Equitable Trust
Latest statistics and disclosures from Equitable Trust's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, IAU, GOOGL, VTV, HCA, and represent 23.40% of Equitable Trust's stock portfolio.
- Added to shares of these 10 stocks: PICK (+$11M), IWF (+$9.8M), KLAC (+$8.5M), SPY (+$7.1M), CRM (+$5.9M), EG (+$5.6M), NGG (+$5.5M), BKR (+$5.3M), VEEV (+$5.3M), AKRE (+$5.2M).
- Started 47 new stock positions in KEYS, PBFS, PYLD, TRP, NGG, VONG, GPC, JBHT, SCGLY, PICK.
- Reduced shares in these 10 stocks: UNH (-$8.7M), DG (-$7.4M), , MRVL, ETR, IAU, EFX, GPN, Honeywell International, META.
- Sold out of its positions in APG, ACIW, ADUS, ATRO, ADSK, AVY, AX, TCPC, BRO, CBZ.
- Equitable Trust was a net buyer of stock by $35M.
- Equitable Trust has $2.4B in assets under management (AUM), dropping by 10.61%.
- Central Index Key (CIK): 0000033250
Tip: Access up to 7 years of quarterly data
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Download as csvPortfolio Holdings for Equitable Trust
Equitable Trust holds 452 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard S&p 500 Etf idx (VOO) | 9.0 | $216M | 314k | 686.81 |
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| iShares Gold Trust (IAU) | 5.2 | $125M | -2% | 1.7M | 75.51 |
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| Alphabet Inc Class A cs (GOOGL) | 3.6 | $85M | -2% | 239k | 357.37 |
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| Vanguard Value ETF (VTV) | 3.0 | $73M | 333k | 217.93 |
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| Hca Holdings (HCA) | 2.6 | $62M | 160k | 389.89 |
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| Perimeter Solutions (PRM) | 2.4 | $57M | -4% | 1.6M | 35.65 |
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| Apple (AAPL) | 2.2 | $53M | 184k | 289.36 |
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| Alphabet Inc Class C cs (GOOG) | 2.1 | $51M | 145k | 353.33 |
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| Ishares Core Intl Stock Etf core (IXUS) | 2.1 | $51M | -3% | 530k | 95.44 |
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| Microsoft Corporation (MSFT) | 2.0 | $47M | 127k | 373.02 |
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| Amazon (AMZN) | 1.8 | $42M | -3% | 177k | 238.34 |
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| Invesco Exchange Traded Fd T rusel mdcp eql (XMHQ) | 1.6 | $38M | 339k | 112.88 |
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| Invesco Qqq Trust Series 1 (QQQ) | 1.4 | $34M | 46k | 736.40 |
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| Shopify Inc cl a (SHOP) | 1.4 | $33M | -6% | 289k | 114.18 |
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| Energy Select Sector SPDR (XLE) | 1.3 | $32M | -2% | 602k | 53.11 |
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| Analog Devices (ADI) | 1.3 | $31M | -2% | 78k | 397.17 |
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| NVIDIA Corporation (NVDA) | 1.2 | $30M | +2% | 149k | 200.09 |
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| Asml Holding (ASML) | 1.2 | $29M | -4% | 15k | 1989.44 |
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| Visa (V) | 1.1 | $26M | 75k | 343.09 |
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| Everest Re Group (EG) | 1.0 | $25M | +28% | 70k | 357.23 |
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| Invesco S&p 500 Equal Weight Etf (RSP) | 1.0 | $25M | 116k | 212.77 |
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| iShares MSCI ACWI Index Fund (ACWI) | 1.0 | $23M | -3% | 149k | 156.97 |
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| Taiwan Semiconductor Mfg (TSM) | 0.9 | $22M | +3% | 47k | 477.57 |
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| Spdr S&p 500 Etf (SPY) | 0.9 | $22M | +46% | 30k | 746.77 |
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| MasterCard Incorporated (MA) | 0.9 | $21M | +9% | 41k | 513.60 |
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| Sea Ltd Adr Isin Us81141r1005 (SE) | 0.9 | $21M | +17% | 220k | 95.83 |
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| Broadcom (AVGO) | 0.9 | $21M | 54k | 377.75 |
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| Schwab Strategic Tr us dividend eq (SCHD) | 0.8 | $20M | 638k | 31.71 |
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| Labcorp Holdings (LH) | 0.8 | $20M | -9% | 70k | 280.00 |
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| JPMorgan Chase & Co. (JPM) | 0.8 | $19M | 57k | 327.33 |
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| iShares S&P MidCap 400 Index (IJH) | 0.8 | $19M | +2% | 242k | 77.11 |
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| Caterpillar (CAT) | 0.7 | $17M | 16k | 1064.90 |
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| American Express Company (AXP) | 0.7 | $17M | -3% | 49k | 338.25 |
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| Marvell Technology (MRVL) | 0.7 | $16M | -20% | 55k | 297.89 |
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| Dollar General (DG) | 0.7 | $16M | -31% | 139k | 115.11 |
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| Bank of America Corporation (BAC) | 0.7 | $16M | 276k | 56.98 |
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| iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 0.6 | $15M | +40% | 289k | 52.41 |
