Institutional Fund
Equitable Trust Co
Nashville, TNCIK 332505 filings on record
Portfolio Value
$2.17B
Q1 2026
Holdings
463
Reported positions
New Buys
55
Opened this quarter
QoQ Change
-3.3%
from $2.24B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds8.7%
- Ishares Gold Tr6.9%
- Hca Healthcare Inc3.5%
- Alphabet Inc3.2%
- Vanguard Index Fds3.0%
- Microsoft Corp2.2%
- Other72.4%
Portfolio Holdings
463 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 315.9K | $188.78M | 8.7% | −7.5K | Reduced |
| 2 | Ishares Gold Tr | 1.70M | $150.08M | 6.9% | −48.9K | Reduced |
| 3 | Hca Healthcare Inc | 160.5K | $75.94M | 3.5% | +2.0K | Added |
| 4 | Alphabet Inc | 244.4K | $70.28M | 3.2% | −5.0K | Reduced |
| 5 | Vanguard Index Fds | 329.6K | $64.68M | 3.0% | −1.8K | Reduced |
| 6 | Microsoft Corp | 129.2K | $47.83M | 2.2% | −959 | Reduced |
| 7 | Ishares Tr | 548.8K | $47.54M | 2.2% | −4.4K | Reduced |
| 8 | Apple Inc | 184.7K | $46.87M | 2.2% | −3.3K | Reduced |
| 9 | Alphabet Inc | 146.4K | $41.98M | 1.9% | −10.6K | Reduced |
| 10 | Perimeter Solutions Inc | 1.65M | $40.37M | 1.9% | −262.8K | Reduced |
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