EQUITABLE TRUST CO: 13F holdings
CIK 332502026Q2
| Positions | 452 |
|---|
| Reported value | $2.4bn |
|---|
| Filed | 2026-07-23 |
|---|
Change since last quarter
| Positions | 452 (-11 vs prior quarter) |
|---|
| Reported value | $2.4bn (+10.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VOO Vanguard S&P 500 ETF | 313,997 | $215.7m | 9.0% |
| IAU iShares Gold Trust ETF | 1,657,565 | $125.2m | 5.2% |
| GOOGL Alphabet Inc Cl A | 238,501 | $85.2m | 3.6% |
| VTV Vanguard Value ETF | 332,785 | $72.5m | 3.0% |
| HCA HCA Healthcare Inc | 159,507 | $62.2m | 2.6% |
| PRM Perimeter Solutions Inc | 1,583,703 | $56.5m | 2.4% |
| AAPL Apple Inc | 183,994 | $53.2m | 2.2% |
| GOOG Alphabet Inc Cl C | 144,898 | $51.2m | 2.1% |
| EWJ iShares Core MSCI Total International ETF | 529,756 | $50.6m | 2.1% |
| MSFT Microsoft Corp | 127,060 | $47.4m | 2.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="33250")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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