# EDGAR Filing Document

**Accession Number:** 0000034273
**File Stem:** 0000940400-25-009418
**Filing Date:** 2025-11
**Character Count:** 14614
**Document Hash:** fc607a5d516594034bc9e8337c823e65
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0000940400-25-009418.hdr.sgml**: 20251124

**ACCESSION NUMBER**: 0000940400-25-009418

**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:** 251512095

**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 Capital Growth Fund (Series ID: S000021173)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000060273 | Class A      | PSTAX           |
| C000060275 | Class C      | SSTFX           |
| C000060276 | Class I      | PLXGX           |
| C000199781 | Class R6     | VCGRX           |

## 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 Capital Growth Fund

- **b. EDGAR series identifier (if any):** S000021173

- **c. LEI of Series:** 549300KDRHFIG6ZL0U43

**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:** $689765693.96

**Total Liabilities:** $779768.61

**Net Assets:** $688985925.35

**Cash Not Reported:** $11892088.02

**Monthly Return Information**

| Class               | Month 1 Return (%)   | Month 2 Return (%)   | Month 3 Return (%)   |
|:---|:---|:---|:---|
| Class ID C000060275 | -0.09%               | 0.09%                | 0.35%                |
| Class ID C000060273 | -0.05%               | 0.19%                | 0.37%                |
| Class ID C000199781 | 0.00%                | 0.25%                | 0.38%                |
| Class ID C000060276 | -0.04%               | 0.22%                | 0.39%                |

**Monthly Gains & Losses**

| Period   | Net Realized Gain/Loss   | Net Unrealized Appreciation/Depreciation   |
|:---|:---|:---|
| Month 1  | $11585401.21             | $-11333686.96                              |
| Month 2  | $0.00                    | $1785963.54                                |
| Month 3  | $14591269.14             | $-11803156.08                              |

