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 18 of 24

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OPENLANE, Inc.

KAR|48238T109

Shares:14.3K

Value:$275.6K

% of Portfolio:0.0% ($275.6K/$553.3M)

Uber Technologies, Inc

UBER|90353T100

Shares:3.8K

Value:$275.1K

% of Portfolio:0.0% ($275.1K/$553.3M)

921910725

VSGX|921910725

Shares:4.6K

Value:$272.4K

% of Portfolio:0.0% ($272.4K/$553.3M)

Palantir Technologies Inc.

PLTR|69608A108

Shares:3.2K

Value:$272.3K

% of Portfolio:0.0% ($272.3K/$553.3M)

PayPal Holdings, Inc.

PYPL|70450Y103

Shares:4.2K

Value:$271.4K

% of Portfolio:0.0% ($271.4K/$553.3M)

COMMUNITY HEALTH SYSTEMS INC

CYH|203668108

Shares:100.0K

Value:$270.0K

% of Portfolio:0.0% ($270.0K/$553.3M)

GENERAL MILLS INC

GIS|370334104

Shares:4.5K

Value:$268.2K

% of Portfolio:0.0% ($268.2K/$553.3M)

ROPER TECHNOLOGIES INC

ROP|776696106

Shares:454

Value:$267.7K

% of Portfolio:0.0% ($267.7K/$553.3M)

HNI CORP

HNI|404251100

Shares:6.0K

Value:$263.9K

% of Portfolio:0.0% ($263.9K/$553.3M)

ONEOK INC /NEW/

OKE|682680103

Shares:2.6K

Value:$258.9K

% of Portfolio:0.0% ($258.9K/$553.3M)

Workday, Inc.

WDAY|98138H101

Shares:1.1K

Value:$258.5K

% of Portfolio:0.0% ($258.5K/$553.3M)

DAVITA INC.

DVA|23918K108

Shares:1.7K

Value:$255.0K

% of Portfolio:0.0% ($255.0K/$553.3M)

GARTNER INC

IT|366651107

Shares:606

Value:$254.4K

% of Portfolio:0.0% ($254.4K/$553.3M)

VERTEX PHARMACEUTICALS INC / MA

VRTX|92532F100

Shares:521

Value:$252.6K

% of Portfolio:0.0% ($252.6K/$553.3M)

Liberty Energy Inc.

LBRT|53115L104

Shares:15.9K

Value:$252.3K

% of Portfolio:0.0% ($252.3K/$553.3M)

Ares Management Corp

ARES|03990B101

Shares:1.7K

Value:$251.9K

% of Portfolio:0.0% ($251.9K/$553.3M)

ASTRONICS CORP

ATRO|046433108

Shares:10.4K

Value:$251.2K

% of Portfolio:0.0% ($251.2K/$553.3M)

Delek US Holdings, Inc.

DK|24665A103

Shares:16.5K

Value:$249.1K

% of Portfolio:0.0% ($249.1K/$553.3M)

Airbnb, Inc.

ABNB|009066101

Shares:2.1K

Value:$247.9K

% of Portfolio:0.0% ($247.9K/$553.3M)

Warby Parker Inc.

