ETF:EQTY | ETF Holdings | KOVITZ CORE EQUITY ETF

Companies included in EQTY

This is EQTY's own dated portfolio constitution. Share counts are the calculation basis for constituent revenue and earnings analytics; rounded weights are reference values only. This page shows positions 1–40 of 40.

TickerIssuerShares ownedUnitReported weight
GOOGLALPHABET INC170,825NS4.969401%
ICEINTERCONTINENTAL EXCHANGE INC364,963NS4.394513%
CHARLES SCHWAB CORP (THE)CHARLES SCHWAB CORP (THE)584,291NS4.07823%
MSFTMICROSOFT CORP130,197NS4.043751%
PMPHILIP MORRIS INTERNATIONAL INC310,211NS3.900164%
VVISA INC151,725NS3.811693%
AONAON PLC153,632NS3.646752%
SUNBSUNBELT RENTALS HOLDINGS INC621,606NS3.623301%
AMZNAMAZON.COM INC175,355NS3.540135%
MSIMOTOROLA SOLUTIONS INC104,583NS3.497138%
WATWATERS CORP143,738NS3.385405%
BDXBECTON DICKINSON & COMPANY284,107NS3.225093%
CARRCARRIER GLOBAL CORP579,994NS2.967265%
KEYSKEYSIGHT TECHNOLOGIES INC108,994NS2.904801%
METAMETA PLATFORMS INC62,230NS2.900313%
ALCON AGALCON AG485,846NS2.770537%
TMOTHERMO FISHER SCIENTIFIC INC72,927NS2.660389%
AMDADVANCED MICRO DEVICES INC95,996NS2.591878%
CRMSALESFORCE INC185,281NS2.49119%
PCARPACCAR INC262,158NS2.372122%
JJACOBS SOLUTIONS INC239,837NS2.363967%
UNIVERSAL MUSIC GROUP NVUNIVERSAL MUSIC GROUP NV2,849,613NS2.28545%
N/AN/A29,903,890.93PA2.27764%
CPRTCOPART INC902,817NS2.276755%
AMATAPPLIED MATERIALS INC73,929NS2.221306%
ADIANALOG DEVICES INC71,798NS2.199767%
LOWE'S COMPANIES INCLOWE'S COMPANIES INC111,407NS2.026218%
COOCOOPER COMPANIES INC (THE)404,353NS1.937175%
ANETARISTA NETWORKS INC143,592NS1.888884%
FNDFLOOR & DECOR HOLDINGS INC480,099NS1.769838%
BERKSHIRE HATHAWAY INCBERKSHIRE HATHAWAY INC44,410NS1.601954%
AAPLAPPLE INC71,046NS1.468341%
EOGEOG RESOURCES INC136,929NS1.466039%
KMXCARMAX INC447,482NS1.339788%
HAYWHAYWARD HOLDINGS INC1,088,742NS1.244696%
NKENIKE INC345,820NS1.16842%
AMTMAMENTUM HOLDINGS INC564,299NS1.127366%
RYANRYAN SPECIALTY HOLDINGS INC418,029NS1.107053%
GOOGALPHABET INC23,790NS0.697248%
ABTABBOTT LABORATORIES5,770NS0.0399%

SEC N-PORT snapshot as of .

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