# EDGAR Filing Document

**Accession Number:** 0000034273
**File Stem:** 0000940400-25-009430
**Filing Date:** 2025-11
**Character Count:** 13459
**Document Hash:** 846d07fb4e51672eb3ad8675d20cc9d8
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0000940400-25-009430.hdr.sgml**: 20251124

**ACCESSION NUMBER**: 0000940400-25-009430

**CONFORMED SUBMISSION TYPE**: NPORT-P

**PUBLIC DOCUMENT COUNT**: 1

**CONFORMED PERIOD OF REPORT**: 20250930

**FILED AS OF DATE**: 20251124

**DATE AS OF CHANGE**: 20251124

**PERIOD START**: 20250930

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** VIRTUS EQUITY TRUST
- **CENTRAL INDEX KEY:** 0000034273

**ORGANIZATION NAME:**
- **EIN:** 036066130
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 0331

**FILING VALUES:**
- **FORM TYPE:** NPORT-P
- **SEC ACT:** 1940 Act
- **SEC FILE NUMBER:** 811-00945
- **FILM NUMBER:** 251512154

**BUSINESS ADDRESS:**
- **STREET 1:** 101 MUNSON STEET
- **CITY:** GREENFIELD
- **STATE:** MA
- **ZIP:** 01301
- **BUSINESS PHONE:** 800-243-1574

**MAIL ADDRESS:**
- **STREET 1:** ONE FINANCIAL PLAZA
- **STREET 2:** 26TH FLOOR
- **CITY:** HARTFORD
- **STATE:** CT
- **ZIP:** 06103

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** PHOENIX EQUITY TRUST
- **DATE OF NAME CHANGE:** 20040628

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** PHOENIX ABERDEEN WORLDWIDE OPPORTUNITIES FUND
- **DATE OF NAME CHANGE:** 19981215

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** PHOENIX WORLDWIDE OPPORTUNITIES FUND
- **DATE OF NAME CHANGE:** 19940505

## Series and Classes Contracts Data

### Virtus KAR Small-Cap Core Fund (Series ID: S000021172)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000060269 | Class A      | PKSAX           |
| C000060271 | Class C      | PKSCX           |
| C000060272 | Class I      | PKSFX           |
| C000148845 | Class R6     | VSCRX           |

## Form NPORT-P: Monthly Portfolio Investments Report

### NPORT-P: Part A: General Information

**Item A.1. Information about the Registrant.**

- **a. Name of Registrant:** Virtus Equity Trust

- **b. Investment Company Act file number:** 811-00945

- **c. CIK number of Registrant:** 0000034273

- **d. LEI of Registrant:** 549300BN8LS7IJSSNN03

- **e. Address and telephone number of Registrant.**

  - **Street Address 1:** 101 Munson Street

  - **City:** Greenfield

  - **State:** MA

  - **Foreign country:** US

  - **Zip / Postal Code:** 01301-9668

  - **Telephone number:** 800-243-1574

**Item A.2. Information about the Series.**

- **a. Name of Series:** Virtus KAR Small-Cap Core Fund

- **b. EDGAR series identifier (if any):** S000021172

- **c. LEI of Series:** 5493001OXV2WNT52UF64

**Item A.3. Reporting period.**

- **a. Date of fiscal year-end:** 2025-09-30

- **b. Date as of which information is reported:** 2025-09-30

**Item A.4. Final filing**

Does the Fund anticipate that this will be its final filing on Form N-PORT? **No**

### Fund Information

**Total Assets:** $2103066338.04

**Total Liabilities:** $2008425.77

**Net Assets:** $2101057912.27

**Cash Not Reported:** $55496046.16

**Monthly Return Information**

| Class               | Month 1 Return (%)   | Month 2 Return (%)   | Month 3 Return (%)   |
|:---|:---|:---|:---|
| Class ID C000060272 | 1.92%                | 2.66%                | -4.16%               |
| Class ID C000148845 | 1.93%                | 2.66%                | -4.16%               |
| Class ID C000060271 | 1.83%                | 2.55%                | -4.23%               |
| Class ID C000060269 | 1.88%                | 2.62%                | -4.19%               |

**Monthly Gains & Losses**

| Period   | Net Realized Gain/Loss   | Net Unrealized Appreciation/Depreciation   |
|:---|:---|:---|
| Month 1  | $932179.09               | $40512829.76                               |
| Month 2  | $2290136.17              | $51825196.37                               |
| Month 3  | $55104317.18             | $-146846922.20                             |