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| Rbb Fund Trust (FEGE) | 0.6 | $15M | +11% | 296k | 48.92 |
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| Baker Hughes A Ge Company (BKR) | 0.6 | $14M | +59% | 258k | 55.50 |
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| Eli Lilly & Co. (LLY) | 0.6 | $14M | +18% | 12k | 1199.43 |
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| Fastenal Company (FAST) | 0.6 | $14M | 281k | 48.03 |
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| Coca-Cola Company (KO) | 0.6 | $13M | +23% | 163k | 81.27 |
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| Johnson & Johnson (JNJ) | 0.6 | $13M | 52k | 253.97 |
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| Vanguard Int High Dvd Yld In exchange traded funds (VYMI) | 0.5 | $13M | 131k | 98.20 |
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| Goldman Sachs (GS) | 0.5 | $13M | 13k | 1011.37 |
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| Home Depot (HD) | 0.5 | $12M | +14% | 35k | 352.68 |
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| iShares S&P SmallCap 600 Index (IJR) | 0.5 | $12M | +5% | 80k | 148.31 |
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| iShares Russell 1000 Growth Index (IWF) | 0.5 | $12M | +552% | 93k | 124.17 |
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| Akre Focus Etf (AKRE) | 0.5 | $11M | +89% | 209k | 53.19 |
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| Facebook Inc cl a (META) | 0.5 | $11M | -21% | 19k | 563.29 |
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| Seagate Technology (STX) | 0.5 | $11M | -13% | 11k | 965.00 |
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| Exxon Mobil Corporation (XOM) | 0.5 | $11M | 80k | 136.72 |
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| Oracle Corporation (ORCL) | 0.4 | $11M | -11% | 73k | 146.55 |
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| Ishares Msci Global Metals & etp (PICK) | 0.4 | $11M | NEW | 183k | 58.15 |
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| Hewlett Packard Enterprise (HPE) | 0.4 | $10M | 226k | 45.11 |
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| KLA-Tencor Corporation (KLAC) | 0.4 | $9.5M | +882% | 31k | 301.71 |
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| TransDigm Group Incorporated (TDG) | 0.4 | $9.3M | 7.0k | 1332.04 |
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| Wal-Mart Stores (WMT) | 0.4 | $9.2M | 81k | 113.26 |
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| Public Storage (PSA) | 0.4 | $9.0M | 28k | 318.31 |
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| Abbvie (ABBV) | 0.4 | $9.0M | 36k | 251.64 |
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| Vertiv Holdings Llc vertiv holdings (VRT) | 0.4 | $8.8M | 26k | 334.82 |
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| salesforce (CRM) | 0.3 | $8.3M | +235% | 53k | 156.66 |
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| Vanguard Total Stock Market ETF (VTI) | 0.3 | $8.2M | 22k | 370.04 |
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| Crowdstrike Hldgs Inc cl a (CRWD) | 0.3 | $8.1M | -4% | 11k | 763.14 |
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| Tesla Motors (TSLA) | 0.3 | $7.9M | +14% | 19k | 420.60 |
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| Philip Morris International (PM) | 0.3 | $7.9M | 43k | 180.91 |
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| Cisco Systems (CSCO) | 0.3 | $7.7M | +6% | 65k | 117.46 |
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| iShares NASDAQ Biotechnology Index (IBB) | 0.3 | $7.5M | +6% | 40k | 190.19 |
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| Brp Group (BWIN) | 0.3 | $7.5M | 283k | 26.58 |
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| Medtronic (MDT) | 0.3 | $7.5M | -13% | 96k | 78.23 |
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| Sap (SAP) | 0.3 | $7.5M | -16% | 49k | 154.11 |
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| iShares S&P 500 Value Index (IVE) | 0.3 | $7.0M | 31k | 227.06 |
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| Ryan Specialty Group Hldgs I (RYAN) | 0.3 | $7.0M | +62% | 184k | 37.76 |
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| Elanco Animal Health (ELAN) | 0.3 | $6.9M | +3% | 281k | 24.61 |
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| iShares Russell 1000 Value Index (IWD) | 0.3 | $6.8M | +33% | 28k | 242.43 |
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| S&p Global (SPGI) | 0.3 | $6.7M | -21% | 17k | 407.26 |
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| Concentra Group Holdings Par (CON) | 0.3 | $6.7M | 224k | 29.75 |
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| General Electric (GE) | 0.3 | $6.4M | 17k | 373.73 |
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| Edwards Lifesciences (EW) | 0.3 | $6.4M | 71k | 90.46 |
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| Chevron Corporation (CVX) | 0.3 | $6.3M | 38k | 165.76 |
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| UnitedHealth (UNH) | 0.3 | $6.3M | -57% | 15k | 415.63 |
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| Gilead Sciences (GILD) | 0.3 | $6.3M | 50k | 126.34 |
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| Union Pacific Corporation (UNP) | 0.3 | $6.2M | 23k | 272.00 |
