EQUITABLE TRUST CO

Bank

CIK

33250

City

NASHVILLE

State / Country

Stock

SMBK — Smartfinancial Inc.

Top Portfolio Positions

377 positions · $1,520,122,743 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
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%

25 quarters · across all stocks

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$448,443	11,475	+2.2%	Shares	Defined	2026-04-30
2025-12-31	$415,212	11,225	-9.1%	Shares	Defined	2026-02-02
2025-09-30	$441,086	12,345	-3.5%	Shares	Defined	2025-11-10
2025-06-30	$432,046	12,790	+13.3%	Shares	Defined	2025-07-23
2025-03-31	$350,737	11,285	-23.2%	Shares	Defined	2025-04-25
2024-12-31	$455,406	14,700	-11.0%	Shares	Defined	2025-01-28
2024-09-30	$481,538	16,525	0.0%	Shares	Defined	2024-10-29
2024-06-30	$391,146	16,525	0.0%	Shares	Defined	2024-07-31
2024-03-31	$348,181	16,525	0.0%	Shares	Defined	2024-04-24
2023-12-31	$404,697	16,525	+7.1%	Shares	Defined	2024-01-25
2023-09-30	$329,632	15,425	0.0%	Shares	Defined	2023-11-06
2023-06-30	$331,791	15,425	-25.8%	Shares	Defined	2023-08-08
2023-03-31	$480,756	20,776	+15.6%	Shares	Sole	2023-05-02
2022-12-31	$494,339	17,976	0.0%	Shares	Sole	2023-02-17
2022-09-30	$444,186	17,976	-8.1%	Shares	Sole	2022-10-31
2022-06-30	$472,352	19,551	-4.2%	Shares	Sole	2022-07-15
2022-03-31	$522,112	20,411	0.0%	Shares	Sole	2022-05-06
2021-12-31	$558,444	20,411	0.0%	Shares	Sole	2022-01-31
2021-09-30	$527,624	20,411	+24.9%	Shares	Sole	2021-10-26
2021-06-30	$392,323	16,340	0.0%	Shares	Defined	2021-08-03
2021-03-31	$353,761	16,340	-37.1%	Shares	Defined	2021-05-14
2020-12-31	$471,095	25,970	-6.8%	Shares	Defined	2021-02-12
2020-09-30	$378,739	27,869	-9.2%	Shares	Defined	2020-11-13
2020-06-30	$496,467	30,684	-7.5%	Shares	Defined	2020-08-18
2020-03-31	$504,576	33,174	—	Shares	Defined	2020-05-21
No 13F history on record for this holder in this stock.