---
ticker: "EQTY"
name: "Kovitz Core Equity ETF"
url: "https://etf.net/etf/EQTY"
grade: "C"
score: 45
graded_at: "2026-10-12"
category: "US Active Quality"
category_rank: "10 of 17"
methodology: "https://etf.net/methodology"
---

# EQTY: Kovitz Core Equity ETF

Grade **C**, Score 45 of 100. Rank 10 of 17 in US Active Quality.

Graded Oct 12, 2026.

## Grade pillars

| Pillar | Score | Category rank |
| --- | --- | --- |
| Cost | 6 | 16 of 17 |
| Mission | Not scored | — |
| Risk | 59 | 8 of 16 |
| Tradability | 80 | 2 of 17 |
| Holdings | 72 | 5 of 17 |
| Durability | 88 | 2 of 17 |

## Top holdings

The fund holds 38 positions. These are the largest 30, by weight.

| # | Ticker | Name | Weight |
| --- | --- | --- | --- |
| 1 | GOOG | Alphabet Inc-C | 5.45% |
| 2 | AMZN | Amazon.com Inc | 4.79% |
| 3 | ICE | Intercont Exch I | 4.50% |
| 4 | BDXA | Becton Dickinson | 4.39% |
| 5 | PM | Philip Morris In | 4.21% |
| 6 | — | Bbh Sweep Vehicle | 4.06% |
| 7 | MSFT | Microsoft Corp | 3.92% |
| 8 | TMO | Thermo Fisher | 3.88% |
| 9 | KEYS | Keysight Tec | 3.71% |
| 10 | SCHW | Schwab (Charles) | 3.65% |
| 11 | AON | Aon Plc-Class A | 3.59% |
| 12 | META | Meta Platforms-A | 3.13% |
| 13 | V | Visa Inc-Class A | 3.11% |
| 14 | ALC | Alcon Inc | 3.06% |
| 15 | ASHTY | Ashtead Grou-Adr | 3.04% |
| 16 | PCAR | Paccar Inc | 3.02% |
| 17 | J | Jacobs Solutions | 2.96% |
| 18 | CRM | Salesforce Inc | 2.82% |
| 19 | WAT | Waters Corp | 2.74% |
| 20 | ADI | Analog Devices | 2.59% |
| 21 | COO | Cooper Cos Inc | 2.50% |
| 22 | AMTM | Amentum Holdings | 2.19% |
| 23 | AMD | Adv Micro Device | 2.06% |
| 24 | DLTR | Dollar Tree Inc | 2.03% |
| 25 | AMAT | Applied Material | 2.03% |
| 26 | LOW | Lowe's Cos Inc | 2.01% |
| 27 | ADBE | Adobe Inc | 1.92% |
| 28 | BRK.B | Berkshire Hath-B | 1.78% |
| 29 | ANET | Arista Networks | 1.74% |
| 30 | UNVGY | Universal-Adr | 1.66% |

Source: etf.net, https://etf.net/etf/EQTY. Please cite the page URL.