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| Merck & Co (MRK) | 0.3 | $6.1M | -4% | 48k | 128.50 |
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| Diamondback Energy (FANG) | 0.2 | $5.9M | -6% | 34k | 175.78 |
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| Ares Management Corporation cl a com stk (ARES) | 0.2 | $5.9M | +65% | 53k | 111.31 |
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| Vanguard Growth ETF (VUG) | 0.2 | $5.8M | +524% | 67k | 86.14 |
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| National Grid (NGG) | 0.2 | $5.5M | NEW | 66k | 82.87 |
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| iShares Russell 2000 Index (IWM) | 0.2 | $5.3M | -4% | 18k | 300.45 |
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| Veeva Sys Inc cl a (VEEV) | 0.2 | $5.3M | NEW | 30k | 177.47 |
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| Berkshire Hathaway (BRK.A) | 0.2 | $5.2M | 7.00 | 748850.00 |
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| iShares Russell Midcap Growth Idx. (IWP) | 0.2 | $5.2M | 36k | 146.41 |
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| United Rentals (URI) | 0.2 | $5.2M | -2% | 4.6k | 1132.89 |
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| McDonald's Corporation (MCD) | 0.2 | $5.1M | -4% | 19k | 270.31 |
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| Fidelity National Information Services (FIS) | 0.2 | $5.1M | +11% | 130k | 38.88 |
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| Citigroup (C) | 0.2 | $5.0M | 36k | 139.96 |
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| Procter & Gamble Company (PG) | 0.2 | $4.8M | -19% | 33k | 146.64 |
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| Entergy Corporation (ETR) | 0.2 | $4.8M | -45% | 42k | 114.86 |
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| Nextera Energy (NEE) | 0.2 | $4.7M | -11% | 54k | 87.77 |
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| Copart (CPRT) | 0.2 | $4.6M | +218% | 164k | 28.19 |
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| Truist Financial Corp equities (TFC) | 0.2 | $4.6M | -3% | 93k | 49.82 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $4.6M | +4% | 24k | 189.73 |
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| Cummins (CMI) | 0.2 | $4.5M | +477% | 6.3k | 713.21 |
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| iShares S&P 500 Index (IVV) | 0.2 | $4.4M | 5.8k | 748.89 |
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| Boeing Company (BA) | 0.2 | $4.3M | -6% | 20k | 216.47 |
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| Vulcan Materials Company (VMC) | 0.2 | $4.2M | 14k | 295.01 |
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| Transunion (TRU) | 0.2 | $4.2M | +2% | 59k | 72.14 |
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| Novartis (NVS) | 0.2 | $4.2M | +36% | 27k | 156.72 |
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| Advanced Micro Devices (AMD) | 0.2 | $4.2M | +15% | 7.2k | 580.91 |
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| Canadian Pacific Kansas City (CP) | 0.2 | $4.0M | 46k | 86.65 |
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| Costco Wholesale Corporation (COST) | 0.2 | $4.0M | +5% | 4.3k | 935.47 |
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| Pepsi (PEP) | 0.2 | $3.8M | 28k | 135.40 |
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| Applied Industrial Technologies (AIT) | 0.2 | $3.8M | 11k | 338.15 |
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| Kkr & Co (KKR) | 0.2 | $3.8M | +22% | 41k | 91.78 |
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| Vanguard Dividend Appreciation ETF (VIG) | 0.2 | $3.8M | 16k | 236.62 |
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| Rbb Fund Trust (FEOE) | 0.2 | $3.8M | +5% | 71k | 53.40 |
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| Phillips 66 (PSX) | 0.2 | $3.7M | 22k | 169.05 |
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| iShares Russell Midcap Value Index (IWS) | 0.2 | $3.7M | 23k | 164.60 |
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| Ubs Group (UBS) | 0.2 | $3.7M | 74k | 49.56 |
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| AmerisourceBergen (COR) | 0.2 | $3.7M | +65% | 13k | 282.98 |
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| CSX Corporation (CSX) | 0.1 | $3.6M | 76k | 47.53 |
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| Arch Capital Group (ACGL) | 0.1 | $3.4M | 36k | 97.06 |
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| Duke Energy (DUK) | 0.1 | $3.4M | 27k | 126.58 |
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| Linde (LIN) | 0.1 | $3.4M | 6.6k | 518.94 |
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| Harrow Health (HROW) | 0.1 | $3.4M | +90% | 79k | 42.47 |
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| Spotify Technology Sa (SPOT) | 0.1 | $3.3M | +18% | 7.2k | 459.13 |
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| Keysight Technologies (KEYS) | 0.1 | $3.3M | NEW | 9.4k | 350.07 |
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| QuinStreet (QNST) | 0.1 | $3.3M | +94% | 223k | 14.65 |
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| Lowe's Companies (LOW) | 0.1 | $3.1M | 14k | 220.49 |
