Equitable-Trust-Co

AI_NATIVE detailed information: This accession holds the following tickers:[
  "VSGX",
  "SE",
  "RGEN",
  "TREX",
  "ARES",
  "HLNE",
  "AZEK",
  "GLOB",
  "GDX",
  "POOL",
  "CCCS",
  null,
  "MORN",
  "BROS",
  "ENTG",
  "AKAM",
  null,
  "RF",
  "NSIT",
  "LBRT",
  "PRDO",
  "ACN",
  "MMM",
  "ABNB",
  "ABT",
  "ABBV",
  "ADBE",
  "JEF",
  "JLL",
  "VONG",
  "GOOGL",
  "NHI",
  "AXP",
  null,
  "APG",
  "TEAM",
  "ASML",
  "T",
  "BLK",
  "CAT",
  "AVGO",
  "LOW",
  "BRO",
  "AIT",
  "KMX",
  "CP.TO",
  "KAR",
  "CCI",
  "COF",
  "CMI",
  "LGND",
  "DUK",
  "DT",
  "PRM",
  "EHC",
  "EBAY",
  "QNST",
  "EOG",
  "TIGO",
  "FERG",
  "IPAR",
  "BGC",
  "FITB",
  null,
  "GD",
  "GILD",
  "GIS",
  "HLT",
  "HON",
  "HD",
  "HPQ",
  "IBN",
  "AZN",
  "MCD",
  "INTU",
  null,
  null,
  "FE",
  "UNP",
  "GBCI",
  "QCOM",
  null,
  null,
  "ISRG",
  "HLI",
  "LEN",
  "ITW",
  "INGR",
  "AMAT",
  "EMR",
  "BKNG",
  "ICE",
  "META",
  null,
  "MPAA",
  "IVW",
  "IJH",
  "NAK",
  null,
  "KNSL",
  "LHX",
  "LRCX",
  "IWS",
  "LIN",
  "ENSG",
  "MPC",
  null,
  "MRVL",
  "MA",
  "MDT",
  "MSFT",
  "MAA",
  "MDLZ",
  "MS",
  "NDAQ",
  "ELF",
  "FHN",
  "FIS",
  "FND",
  "GE",
  "GPC",
  "ICUI",
  "NTRS",
  "HEI",
  "NVS",
  "NU",
  "ORLY",
  "ICLR",
  "EMN",
  "DLN",
  "BX",
  "HSY",
  "AMP",
  "FAST",
  "DG",
  "IJR",
  "ANET",
  "KKR",
  "KLAC",
  "IWD",
  "KR",
  "ORCL",
  "KHC",
  "NOC",
  "OKE",
  null,
  null,
  null,
  "IWF",
  "PANW",
  "PYPL",
  "PEP",
  "PNC",
  "IJK",
  "IVV",
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "ECL",
  "NVDA",
  "GS",
  "ENB",
  "PLTR",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "PSTG",
  "AMGN",
  "KVUE",
  "MAS",
  "REGN",
  "ROK",
  "IEFA",
  "SPGI",
  null,
  null,
  "NOW",
  "SHW",
  "SHOP",
  "SLB",
  "ROP",
  "SHEL",
  "RTX",
  "SAP",
  null,
  "BP",
  "AMT",
  "IBM",
  "SYK",
  "SBUX",
  "CI",
  "TXN",
  "TGT",
  "TMO",
  "TJX",
  "TDG",
  "TFC",
  "TRV",
  "UBS",
  "UBER",
  "UPS",
  "VO",
  "ADUS",
  "PNFP",
  "NATL",
  "ASH",
  "SNEX",
  "SNV",
  "SITE",
  "SCHW",
  "PERI",
  null,
  null,
  "PGNY",
  "TOWN",
  "EME",
  "VIG",
  "RNST",
  "CYH",
  "ASLE",
  "BBSI",
  "ATRO",
  "SMBK",
  "TROX",
  "LCNB",
  "TSCO",
  "IWO",
  "XLB",
  "WY",
