Equitable Holdings, Inc.

13F equity value

$15.5B

Positions

1,689

Top 10 concentration

18.4%

Quarters / total new picks

24 / 800

13F equity value over time

"13F equity value" = market value of this filer's US-listed long equity positions only. It excludes cash, bonds, non-US and short positions, so it understates a fund's true assets under management — often by a lot.

Not significant Verdict

13F holdings are disclosed ~45 days after quarter-end, and they never reveal when within the quarter a fund actually bought. So any 13F-based summary is structurally late and blurred — this applies to every fund, including this one.

We backtested copying it anyway. Buying this fund's new positions the day each filing went public, over 24 quarters, returned +2.2% per quarter — versus +3.9% per quarter from simply owning every 13F stock. It beat that baseline in only 37.5% of quarters (excess t = -1.52, not statistically significant). Its filings tell you what it bought — not what you should buy.

Avg 2Q excess

-2.1%

t-stat

-1.52

Quarterly win rate

38%

Annualized excess

-7.4%

$1 → follow vs universe

$1.54 vs $2.29

Cumulative return: $1 invested in new picks vs universe

Quarterly compounding, invested quarters only · entry 47 days after quarter-end (when 13F data becomes public)

Listed as facts. See the verdict above before treating this as signal.

Top 20 holdings of 1689 · 2026 Q1

Ticker	Value	Weight	QoQ
QQQ	$414M	2.7%	ADD
VONG	$329M	2.1%	TRIM
AAPL	$297M	1.9%	ADD
XLK	$278M	1.8%	TRIM
SPYV	$278M	1.8%	TRIM
IGM	$277M	1.8%	TRIM
VGT	$275M	1.8%	TRIM
NVDA	$262M	1.7%	ADD
VUG	$234M	1.5%	TRIM
IVV	$218M	1.4%	HOLD
SPY	$204M	1.3%	ADD
MSFT	$199M	1.3%	ADD
SPYG	$198M	1.3%	TRIM
VCIT	$186M	1.2%	ADD
AMZN	$182M	1.2%	ADD
VONV	$139M	0.9%	ADD
DYNF	$133M	0.9%	ADD
BIL	$132M	0.9%	ADD
VTI	$132M	0.9%	HOLD
VTV	$128M	0.8%	TRIM

QoQ vs previous quarter's share count · NEW = new position · ADD/TRIM = ±2% shares · HOLD = unchanged.

Listed as facts. See the verdict above before treating this as signal.

New positions in 2026 Q1

AAL ADX ASTS AXTA BBMC BKIE CBSH CF CGNX CLH CLIP CMS CNP COMT COTY CPRT CTRA CXT DCOR DEO DLTR DMXF DNN DRI DVLT DXYZ EDIT EIPI ENTG EOSE

Method & Limitations

Method: a "new position" = held this quarter, absent last quarter (options excluded; stocks with <50 prior holders excluded to filter spin-off artifacts). Entry 47 days after quarter-end — the first day the public could act on the filing. Benchmark = equal-weighted universe of all 13F-held stocks. Limitations: quarterly snapshots can't see intra-quarter trades; survivorship bias — funds that shut down are absent, which flatters the sample. Statistics, not advice.