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| Ameriprise Financial (AMP) | 0.1 | $3.0M | -10% | 6.6k | 458.76 |
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| FedEx Corporation (FDX) | 0.1 | $3.0M | 9.6k | 313.13 |
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| Chubb (CB) | 0.1 | $3.0M | 8.7k | 340.74 |
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| SPDR Dow Jones Industrial Average ETF (DIA) | 0.1 | $2.9M | 5.6k | 522.39 |
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| Pure Storage Inc - Class A (P) | 0.1 | $2.9M | +2% | 37k | 78.79 |
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| Teva Pharmaceutical Industries (TEVA) | 0.1 | $2.9M | 86k | 33.88 |
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| Ge Vernova (GEV) | 0.1 | $2.8M | 2.4k | 1174.86 |
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| SPDR S&P MidCap 400 ETF (MDY) | 0.1 | $2.8M | +61% | 4.0k | 703.34 |
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| Blackrock (BLK) | 0.1 | $2.8M | 2.9k | 961.56 |
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| Tc Energy Corp (TRP) | 0.1 | $2.7M | NEW | 40k | 66.29 |
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| Southern Company (SO) | 0.1 | $2.6M | 28k | 95.71 |
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| Perion Network (PERI) | 0.1 | $2.6M | +94% | 270k | 9.71 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $2.6M | +102% | 5.2k | 501.36 |
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| Micron Technology (MU) | 0.1 | $2.6M | +60% | 2.2k | 1154.29 |
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| iShares Russell 2000 Growth Index (IWO) | 0.1 | $2.6M | +21% | 6.5k | 393.96 |
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| ICICI Bank (IBN) | 0.1 | $2.6M | 88k | 29.03 |
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| Technology SPDR (XLK) | 0.1 | $2.5M | 13k | 190.52 |
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| Vaneck Vectors Gold Miners mutual (GDX) | 0.1 | $2.5M | +2% | 34k | 75.45 |
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| Starbucks Corporation (SBUX) | 0.1 | $2.5M | 24k | 102.19 |
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| Qualcomm (QCOM) | 0.1 | $2.4M | +2% | 13k | 184.79 |
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| Target Hospitality Corp (TH) | 0.1 | $2.4M | -3% | 119k | 20.36 |
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| Ferguson (FERG) | 0.1 | $2.4M | 10k | 237.33 |
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| Vanguard Esg U.s. Stock Etf etf (ESGV) | 0.1 | $2.4M | -2% | 18k | 132.24 |
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| Nu Hldgs Ltd Ord Shs Cl A (NU) | 0.1 | $2.4M | 179k | 13.36 |
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| British American Tobac (BTI) | 0.1 | $2.3M | 37k | 61.76 |
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| Otis Worldwide Corp (OTIS) | 0.1 | $2.2M | -16% | 31k | 71.60 |
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| Societe Generale SA (SCGLY) | 0.1 | $2.2M | NEW | 126k | 17.69 |
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| Canadian Natural Resources (CNQ) | 0.1 | $2.2M | 56k | 39.50 |
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| Lloyds TSB (LYG) | 0.1 | $2.2M | 379k | 5.83 |
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| Barrett Business Services (BBSI) | 0.1 | $2.2M | +127% | 62k | 35.52 |
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| Nxp Semiconductors N V (NXPI) | 0.1 | $2.1M | 7.6k | 281.03 |
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| SYSCO Corporation (SYY) | 0.1 | $2.1M | +2% | 26k | 83.58 |
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| Wheaton Precious Metals Corp (WPM) | 0.1 | $2.1M | -45% | 19k | 112.32 |
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| Apollo Global Mgmt (APO) | 0.1 | $2.1M | +12% | 18k | 118.31 |
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| American Electric Power Company (AEP) | 0.1 | $2.1M | 15k | 136.81 |
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| Bgc Group Inc Cl A (BGC) | 0.1 | $2.1M | +78% | 193k | 10.69 |
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| Matador Resources (MTDR) | 0.1 | $2.1M | 41k | 49.78 |
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| Ishares Bitcoin Tr (IBIT) | 0.1 | $2.0M | +9% | 61k | 33.29 |
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| iShares S&P NA Tec. Semi. Idx (SOXX) | 0.1 | $2.0M | 3.2k | 640.76 |
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| Becton, Dickinson and (BDX) | 0.1 | $2.0M | 13k | 151.33 |
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| Delta Air Lines (DAL) | 0.1 | $2.0M | 21k | 93.66 |
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| Waste Connections (WCN) | 0.1 | $2.0M | 12k | 166.69 |
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| Regions Financial Corporation (RF) | 0.1 | $1.9M | 64k | 30.20 |
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| Aon (AON) | 0.1 | $1.9M | 5.8k | 331.69 |
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| Abbott Laboratories (ABT) | 0.1 | $1.9M | -2% | 21k | 90.74 |
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| Ingersoll Rand (IR) | 0.1 | $1.9M | -55% | 23k | 81.99 |
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| Automatic Data Processing (ADP) | 0.1 | $1.9M | +10% | 8.4k | 223.95 |