  "GSHD",
  "IWN",
  "RVLV",
  "GDDY",
  "TH",
  "GGG",
  "TSM",
  "IT",
  "GPN",
  null,
  "AIOT",
  null,
  "ETR",
  "DD",
  "VRTX",
  null,
  "EW",
  "VRSK",
  "RLI",
  "MEDP",
  "SAIA",
  "MTDR",
  "ONB",
  "MKSI",
  "MUSA",
  "ATO",
  "ADSK",
  "AON",
  "APTV",
  "ACGL",
  "BLD",
  "AFL",
  "AMD",
  "SDY",
  "FI",
  "CPAY",
  "WSO",
  "GNRC",
  "WEC",
  "AJG",
  "WM",
  "IWP",
  "IWR",
  "WCN",
  "HSIC",
  "CAH",
  "AEP",
  "DORM",
  "FBK",
  "FNWB",
  "III",
  "HROW",
  "IIIV",
  "LAKE",
  "LANC",
  "IDXX",
  null,
  "LSTR",
  "RACE",
  "NVO",
  "AMZN",
  "TTWO",
  "IVE",
  "HCA",
  null,
  null,
  "RMBS",
  null,
  "UCB",
  "AAON",
  "DOX",
  "HNI",
  "ACM",
  null,
  "USB",
  "ESGV",
  "VUG",
  "VEA",
  "VYMI",
  "VOO",
  "VLTO",
  "VTV",
  "VRRM",
  "VRSN",
  "V",
  "SEAT",
  "WRBY",
  "WBD",
  "WMT",
  "WFC",
  "WTM",
  "WPM",
  "WMB",
  "WSC",
  "WWD",
  "WH",
  "XEL",
  "WDAY",
  "YETI",
  "ZBRA",
  "SOLV",
  "ESI",
  "EVTC",
  "ELAN",
  "PTC",
  "HAYW",
  "CNQ",
  "SCHD",
  "DVY",
  "CHKP",
  "EXLS",
  "MSCI",
  "EIX",
  "KEY",
  null,
  "LH",
  "KDP",
  "MKL",
  "MNDY",
  null,
  "SO",
  "TTD",
  "ON",
  "SON",
  "TDOC",
  "OTIS",
  "PSX",
  "CRM",
  "SWKS",
  "SYY",
  "DIA",
  "SPOT",
  "MANH",
  "LYV",
  "IXUS",
  "LNTH",
  null,
  "GEV",
  "MELI",
  "MCK",
  "PSA",
  "EG",
  "PAYC",
  "FDX",
  "SSBK",
  "STE",
  "MKTX",
  "KMB",
  "ASUR",
  "ADP",
  "AZO",
  "BAC",
  "BRK-A",
  "BDX",
  "BSY",
  "TECH",
  "BA",
  "BAH",
  "BMY",
  "BF-B",
  "BR",
  "CG",
  "CARR",
  "CSL",
  "CBRE",
  "CVX",
  "CB",
  "CMG",
  "CSCO",
  "CLH",
  "C",
  "CLX",
  "CME",
  "KO",
  "CMCSA",
  "CL",
  "CAG",
  "COP",
  "CON",
  "CTBI",
  "ROAD",
  "ED",
  "COST",
  "CTVA",
  "CSGP",
  "CNM",
  "CPNG",
  "CRGY",
  "CRWD",
  "CSX",
  "DHR",
  "DJCO",
  "DVA",
  "DK",
  "DELL",
  "DE",
  "FANG",
  "DXCM",
  "DLB",
  "RSP",
  "IJJ",
  "EFA",
  "ADI",
  "MCO",
  "VMC",
  "VOD",
  "TTEK",
  "IWB",
  "NEE",
  "NKE",
  "QQQ",
  "IWM",
  "MDY",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "MO",
  "XLK",
  "VTI",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-25
Total Holdings: 462
Total Value: 553252353
Accession Number: 0000033250-25-000002
Form Type: 13F-HR
CIK: equitable-trust-co
Manager Name: Equitable-Trust-Co

