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 $2.17B across 462 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($188.8M, 8.71%), IAU ($150.1M, 6.93%), HCA ($75.9M, 3.51%), GOOGL ($70.3M, 3.24%), VTV ($64.7M, 2.99%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&P 500 ETF | $188.8M | 8.71% | 315,926 | Trimmed |
| 2 | IAU | iShares Gold Trust ETF | $150.1M | 6.93% | 1.7M | Trimmed |
| 3 | HCA | HCA Healthcare Inc | $75.9M | 3.51% | 160,475 | Added |
| 4 | GOOGL | Alphabet Inc Cl A | $70.3M | 3.24% | 244,417 | Trimmed |
| 5 | VTV | Vanguard Value ETF | $64.7M | 2.99% | 329,649 | Trimmed |
| 6 | MSFT | Microsoft Corp | $47.8M | 2.21% | 129,212 | Trimmed |
| 7 | IXUS | iShares Core MSCI Total International ETF | $47.5M | 2.19% | 548,756 | Trimmed |
| 8 | AAPL | Apple Inc | $46.9M | 2.16% | 184,683 | Trimmed |
| 9 | GOOG | Alphabet Inc Cl C | $42.0M | 1.94% | 146,354 | Trimmed |
| 10 | PRM | Perimeter Solutions Inc | $40.4M | 1.86% | 1.7M | Trimmed |
| 11 | AMZN | Amazon.com Inc | $38.0M | 1.75% | 182,411 | Added |
| 12 | XLE | State Street Energy Select Sector SPDR ETF | $37.7M | 1.74% | 614,770 | Trimmed |
| 13 | SHOP | Shopify Inc Cl A | $36.7M | 1.70% | 309,602 | Trimmed |
| 14 | XMHQ | Invesco S&P MidCap Quality ETF | $34.4M | 1.59% | 332,378 | Added |
| 15 | QQQ | Invesco QQQ Trust ETF | $26.2M | 1.21% | 45,318 | Added |
| 16 | ADI | Analog Devices Inc | $25.3M | 1.17% | 79,462 | Trimmed |
| 17 | NVDA | NVIDIA Corp | $25.2M | 1.16% | 144,667 | Trimmed |
| 18 | DG | Dollar General Corp | $24.1M | 1.11% | 203,316 | Trimmed |
| 19 | V | Visa Inc Cl A | $22.6M | 1.04% | 74,637 | Added |
| 20 | RSP | Invesco S&P 500 Equal Weight ETF | $22.4M | 1.03% | 116,769 | Trimmed |
| 21 | ACWI | iShares MSCI ACWI ETF | $21.4M | 0.99% | 154,823 | Trimmed |
| 22 | LH | Labcorp Holdings Inc | $20.6M | 0.95% | 77,107 | Added |
| 23 | ASML | ASML Holding NV ADR | $20.3M | 0.94% | 15,386 | Added |
| 24 | SCHD | Schwab US Dividend ETF | $19.9M | 0.92% | 648,025 | Trimmed |
| 25 | MA | Mastercard Inc Cl A | $18.9M | 0.87% | 37,763 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31