Institutions / Equity Investment Corp

Equity Investment Corp

CIK 1685771 · Institution · as of Jun 30, 2026
Portfolio value
$5.24B
Positions
76
As of
Jun 30, 2026

Portfolio trend

Portfolio value

$5.24B+5.8%
$5.24B$5.10B$4.95BQ4 '25Q2 '26

Positions

76+5.6%
767472Q4 '25Q2 '26

Top holdings

Jun 30, 2026View all 76 →
CompanyClassValueShares% of portfolio
Verizon Communications Inc$194.88M4,602,7873.7%
Gsk PLC$171.40M3,269,7653.3%
United Parcel Service Inc$169.82M1,579,6973.2%
Medtronic plc$161.98M2,070,5823.1%
Healthpeak Properties, Inc.$160.24M7,487,9673.1%
US Bancorp \De$159.04M2,633,0983.0%
ICON plc$154.41M888,8752.9%
The PNC Financial Services Group, Inc.$151.87M616,7972.9%
Baxter International Inc$146.82M6,886,2652.8%
Kenvue Inc.$145.24M7,600,0732.8%
Zimmer Biomet Holdings Inc$144.75M1,681,3602.8%
PayPal Holdings, Inc.$142.41M3,297,9972.7%
TotalEnergies SE$140.44M1,806,0672.7%
Ppg Industries Inc$136.57M1,126,0012.6%
Diageo PLC$134.03M1,667,5092.6%
Target Corp$133.14M1,019,3762.5%
Wells Fargo & COMPANY/MN$124.36M1,504,8252.4%
Globe Life Inc.$122.97M688,2162.3%
Unilever PLC$120.06M1,996,9522.3%
Genuine Parts Co$114.92M974,0852.2%
Truist Financial Corp$112.40M2,256,1632.1%
Clorox Co /De$111.80M1,171,4142.1%
Sanofi$111.00M2,601,9712.1%
Travelers Companies, Inc.$109.47M331,6032.1%
WP Carey Inc$108.15M1,512,5652.1%

Activity

InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
DateActionCompanyValueShares ΔPosition afterImpact
Q2 2026
as of
NewClorox Co /De$111.80M+1.2M
1,171,414
2.13% of portfolio
high
Q2 2026
as of
NewDevon Energy Corp$106.87M+2.6M
2,586,470
2.04% of portfolio
high
Q2 2026
as of
ExitCoterra Energy Inc.$-100.55M-3.8M
-100.00%
high
Q2 2026
as of
NewNIKE, Inc.$99.53M+2.4M
2,424,640
1.90% of portfolio
high
Q2 2026
as of
TrimGeneral Dynamics Corp$-98.77M-279K
-98.96%
2,930
0.02% of portfolio
high
Q2 2026
as of
TrimWilliams Cos Inc/The$-73.89M-994K
-96.74%
33,527
0.05% of portfolio
high
Q2 2026
as of
NewSolventum Corp$68.05M+882K
882,020
1.30% of portfolio
high
Q2 2026
as of
NewAdobe Inc.$67.45M+329K
329,000
1.29% of portfolio
high
Q2 2026
as of
Trim464287598$-65.67M-271K
-52.90%
241,235
1.12% of portfolio
high
Q2 2026
as of
NewFactSet Research Systems Inc$65.63M+285K
285,233
1.25% of portfolio
high