# EDGAR Filing Document

**Accession Number:** 0000034273
**File Stem:** 0000940400-26-022773
**Filing Date:** 2026-6
**Character Count:** 15230
**Document Hash:** 2342f3a2c029f56b51c9effa922a4694
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0000940400-26-022773.hdr.sgml**: 20260601

**ACCESSION NUMBER**: 0000940400-26-022773

**CONFORMED SUBMISSION TYPE**: NPORT-P

**PUBLIC DOCUMENT COUNT**: 1

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260601

**DATE AS OF CHANGE**: 20260601

**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:** 261048424

**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 Mid-Cap Growth Fund (Series ID: S000021180)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000060294 | Class A      | PHSKX           |
| C000060296 | Class C      | PSKCX           |
| C000060297 | Class I      | PICMX           |
| C000199783 | Class R6     | VRMGX           |

## 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 Mid-Cap Growth Fund

- **b. EDGAR series identifier (if any):** S000021180

- **c. LEI of Series:** 549300QUG60QH8NY9I96

**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:** $435737661.54

**Total Liabilities:** $724794.99

**Net Assets:** $435012866.55

**Cash Not Reported:** $4594277.54

**Monthly Return Information**

| Class               | Month 1 Return (%)   | Month 2 Return (%)   | Month 3 Return (%)   |
|:---|:---|:---|:---|
| Class ID C000060294 | -2.41%               | -2.62%               | -9.06%               |
| Class ID C000060297 | -2.39%               | -2.62%               | -9.05%               |
| Class ID C000199783 | -2.36%               | -2.58%               | -9.04%               |
| Class ID C000060296 | -2.46%               | -2.69%               | -9.11%               |

**Monthly Gains & Losses**

| Period   | Net Realized Gain/Loss   | Net Unrealized Appreciation/Depreciation   |
|:---|:---|:---|
| Month 1  | $19725022.43             | $-32545332.69                              |
| Month 2  | $26597743.88             | $-41288330.97                              |
| Month 3  | $18978389.41             | $-60918725.45                              |

