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EquipmentShare.com shares owned by Trust

Quarter-by-quarter ownership of EquipmentShare.com (EQPT) shares owned by Trust from 13F filings

Historical chart of Trust investment in EquipmentShare.com

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All positions including EquipmentShare.com held by Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in EquipmentShare.com by Trust

Quarter filed Position value Share count Share price at filing
2026-06-30 $114k 5.8k 19.66

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Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Schwab Fundamental International Equity Etf Etf (FNDF)
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Ishares Russell 1000 Etf Etf (IWB)
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Jpmorgan Active Growth Etf Etf (JGRO)
Ishares National Muni Bond Etf Etf (MUB)
Jpmorgan Ultra-short Municipal Income Etf Etf (JMST)
Ishares Iboxx $ High Yield Corporate Bond Etf Etf (HYG)

View all positions for Trust

Top funds holding EquipmentShare.com

Anchorage Capital Group
Insight Holdings
BDT Capital Partners
Wellington Management Company
Tiger Global Management
Anchorage Capital Advisors
American Century Companies
Fred Alger Management
Capital World Investors
Citadel Advisors
Federated Investors
BlackRock
Vanguard Capital Management
Morgan Stanley
Vanguard Portfolio Management

View all funds holding EquipmentShare.com