### Schedule of Portfolio Investments

| Name                               | Title                                 | Identifiers                                   | Payoff Profile   | Asset Category   | Issuer Category   | Country   |   Balance | Units   | Value (USD)   | % of Net Assets   | Maturity Date   | Coupon Type   | Annualized Rate (%)   | Restricted?   |   Fair Value Level | Lending Status   |
|:---|:---|:---|:---|:---|:---|:---|---:|:---|:---|:---|:---|:---|:---|:---|---:|:---|
| FTI Consulting Inc                 | FTI Consulting Inc                    | CUSIP: 302941109<br>LEI: 549300K17GM8EQD0FQ48 | Long             | EC               | CORP              | US        |    609294 | NS      | $98492375.10  | 4.69%             |  |  |  | No            |                  1 | On Loan: No      |
| LCI Industries                     | LCI Industries                        | CUSIP: 50189K103<br>LEI: 549300E1B98YNJ1WIQ04 | Long             | EC               | CORP              | US        |    364020 | NS      | $33908463.00  | 1.61%             |  |  |  | No            |                  1 | On Loan: No      |
| FactSet Research Systems Inc       | FactSet Research Systems Inc          | CUSIP: 303075105<br>LEI: 549300ZSJE7NBK6K9P30 | Long             | EC               | CORP              | US        |    125640 | NS      | $35994603.60  | 1.71%             |  |  |  | No            |                  1 | On Loan: No      |
| Dreyfus Government Cash Management | Dreyfus Government Cash Management    | CUSIP: 262006208<br>LEI: 5493000Q69I5Q3QZIA91 | Long             | STIV             | RF                | US        |  82279364 | NS      | $82279363.65  | 3.92%             |  |  |  | No            |                  1 | On Loan: No      |
| EMCOR Group Inc                    | EMCOR Group Inc                       | CUSIP: 29084Q100<br>LEI: 529900X0SQJB2J7YDU43 | Long             | EC               | CORP              | US        |    106015 | NS      | $68860983.10  | 3.28%             |  |  |  | No            |                  1 | On Loan: No      |
| Kadant Inc                         | Kadant Inc                            | CUSIP: 48282T104<br>LEI: 549300K06LNJYBMPYP15 | Long             | EC               | CORP              | US        |    238690 | NS      | $71029370.20  | 3.38%             |  |  |  | No            |                  1 | On Loan: No      |
| Moelis & Co                        | Moelis & Co                           | CUSIP: 60786M105<br>LEI: 549300891QNU7VTQUR83 | Long             | EC               | CORP              | US        |   1223917 | NS      | $87289760.44  | 4.15%             |  |  |  | No            |                  1 | On Loan: No      |
| Rightmove PLC                      | Rightmove PLC                         | CUSIP: 000000000<br>LEI: 2138001JXGCFKBXYB828 | Long             | EC               | CORP              | GB        |   8925590 | NS      | $85060528.17  | 4.05%             |  |  |  | No            |                  1 | On Loan: No      |
| First Hawaiian Inc                 | First Hawaiian Inc                    | CUSIP: 32051X108<br>LEI: 5493002DJSH46F5OLV06 | Long             | EC               | CORP              | US        |   2703728 | NS      | $67133566.24  | 3.20%             |  |  |  | No            |                  1 | On Loan: No      |
| CorVel Corp                        | CorVel Corp                           | CUSIP: 221006109<br>LEI: N/A                  | Long             | EC               | CORP              | US        |   1065040 | NS      | $82455396.80  | 3.92%             |  |  |  | No            |                  1 | On Loan: No      |
| Simpson Manufacturing Co Inc       | Simpson Manufacturing Co Inc          | CUSIP: 829073105<br>LEI: 529900EJUNNL15LZ8056 | Long             | EC               | CORP              | US        |    817497 | NS      | $136898047.62 | 6.52%             |  |  |  | No            |                  1 | On Loan: No      |
| Landstar System Inc                | Landstar System Inc                   | CUSIP: 515098101<br>LEI: 254900CUQXQRL09MEI52 | Long             | EC               | CORP              | US        |    567532 | NS      | $69556721.92  | 3.31%             |  |  |  | No            |                  1 | On Loan: No      |
| Donaldson Co Inc                   | Donaldson Co Inc                      | CUSIP: 257651109<br>LEI: OZE6KXY9QQPR8EJ8WL20 | Long             | EC               | CORP              | US        |    637338 | NS      | $52166115.30  | 2.48%             |  |  |  | No            |                  1 | On Loan: No      |
| Toro Co/The                        | Toro Co/The                           | CUSIP: 891092108<br>LEI: YJKE4YIT6BWQHVEW0D14 | Long             | EC               | CORP              | US        |   1397589 | NS      | $106496281.80 | 5.07%             |  |  |  | No            |                  1 | On Loan: No      |