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| AECOM Technology Corporation (ACM) | 0.1 | $1.8M | -14% | 26k | 69.80 |
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| Emerson Electric (EMR) | 0.1 | $1.8M | +159% | 13k | 143.15 |
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| Ligand Pharmaceuticals In (LGND) | 0.1 | $1.8M | +12% | 5.6k | 316.09 |
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| iShares MSCI EAFE Index Fund (EFA) | 0.1 | $1.8M | +3% | 17k | 103.88 |
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| Amgen (AMGN) | 0.1 | $1.8M | -14% | 4.9k | 362.12 |
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| Asure Software (ASUR) | 0.1 | $1.7M | +90% | 213k | 7.94 |
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| iShares S&P 500 Growth Index (IVW) | 0.1 | $1.7M | +137% | 12k | 137.53 |
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| Ecolab (ECL) | 0.1 | $1.6M | 5.8k | 278.61 |
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| First Tr Exchange Traded Fd nasdq semcndtr (FTXL) | 0.1 | $1.6M | 5.7k | 284.95 |
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| iShares Russell 1000 Index (IWB) | 0.1 | $1.6M | 3.9k | 409.50 |
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| Carlisle Companies (CSL) | 0.1 | $1.6M | +14% | 4.4k | 362.75 |
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| Matthews International Corporation (MATW) | 0.1 | $1.6M | +93% | 59k | 26.92 |
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| HEICO Corporation (HEI) | 0.1 | $1.6M | 4.4k | 356.19 |
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| Arista Networks (ANET) | 0.1 | $1.6M | +63% | 9.2k | 169.88 |
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| Honeywell International (HON) | 0.1 | $1.5M | NEW | 6.7k | 223.88 |
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| Intuitive Surgical (ISRG) | 0.1 | $1.5M | +9% | 3.7k | 397.68 |
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| Honeywell Aerospace (HONA) | 0.1 | $1.5M | NEW | 6.7k | 221.06 |
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| Motorcar Parts of America (MPAA) | 0.1 | $1.5M | +65% | 97k | 15.32 |
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| Old National Ban (ONB) | 0.1 | $1.5M | -8% | 57k | 25.90 |
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| U.S. Bancorp (USB) | 0.1 | $1.4M | 24k | 60.40 |
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| Key (KEY) | 0.1 | $1.4M | 63k | 23.05 |
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| Travelers Companies (TRV) | 0.1 | $1.4M | 4.4k | 330.12 |
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| Sherwin-Williams Company (SHW) | 0.1 | $1.4M | -55% | 4.2k | 344.32 |
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| McKesson Corporation (MCK) | 0.1 | $1.4M | 1.9k | 755.60 |
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| Waste Management (WM) | 0.1 | $1.4M | +5% | 6.4k | 222.88 |
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| Edison International (EIX) | 0.1 | $1.4M | -2% | 19k | 74.45 |
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| Loews Corporation (L) | 0.1 | $1.4M | NEW | 13k | 113.21 |
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| Take-Two Interactive Software (TTWO) | 0.1 | $1.4M | +213% | 5.7k | 249.98 |
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| Marsh & McLennan Companies (MRSH) | 0.1 | $1.4M | 8.4k | 166.67 |
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| Moody's Corporation (MCO) | 0.1 | $1.4M | 3.1k | 452.92 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $1.4M | +8% | 2.7k | 509.31 |
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| TowneBank (TOWN) | 0.1 | $1.4M | 38k | 36.24 |
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| Fifth Third Ban (FITB) | 0.1 | $1.3M | 24k | 56.37 |
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| International Business Machines (IBM) | 0.1 | $1.3M | 4.7k | 281.21 |
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| Verisign (VRSN) | 0.1 | $1.3M | -8% | 5.2k | 251.56 |
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| Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH) | 0.1 | $1.3M | +24% | 12k | 110.94 |
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| Xcel Energy (XEL) | 0.1 | $1.3M | -2% | 16k | 80.30 |
|
| eBay (EBAY) | 0.1 | $1.3M | 11k | 111.75 |
|
|
| Verizon Communications (VZ) | 0.1 | $1.3M | -2% | 30k | 42.34 |
|
| Intercontinental Exchange (ICE) | 0.1 | $1.3M | 10k | 123.11 |
|
|
| Prudential Financial (PRU) | 0.1 | $1.3M | 12k | 107.93 |
|
|
| Consolidated Edison (ED) | 0.1 | $1.2M | 11k | 110.63 |
|
|
| Capital One Financial (COF) | 0.1 | $1.2M | -2% | 6.2k | 200.62 |
|
| Walt Disney Company (DIS) | 0.1 | $1.2M | -3% | 13k | 96.25 |
|
| Danaher Corporation (DHR) | 0.1 | $1.2M | 6.4k | 190.48 |
|
|
| Bristol Myers Squibb (BMY) | 0.1 | $1.2M | -2% | 21k | 57.62 |
|
| Woodward Governor Company (WWD) | 0.0 | $1.2M | -8% | 2.8k | 425.44 |
|
| iShares Russell 2000 Value Index (IWN) | 0.0 | $1.2M | +28% | 5.4k | 221.20 |
|
| ConocoPhillips (COP) | 0.0 | $1.2M | 11k | 103.96 |
|
|
| iShares Silver Trust (SLV) | 0.0 | $1.2M | +164% | 22k | 53.47 |
|
| Information Services (III) | 0.0 | $1.1M | +126% | 277k | 4.11 |
|
| Servicenow (NOW) | 0.0 | $1.1M | -52% | 12k | 99.28 |
|
| Cme (CME) | 0.0 | $1.1M | +27% | 5.1k | 220.83 |