### 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   |
|:---|:---|:---|:---|:---|:---|:---|---:|:---|:---|:---|:---|:---|:---|:---|---:|:---|
| Hermes International SCA      | Hermes International SCA      | CUSIP: 42751Q105<br>LEI: 969500Y4IJGHJE2MTJ13 | Long             | EC               | CORP              | FR        |     51134 | NS      | $12533966.08  | 1.82%             |  |  |  | No            |                  1 | On Loan: No      |
| Amphenol Corp                 | Amphenol Corp                 | CUSIP: 032095101<br>LEI: 549300D3L3G0R4U4VT04 | Long             | EC               | CORP              | US        |    389970 | NS      | $48258787.50  | 7.00%             |  |  |  | No            |                  1 | On Loan: No      |
| S&P Global Inc                | S&P Global Inc                | CUSIP: 78409V104<br>LEI: Y6X4K52KMJMZE7I7MY94 | Long             | EC               | CORP              | US        |     30738 | NS      | $14960491.98  | 2.17%             |  |  |  | No            |                  1 | On Loan: No      |
| Intuitive Surgical Inc        | Intuitive Surgical Inc        | CUSIP: 46120E602<br>LEI: 54930052SRG011710797 | Long             | EC               | CORP              | US        |     24557 | NS      | $10982627.11  | 1.59%             |  |  |  | No            |                  1 | On Loan: No      |
| Alphabet Inc                  | Alphabet Inc                  | CUSIP: 02079K305<br>LEI: 5493006MHB84DD0ZWV18 | Long             | EC               | CORP              | US        |    115477 | NS      | $28072458.70  | 4.07%             |  |  |  | No            |                  1 | On Loan: No      |
| Cadence Design Systems Inc    | Cadence Design Systems Inc    | CUSIP: 127387108<br>LEI: GCT7RXJOGLXPV0NXZY22 | Long             | EC               | CORP              | US        |     50555 | NS      | $17757949.30  | 2.58%             |  |  |  | No            |                  1 | On Loan: No      |
| Amazon.com Inc                | Amazon.com Inc                | CUSIP: 023135106<br>LEI: ZXTILKJKG63JELOEG630 | Long             | EC               | CORP              | US        |    189404 | NS      | $41587436.28  | 6.04%             |  |  |  | No            |                  1 | On Loan: No      |
| MercadoLibre Inc              | MercadoLibre Inc              | CUSIP: 58733R102<br>LEI: 549300DKPDN9M5S8GB14 | Long             | EC               | CORP              | UY        |      6371 | NS      | $14888644.74  | 2.16%             |  |  |  | No            |                  1 | On Loan: No      |
| Progressive Corp/The          | Progressive Corp/The          | CUSIP: 743315103<br>LEI: 529900TACNVLY9DCR586 | Long             | EC               | CORP              | US        |     77184 | NS      | $19060588.80  | 2.77%             |  |  |  | No            |                  1 | On Loan: No      |
| Workday Inc                   | Workday Inc                   | CUSIP: 98138H101<br>LEI: 549300J0DYC0N31V7G13 | Long             | EC               | CORP              | US        |     60550 | NS      | $14576201.50  | 2.12%             |  |  |  | No            |                  1 | On Loan: No      |
| Home Depot Inc/The            | Home Depot Inc/The            | CUSIP: 437076102<br>LEI: QEKMOTMBBKA8I816DO57 | Long             | EC               | CORP              | US        |     26944 | NS      | $10917439.36  | 1.58%             |  |  |  | No            |                  1 | On Loan: No      |
| O'Reilly Automotive Inc       | O'Reilly Automotive Inc       | CUSIP: 67103H107<br>LEI: 549300K2RLMQL149Q332 | Long             | EC               | CORP              | US        |    224715 | NS      | $24226524.15  | 3.52%             |  |  |  | No            |                  1 | On Loan: No      |
| Equifax Inc                   | Equifax Inc                   | CUSIP: 294429105<br>LEI: 5493004MCF8JDC86VS77 | Long             | EC               | CORP              | US        |     37251 | NS      | $9555999.03   | 1.39%             |  |  |  | No            |                  1 | On Loan: No      |
| Trade Desk Inc/The            | Trade Desk Inc/The            | CUSIP: 88339J105<br>LEI: 549300GXPD31VT3E0P46 | Long             | EC               | CORP              | US        |    242225 | NS      | $11871447.25  | 1.72%             |  |  |  | No            |                  1 | On Loan: No      |
| CoStar Group Inc              | CoStar Group Inc              | CUSIP: 22160N109<br>LEI: 984500Q1D53D08E2E698 | Long             | EC               | CORP              | US        |    144464 | NS      | $12188427.68  | 1.77%             |  |  |  | No            |                  1 | On Loan: No      |
| Meta Platforms Inc            | Meta Platforms Inc            | CUSIP: 30303M102<br>LEI: BQ4BKCS1HXDV9HN80Z93 | Long             | EC               | CORP              | US        |     61369 | NS      | $45068166.22  | 6.54%             |  |  |  | No            |                  1 | On Loan: No      |
