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Home > Institutional Investor > Equitable Trust Co > Profile

Instuitional Investor - Equitable Trust Co

Fund Profile
Filing Period:
Fund Name: Equitable Trust Co
Portfolio Value $2,377,847,807
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard S&P 500 Etf
 304,748 $213,585,684 8.98%
2.
Ishares Trust
 IAU 1,606,065 $125,433,677 5.28%
3.
Alphabet Inc.
 GOOGL 231,217 $79,557,145 3.35%
4.
Vanguard Morningstar Value Etf
 331,107 $71,545,600 3.01%
5.
Hca Healthcare Inc.
 HCA 161,024 $68,715,382 2.89%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.