Arkolith/Funds/Equity Investment Corp

Equity Investment Corp

CIK 1685771Hedge fund
Holdings as of Mar 31, 2026·disclosed May 4, 2026·~34-day 13F lag·13F-HR
Active Filer

Equity Investment Corp holds a diversified book of 71 stocks worth $5.1B as of Q1 2026 (disclosed May 4, 2026, a ~45-day 13F lag). This quarter they opened Adobe Inc and trimmed Verizon Communications Inc. Their largest long position is Verizon Communications Inc at 5% of the equity book.

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Use Arkolith to show EQUITY INVESTMENT CORP's latest
holdings, largest changes, and filing provenance.
Opened
5
new positions
Added to
32
existing
Trimmed
33
reduced
Sold out
6
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
17%
Top 10 holdings
32%
Top 20 holdings
56%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

93% mapped to company sectors

Financials
20%
Health Care
17%
Real Estate
9%
Materials
9%
Consumer Discretionary
8%
Consumer Staples
7%
ETF / fund or unclassified
7%
Communication Services
7%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

71 positions
#SecurityValueShares% PortLast moveHistory
1Verizon Communications Inc
COM
$230.6M4.59M
4.5%
−1.0%
Reduced · −48K sh
2GSK PLC
SPONSORED ADR
$177.8M3.22M
3.5%
−22%
Reduced · −890K sh
3US Bancorp
COM NEW
$167.5M3.22M
3.3%
−0.9%
Reduced · −29K sh
4United Parcel Svcs Inc
CL B
$158.3M1.61M
3.1%
+4.3%
Added · +67K sh
5Zimmer Biomet Holdings Inc
COM
$157.7M1.74M
3.1%
+31%
Added · +411K sh
6Totalenergies SE
ACT
$155.8M1.71M
3.1%
−25%
Reduced · −558K sh
7Target Corp
COM
$152.1M1.26M
3.0%
+8.7%
Added · +100K sh
8PayPal Hldgs Inc
COM
$141.7M3.13M
2.8%
+57%
Added · +1.1M sh
9Medtronic PLC
SHS
$138.5M1.60M
2.7%
+5.0%
Added · +76K sh
10Ishares TR
0-3 MNTH TREASRY
$135.5M1.35M
2.7%
+129%
Added · +759K sh
11AT&T Inc
COM
$134.2M4.63M
2.6%
+5.5%
Added · +242K sh
12Coterra Energy Inc
COM
$133.2M3.79M
2.6%
−0.8%
Reduced · −30K sh
13Kenvue Inc
COM
$131.6M7.63M
2.6%
+12%
Added · +813K sh
14PNC Finl Svcs Group Inc
COM
$131.3M630.9K
2.6%
+0.6%
Added · +4K sh
15Sanofi Sa
SPONSORED ADR
$128.3M2.66M
2.5%
+1.5%
Added · +39K sh
16Healthpeak Properties Inc
COM
$125.9M7.67M
2.5%
+9.2%
Added · +643K sh
17PPG Inds Inc
COM
$122.5M1.15M
2.4%
+15%
Added · +150K sh
18Icon PLC
SHS
$121.3M1.10M
2.4%
+76%
Added · +473K sh
19Wells Fargo & Co
COM
$116.5M1.46M
2.3%
−24%
Reduced · −468K sh
20Hershey Co
COM
$114.0M548.1K
2.2%
−2.8%
Reduced · −16K sh
21Globe Life Inc
COM
$113.7M817.3K
2.2%
+0.9%
Added · +7K sh
22Unilever PLC
SPON ADR NEW
$111.1M1.95M
2.2%
+5.8%
Added · +107K sh
23Diageo PLC
SPON ADR NEW
$109.3M1.47M
2.1%
+29%
Added · +331K sh
24WP Carey Inc
COM
$107.6M1.58M
2.1%
−2.7%
Reduced · −43K sh
25Travelers Companies Inc
COM
$107.5M368.5K
2.1%
−0.3%
Reduced · −1K sh
26Baxter Intl Inc
COM
$107.0M6.37M
2.1%
+30%
