M | 1.98% | 127,060 | Trimmed |
| 11 | AMZN | Amazon.com Inc | $42.1M | 1.76% | 176,639 | Trimmed |
| 12 | XMHQ | Invesco S&P MidCap Quality ETF | $38.2M | 1.59% | 338,550 | Added |
| 13 | QQQ | Invesco QQQ Trust ETF | $33.7M | 1.40% | 45,700 | Added |
| 14 | SHOP | Shopify Inc Cl A | $33.0M | 1.38% | 288,785 | Trimmed |
| 15 | XLE | State Street Energy Select Sector SPDR ETF | $32.0M | 1.33% | 602,179 | Trimmed |
| 16 | ADI | Analog Devices Inc | $30.8M | 1.29% | 77,655 | Trimmed |
| 17 | NVDA | NVIDIA Corp | $29.7M | 1.24% | 148,648 | Added |
| 18 | ASML | ASML Holding NV ADR | $29.1M | 1.22% | 14,649 | Trimmed |
| 19 | V | Visa Inc Cl A | $25.8M | 1.08% | 75,262 | Added |
| 20 | EG | Everest Group Ltd | $25.0M | 1.05% | 70,117 | Added |
| 21 | RSP | Invesco S&P 500 Equal Weight ETF | $24.6M | 1.03% | 115,702 | Trimmed |
| 22 | ACWI | iShares MSCI ACWI ETF | $23.4M | 0.98% | 149,233 | Trimmed |
| 23 | TSM | Taiwan Semiconductor Mfg Co Ltd ADR | $22.4M | 0.93% | 46,838 | Added |
| 24 | SPY | State Street SPDR S&P 500 ETF | $22.3M | 0.93% | 29,798 | Added |
| 25 | MA | Mastercard Inc Cl A | $21.2M | 0.89% | 41,355 | Added |
Source: SEC Form 13F filings · as of 2026-06-30