|
| AFLAC Incorporated (AFL) | 0.0 | $1.1M | 9.5k | 117.25 |
|
|
| Prologis (PLD) | 0.0 | $1.1M | 8.1k | 135.47 |
|
|
| Rockwell Automation (ROK) | 0.0 | $1.1M | 2.2k | 495.08 |
|
|
| Dell Technologies (DELL) | 0.0 | $1.1M | 2.5k | 431.46 |
|
|
| Texas Instruments Incorporated (TXN) | 0.0 | $1.1M | -7% | 3.6k | 298.07 |
|
| Applied Materials (AMAT) | 0.0 | $1.0M | +10% | 1.4k | 723.00 |
|
| L3harris Technologies (LHX) | 0.0 | $1.0M | 3.5k | 290.59 |
|
|
| FirstEnergy (FE) | 0.0 | $1.0M | 21k | 47.54 |
|
|
| Charles Schwab Corporation (SCHW) | 0.0 | $981k | -9% | 11k | 92.27 |
|
| Invesco Water Resource Port (PHO) | 0.0 | $963k | 14k | 69.08 |
|
|
| Vanguard Europe Pacific ETF (VEA) | 0.0 | $951k | +157% | 13k | 71.25 |
|
| First Trust NASDAQ Clean Edge (GRID) | 0.0 | $947k | 4.9k | 191.75 |
|
|
| Health Care SPDR (XLV) | 0.0 | $938k | 5.9k | 158.66 |
|
|
| Stryker Corporation (SYK) | 0.0 | $923k | +4% | 2.9k | 314.84 |
|
| Eaton (ETN) | 0.0 | $918k | 2.2k | 426.12 |
|
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $901k | 8.2k | 109.77 |
|
|
| ViaSat (VSAT) | 0.0 | $898k | NEW | 10k | 89.81 |
|
| TJX Companies (TJX) | 0.0 | $881k | -14% | 5.8k | 151.50 |
|
| First Trust NASDAQ-100 Tech Sector InETF (QTEC) | 0.0 | $870k | 2.6k | 334.69 |
|
|
| Enbridge (ENB) | 0.0 | $859k | -2% | 16k | 54.21 |
|
| M&T Bank Corporation (MTB) | 0.0 | $851k | NEW | 3.6k | 238.01 |
|
| Powerfleet (AIOT) | 0.0 | $843k | 220k | 3.83 |
|
|
| Nike (NKE) | 0.0 | $840k | 21k | 41.05 |
|
|
| AutoZone (AZO) | 0.0 | $834k | 261.00 | 3195.94 |
|
|
| Pfizer (PFE) | 0.0 | $831k | +5% | 35k | 24.08 |
|
| Smartfinancial (SMBK) | 0.0 | $823k | +52% | 18k | 46.92 |
|
| Anthem (ELV) | 0.0 | $821k | +3% | 2.1k | 386.73 |
|
| First Trust DJ Internet Index Fund (FDN) | 0.0 | $813k | 3.1k | 264.72 |
|
|
| Live Nation Entertainment (LYV) | 0.0 | $811k | 4.4k | 183.11 |
|
|
| Vanguard Consumer Discretionary ETF (VCR) | 0.0 | $804k | 2.0k | 396.61 |
|
|
| Dex (DXCM) | 0.0 | $802k | 12k | 67.35 |
|
|
| Financial Select Sector SPDR (XLF) | 0.0 | $792k | 15k | 53.61 |
|
|
| United Parcel Service (UPS) | 0.0 | $791k | +28% | 7.4k | 107.50 |
|
| Materials SPDR (XLB) | 0.0 | $784k | 15k | 50.83 |
|
|
| 3M Company (MMM) | 0.0 | $784k | +2% | 4.8k | 161.91 |
|
| Acnb Corp (ACNB) | 0.0 | $783k | +39% | 13k | 59.38 |
|
| Compass Minerals International (CMP) | 0.0 | $778k | NEW | 25k | 31.13 |
|
| Agnico (AEM) | 0.0 | $778k | NEW | 5.0k | 155.13 |
|
| Vanguard Mid-Cap ETF (VO) | 0.0 | $777k | +515% | 9.6k | 80.57 |
|
| Cardinal Health (CAH) | 0.0 | $771k | 3.2k | 237.56 |
|
|
| Colgate-Palmolive Company (CL) | 0.0 | $762k | +4% | 8.3k | 91.68 |
|
| First American Financial (FAF) | 0.0 | $761k | +58% | 11k | 68.59 |
|
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.0 | $757k | +38% | 7.8k | 96.58 |
|
| Zoetis Inc Cl A (ZTS) | 0.0 | $730k | -23% | 10k | 71.86 |
|
| Keurig Dr Pepper (KDP) | 0.0 | $708k | 22k | 32.73 |
|
|
| Brown-Forman Corporation (BF.B) | 0.0 | $704k | 26k | 26.65 |
|
|
| CECO Environmental (CECO) | 0.0 | $701k | +46% | 7.7k | 90.74 |
|
| Kroger (KR) | 0.0 | $698k | +4% | 13k | 55.53 |
|
| Altria (MO) | 0.0 | $692k | +6% | 9.6k | 71.95 |
|
| I3 Verticals (IIIV) | 0.0 | $692k | 32k | 21.36 |
|
|
| Wells Fargo & Company (WFC) | 0.0 | $678k | +6% | 8.2k | 82.64 |
|
| Sch Us Mid-cap Etf etf (SCHM) | 0.0 | $675k | NEW | 18k | 36.87 |
|
| First Trust Tech AlphaDEX Fnd (FXL) | 0.0 | $673k | 3.1k | 217.22 |
|
|
| Solventum Corp (SOLV) | 0.0 | $671k | +28% | 8.7k | 77.15 |
|
| iShares S&P SmallCap 600 Value Idx (IJS) | 0.0 | $669k | 4.9k | 136.68 |
|
|
| Hilton Worldwide Holdings (HLT) | 0.0 | $666k | 2.0k | 330.46 |
|
|
| Shell Adr Each Rep 2 Ord Wi (SHEL) | 0.0 | $665k | -22% | 8.6k | 77.54 |
|
| Henry Schein (HSIC) | 0.0 | $664k | 8.0k | 83.52 |
|
|
| Global X Fds rbtcs artfl in (BOTZ) | 0.0 | $662k | 17k | 37.94 |
|
|
| Novo Nordisk A/S (NVO) | 0.0 | $637k | 13k | 47.94 |
|
|
| Tronox Holdings (TROX) | 0.0 | $629k | +80% | 100k | 6.30 |
|
| Industrial SPDR (XLI) | 0.0 | $621k | 3.4k | 185.23 |
|
|
| iShares Russell Midcap Index Fund (IWR) | 0.0 | $610k | 5.5k | 110.32 |
|
|
| Intuit (INTU) | 0.0 | $609k | -67% | 2.3k | 261.00 |
|
| Global X Fds global x copper (COPX) | 0.0 | $608k | +58% | 7.9k | 76.97 |
|
| Sonoco Products Company (SON) | 0.0 | $608k | -43% | 11k | 56.35 |
|
| Stanley Black & Decker (SWK) | 0.0 | $604k | 6.4k | 94.12 |
|
|
| First Trust Ind/Prod AlphaDEX (FXR) | 0.0 | $600k | 6.6k | 91.12 |
|
|
| Aersale Corp (ASLE) | 0.0 | $599k | +67% | 95k | 6.32 |
|
| Hometrust Bancshares (HTB) | 0.0 | $597k | +55% | 12k | 49.89 |
|
| Lam Research (LRCX) | 0.0 | $597k | -5% | 1.4k | 433.33 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $593k | -12% | 2.3k | 255.67 |
|
| Booking Holdings (BKNG) | 0.0 | $590k | +2679% | 3.3k | 178.24 |
|
| First Horizon National Corporation (FHN) | 0.0 | $564k | 22k | 25.64 |
|
|
| Invesco Synamic Semiconductors equities (PSI) | 0.0 | $561k | 3.0k | 187.82 |
|
|
| Fedex Fght Hldg (FDXF) | 0.0 | $550k | NEW | 3.6k | 151.00 |
|
| Morgan Stanley (MS) | 0.0 | $536k | -2% | 2.6k | 209.04 |
|
| Cbre Group Inc Cl A (CBRE) | 0.0 | $534k | 4.0k | 134.69 |
|
|
| General Dynamics Corporation (GD) | 0.0 | $527k | -14% | 1.5k | 354.24 |
|
| KAR Auction Services (OPLN) | 0.0 | $527k | -25% | 13k | 41.24 |
|
| Northern Trust Corporation (NTRS) | 0.0 | $521k | 3.0k | 173.84 |