Added · +1.5M sh
27Truist Finl Corp
COM
$104.9M2.28M
2.1%
+0.9%
Added · +20K sh
28Dollar Gen Corp
COM
$103.4M871.0K
2.0%
−17%
Reduced · −177K sh
29Shell PLC
SPON ADS
$100.0M1.07M
2.0%
+0.6%
Added · +6K sh
30Agnc Invt Corp
COM
$97.2M9.69M
1.9%
+1.8%
Added · +172K sh
31National Fuel Gas Co
COM
$96.2M1.02M
1.9%
−0.4%
Reduced · −4K sh
32Ingredion Inc
COM
$95.4M846.5K
1.9%
+7.2%
Added · +57K sh
33Genuine Parts Co
COM
$90.9M859.9K
1.8%
+14%
Added · +103K sh
34Oshkosh Corp
COM
$89.4M607.2K
1.8%
−2.4%
Reduced · −15K sh
35Ishares TR
RUS 1000 VAL ETF
$85.6M400.6K
1.7%
−22%
Reduced · −112K sh
36Jones Lang Lasalle Inc
COM
$78.5M258.0K
1.5%
+9.6%
Added · +23K sh
37Adobe Inc
COM
$78.2M321.6K
1.5%
New
New position
38Hartford Insurance Group Inc
COM
$76.8M568.0K
1.5%
−2.2%
Reduced · −13K sh
39Barrick MNG Corp
COM SHS
$71.4M1.75M
1.4%
−33%
Reduced · −847K sh
40NNN REIT Inc
COM
$69.9M1.66M
1.4%
+7.2%
Added · +111K sh
41Schwab Charles Corp
COM
$66.3M705.5K
1.3%
−29%
Reduced · −283K sh
42Brown Forman Corp
CL B
$64.1M2.42M
1.3%
−13%
Reduced · −360K sh
43Factset Resh Sys Inc
COM
$62.4M287.6K
1.2%
New
New position
44Honda Motor Co Ltd
ADR ECH CNV IN 3
$58.8M2.42M
1.2%
+5.0%
Added · +115K sh
45Solventum Corp
COM SHS
$50.7M775.8K
1.0%
New
New position
46Vanguard Intl Equity Index F
TT WRLD ST ETF
$4.5M32.4K
0.1%
+0.2%
Added · +77 sh
47Ishares TR
CORE S&P US VLU
$4.3M42.4K
0.1%
−54%
Reduced · −50K sh
48Invesco Exchange Traded FD T
S&P500 EQL WGT
$4.2M21.6K
0.1%
+0.4%
Added · +92 sh
49Vanguard Scottsdale FDS
SHRT TRM CORP BD
$3.2M39.9K
0.1%
−1.1%
Reduced · −445 sh
50Vanguard Scottsdale FDS
MTG-BKD SECS ETF
$3.2M67.2K
0.1%
+2.6%
Added · +2K sh
Showing 50 of 71 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 4, 202671$5.1B13F-HR
Q4 2025Dec 31, 2025Feb 12, 202672$5.0B13F-HR
Q3 2025Sep 30, 2025Nov 5, 202564$4.8B13F-HR
Q2 2025Jun 30, 2025Aug 6, 202562$4.6B13F-HR
Q1 2025Mar 31, 2025May 2, 202566$4.5B13F-HR
Q4 2024Dec 31, 2024Feb 5, 202563$4.3B13F-HR
Q3 2024Sep 30, 2024Nov 7, 202465$4.3B13F-HR
Q2 2024Jun 30, 2024Aug 8, 202465$3.9B13F-HR
Q1 2024Mar 31, 2024May 7, 202463$4.0B13F-HR
Q4 2023Dec 31, 2023Feb 8, 202460$3.6B13F-HR
Q3 2023Sep 30, 2023Nov 8, 202359$3.2B13F-HR
Q2 2023Jun 30, 2023Aug 3, 202360$3.2B13F-HR
Q1 2023Mar 31, 2023May 4, 202357$3.1B13F-HR
Q4 2022Dec 31, 2022Feb 8, 202356$3.0B13F-HR
Q3 2022Sep 30, 2022Nov 9, 202253$2.6B13F-HR
Q2 2022Jun 30, 2022Aug 8, 202256$2.7B13F-HR
Q1 2022Mar 31, 2022May 10, 202259$2.9B13F-HR
Q4 2021Dec 31, 2021Feb 8, 202254$2.8B13F-HR
Q3 2021Sep 30, 2021Nov 15, 202153$2.6B13F-HR
Q2 2021Jun 30, 2021Aug 6, 202153$2.7B13F-HR
Q1 2021Mar 31, 2021May 12, 202152$2.5B13F-HR
Q4 2020Dec 31, 2020Feb 10, 202151$2.1B13F-HR
Q3 2020Sep 30, 2020Nov 12, 202052$2.0B13F-HR
Q2 2020Jun 30, 2020Aug 10, 202050$2.0B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.