Data Enrichment

94% identified

432 identified30 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

462 positions • $553.3M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 13 of 24

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Booz Allen Hamilton Holding Corp

BAH|099502106

Shares:4.4K

Value:$464.6K

% of Portfolio:0.1% ($464.6K/$553.3M)

RTX Corp

RTX|75513E101

Shares:3.5K

Value:$464.0K

% of Portfolio:0.1% ($464.0K/$553.3M)

464287499

IWR|464287499

Shares:5.5K

Value:$464.0K

% of Portfolio:0.1% ($464.0K/$553.3M)

Vivid Seats Inc.

SEAT|92854T100

Shares:156.3K

Value:$462.5K

% of Portfolio:0.1% ($462.5K/$553.3M)

Jefferies Financial Group Inc.

JEF|47233W109

Shares:8.6K

Value:$460.7K

% of Portfolio:0.1% ($460.7K/$553.3M)

ZEBRA TECHNOLOGIES CORP

ZBRA|989207105

Shares:1.6K

Value:$457.2K

% of Portfolio:0.1% ($457.2K/$553.3M)

Marathon Petroleum Corp

MPC|56585A102

Shares:3.1K

Value:$455.0K

% of Portfolio:0.1% ($455.0K/$553.3M)

Palo Alto Networks Inc

PANW|697435105

Shares:2.7K

Value:$453.6K

% of Portfolio:0.1% ($453.6K/$553.3M)

46429B663

Shares:3.7K

Value:$452.7K

% of Portfolio:0.1% ($452.7K/$553.3M)

3M CO

MMM|88579Y101

Shares:3.1K

Value:$449.4K

% of Portfolio:0.1% ($449.4K/$553.3M)

StoneX Group Inc.

SNEX|861896108

Shares:5.8K

Value:$443.8K

% of Portfolio:0.1% ($443.8K/$553.3M)

81369Y605

Shares:8.9K

Value:$443.0K

% of Portfolio:0.1% ($443.0K/$553.3M)

GENERAC HOLDINGS INC.

GNRC|368736104

Shares:3.5K

Value:$440.4K

% of Portfolio:0.1% ($440.4K/$553.3M)

LAKELAND INDUSTRIES INC

LAKE|511795106

Shares:21.7K

Value:$440.1K

% of Portfolio:0.1% ($440.1K/$553.3M)

LOWES COMPANIES INC

LOW|548661107

Shares:1.9K

Value:$438.9K

% of Portfolio:0.1% ($438.9K/$553.3M)

CLEAN HARBORS INC

CLH|184496107

Shares:2.2K

Value:$438.5K

% of Portfolio:0.1% ($438.5K/$553.3M)

Dolby Laboratories, Inc.

DLB|25659T107

Shares:5.4K

Value:$432.9K

% of Portfolio:0.1% ($432.9K/$553.3M)

Cigna Group

CI|125523100

Shares:1.3K

Value:$430.0K

% of Portfolio:0.1% ($430.0K/$553.3M)

Blackstone Inc.

BX|09260D107

Shares:3.1K

Value:$429.7K

% of Portfolio:0.1% ($429.7K/$553.3M)

Dutch Bros Inc.