|
|
| Rocket Cos (RKT) | 0.0 | $517k | 33k | 15.75 |
|
|
| Yorkville America Investment Trust | 0.0 | $517k | NEW | 12k | 42.36 |
|
| Teladoc (TDOC) | 0.0 | $515k | 61k | 8.48 |
|
|
| Deere & Company (DE) | 0.0 | $514k | +2% | 811.00 | 634.33 |
|
| Lakeland Industries (LAKE) | 0.0 | $514k | +7% | 48k | 10.69 |
|
| Boston Scientific Corporation (BSX) | 0.0 | $513k | -6% | 12k | 42.68 |
|
| Ishares High Dividend Equity F (HDV) | 0.0 | $512k | +400% | 19k | 27.41 |
|
| Phoenix Ed Partners (PXED) | 0.0 | $512k | NEW | 16k | 32.85 |
|
| First Trust Utilities AlphaDEX Fnd (FXU) | 0.0 | $504k | 10k | 49.34 |
|
|
| White Mountains Insurance Gp (WTM) | 0.0 | $502k | -70% | 242.00 | 2073.39 |
|
| Fidelity Wise Origin Bitcoin (FBTC) | 0.0 | $498k | 9.8k | 51.05 |
|
|
| First Tr Exchange Traded Fd first tr nasdaq (RDVY) | 0.0 | $496k | 6.1k | 81.06 |
|
|
| WisdomTree LargeCap Dividend Fund (DLN) | 0.0 | $496k | 5.1k | 96.32 |
|
|
| Sanmina (SANM) | 0.0 | $496k | 2.0k | 253.08 |
|
|
| Montrose Environmental Group (ONT) | 0.0 | $495k | NEW | 25k | 20.21 |
|
| Flexshares Tr qualt divd idx (QDF) | 0.0 | $495k | 5.5k | 89.92 |
|
|
| Intel Corporation (INTC) | 0.0 | $487k | NEW | 3.5k | 139.63 |
|
| iShares S&P MidCap 400 Growth (IJK) | 0.0 | $486k | 4.1k | 117.50 |
|
|
| Palo Alto Networks (PANW) | 0.0 | $486k | +5% | 1.4k | 341.02 |
|
| Airbnb (ABNB) | 0.0 | $485k | 3.4k | 143.10 |
|
|
| Global Payments (GPN) | 0.0 | $477k | -86% | 6.6k | 72.56 |
|
| Corteva (CTVA) | 0.0 | $476k | -6% | 5.6k | 84.69 |
|
| PIMCO Short Term Mncpl (SMMU) | 0.0 | $469k | +64% | 9.3k | 50.50 |
|
| Goldman Sachs Just Us Lg Cap just us lrg cp (JUST) | 0.0 | $465k | 4.4k | 106.70 |
|
|
| National Health Investors (NHI) | 0.0 | $458k | NEW | 6.0k | 76.26 |
|
| Graham Hldgs (GHC) | 0.0 | $457k | NEW | 400.00 | 1141.42 |
|
| Medpace Hldgs (MEDP) | 0.0 | $455k | 860.00 | 529.59 |
|
|
| Jefferies Finl Group (JEF) | 0.0 | $450k | -38% | 9.0k | 49.98 |
|
| Carrier Global Corporation (CARR) | 0.0 | $449k | +4% | 6.1k | 73.35 |
|
| Trane Technologies (TT) | 0.0 | $446k | +57% | 908.00 | 491.16 |
|
| Netflix (NFLX) | 0.0 | $441k | -5% | 6.2k | 71.40 |
|
| Invesco Dwa Technology Momentum Etf dwa technology (PTF) | 0.0 | $431k | 3.2k | 136.31 |
|
|
| Jones Lang LaSalle Incorporated (JLL) | 0.0 | $426k | -78% | 1.4k | 309.95 |
|
| iShares Barclays Inter Crd Bd Fund ETF) (IGIB) | 0.0 | $419k | 7.9k | 53.17 |
|
|
| HNI Corporation (HNI) | 0.0 | $416k | -6% | 10k | 40.41 |
|
| Global X Mlp Etf etf (MLPA) | 0.0 | $414k | NEW | 7.8k | 53.08 |
|
| Community Trust Ban (CTBI) | 0.0 | $411k | 5.7k | 72.36 |
|
|
| Qnity Electronics (Q) | 0.0 | $401k | 2.5k | 163.31 |
|
|
| Daily Journal Corporation (DJCO) | 0.0 | $400k | 666.00 | 601.19 |
|
|
| Cigna Corp (CI) | 0.0 | $390k | +8% | 1.4k | 275.68 |
|
| iShares S&P MidCap 400 Value Index (IJJ) | 0.0 | $389k | 2.6k | 147.73 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $384k | 3.3k | 117.67 |
|
|
| Uber Technologies (UBER) | 0.0 | $376k | 5.2k | 72.16 |
|
|
| Vanguard Scottsdale Fds vng rus1000grw (VONG) | 0.0 | $375k | NEW | 2.9k | 127.81 |
|
| Atmos Energy Corporation (ATO) | 0.0 | $374k | -8% | 2.2k | 172.27 |
|
| Tejon Ranch Company (TRC) | 0.0 | $374k | NEW | 20k | 18.70 |
|
| Palantir Technologies (PLTR) | 0.0 | $373k | -5% | 3.2k | 116.67 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $372k | -17% | 1.8k | 205.02 |
|
| Vanguard FTSE All-World ex-US ETF (VEU) | 0.0 | $370k | 4.4k | 83.75 |
|
|
| Bar Harbor Bankshares (BHB) | 0.0 | $364k | NEW | 9.7k | 37.76 |
|
| KBR (KBR) | 0.0 | $364k | -11% | 11k | 34.53 |
|
| MSC Industrial Direct (MSM) | 0.0 | $360k | -10% | 3.0k | 118.95 |
|
| LKQ Corporation (LKQ) | 0.0 | $358k | +61% | 14k | 26.33 |
|
| Pioneer Bancorp (PBFS) | 0.0 | $357k | NEW | 21k | 17.07 |
|
| Everus Constr Group (ECG) | 0.0 | $356k | -12% | 2.1k | 165.95 |
|
| Quanta Services (PWR) | 0.0 | $352k | -29% | 489.00 | 720.04 |
|
| First Trust NASDAQ-100 Ex-Tech Sec (QQXT) | 0.0 | $351k | 3.6k | 97.62 |
|
|
| First Tr Exchng Traded Fd Vi (QDEC) | 0.0 | $351k | 9.9k | 35.61 |
|
|
| Pimco (PYLD) | 0.0 | $351k | NEW | 13k | 26.52 |
|
| Compass (COMP) | 0.0 | $347k | 28k | 12.33 |
|
|
| Invesco Dynamic Networking Etf dynmc netwrng (KNCT) | 0.0 | $344k | 1.6k | 210.93 |
|
|
| First Trust Morningstar Divid Ledr (FDL) | 0.0 | $341k | 7.0k | 48.66 |
|
|
| Columbia Banking System (COLB) | 0.0 | $341k | 11k | 32.05 |
|
|
| Tractor Supply Company (TSCO) | 0.0 | $338k | -21% | 11k | 31.61 |
|
| Wright Express (WEX) | 0.0 | $337k | +29% | 2.4k | 141.09 |
|
| Vanguard Total World Stock Idx (VT) | 0.0 | $335k | 2.1k | 156.95 |
|
|
| Community Health Systems (CYH) | 0.0 | $334k | 100k | 3.34 |
|
|
| Newmont Mining Corporation (NEM) | 0.0 | $333k | +6% | 3.6k | 93.40 |
|
| Fb Finl (FBK) | 0.0 | $331k | 6.0k | 55.35 |
|
|
| Sch Fnd Em Lg Etf schb fdt emk lg (FNDE) | 0.0 | $331k | NEW | 8.3k | 39.68 |
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $329k | -5% | 528.00 | 623.54 |
|
| Clean Harbors (CLH) | 0.0 | $329k | 1.1k | 298.75 |
|
|
| Williams Companies (WMB) | 0.0 | $329k | -25% | 4.4k | 74.34 |
|
| Illinois Tool Works (ITW) | 0.0 | $326k | +3% | 1.2k | 270.47 |
|
| Chemed Corp Com Stk (CHE) | 0.0 | $325k | +29% | 697.00 | 465.74 |
|
| Invesco Aerospace & Defense Etf (PPA) | 0.0 | $323k | 1.8k | 176.65 |
|
|
