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EQUITABLE TRUST CO
EQUITABLE TRUST CO is an institution, managing $2.2B across 439 long positions as of Q3 2025 with VOO as the largest holding (9% allocation).
- Portfolio Value
- $2.2B
- Positions
- 439
- Top Holding
- VOO at 8.84%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in EQUITABLE TRUST CO's portfolio (35.8% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $192.4M | 8.84% | -$1.8M Sold | — 314.2K shares | |
Unknown Unknown | $136.8M | 6.29% | -$308.9K Sold | — 1.9M shares | |
Software - Infrastructure Technology | $68.4M | 3.14% | -$35.2K Sold | 0.00% 132.0K shares | |
Medical - Care Facilities Healthcare | $68.1M | 3.13% | -$3.9M Sold | 0.07% 159.9K shares | |
ETF ETF | $62.9M | 2.89% | +$641.9K Bought | — 337.4K shares | |
Internet Content & Information Communication Services | $61.8M | 2.84% | -$729.3K Sold | 0.00% 254.2K shares | |
Consumer Electronics Technology | $48.2M | 2.22% | +$488.6K Bought | 0.00% 189.4K shares | |
Software - Application Technology | $46.9M | 2.16% | -$1.5M Sold | 0.02% 315.7K shares | |
ETF ETF | $46.2M | 2.12% | +$630.1K Bought | — 559.5K shares | |
Chemicals - Specialty Basic Materials | $46.2M | 2.12% | -$4.3M Sold | 1.41% 2.1M shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in EQUITABLE TRUST CO's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
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Sold Out Of
Reduced Holdings
Increased Positions
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Decreased Positions
| Position | Shares Δ |
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Analytics
Portfolio insights and performance metrics for EQUITABLE TRUST CO
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