### 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   |
|:---|:---|:---|:---|:---|:---|:---|---:|:---|:---|:---|:---|:---|:---|:---|---:|:---|
| Everpure Inc.                             | Everpure Inc. CL A                            | CUSIP: 74624M102<br>LEI: 549300NPDB0BZTK3WO90 | Long             | EC               | CORP              | US        |    152794 | NS      | $9020957.76   | 2.07%             |  |  |  | No            |                  1 | On Loan: No      |
| Medline Inc.                              | Medline Inc. COM CL A                         | CUSIP: 58507V107<br>LEI: 984500FAN6J1P8566D43 | Long             | EC               | CORP              | US        |    242184 | NS      | $10777188.00  | 2.48%             |  |  |  | No            |                  1 | On Loan: No      |
| Mercadolibre Inc                          | Mercadolibre Inc COM                          | CUSIP: 58733R102<br>LEI: 549300DKPDN9M5S8GB14 | Long             | EC               | CORP              | US        |     10946 | NS      | $18925852.92  | 4.35%             |  |  |  | No            |                  1 | On Loan: No      |
| GLOBAL-E ONLINE LTD                       | Global E Online Ltd SHS                       | CUSIP: 000000000<br>LEI: N/A                  | Long             | EC               | CORP              | IL        |    264931 | NS      | $8173121.35   | 1.88%             |  |  |  | No            |                  1 | On Loan: No      |
| CELSIUS HOLDINGS INC                      | Celsius Holdings Inc. COM NEW                 | CUSIP: 15118V207<br>LEI: N/A                  | Long             | EC               | CORP              | US        |    350934 | NS      | $12451138.32  | 2.86%             |  |  |  | No            |                  1 | On Loan: No      |
| Old Dominion Freight Line Inc.            | Old Dominion Freight Line Inc. COM            | CUSIP: 679580100<br>LEI: 5299009TWK32WE417T96 | Long             | EC               | CORP              | US        |     49167 | NS      | $9607231.80   | 2.21%             |  |  |  | No            |                  1 | On Loan: No      |
| Datadog Inc                               | Datadog Inc CL A COM                          | CUSIP: 23804L103<br>LEI: 549300F6JNO0KRPO1K63 | Long             | EC               | CORP              | US        |     93065 | NS      | $10986323.25  | 2.53%             |  |  |  | No            |                  1 | On Loan: No      |
| Toast Inc                                 | Toast Inc CL A                                | CUSIP: 888787108<br>LEI: 549300TN1PZNLCD4I551 | Long             | EC               | CORP              | US        |    539870 | NS      | $14311953.70  | 3.29%             |  |  |  | No            |                  1 | On Loan: No      |
| Houlihan Lokey Inc.                       | Houlihan Lokey Inc. CL A                      | CUSIP: 441593100<br>LEI: 549300S3CNGTQ1QZVY46 | Long             | EC               | CORP              | US        |     90729 | NS      | $13030498.98  | 3.00%             |  |  |  | No            |                  1 | On Loan: No      |
| Comfort Systems USA Inc.                  | Comfort Systems USA Inc. COM                  | CUSIP: 199908104<br>LEI: 5299009DT1ZA5HTU6R38 | Long             | EC               | CORP              | US        |     19467 | NS      | $26844798.33  | 6.17%             |  |  |  | No            |                  1 | On Loan: No      |
| Vertex Inc                                | Vertex Inc CL A                               | CUSIP: 92538J106<br>LEI: 549300QMYW171MP1PL50 | Long             | EC               | CORP              | US        |    503837 | NS      | $5990621.93   | 1.38%             |  |  |  | No            |                  1 | On Loan: No      |
| Healthequity Inc                          | Healthequity Inc COM                          | CUSIP: 42226A107<br>LEI: 529900LRJU1RAFQHM467 | Long             | EC               | CORP              | US        |    140768 | NS      | $11763981.76  | 2.70%             |  |  |  | No            |                  1 | On Loan: No      |
| The New York Times Company                | The New York Times Company CL A               | CUSIP: 650111107<br>LEI: 529900J1WEMMIW7BOH57 | Long             | EC               | CORP              | US        |    158548 | NS      | $13275224.04  | 3.05%             |  |  |  | No            |                  1 | On Loan: No      |
| Fair Isaac Corporation                    | Fair Isaac Corporation COM                    | CUSIP: 303250104<br>LEI: RI6HET5SJUEY30V1PS26 | Long             | EC               | CORP              | US        |     11523 | NS      | $12301263.42  | 2.83%             |  |  |  | No            |                  1 | On Loan: No      |
| Freshpet Inc                              | Freshpet Inc COM                              | CUSIP: 358039105<br>LEI: 549300S4ZK8ZQ6HNPN59 | Long             | EC               | CORP              | US        |    106464 | NS      | $6277117.44   | 1.44%             |  |  |  | No            |                  1 | On Loan: No      |
| Reddit Inc                                | Reddit Inc CL A                               | CUSIP: 75734B100<br>LEI: 529900APN1YHPBHPI679 | Long             | EC               | CORP              | US        |     56757 | NS      | $7642330.05   | 1.76%             |  |  |  | No            |                  1 | On Loan: No      |
