EQUITABLE TRUST CO
•CIK: 33250•Filing: Q4 2025
**EQUITABLE TRUST CO** manages $2.2B across a diversified portfolio of 439 positions. The fund maintains significant exposure to broad market indices and technology leaders, highlighted by the top holdings in VOO ($202.8M) and IAU* ($142.1M). Further concentration includes substantial allocations to GOOGL ($78.1M), HCA ($74.0M), and VTV ($63.3M). This structure suggests a core mandate focused on established market leaders and sector-specific growth opportunities.
Total AUM
$2.2B
QoQ Performance
+3.0%
Positions
439
Top 10 Concentration
39.4%
Latest Filing
Q4 2025
Top Holdings Allocation
VOO
IAU*
VOO9.1%
IAU*6.3%
GOOGL3.5%
HCA3.3%
VTV2.8%
MSFT2.8%
PRM2.4%
SHOP2.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other56.0%
Technology16.7%
ETF10.5%
Financial6.2%
Consumer3.6%
Healthcare3.2%
Industrial1.7%
Consumer Staples0.6%
🚪 Exited Positionssold since Q3 2025
+241 more exited positions
Changes from Q3 2025
NEW7 new positions
↑66 increased
↓101 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023