Equitable Trust CO Portfolio Holdings
Equitable Trust CO
- $1.93 Billion
- Q2 2025
Equitable Trust CO has filed its 13F form on July 28, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.93 Billion distributed in 692 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $180M, Ishares Gold Trust with a value of $117M, Microsoft Corp with a value of $65.7M, Hca Healthcare, Inc. with a value of $64.8M, and Vanguard Value ETF with a value of $59M.
Examining the 13F form we can see an increase of $191M in the current position value, from $1.74B to 1.93B.
Below you can find more details about Equitable Trust CO portfolio as well as his latest detailed transactions.
Portfolio value
$1.93 Billion
ETFs: $654 Million
Technology: $341 Million
Financial Services: $221 Million
Healthcare: $172 Million
Industrials: $121 Million
Consumer Cyclical: $111 Million
Communication Services: $109 Million
Consumer Defensive: $78 Million
Other: $120 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 692
- Current Value $1.93 Billion
- Prior Value $1.74 Billion
- Filing
- Period Q2 2025
- Filing Date July 28, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 16 stocks
- Additional Purchases 150 stocks
- Sold out of 0 stocks
- Reduced holdings in 177 stocks