The Kovitz Core Equity ETF (EQTY) has 38 holdings, with Microsoft, Visa, and Charles Schwab among its largest positions. The top 25 EQTY holdings ordered by weight make up 84.56% of the total fund. EQTY is an equity fund in the broad equity category that invests in publicly traded companies and other investments, focused on strategy strategies within the Global region. This page includes a complete EQTY stock holdings list ranked by weight, along with a full breakdown of sector, geographic, industry, and currency exposure.
Top 25 EQTY Holdings
EQTY Geographic Exposure
EQTY's largest geographic exposure is United States at 89.1%, followed by Ireland at 3.8%.
EQTY Currency Exposure
EQTY is exclusively exposed to USD.
EQTY Sector Exposure
EQTY's largest sector exposure is Financials at 23.1%, followed by Technology at 22.0%.
EQTY Industry Exposure
EQTY's largest industry exposure is Capital Markets at 11.7%, followed by Health Care Equipment & Supplies at 9.8%.
Health Care Equipment & Supplies
Semiconductors & Semiconductor Equipment
Diversified Financial Services
EQTY Sub-Industry Exposure
EQTY's largest sub-industry exposure is Interactive Media & Services at 8.1%, followed by Life Sciences Tools & Services at 7.8%.
Interactive Media & Services
Life Sciences Tools & Services
Investment Banking & Brokerage
Security & Alarm Services
EQTY Coupon Exposure
EQTY's largest coupon exposure is 2-4 at 3.5%.
