Equity Investment Corp.
Annual return '25
-4.6%
SPY '25
+17.7%
Alpha
-22.3ptsvs SPY
Invested
$5.1B
Holdings
71
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$BAC
VERIZON COMMUNICATIONS INC
Q1 2026: Sold 6.7% (178.42M → 166.40M shares)
4.5%
02
$GSK
GSK PLC
Q4 2025: Exited (was 4.27M shares)
3.5%
03
$USB
US BANCORP
Q1 2026: Sold 8.9% (222.0k → 202.2k shares)
3.3%
04
$UPS
UNITED PARCEL SVCS INC
Q1 2026: Increased +1675.3% (8.1k → 144.2k shares)
3.1%
05
$ZBH
ZIMMER BIOMET HOLDINGS INC
Q4 2025: Exited (was 1.44M shares)
3.1%
06
$TTE
TOTALENERGIES SE
Q1 2026: Sold 98.9% (31.48M → 346.6k shares)
3.1%
07
$TGT
TARGET CORP
Q1 2026: Sold 98.9% (150.7k → 1.6k shares)
3.0%
08
$PYPL
PAYPAL HLDGS INC
Q1 2026: Sold 62.5% (703.2k → 263.4k shares)
2.8%
09
$MDT
MEDTRONIC PLC
Q1 2026: Increased +249034442.9% (7 → 17.43M shares)
2.7%
10
$SGOV
ISHARES TR
Q4 2025: Exited (was 543.6k shares)
2.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:44 UTC.