Arkolith/Funds/Equity Investment Corp

Equity Investment Corp

CIK 1685771Hedge fund
Holdings as of Jun 30, 2026·disclosed Aug 7, 2026·~38-day 13F lag·13F-HR
Active Filer

Equity Investment Corp holds a diversified book of 76 stocks worth $5.2B as of Q2 2026 (disclosed Aug 7, 2026, a ~38-day 13F lag). This quarter they opened Clorox Company and trimmed United Parcel Service-CL B. Their largest long position is Verizon Communications Inc at 4% of the equity book.

Opened
13
bought for the first time
Added to
24
already held, bought more
Trimmed
40
sold some, still holds it

Concentration

Top-heavy: diversified book

Top 5 holdings
16%
Top 10 holdings
31%
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

98% mapped to company sectors

Financials
21%
Health Care
18%
Materials
13%
Real Estate
10%
Consumer Staples
7%
Consumer Discretionary
6%
Energy
6%
Communication Services
6%

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

Funds with the most overlap

Other tracked managers holding the same core names as Equity Investment Corp

Manager / fundShared namesTheir $ in those
FMR LLC79 / 76$107.9B
JPMORGAN CHASE & CO79 / 76$96.5B
MORGAN STANLEY79 / 76$96.1B
BANK OF AMERICA CORP /DE/79 / 76$92.1B
Bank of New York Mellon Corp79 / 76$32.7B
UBS Group AG79 / 76$30.4B
ROYAL BANK OF CANADA79 / 76$26.6B
WELLS FARGO & COMPANY/MN79 / 76$25.3B

Ranked by how many of Equity Investment Corp's top 76 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

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

76 positions
#SecurityValueShares% PortLast moveHistory
1Verizon Communications Inc
COM
$194.9M4.60M
3.7%
+0.2%
Added · +9K sh
2GSK PLC
SPONSORED ADR
$171.4M3.27M
3.3%
+1.5%
Added · +49K sh
3United Parcel Svcs Inc
CL B
$169.8M1.58M
3.2%
−1.8%
Reduced · −29K sh
4Medtronic PLC
SHS
$162.0M2.07M
3.1%
+30%
Added · +472K sh
5Healthpeak Properties Inc
COM
$160.2M7.49M
3.1%
−2.3%
Reduced · −177K sh
6US Bancorp
COM NEW
$159.0M2.63M
3.0%
−18%
Reduced · −587K sh
7Icon Pub Ltd Co
SHS
$154.4M888.9K
2.9%
−19%
Reduced · −208K sh
8PNC Finl Svcs Group Inc
COM
$151.9M616.8K
2.9%
−2.2%
Reduced · −14K sh
9Baxter Intl Inc
COM
$146.8M6.89M
2.8%
+8.1%
Added · +516K sh
10Kenvue Inc
COM
$145.2M7.60M
2.8%
−0.4%
Reduced · −34K sh
11Zimmer Biomet Holdings Inc
COM
$144.7M1.68M
2.8%
−3.6%
Reduced · −63K sh
12PayPal Hldgs Inc
COM
$142.4M3.30M
2.7%
+5.3%
Added · +166K sh
13Totalenergies SE
ACT
$140.4M1.81M
2.7%
+5.4%
Added · +93K sh
14PPG Inds Inc
COM
$136.6M1.13M
2.6%
−1.7%
Reduced · −20K sh
15Diageo PLC
SPON ADR NEW
$134.0M1.67M
2.6%
+14%
Added · +199K sh
16Target Corp
COM
$133.1M1.02M
2.5%
−19%
Reduced · −236K sh
17Wells Fargo & Co
COM
$124.4M1.50M
2.4%
+2.9%
Added · +42K sh
18Globe Life Inc
COM
$123.0M688.2K
2.3%
−16%
Reduced · −129K sh
19Unilever PLC
SPON ADR NEW
$120.1M2.00M
2.3%
+2.4%
Added · +47K sh
20Genuine Parts Co
COM
$114.9M974.1K
2.2%
+13%
Added · +114K sh
21Truist Finl Corp
COM
$112.4M2.26M
2.1%
−1.1%
Reduced · −26K sh
22Clorox Co Del
COM
$111.8M1.17M
2.1%
New
New position
23Sanofi Sa
SPONSORED ADR
$111.0M2.60M
2.1%
−2.3%
Reduced · −61K sh
24Travelers Companies Inc
COM
$109.5M331.6K
2.1%
−10%
Reduced · −37K sh
25WP Carey Inc
COM
$108.1M1.51M
2.1%
−4.4%
Reduced · −70K sh
26Devon Energy Corp New
COM
$106.9M2.59M
2.0%
New
New position
27Agnc Invt Corp
COM
$106.1M9.74M
2.0%
+0.4%
Added · +42K sh
28AT&T Inc
COM
$104.1M5.03M
2.0%
+8.7%
Added · +401K sh
29Dollar Gen Corp
COM
$101.6M882.3K
1.9%
+1.3%
Added · +11K sh
30Hershey Co
COM
$100.4M572.4K
1.9%
+4.4%
Added · +24K sh
31Nike Inc
CL B
$99.5M2.42M
1.9%
New
New position
32Oshkosh Corp
COM
$91.7M597.7K
1.8%
−1.6%
Reduced · −10K sh
33Ingredion Inc
COM
$82.5M871.1K
1.6%
+2.9%
Added · +25K sh
34Shell PLC
SPON ADS
$82.5M1.06M
1.6%
−1.0%
Reduced · −11K sh
35Jones Lang Lasalle Inc
COM
$81.1M261.5K
1.5%
+1.4%
Added · +4K sh
36National Fuel Gas Co
COM
$78.2M1.01M
1.5%
−1.0%
Reduced · −11K sh
37NNN REIT Inc
COM
$77.6M1.67M
1.5%
+0.3%
Added · +5K sh
38Hartford Insurance Group Inc
COM
$75.5M569.7K
1.4%
+0.3%
Added · +2K sh
39Schwab Charles Corp
COM
$75.2M814.6K
1.4%
+15%
Added · +109K sh
40Brown Forman Corp
CL B
$69.0M2.59M
1.3%
+6.9%
Added · +167K sh
41Solventum Corp
COM SHS
$68.0M882.0K
1.3%
+14%
Added · +106K sh
42Adobe Inc
COM
$67.5M329.0K
1.3%
+2.3%
Added · +7K sh
43Barrick MNG Corp
COM SHS
$65.8M1.79M
1.3%
+2.4%
Added · +42K sh
44Factset Resh Sys Inc
COM
$65.6M285.2K
1.3%
−0.8%
Reduced · −2K sh
45Ishares TR
RUS 1000 VAL ETF
$58.5M241.2K
1.1%
−40%
Reduced · −159K sh
46Paycom Software Inc
COM
$37.1M295.1K
0.7%
New
New position
47Ishares TR
0-3 MTH TREASURY
$26.7M265.3K
0.5%
−80%
Reduced · −1.1M sh
48Honda Motor Co Ltd
ADR ECH CNV IN 3
$4.4M162.4K
0.1%
−93%
Reduced · −2.3M sh
49Vanguard Intl Equity Index F
TT WRLD ST ETF
$4.1M26.0K
0.1%
−20%
Reduced · −6K sh
50Ishares TR
CORE S&P US VLU
$4.0M36.1K
0.1%
−15%
Reduced · −6K sh
Showing 50 of 76 positions
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Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 7, 202676$5.2B13F-HR
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

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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.