Equitable Trust Co.
Annual return '25
+21.5%
SPY '25
+17.7%
Alpha
+3.8ptsvs SPY
Invested
$4.3B
Holdings
462
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 95%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VOO
Vanguard S&P 500 ETF
Q1 2026: New position (17.6k shares)
8.9%
02
$IAU
iShares Gold Trust ETF
Q1 2026: New position (12.3k shares)
7.1%
03
$HCA
HCA Healthcare Inc
Q1 2026: New position (3.5k shares)
3.6%
04
$GOOGL
Alphabet Inc Cl A
Q1 2026: New position (347.4k shares)
3.3%
05
$VTV
Vanguard Value ETF
Q1 2026: New position (48.8k shares)
3.0%
06
$MSFT
Microsoft Corp
Q1 2026: New position (429.1k shares)
2.2%
07
$IXUS
iShares Core MSCI Total International ETF
Q1 2026: New position (43.8k shares)
2.2%
08
$AAPL
Apple Inc
Q1 2026: New position (1.22M shares)
2.2%
09
$GOOG
Alphabet Inc Cl C
Q1 2026: New position (342.4k shares)
2.0%
10
$PRM
Perimeter Solutions Inc
Held since at least Q1 2024
1.9%
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 16:48 UTC.