| ServiceNow Inc                | ServiceNow Inc                | CUSIP: 81762P102<br>LEI: 549300HJTQM36M0E1G39 | Long             | EC               | CORP              | US        |     19978 | NS      | $18385353.84  | 2.67%             |  |  |  | No            |                  1 | On Loan: No      |
| Shopify Inc                   | Shopify Inc                   | CUSIP: 82509L107<br>LEI: 549300HGQ43STJLLP808 | Long             | EC               | CORP              | CA        |    157683 | NS      | $23433270.63  | 3.40%             |  |  |  | No            |                  1 | On Loan: No      |
| Marriott International Inc/MD | Marriott International Inc/MD | CUSIP: 571903202<br>LEI: 225YDZ14ZO8E1TXUSU86 | Long             | EC               | CORP              | US        |     68134 | NS      | $17744818.96  | 2.58%             |  |  |  | No            |                  1 | On Loan: No      |
| Zoetis Inc                    | Zoetis Inc                    | CUSIP: 98978V103<br>LEI: 549300HD9Q1LOC9KLJ48 | Long             | EC               | CORP              | US        |     91398 | NS      | $13373355.36  | 1.94%             |  |  |  | No            |                  1 | On Loan: No      |
| Ecolab Inc                    | Ecolab Inc                    | CUSIP: 278865100<br>LEI: 82DYEISM090VG8LTLS26 | Long             | EC               | CORP              | US        |     47781 | NS      | $13085304.66  | 1.90%             |  |  |  | No            |                  1 | On Loan: No      |
| Eli Lilly & Co                | Eli Lilly & Co                | CUSIP: 532457108<br>LEI: FRDRIPF3EKNDJ2CQJL29 | Long             | EC               | CORP              | US        |     21195 | NS      | $16171785.00  | 2.35%             |  |  |  | No            |                  1 | On Loan: No      |
| NVIDIA Corp                   | NVIDIA Corp                   | CUSIP: 67066G104<br>LEI: 549300S4KLFTLO7GSQ80 | Long             | EC               | CORP              | US        |    300058 | NS      | $55984821.64  | 8.13%             |  |  |  | No            |                  1 | On Loan: No      |
| Fair Isaac Corp               | Fair Isaac Corp               | CUSIP: 303250104<br>LEI: RI6HET5SJUEY30V1PS26 | Long             | EC               | CORP              | US        |     15190 | NS      | $22732290.70  | 3.30%             |  |  |  | No            |                  1 | On Loan: No      |
| Paycom Software Inc           | Paycom Software Inc           | CUSIP: 70432V102<br>LEI: 254900LSB0HNJUDC6Q18 | Long             | EC               | CORP              | US        |     29403 | NS      | $6119940.42   | 0.89%             |  |  |  | No            |                  1 | On Loan: No      |
| IDEXX Laboratories Inc        | IDEXX Laboratories Inc        | CUSIP: 45168D104<br>LEI: OGMTXK0LUU1HKV2P0J84 | Long             | EC               | CORP              | US        |     20895 | NS      | $13349606.55  | 1.94%             |  |  |  | No            |                  1 | On Loan: No      |
| Danaher Corp                  | Danaher Corp                  | CUSIP: 235851102<br>LEI: S4BKK9OTCEWQ3YHPFM11 | Long             | EC               | CORP              | US        |     59776 | NS      | $11851189.76  | 1.72%             |  |  |  | No            |                  1 | On Loan: No      |
| Block Inc                     | Block Inc                     | CUSIP: 852234103<br>LEI: 549300OHIIUWSTIZME52 | Long             | EC               | CORP              | US        |    102656 | NS      | $7418949.12   | 1.08%             |  |  |  | No            |                  1 | On Loan: No      |
| Netflix Inc                   | Netflix Inc                   | CUSIP: 64110L106<br>LEI: 549300Y7VHGU0I7CE873 | Long             | EC               | CORP              | US        |     21697 | NS      | $26012967.24  | 3.78%             |  |  |  | No            |                  1 | On Loan: No      |
| Visa Inc                      | Visa Inc                      | CUSIP: 92826C839<br>LEI: 549300JZ4OKEHW3DPJ59 | Long             | EC               | CORP              | US        |    122262 | NS      | $41737801.56  | 6.06%             |  |  |  | No            |                  1 | On Loan: No      |
| Snowflake Inc                 | Snowflake Inc                 | CUSIP: 833445109<br>LEI: 254900CJNSY1K7T53Z16 | Long             | EC               | CORP              | US        |     95323 | NS      | $21500102.65  | 3.12%             |  |  |  | No            |                  1 | On Loan: No      |
| NIKE Inc                      | NIKE Inc                      | CUSIP: 654106103<br>LEI: 787RXPR0UX0O0XUXPZ81 | Long             | EC               | CORP              | US        |    116289 | NS      | $8108831.97   | 1.18%             |  |  |  | No            |                  1 | On Loan: No      |
| Uber Technologies Inc         | Uber Technologies Inc         | CUSIP: 90353T100<br>LEI: 549300B2FTG34FILDR98 | Long             | EC               | CORP              | US        |    246410 | NS      | $24140787.70  | 3.50%             |  |  |  | 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