# EDGAR Filing Document

**Accession Number:** 0000034273
**File Stem:** 0000940400-26-022106
**Filing Date:** 2026-5
**Character Count:** 13699
**Document Hash:** 8f447a71da812c2462765b47cdff1c9a
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0000940400-26-022106.hdr.sgml**: 20260529

**ACCESSION NUMBER**: 0000940400-26-022106

**CONFORMED SUBMISSION TYPE**: NPORT-P

**PUBLIC DOCUMENT COUNT**: 1

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260529

**DATE AS OF CHANGE**: 20260529

**PERIOD START**: 20260930

**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:** 261043107

**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:** 2026-09-30

- **b. Date as of which information is reported:** 2026-03-31

**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:** $1803234731.42

**Total Liabilities:** $1787214.78

**Net Assets:** $1801447516.64

**Cash Not Reported:** $55718549.28

**Monthly Return Information**

| Class               | Month 1 Return (%)   | Month 2 Return (%)   | Month 3 Return (%)   |
|:---|:---|:---|:---|
| Class ID C000060272 | 6.87%                | 0.69%                | -5.64%               |
| Class ID C000148845 | 6.85%                | 0.71%                | -5.62%               |
| Class ID C000060271 | 6.77%                | 0.63%                | -5.70%               |
| Class ID C000060269 | 6.82%                | 0.68%                | -5.64%               |

**Monthly Gains & Losses**

| Period   | Net Realized Gain/Loss   | Net Unrealized Appreciation/Depreciation   |
|:---|:---|:---|
| Month 1  | $15582020.76             | $110792287.39                              |
| Month 2  | $102.58                  | $10998470.21                               |
| Month 3  | $10339445.67             | $-117679295.05                             |

