Equitable Trust Company has filed its Form 13F-HR report for the period ending September 30, 2026, disclosing ownership of 748 equity securities. The filing lists Steve Plummer, the firm's Partner and Chief Innovation Officer, as the authorized signatory. The report details a portfolio of 748 positions, with Apple Inc. holding the largest number of shares at 50,139,824, followed by Amazon.com Inc. with 30,781,237 shares.
The filing outlines specific holdings across various sectors. In the technology sector, Equitable Trust holds significant positions in Microsoft (5,013,982 shares), Alphabet Class A (57,317,190 shares), Broadcom (10,824,378 shares), and NVIDIA (2,284,312 shares). The financial sector is represented by holdings in JPMorgan Chase (2,417,407 shares), Bank of America (13,174,074 shares), and BlackRock (2,755,787 shares). The energy sector includes positions in ExxonMobil (9,960,137 shares) and Chevron (5,912,696 shares).
The report also lists a diverse array of other holdings, including shares of UnitedHealth Group (2,826,617), Eli Lilly (1,055,151), and Costco Wholesale (4,086,516). The filing provides a comprehensive snapshot of the firm's equity portfolio as of the specified date.