| West Pharmaceutical Services Incorporated | West Pharmaceutical Services Incorporated COM | CUSIP: 955306105<br>LEI: 5493007NKRGM1RJQ1P16 | Long             | EC               | CORP              | US        |     63465 | NS      | $15906867.60  | 3.66%             |  |  |  | No            |                  1 | On Loan: No      |
| Copart Inc                                | Copart Inc COM                                | CUSIP: 217204106<br>LEI: 549300KVYX3JWMYEHU61 | Long             | EC               | CORP              | US        |    285143 | NS      | $9466747.60   | 2.18%             |  |  |  | No            |                  1 | On Loan: No      |
| Goosehead Insurance Inc                   | Goosehead Insurance Inc COM CL A              | CUSIP: 38267D109<br>LEI: 549300WH5MBIWHJ9XY95 | Long             | EC               | CORP              | US        |    197804 | NS      | $8438318.64   | 1.94%             |  |  |  | No            |                  1 | On Loan: No      |
| Equifax Inc.                              | Equifax Inc. COM                              | CUSIP: 294429105<br>LEI: 5493004MCF8JDC86VS77 | Long             | EC               | CORP              | US        |     67478 | NS      | $12150763.46  | 2.79%             |  |  |  | No            |                  1 | On Loan: No      |
| Cloudflare Inc                            | Cloudflare Inc CL A COM                       | CUSIP: 18915M107<br>LEI: 5493007DY18BGNLDWU14 | Long             | EC               | CORP              | US        |    180825 | NS      | $37311430.50  | 8.58%             |  |  |  | No            |                  1 | On Loan: No      |
| Dominos Pizza Inc.                        | Dominos Pizza Inc. COM                        | CUSIP: 25754A201<br>LEI: 25490005ZWM1IF9UXU57 | Long             | EC               | CORP              | US        |     26137 | NS      | $9377694.23   | 2.16%             |  |  |  | No            |                  1 | On Loan: No      |
| On Holding AG                             | On Holding AG NAMEN AKT A                     | CUSIP: 000000000<br>LEI: 506700FB3467B9W95526 | Long             | EC               | CORP              | CH        |    349390 | NS      | $11886247.80  | 2.73%             |  |  |  | No            |                  1 | On Loan: No      |
| Trimble Inc                               | Trimble Inc COM                               | CUSIP: 896239100<br>LEI: 549300E2MI7NSZFQWS19 | Long             | EC               | CORP              | US        |    179004 | NS      | $11676430.92  | 2.68%             |  |  |  | No            |                  1 | On Loan: No      |
| IDEXX Laboratories Inc.                   | IDEXX Laboratories Inc. COM                   | CUSIP: 45168D104<br>LEI: OGMTXK0LUU1HKV2P0J84 | Long             | EC               | CORP              | US        |     26808 | NS      | $15063147.12  | 3.46%             |  |  |  | No            |                  1 | On Loan: No      |
| Rollins Inc                               | Rollins Inc COM                               | CUSIP: 775711104<br>LEI: 549300F2A0BXT4SGWD84 | Long             | EC               | CORP              | US        |    209534 | NS      | $11191210.94  | 2.57%             |  |  |  | No            |                  1 | On Loan: No      |
| WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP  | Wabtec Corp COM                               | CUSIP: 929740108<br>LEI: 06BTX5UWZD0GQ5N5Y745 | Long             | EC               | CORP              | US        |     48929 | NS      | $12227846.39  | 2.81%             |  |  |  | No            |                  1 | On Loan: No      |
| Topbuild Corporation                      | Topbuild Corporation COM                      | CUSIP: 89055F103<br>LEI: 5493007YSKHOL4RWII46 | Long             | EC               | CORP              | US        |     35242 | NS      | $12380514.60  | 2.85%             |  |  |  | No            |                  1 | On Loan: No      |
| Amphenol Corporation                      | Amphenol Corporation CL A                     | CUSIP: 032095101<br>LEI: 549300D3L3G0R4U4VT04 | Long             | EC               | CORP              | US        |    247113 | NS      | $31222727.55  | 7.18%             |  |  |  | No            |                  1 | On Loan: No      |
| Monolithic Power Systems Inc.             | Monolithic Power Systems Inc. COM             | CUSIP: 609839105<br>LEI: 529900TB7O85LSZ1XU31 | Long             | EC               | CORP              | US        |     17263 | NS      | $18874501.05  | 4.34%             |  |  |  | No            |                  1 | On Loan: No      |
| Insulet Corporation                       | Insulet Corporation COM                       | CUSIP: 45784P101<br>LEI: 549300TZTYD2PYN92D43 | Long             | EC               | CORP              | US        |     59523 | NS      | $12490306.32  | 2.87%             |  |  |  | No            |                  1 | On Loan: No      |
| PTC Inc                                   | PTC Inc COM                                   | CUSIP: 69370C100<br>LEI: 54930050SSMU8SKDJ030 | Long             | EC               | CORP              | US        |     69055 | NS      | $9839646.95   | 2.26%             |  |  |  | No            |                  1 | On Loan: No      |

### Signature

**Date Signed:** 2026-06-01

**Name of Applicant:** Virtus Equity Trust

**Signature:** Amy Hackett

**Name of Signer:** Amy Hackett

**Title:** Vice President and Assistant Treasurer