WRBY|93403J106

Shares:13.5K

Value:$245.9K

% of Portfolio:0.0% ($245.9K/$553.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
OPENLANE, Inc.(KARcusip48238T109)	14.3K	QoQ +7.05% (+942) YoY NEW(+14.3K)	All Managers (Combined)	$275.6K	0.0% ($275.6K/$553.3M)	QoQ +4.03% (+$10.7K) YoY NEW(+$275.6K)
Uber Technologies, Inc(UBERcusip90353T100)	3.8K	QoQ +7.30% (+257) YoY -15.95% (-717)	All Managers (Combined)	$275.1K	0.0% ($275.1K/$553.3M)	QoQ +29.61% (+$62.9K) YoY -20.46% (-$70.8K)
(VSGXcusip921910725)	4.6K	QoQ +24.27% (+902) YoY +24.27% (+902)	All Managers (Combined)	$272.4K	0.0% ($272.4K/$553.3M)	QoQ +29.27% (+$61.7K) YoY +27.53% (+$58.8K)
Palantir Technologies Inc.(PLTRcusip69608A108)	3.2K	QoQ 0.00% (+0) YoY NEW(+3.2K)	All Managers (Combined)	$272.3K	0.0% ($272.3K/$553.3M)	QoQ +11.59% (+$28.3K) YoY NEW(+$272.3K)
PayPal Holdings, Inc.(PYPLcusip70450Y103)	4.2K	QoQ -1.16% (-49) YoY +53.50% (+1.4K)	All Managers (Combined)	$271.4K	0.0% ($271.4K/$553.3M)	QoQ -24.44% (-$87.8K) YoY +49.51% (+$89.9K)
COMMUNITY HEALTH SYSTEMS INC(CYHcusip203668108)	100.0K	QoQ 0.00% (-0) YoY -33.33% (-50.0K)	All Managers (Combined)	$270.0K	0.0% ($270.0K/$553.3M)	QoQ -9.69% (-$29.0K) YoY -48.57% (-$255.0K)
GENERAL MILLS INC(GIScusip370334104)	4.5K	QoQ -10.21% (-510) YoY -18.79% (-1.0K)	All Managers (Combined)	$268.2K	0.0% ($268.2K/$553.3M)	QoQ -15.81% (-$50.4K) YoY -30.60% (-$118.3K)
ROPER TECHNOLOGIES INC(ROPcusip776696106)	454	QoQ 0.00% (+0) YoY +20.42% (+77)	All Managers (Combined)	$267.7K	0.0% ($267.7K/$553.3M)	QoQ +13.41% (+$31.7K) YoY +26.59% (+$56.2K)
HNI CORP(HNIcusip404251100)	6.0K	QoQ -10.34% (-687) YoY -19.05% (-1.4K)	All Managers (Combined)	$263.9K	0.0% ($263.9K/$553.3M)	QoQ -21.06% (-$70.4K) YoY -20.45% (-$67.9K)
ONEOK INC /NEW/(OKEcusip682680103)	2.6K	QoQ -3.51% (-95) YoY NEW(+2.6K)	All Managers (Combined)	$258.9K	0.0% ($258.9K/$553.3M)	QoQ -4.64% (-$12.6K) YoY NEW(+$258.9K)
Workday, Inc.(WDAYcusip98138H101)	1.1K	QoQ 0.00% (-0) YoY +31.78% (+267)	All Managers (Combined)	$258.5K	0.0% ($258.5K/$553.3M)	QoQ -9.49% (-$27.1K) YoY +12.83% (+$29.4K)
DAVITA INC.(DVAcusip23918K108)	1.7K	QoQ -4.41% (-77) YoY -3.08% (-53)	All Managers (Combined)	$255.0K	0.0% ($255.0K/$553.3M)	QoQ -2.22% (-$5.8K) YoY +7.39% (-$17.6K)
GARTNER INC(ITcusip366651107)	606	QoQ -7.05% (-46) YoY -29.20% (-250)	All Managers (Combined)	$254.4K	0.0% ($254.4K/$553.3M)	QoQ -19.47% (-$61.5K) YoY -37.66% (-$153.7K)
VERTEX PHARMACEUTICALS INC / MA(VRTXcusip92532F100)	521	QoQ 0.00% (+0) YoY NEW(+521)	All Managers (Combined)	$252.6K	0.0% ($252.6K/$553.3M)	QoQ +20.39% (+$42.8K) YoY NEW(+$252.6K)
Liberty Energy Inc.(LBRTcusip53115L104)	15.9K	QoQ -10.29% (-1.8K) YoY +3.59% (-553)	All Managers (Combined)	$252.3K	0.0% ($252.3K/$553.3M)	QoQ -28.60% (-$101.1K) YoY -20.85% (-$66.5K)
Ares Management Corp(AREScusip03990B101)	1.7K	QoQ 0.00% (-0) YoY NEW(+1.7K)	All Managers (Combined)	$251.9K	0.0% ($251.9K/$553.3M)	QoQ -17.18% (-$52.3K) YoY NEW(+$251.9K)
ASTRONICS CORP(ATROcusip046433108)	10.4K	QoQ NEW(+10.4K) YoY NEW(+10.4K)	All Managers (Combined)	$251.2K	0.0% ($251.2K/$553.3M)	QoQ NEW(+$251.2K) YoY NEW(+$251.2K)
Delek US Holdings, Inc.(DKcusip24665A103)	16.5K	QoQ -10.29% (-1.9K) YoY NEW(+16.5K)	All Managers (Combined)	$249.1K	0.0% ($249.1K/$553.3M)	QoQ -26.92% (-$91.8K) YoY NEW(+$249.1K)
Airbnb, Inc.(ABNBcusip009066101)	2.1K	QoQ +3.80% (-76) YoY -11.09% (-259)	All Managers (Combined)	$247.9K	0.0% ($247.9K/$553.3M)	QoQ -5.63% (-$14.8K) YoY -35.61% (-$137.1K)
Warby Parker Inc.(WRBYcusip93403J106)	13.5K	QoQ -49.55% (-13.3K) YoY -49.55% (-13.3K)	All Managers (Combined)	$245.9K	0.0% ($245.9K/$553.3M)	QoQ -62.01% (-$401.4K) YoY -32.43% (-$118.0K)