EQTY – Kovitz Core Equity ETF
Kovitz Core Equity ETF (EQTY) is a Large Blend ETF, issued by kovitzetf, $1.4B in assets, 0.99% expense ratio.
Returns as of Oct 23, 2026: 1 week +0.2%, 1 year +13.2%.
Invests in U.S. and foreign equity securities across all market capitalizations. Includes common stocks, rights, warrants, and convertibles.
Top holdings
- ICE – Intercontinental Exchange Inc, 4.7%
- AMZN – Amazon.com Inc, 4.6%
- BDX – Becton Dickinson and Company, 4.4%
- PM – Philip Morris International Inc, 4.3%
- GOOG – Alphabet Inc Class C, 4.2%
- MSFT – Microsoft Corporation, 4.1%
- SCHW – Charles Schwab Corp, 3.9%
- TMO – Thermo Fisher Scientific Inc, 3.9%
- V – Visa Inc. Class A, 3.8%
- AON – Aon PLC, 3.6%
- PCAR – PACCAR Inc, 3.3%
- 0LC0 – Ashtead Group plc Sponsored ADR, 3.2%
- MSI – Motorola Solutions Inc, 3.1%
- KEYS – Keysight Technologies Inc, 3.0%
- ADI – Analog Devices Inc, 2.9%
- ALC – Alcon AG, 2.9%
- J – Jacobs Solutions Inc., 2.9%
- META – Meta Platforms Inc., 2.9%
- AMAT – Applied Materials Inc, 2.6%
- CRM – Salesforce.com Inc, 2.5%
- COO – The Cooper Companies, Inc, 2.5%
- WAT – Waters Corporation, 2.5%
- AMTM – Amentum Holdings Inc., 2.4%
- LOW – Lowe's Companies Inc, 2.2%
- CPRT – Copart Inc, 2.1%