StockDriftsStockDriftsTop 50 Equitable Trust CO Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | Vanguard S&P 500 ETF | 9% | 314.0K | $215.7M | -0.61%(-1.93K) | $536.98(+32.72%) | 2026-06-30 | |
| IAU | iShares Gold Trust ETF | 5.22% | 1.66M | $125.2M | -2.63%(-44.75K) | $34.02(+143.93%) | 2026-06-30 | |
| GOOGL | Alphabet Inc Cl A | 3.56% | 238.5K | $85.2M | -2.42%(-5.92K) | $70.37(+389.89%) | 2026-06-30 | |
| VTV | Vanguard Value ETF | 3.03% | 332.8K | $72.5M | +0.95%(+3.14K) | $172.35(+32.01%) | 2026-06-30 | |
| HCA | HCA Healthcare Inc | 2.59% | 159.5K | $62.2M | -0.60%(-968) | $198.66(+104.55%) | 2026-06-30 | |
| PRM | Perimeter Solutions Inc | 2.36% | 1.58M | $56.5M | -4.20%(-69.48K) | $8.79(+285.46%) | 2026-06-30 | |
| AAPL | Apple Inc | 2.22% | 184.0K | $53.2M | -0.37%(-689) | $66.30(+360.60%) | 2026-06-30 | |
| GOOG | Alphabet Inc Cl C | 2.14% | 144.9K | $51.2M | -0.99%(-1.46K) | $74.87(+357.67%) | 2026-06-30 | |
| IXUS | iShares Core MSCI Total International ETF | 2.11% | 529.8K | $50.6M | -3.46%(-19.00K) | $63.63(+54.74%) | 2026-06-30 | |
| MSFT | Microsoft Corp | 1.98% | 127.1K | $47.4M | -1.67%(-2.15K) | $183.73(+164.55%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +19.67% | +71.37% | +8.37% | +49.49% |
| Top 20 Holdings Unweighted | +20.48% | +74.89% | +8.46% | +50.11% |
Equitable Trust CO reports $2.40B in US-listed equity holdings across 452 positions in its most recent 13F filing. Its largest disclosed positions are VOO (9.0%), IAU (5.2%) and GOOGL (3.6%). The top 20 holdings account for 47.55% of reported assets. Its disclosed equity book has returned +71.37% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Equitable Trust CO’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 33250). View Equitable Trust CO’s 13F filings on SEC