| Vanguard Esg International Stock Etf etf (VSGX) | 0.0 | $322k | -13% | 3.9k | 82.34 |
|
| Glacier Ban (GBCI) | 0.0 | $318k | -31% | 6.2k | 51.58 |
|
| SPDR S&P Dividend (SDY) | 0.0 | $316k | -32% | 2.1k | 152.18 |
|
| Veralto Corp (VLTO) | 0.0 | $315k | -3% | 3.6k | 88.68 |
|
| Timken Company (TKR) | 0.0 | $314k | 2.2k | 145.32 |
|
|
| Lockheed Martin Corporation (LMT) | 0.0 | $307k | -21% | 602.00 | 509.46 |
|
| Markel Corporation (MKL) | 0.0 | $307k | 157.00 | 1953.01 |
|
|
| Evertec (EVTC) | 0.0 | $304k | 11k | 27.78 |
|
|
| Valero Energy Corporation (VLO) | 0.0 | $303k | NEW | 1.2k | 260.44 |
|
| Devon Energy Corporation (DVN) | 0.0 | $301k | +37% | 7.3k | 41.32 |
|
| Akamai Technologies (AKAM) | 0.0 | $299k | 2.5k | 118.21 |
|
|
| Allstate Corporation (ALL) | 0.0 | $298k | +27% | 1.3k | 237.94 |
|
| Mettler-Toledo International (MTD) | 0.0 | $298k | NEW | 233.00 | 1277.51 |
|
| Alibaba Group Holding (BABA) | 0.0 | $293k | +13% | 3.0k | 95.98 |
|
| Invesco Exchange Traded Fd T dynmc bldg con (PKB) | 0.0 | $288k | 2.6k | 112.06 |
|
|
| Mondelez Int (MDLZ) | 0.0 | $287k | +9% | 5.0k | 57.84 |
|
| Reynolds Consumer Prods (REYN) | 0.0 | $284k | -36% | 11k | 26.85 |
|
| IDEX Corporation (IEX) | 0.0 | $283k | -8% | 1.2k | 226.95 |
|
| Yandex Nv-a (NBIS) | 0.0 | $281k | NEW | 1.0k | 276.17 |
|
| Darling International (DAR) | 0.0 | $279k | 5.1k | 54.62 |
|
|
| Vanguard Emerging Markets ETF (VWO) | 0.0 | $279k | NEW | 4.7k | 59.69 |
|
| Mid-America Apartment (MAA) | 0.0 | $275k | 2.0k | 138.94 |
|
|
| Renasant (RNST) | 0.0 | $274k | 6.4k | 42.54 |
|
|
| Bank of New York Mellon Corporation (BNY) | 0.0 | $270k | 1.9k | 144.61 |
|
|
| Ishares Tr Exponential Technologies Etf (XT) | 0.0 | $263k | 3.2k | 82.63 |
|
|
| Carlyle Group (CG) | 0.0 | $263k | 6.2k | 42.11 |
|
|
| Murphy Usa (MUSA) | 0.0 | $261k | 485.00 | 538.87 |
|
|
| Ishares Inc core msci emkt (IEMG) | 0.0 | $260k | NEW | 3.1k | 82.84 |
|
| Casey's General Stores (CASY) | 0.0 | $260k | -9% | 327.00 | 794.79 |
|
| Terex Corporation (TEX) | 0.0 | $260k | 3.6k | 72.39 |
|
|
| Oneok (OKE) | 0.0 | $260k | -9% | 3.0k | 86.94 |
|
| Fortinet (FTNT) | 0.0 | $257k | NEW | 1.7k | 153.62 |
|
| Wec Energy Group (WEC) | 0.0 | $255k | +2% | 2.2k | 116.77 |
|
| United Cmnty Bks Ga Cap Stk (UCB) | 0.0 | $255k | 7.3k | 35.09 |
|
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $254k | -8% | 512.00 | 496.73 |
|
| Target Corporation (TGT) | 0.0 | $253k | NEW | 1.9k | 130.61 |
|
| Schwab Strategic Tr (SCUS) | 0.0 | $252k | NEW | 10k | 25.18 |
|
| American Tower Reit (AMT) | 0.0 | $248k | -4% | 1.5k | 163.57 |
|
| J.B. Hunt Transport Services (JBHT) | 0.0 | $247k | NEW | 852.00 | 289.43 |
|
| Schwab U S Large Cap Growth ETF (SCHG) | 0.0 | $245k | +3% | 7.2k | 33.84 |
|
| Johnson Controls International Plc equity (JCI) | 0.0 | $242k | +5% | 1.7k | 146.11 |
|
| Halliburton Company (HAL) | 0.0 | $242k | -2% | 7.1k | 33.95 |
|
| Delek Us Holdings (DK) | 0.0 | $238k | 4.7k | 50.81 |
|
|
| IDEXX Laboratories (IDXX) | 0.0 | $234k | NEW | 445.00 | 526.44 |
|
| iShares S&P SmallCap 600 Growth (IJT) | 0.0 | $234k | NEW | 1.3k | 178.60 |
|
| Ishares Tr dev val factor (IVLU) | 0.0 | $234k | 5.6k | 41.82 |
|
|
| Encompass Health Corp (EHC) | 0.0 | $231k | -17% | 2.3k | 101.08 |
|
| At&t (T) | 0.0 | $230k | -36% | 11k | 20.70 |
|
| Monster Beverage Corp (MNST) | 0.0 | $230k | NEW | 2.4k | 96.12 |
|
| O'reilly Automotive (ORLY) | 0.0 | $227k | +4% | 2.5k | 92.09 |
|
| Coinbase Global (COIN) | 0.0 | $225k | NEW | 1.5k | 146.19 |
|
| Dupont De Nemours (DD) | 0.0 | $225k | NEW | 1.7k | 135.64 |
|
| Verra Mobility Corp verra mobility corp (VRRM) | 0.0 | $224k | -3% | 53k | 4.25 |
|
| PNC Financial Services (PNC) | 0.0 | $221k | -54% | 899.00 | 246.22 |
|
| Grayscale Bitcoin Ord (GBTC) | 0.0 | $219k | 4.8k | 45.52 |
|
|
| Vanguard Health Care ETF (VHT) | 0.0 | $215k | NEW | 718.00 | 299.01 |
|
| Southwest Airlines (LUV) | 0.0 | $214k | NEW | 4.2k | 51.42 |
|
| MercadoLibre (MELI) | 0.0 | $214k | -32% | 126.00 | 1697.39 |
|
| Invesco Exchange Traded Fd Tnasdaq Internt etf/equity (PNQI) | 0.0 | $207k | 4.5k | 45.58 |
|
|
| Genuine Parts Company (GPC) | 0.0 | $203k | NEW | 1.7k | 117.98 |
|
| Teledyne Technologies Incorporated (TDY) | 0.0 | $201k | NEW | 302.00 | 666.90 |
|
| LCNB (LCNB) | 0.0 | $200k | 11k | 17.59 |
|
|
| Crescent Energy Company (CRGY) | 0.0 | $131k | 13k | 9.82 |
|
|
| Northern Dynasty Minerals Lt (NAK) | 0.0 | $81k | +69% | 42k | 1.92 |
|
| MiMedx (MDXG) | 0.0 | $45k | NEW | 12k | 3.85 |
|
| Ambev Sa- (ABEV) | 0.0 | $39k | +8% | 13k | 3.14 |
|
Past Filings by Equitable Trust
SEC 13F filings are viewable for Equitable Trust going back to 2018
- Equitable Trust 2026 Q2 filed July 23, 2026
- Equitable Trust 2026 Q1 filed April 30, 2026
- Equitable Trust 2025 Q4 filed Feb. 2, 2026
- Equitable Trust 2025 Q3 filed Nov. 10, 2025
- Equitable Trust 2025 Q2 filed July 23, 2025
- Equitable Trust 2025 Q1 filed April 25, 2025
- Equitable Trust 2024 Q4 filed Jan. 28, 2025
- Equitable Trust 2024 Q3 filed Oct. 29, 2024
- Equitable Trust 2024 Q2 filed July 31, 2024
- Equitable Trust 2024 Q1 filed April 24, 2024
- Equitable Trust 2023 Q4 filed Jan. 25, 2024
- Equitable Trust 2023 Q3 filed Nov. 6, 2023
- Equitable Trust 2023 Q2 filed Aug. 8, 2023
- Equitable Trust 2023 Q1 filed May 2, 2023
- Equitable Trust 2022 Q4 filed Feb. 17, 2023
- Equitable Trust 2022 Q3 filed Oct. 31, 2022