EQUITABLE TRUST CO
BankTop Portfolio Positions
377 positions ·
$1,520,122,743 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| IAU |
Ishares Gold Trust
|
1,702,312 | $150,075,825 | 9.87% | |
| HCA |
HCA Healthcare, Inc.
Healthcare
|
160,475 | $75,943,188 | 5.00% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
244,417 | $70,284,551 | 4.62% | |
| MSFT |
Microsoft Corp
Technology
|
129,212 | $47,830,405 | 3.15% | |
| AAPL |
Apple Inc.
Technology
|
184,683 | $46,870,698 | 3.08% | |
| PRM |
Perimeter Solutions, Inc.
Basic Materials
|
1,653,187 | $40,370,825 | 2.66% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
182,411 | $37,990,738 | 2.50% | |
| SHOP |
Shopify Inc.
Technology
|
309,602 | $36,724,988 | 2.42% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
45,318 | $26,156,642 | 1.72% | |
| ADI |
Analog Devices Inc
Technology
|
79,462 | $25,280,039 | 1.66% |
Portfolio Trend
25 quarters · across all stocks
Holdings in LAKE
Shares Held
Position Value (USD)
19 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $364,700 | 44,530 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $265,111 | 29,990 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $402,116 | 27,170 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $389,450 | 28,615 | Shares | Defined | 2025-07-23 | |
| 2025-03-31 | $440,117 | 21,670 | Shares | Defined | 2025-04-25 | |
| 2024-12-31 | $634,406 | 24,830 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $556,066 | 27,665 | Shares | Defined | 2024-10-29 | |
| 2024-06-30 | $634,635 | 27,665 | Shares | Defined | 2024-07-31 | |
| 2024-03-31 | $506,269 | 27,665 | Shares | Defined | 2024-04-24 | |
| 2023-12-31 | $512,909 | 27,665 | Shares | Defined | 2024-01-25 | |
| 2023-09-30 | $376,523 | 24,985 | Shares | Defined | 2023-11-06 | |
| 2023-06-30 | $359,534 | 24,985 | Shares | Defined | 2023-08-08 | |
| 2023-03-31 | $364,781 | 24,985 | Shares | Defined | 2023-05-02 | |
| 2022-12-31 | $332,300 | 24,985 | Shares | Defined | 2023-02-17 | |
| 2022-09-30 | $288,077 | 24,985 | Shares | Defined | 2022-10-31 | |
| 2022-06-30 | $363,187 | 23,645 | Shares | Defined | 2022-07-15 | |
| 2022-03-31 | $357,893 | 18,650 | Shares | Defined | 2022-05-06 | |
| 2021-12-31 | $300,436 | 13,845 | Shares | Defined | 2022-01-31 | |
| 2021-09-30 | $290,745 | 13,845 | Shares | Defined | 2021-10-26 | |
| No 13F history on record for this holder in this stock. | ||||||