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Equitable Trust Company
Thomas R. Steele · Investment Advisor · Value
Equitable Trust Company is an independent, employee-owned trust and investment management firm headquartered in Nashville, Tennessee. Its origins date back to the 1930 founding of Equitable Securities Corporation. The company was formally established as a subsidiary in 1991 and became fully independent in 2001 following a management buyout led by its founding group. Equitable Trust specializes in providing personalized wealth management, trust administration, estate planning, and family office services for high-net-worth individuals and institutions. The firm is recognized for its commitment to independent advice and long-term financial relationships, focusing on preserving and enhancing client wealth through customized portfolios and fundamental research without the use of proprietary products.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +16.1% |
| YTD return | +6.4% |
| Sharpe ratio | 2.74 |
| Win rate | 53% |
| AUM | $0.7B |
| Inception | Oct 1, 2025 |
| Updated | Sep 18, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.7B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://equitableco.com |
Current Holdings
Updated on Sep 18, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| GOOGL | Alphabet Inc Class A | 17.1% | +40.7% |
| HCA | HCA Holdings Inc | 8.5% | -0.3% |
| AAPL | Apple Inc | 8.4% | +30.0% |
| PRM | Perimeter Solutions SA | 7.8% | +36.1% |
| MSFT | Microsoft Corporation | 6.8% | -0.4% |
| AMZN | Amazon.com Inc | 5.8% | +9.6% |
| SHOP | Shopify Inc | 4.8% | -11.9% |
| NVDA | NVIDIA Corporation | 4.2% | +17.4% |
| ADI | Analog Devices Inc | 4.1% | +47.8% |
| ASML | ASML Holding NV ADR | 3.8% | +42.2% |
| V | Visa Inc. Class A | 3.6% | +7.3% |
| DG | Dollar General Corporation | 3.3% | +18.7% |
| LH | Laboratory Corporation of America Holdings | 3.1% | +16.3% |
| AVGO | Broadcom Inc | 2.9% | +5.5% |
| EG | Everest Group Ltd | 2.9% | +11.3% |
| MA | Mastercard Inc | 2.8% | +1.3% |
| JPM | JPMorgan Chase & Co | 2.7% | +13.5% |
| SE | Sea Ltd | 2.6% | +12.4% |
| TSM | Taiwan Semiconductor Manufacturing | 2.5% | +16.0% |
| BAC | Bank of America Corp | 2.3% | -7.0% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Jul 27, 2026 | SELL | GOOGL | 18.8% → 17.1% |
| Jul 27, 2026 | SELL | V | 3.6% → 3.6% |
| Jul 27, 2026 | BUY | PRM | 7.5% → 7.8% |
| Jul 27, 2026 | SELL | JPM | 2.5% → 2.7% |
| Jul 27, 2026 | BUY | BAC | 0.0% → 2.3% |
Investment Style Analysis
Equitable Trust Company is widely recognized for employing a Value strategy. As of Sep 18, 2026, the firm oversees approximately $0.7B in assets under management (AUM). The portfolio demonstrates a clear preference for the Internet Content & Information and Semiconductors sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Jul 27, Equitable Trust Company made a significant move by reducing the position in GOOGL. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
The investment philosophy of Equitable Trust Company is centered on the preservation and long-term enhancement of client capital through a disciplined, fundamental approach. The firm prioritizes individual security selection, typically focusing on high-quality, large-cap companies with strong business franchises and attractive valuations. A key tenet of their strategy is the avoidance of proprietary products, ensuring that investment decisions are objective and transparent. The firm also emphasizes tax efficiency, particularly through a long-standing specialization in the municipal bond market. Portfolios are constructed with a long-term horizon and low turnover, employing thoughtful asset allocation across equities, fixed income, and select alternative managers to mitigate volatility and achieve superior risk-adjusted returns.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Equitable Trust Company.
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Frequently asked questions
How is the simulated portfolio for Equitable Trust Company constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Equitable Trust Company's largest holding?
As of the latest filing, Equitable Trust Company's top position is Alphabet Inc Class A (GOOGL), representing 17.1% of the portfolio. This reflects a high-conviction bet by the institution.
What is Equitable Trust Company's historical performance and risk profile?
Our simulation indicates a total return of +16.1% with a win rate of 53%. Notably, the portfolio maintains a Sharpe Ratio of 2.74, suggesting an excellent level of risk-adjusted returns compared to the broader market.
What sectors does Equitable Trust Company primarily invest in?
Equitable Trust Company has a strong preference for the Internet Content & Information sector, which makes up 17.1% of their disclosed assets. The portfolio also has exposure to Semiconductors, indicating a specific thematic focus.
Is Equitable Trust Company's portfolio concentrated or diversified?
Equitable Trust Company runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 34.0% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Equitable Trust Company performed in 2026?
Our AI-simulated model portfolio for Equitable Trust Company tracks a Year-to-Date (YTD) return of +6.4%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Thomas R. Steele manage Equitable Trust Company directly?
Yes, Thomas R. Steele serves as the key portfolio manager for Equitable Trust Company, overseeing the investment strategy and final capital allocation decisions.