### 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   |
|:---|:---|:---|:---|:---|:---|:---|---:|:---|:---|:---|:---|:---|:---|:---|---:|:---|
| First Hawaiian Inc.                      | First Hawaiian Inc. COM                             | CUSIP: 32051X108<br>LEI: 5493002DJSH46F5OLV06 | Long             | EC               | CORP              | US        |   2266728 | NS      | $55852177.92  | 3.10%             |  |  |  | No            |                  1 | On Loan: No      |
| LCI Industries                           | LCI Industries COM                                  | CUSIP: 50189K103<br>LEI: 549300E1B98YNJ1WIQ04 | Long             | EC               | CORP              | US        |    298020 | NS      | $36650499.60  | 2.03%             |  |  |  | No            |                  1 | On Loan: No      |
| Kadant Inc                               | Kadant Inc COM                                      | CUSIP: 48282T104<br>LEI: 549300K06LNJYBMPYP15 | Long             | EC               | CORP              | US        |    199690 | NS      | $58379371.50  | 3.24%             |  |  |  | No            |                  1 | On Loan: No      |
| Dreyfus Government Cash Management Funds | Dreyfus Government Cash Management Funds SH BEN INT | CUSIP: 262006208<br>LEI: 5493000Q69I5Q3QZIA91 | Long             | STIV             | RF                | US        |  38140608 | NS      | $38140607.63  | 2.12%             |  |  |  | No            |                  1 | On Loan: No      |
| Pool Corporation                         | Pool Corporation COM                                | CUSIP: 73278L105<br>LEI: 5493005VZK1KMN6CO617 | Long             | EC               | CORP              | US        |    240017 | NS      | $48562639.61  | 2.70%             |  |  |  | No            |                  1 | On Loan: No      |
| Acushnet Holdings Corp                   | Acushnet Holdings Corp COM                          | CUSIP: 005098108<br>LEI: 529900W5FI106H543E43 | Long             | EC               | CORP              | US        |   1063401 | NS      | $99406725.48  | 5.52%             |  |  |  | No            |                  1 | On Loan: No      |
| Moelis & Co.                             | Moelis & Co. CL A                                   | CUSIP: 60786M105<br>LEI: 549300891QNU7VTQUR83 | Long             | EC               | CORP              | US        |   1002917 | NS      | $57166269.00  | 3.17%             |  |  |  | No            |                  1 | On Loan: No      |
| Manhattan Associates Inc                 | Manhattan Associates Inc COM                        | CUSIP: 562750109<br>LEI: 529900Q1GJP7KD52SW51 | Long             | EC               | CORP              | US        |    198386 | NS      | $26409144.32  | 1.47%             |  |  |  | No            |                  1 | On Loan: No      |
| Installed Building Products Inc          | Installed Building Products Inc COM                 | CUSIP: 45780R101<br>LEI: 549300I95Y9P9YM5FI86 | Long             | EC               | CORP              | US        |    280010 | NS      | $74244651.50  | 4.12%             |  |  |  | No            |                  1 | On Loan: No      |
| Donaldson Co Inc                         | Donaldson Co Inc COM                                | CUSIP: 257651109<br>LEI: OZE6KXY9QQPR8EJ8WL20 | Long             | EC               | CORP              | US        |    534338 | NS      | $45349266.06  | 2.52%             |  |  |  | No            |                  1 | On Loan: No      |
| Simpson Manufacturing Co Inc.            | Simpson Manufacturing Co Inc. COM                   | CUSIP: 829073105<br>LEI: 529900EJUNNL15LZ8056 | Long             | EC               | CORP              | US        |    672399 | NS      | $115397116.38 | 6.41%             |  |  |  | No            |                  1 | On Loan: No      |
| Artisan Partners Asset Management Inc.   | Artisan Partners Asset Management Inc. CL A         | CUSIP: 04316A108<br>LEI: 549300T1FUI6JF63XU51 | Long             | EC               | CORP              | US        |   1021387 | NS      | $37168272.93  | 2.06%             |  |  |  | No            |                  1 | On Loan: No      |
| Graco Inc                                | Graco Inc COM                                       | CUSIP: 384109104<br>LEI: 4T5VJ4S81BRT6Q7GGT78 | Long             | EC               | CORP              | US        |    712110 | NS      | $60280111.50  | 3.35%             |  |  |  | No            |                  1 | On Loan: No      |
| Hawkins Inc                              | Hawkins Inc COM                                     | CUSIP: 420261109<br>LEI: 549300VL3IJ23OWX1Y34 | Long             | EC               | CORP              | US        |    287519 | NS      | $44162918.40  | 2.45%             |  |  |  | No            |                  1 | On Loan: No      |
| Corvel Corp                              | Corvel Corp COM                                     | CUSIP: 221006109<br>LEI: N/A                  | Long             | EC               | CORP              | US        |    882869 | NS      | $48248790.85  | 2.68%             |  |  |  | No            |                  1 | On Loan: No      |
| Kforce Inc                               | Kforce Inc COM                                      | CUSIP: 493732101<br>LEI: 5493003RDQQDVXY2SK46 | Long             | EC               | CORP              | US        |    348052 | NS      | $10177040.48  | 0.56%             |  |  |  | No            |                  1 | On Loan: No      |
| Landstar System Inc.                     | Landstar System Inc. COM                            | CUSIP: 515098101<br>LEI: 254900CUQXQRL09MEI52 | Long             | EC               | CORP              | US        |    472732 | NS      | $75783666.92  | 4.21%             |  |  |  | No            |                  1 | On Loan: No      |
| Primerica, Inc.                          | Primerica, Inc. COM                                 | CUSIP: 74164M108<br>LEI: 254900621R686KJR7022 | Long             | EC               | CORP              | US        |    426287 | NS      | $106776367.76 | 5.93%             |  |  |  | No            |                  1 | On Loan: No      |
| RBC Bearings Inc                         | RBC Bearings Inc COM                                | CUSIP: 75524B104<br>LEI: N/A                  | Long             | EC               | CORP              | US        |    171803 | NS      | $93309645.36  | 5.18%             |  |  |  | No            |                  1 | On Loan: No      |
| Henry Jack & Associates Inc.             | Henry Jack & Associates Inc. COM                    | CUSIP: 426281101<br>LEI: 529900X1QS8C54W0JB21 | Long             | EC               | CORP              | US        |    433455 | NS      | $68503228.20  | 3.80%             |  |  |  | No            |                  1 | On Loan: No      |
| RLI Corp                                 | RLI Corp COM                                        | CUSIP: 749607107<br>LEI: 529900AMTJE5ECN9PS55 | Long             | EC               | CORP              | US        |   1071832 | NS      | $61137297.28  | 3.39%             |  |  |  | No            |                  1 | On Loan: No      |
| The Toro Company                         | The Toro Company COM                                | CUSIP: 891092108<br>LEI: YJKE4YIT6BWQHVEW0D14 | Long             | EC               | CORP              | US        |   1187589 | NS      | $110968316.16 | 6.16%             |  |  |  | No            |                  1 | On Loan: No      |
| BancFirst Corp.                          | BancFirst Corp. COM                                 | CUSIP: 05945F103<br>LEI: 549300EJEHGBP4IO2J30 | Long             | EC               | CORP              | US        |    478809 | NS      | $51950776.50  | 2.88%             |  |  |  | No            |                  1 | On Loan: No      |
| Watts Water Technologies Inc.            | Watts Water Technologies Inc. CL A                  | CUSIP: 942749102<br>LEI: 549300REJOO94ERQN318 | Long             | EC               | CORP              | US        |    368500 | NS      | $106971865.00 | 5.94%             |  |  |  | No            |                  1 | On Loan: No      |
| FTI Consulting, Inc.                     | FTI Consulting, Inc. COM                            | CUSIP: 302941109<br>LEI: 549300K17GM8EQD0FQ48 | Long             | EC               | CORP              | US        |    534294 | NS      | $94447150.38  | 5.24%             |  |  |  | No            |                  1 | On Loan: No      |
| Emcor Group Inc                          | Emcor Group Inc COM                                 | CUSIP: 29084Q100<br>LEI: 529900X0SQJB2J7YDU43 | Long             | EC               | CORP              | US        |     90015 | NS      | $66458974.65  | 3.69%             |  |  |  | No            |                  1 | On Loan: No      |
| UFP Industries Inc                       | UFP Industries Inc COM                              | CUSIP: 90278Q108<br>LEI: 5493007KB485C9OV5572 | Long             | EC               | CORP              | US        |    586745 | NS      | $54050949.40  | 3.00%             |  |  |  | No            |                  1 | On Loan: No      |

### Signature

**Date Signed:** 2026-05-29

**Name of Applicant:** Virtus Equity Trust

**Signature:** Amy Hackett

**Name of Signer:** Amy Hackett

**Title:** Vice President and Assistant Treasurer