BROS|26701L100

Shares:6.9K

Value:$428.3K

% of Portfolio:0.1% ($428.3K/$553.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Booz Allen Hamilton Holding Corp(BAHcusip099502106)	4.4K	QoQ -43.22% (-3.4K) YoY +4.54% (-193)	All Managers (Combined)	$464.6K	0.1% ($464.6K/$553.3M)	QoQ -53.86% (-$542.4K) YoY -26.34% (-$166.2K)
RTX Corp(RTXcusip75513E101)	3.5K	QoQ -26.74% (-1.3K) YoY -47.65% (-3.2K)	All Managers (Combined)	$464.0K	0.1% ($464.0K/$553.3M)	QoQ -16.14% (-$89.4K) YoY -28.90% (-$188.7K)
(IWRcusip464287499)	5.5K	QoQ +9.82% (+488) YoY NEW(+5.5K)	All Managers (Combined)	$464.0K	0.1% ($464.0K/$553.3M)	QoQ +5.68% (+$25.0K) YoY NEW(+$464.0K)
Vivid Seats Inc.(SEATcusip92854T100)	156.3K	QoQ +17.06% (-22.8K) YoY NEW(+156.3K)	All Managers (Combined)	$462.5K	0.1% ($462.5K/$553.3M)	QoQ -25.16% (-$155.5K) YoY NEW(+$462.5K)
Jefferies Financial Group Inc.(JEFcusip47233W109)	8.6K	QoQ -38.94% (-5.5K) YoY -58.31% (-12.0K)	All Managers (Combined)	$460.7K	0.1% ($460.7K/$553.3M)	QoQ -58.27% (-$643.6K) YoY -49.36% (-$449.1K)
ZEBRA TECHNOLOGIES CORP(ZBRAcusip989207105)	1.6K	QoQ +1.12% (-18) YoY +5.20% (-80)	All Managers (Combined)	$457.2K	0.1% ($457.2K/$553.3M)	QoQ -26.01% (-$160.8K) YoY -1.38% (-$6.4K)
Marathon Petroleum Corp(MPCcusip56585A102)	3.1K	QoQ 0.00% (+0) YoY +89.84% (+1.5K)	All Managers (Combined)	$455.0K	0.1% ($455.0K/$553.3M)	QoQ +4.43% (+$19.3K) YoY +37.26% (+$123.5K)
Palo Alto Networks Inc(PANWcusip697435105)	2.7K	QoQ 0.00% (-0) YoY +121.50% (+1.5K)	All Managers (Combined)	$453.6K	0.1% ($453.6K/$553.3M)	QoQ -6.22% (-$30.1K) YoY +33.02% (+$112.6K)
(cusip46429B663)✕	3.7K	QoQ 0.00% (+0) YoY NEW(+3.7K)	All Managers (Combined)	$452.7K	0.1% ($452.7K/$553.3M)	QoQ +7.89% (+$33.1K) YoY NEW(+$452.7K)
3M CO(MMMcusip88579Y101)	3.1K	QoQ -9.22% (-311) YoY -32.85% (-1.5K)	All Managers (Combined)	$449.4K	0.1% ($449.4K/$553.3M)	QoQ +3.27% (-$14.2K) YoY -7.02% (-$34.0K)
StoneX Group Inc.(SNEXcusip861896108)	5.8K	QoQ +9.74% (-516) YoY -58.44% (-8.2K)	All Managers (Combined)	$443.8K	0.1% ($443.8K/$553.3M)	QoQ -14.43% (-$74.9K) YoY -54.82% (-$538.7K)
(cusip81369Y605)✕	8.9K	QoQ 0.00% (+0) YoY NEW(+8.9K)	All Managers (Combined)	$443.0K	0.1% ($443.0K/$553.3M)	QoQ +3.06% (+$13.2K) YoY NEW(+$443.0K)
GENERAC HOLDINGS INC.(GNRCcusip368736104)	3.5K	QoQ 0.00% (-0) YoY +29.59% (+794)	All Managers (Combined)	$440.4K	0.1% ($440.4K/$553.3M)	QoQ -18.31% (-$98.7K) YoY +30.11% (+$101.9K)
LAKELAND INDUSTRIES INC(LAKEcusip511795106)	21.7K	QoQ -12.72% (-3.2K) YoY -21.66% (-6.0K)	All Managers (Combined)	$440.1K	0.1% ($440.1K/$553.3M)	QoQ -30.62% (-$194.3K) YoY -13.06% (-$66.2K)
LOWES COMPANIES INC(LOWcusip548661107)	1.9K	QoQ +7.11% (+125) YoY +310.02% (+1.4K)	All Managers (Combined)	$438.9K	0.1% ($438.9K/$553.3M)	QoQ +1.22% (+$5.3K) YoY +275.41% (+$322.0K)
CLEAN HARBORS INC(CLHcusip184496107)	2.2K	QoQ 0.00% (-0) YoY NEW(+2.2K)	All Managers (Combined)	$438.5K	0.1% ($438.5K/$553.3M)	QoQ -14.35% (-$73.5K) YoY NEW(+$438.5K)
Dolby Laboratories, Inc.(DLBcusip25659T107)	5.4K	QoQ -10.30% (-619) YoY NEW(+5.4K)	All Managers (Combined)	$432.9K	0.1% ($432.9K/$553.3M)	QoQ -7.76% (-$36.4K) YoY NEW(+$432.9K)
Cigna Group(CIcusip125523100)	1.3K	QoQ -13.27% (-200) YoY -13.27% (-200)	All Managers (Combined)	$430.0K	0.1% ($430.0K/$553.3M)	QoQ +3.33% (-$13.9K) YoY -21.43% (-$117.3K)
Blackstone Inc.(BXcusip09260D107)	3.1K	QoQ +3648.78% (+3.0K) YoY +0.45% (+14)	All Managers (Combined)	$429.7K	0.1% ($429.7K/$553.3M)	QoQ +2939.21% (+$415.5K) YoY +6.88% (+$27.7K)
Dutch Bros Inc.(BROScusip26701L100)	6.9K	QoQ -9.30% (-712) YoY NEW(+6.9K)	All Managers (Combined)	$428.3K	0.1% ($428.3K/$553.3M)	QoQ +6.89% (-$27.6K) YoY NEW(+$428.3K)