EQUITABLE TRUST CO
BankTop Portfolio Positions
377 positions ·
$1,516,877,264 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| IAU |
Ishares Gold Trust
|
1,702,312 | $150,075,825 | 9.89% | |
| HCA |
HCA Healthcare, Inc.
Healthcare
|
160,475 | $75,943,188 | 5.01% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
244,417 | $70,284,551 | 4.63% | |
| MSFT |
Microsoft Corp
Technology
|
129,212 | $47,830,405 | 3.15% | |
| AAPL |
Apple Inc.
Technology
|
184,683 | $46,870,698 | 3.09% | |
| 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 | 1.67% |
Portfolio Trend
25 quarters · across all stocks
Holdings in LCNB
Shares Held
Position Value (USD)
20 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $177,367 | 11,377 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $186,469 | 11,377 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $222,826 | 14,865 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $216,032 | 14,868 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $219,897 | 14,868 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $224,952 | 14,868 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $224,060 | 14,868 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $206,813 | 14,868 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $236,995 | 14,868 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $234,468 | 14,868 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $212,166 | 14,868 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $219,451 | 14,868 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $242,943 | 14,868 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $267,624 | 14,868 | Shares | Sole | 2023-02-17 | |
| 2022-09-30 | $235,806 | 14,868 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $243,954 | 16,318 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $286,544 | 16,318 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $318,690 | 16,318 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $285,238 | 16,318 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $236,382 | 14,440 | Shares | Sole | 2021-08-03 | |
| No 13F history on record for this holder in this stock. | ||||||