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Steve Plummer

Equitable Trust Co

Assets Managed
$2.397B
Holdings
452
Last Quarter
2026 - Q2
Filed Date
3d ago
Growth Rate
10.62%(2Q avg: 3.68%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Equitable Trust Co's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 452 positions.

Assets under management

The assets under management (AUM) of Equitable Trust Co over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 2.397B in assets, with a quarterly growth rate of 10.62% and a 2-quarter average growth rate of 3.68%. The portfolio is managed by Steve Plummer, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -0.61%
9%
$215.656M
313,997 shares@ $686.81 avg price
IAU
Ishares Gold Trust
Recent Activity
Decreased -2.62%
5.23%
$125.163M
1.658M shares@ $75.51 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -2.42%
3.56%
$85.233M
238,501 shares@ $357.38 avg price
VTV
Vanguard Value Etf
Recent Activity
Increased 0.96%
3.03%
$72.524M
332,785 shares@ $217.93 avg price
HCA
Hca Healthcare Inc
Recent Activity
Decreased -0.6%
2.6%
$62.19M
159,507 shares@ $389.89 avg price
PRM
Perimeter Solutions Inc
Recent Activity
Decreased -4.2%
2.36%
$56.459M
1.584M shares@ $35.66 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.37%
2.23%
$53.241M
183,994 shares@ $289.37 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -0.99%
2.14%
$51.197M
144,898 shares@ $353.33 avg price
IXUS
Ishares Core Intl Stock Etf
Recent Activity
Decreased -3.46%
2.11%
$50.56M
529,756 shares@ $95.44 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -1.66%
1.98%
$47.396M
127,060 shares@ $373.02 avg price

1-10 of 452