| Manhattan Associates Inc           | Manhattan Associates Inc              | CUSIP: 562750109<br>LEI: 529900Q1GJP7KD52SW51 | Long             | EC               | CORP              | US        |    238386 | NS      | $48864362.28  | 2.33%             |  |  |  | No            |                  1 | On Loan: No      |
| Kforce Inc                         | Kforce Inc                            | CUSIP: 493732101<br>LEI: 5493003RDQQDVXY2SK46 | Long             | EC               | CORP              | US        |    436052 | NS      | $13072838.96  | 0.62%             |  |  |  | No            |                  1 | On Loan: No      |
| Artisan Partners Asset Managem     | Artisan Partners Asset Management Inc | CUSIP: 04316A108<br>LEI: 549300T1FUI6JF63XU51 | Long             | EC               | CORP              | US        |   1220387 | NS      | $52964795.80  | 2.52%             |  |  |  | No            |                  1 | On Loan: No      |
| Primerica Inc                      | Primerica Inc                         | CUSIP: 74164M108<br>LEI: 254900621R686KJR7022 | Long             | EC               | CORP              | US        |    494287 | NS      | $137209128.33 | 6.53%             |  |  |  | No            |                  1 | On Loan: No      |
| RBC Bearings Inc                   | RBC Bearings Inc                      | CUSIP: 75524B104<br>LEI: N/A                  | Long             | EC               | CORP              | US        |    199303 | NS      | $77785967.87  | 3.70%             |  |  |  | No            |                  1 | On Loan: No      |
| Watts Water Technologies Inc       | Watts Water Technologies Inc          | CUSIP: 942749102<br>LEI: 549300REJOO94ERQN318 | Long             | EC               | CORP              | US        |    438500 | NS      | $122464280.00 | 5.83%             |  |  |  | No            |                  1 | On Loan: No      |
| RLI Corp                           | RLI Corp                              | CUSIP: 749607107<br>LEI: 529900AMTJE5ECN9PS55 | Long             | EC               | CORP              | US        |    831853 | NS      | $54253452.66  | 2.58%             |  |  |  | No            |                  1 | On Loan: No      |
| Graco Inc                          | Graco Inc                             | CUSIP: 384109104<br>LEI: 4T5VJ4S81BRT6Q7GGT78 | Long             | EC               | CORP              | US        |    845110 | NS      | $71800545.60  | 3.42%             |  |  |  | No            |                  1 | On Loan: No      |
| BancFirst Corp                     | BancFirst Corp                        | CUSIP: 05945F103<br>LEI: 549300EJEHGBP4IO2J30 | Long             | EC               | CORP              | US        |    560809 | NS      | $70914298.05  | 3.38%             |  |  |  | No            |                  1 | On Loan: No      |
| Installed Building Products In     | Installed Building Products Inc       | CUSIP: 45780R101<br>LEI: 549300I95Y9P9YM5FI86 | Long             | EC               | CORP              | US        |    325010 | NS      | $80166966.60  | 3.82%             |  |  |  | No            |                  1 | On Loan: No      |
| UFP Industries Inc                 | UFP Industries Inc                    | CUSIP: 90278Q108<br>LEI: 5493007KB485C9OV5572 | Long             | EC               | CORP              | US        |    698745 | NS      | $65325670.05  | 3.11%             |  |  |  | No            |                  1 | On Loan: No      |
| Jack Henry & Associates Inc        | Jack Henry & Associates Inc           | CUSIP: 426281101<br>LEI: 529900X1QS8C54W0JB21 | Long             | EC               | CORP              | US        |    309223 | NS      | $46052581.39  | 2.19%             |  |  |  | No            |                  1 | On Loan: No      |
| Hawkins Inc                        | Hawkins Inc                           | CUSIP: 420261109<br>LEI: 549300VL3IJ23OWX1Y34 | Long             | EC               | CORP              | US        |    143366 | NS      | $26195835.52  | 1.25%             |  |  |  | No            |                  1 | On Loan: No      |
| Acushnet Holdings Corp             | Acushnet Holdings Corp                | CUSIP: 005098108<br>LEI: 529900W5FI106H543E43 | Long             | EC               | CORP              | US        |   1294401 | NS      | $101597534.49 | 4.84%             |  |  |  | No            |                  1 | On Loan: No      |

### Signature

**Date Signed:** 2025-11-24

**Name of Applicant:** Virtus Equity Trust

**Signature:** Amy Hackett

**Name of Signer:** Amy Hackett

**Title:** Vice President and Assistant Treasurer