# EDGAR Filing Document

**Accession Number:** 0000034273
**File Stem:** 0000940400-26-022094
**Filing Date:** 2026-5
**Character Count:** 14041
**Document Hash:** 12ff11d88586df7c7f310586cbb824f6
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0000940400-26-022094.hdr.sgml**: 20260529

**ACCESSION NUMBER**: 0000940400-26-022094

**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:** 261043092

**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 Growth Fund (Series ID: S000021170)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000060263 | Class A      | PSGAX           |
| C000060264 | Class C      | PSGCX           |
| C000060265 | Class I      | PXSGX           |
| C000199780 | Class R6     | VRSGX           |

## 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 Growth Fund

- **b. EDGAR series identifier (if any):** S000021170

- **c. LEI of Series:** 549300XYP5FI9C1IIT49

**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:** $827141211.51

**Total Liabilities:** $1540254.31

**Net Assets:** $825600957.20

**Cash Not Reported:** $40550350.64

**Monthly Return Information**

| Class               | Month 1 Return (%)   | Month 2 Return (%)   | Month 3 Return (%)   |
|:---|:---|:---|:---|
| Class ID C000060263 | 2.66%                | -4.07%               | -8.61%               |
| Class ID C000060264 | 2.69%                | -4.17%               | -8.59%               |
| Class ID C000060265 | 2.72%                | -4.05%               | -8.56%               |
| Class ID C000199780 | 2.67%                | -4.04%               | -8.54%               |

**Monthly Gains & Losses**

| Period   | Net Realized Gain/Loss   | Net Unrealized Appreciation/Depreciation   |
|:---|:---|:---|
| Month 1  | $2056419.14              | $27451717.52                               |
| Month 2  | $8608628.44              | $-50868875.45                              |
| Month 3  | $7999119.06              | $-79284844.10                              |

### 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   |
|:---|:---|:---|:---|:---|:---|:---|---:|:---|:---|:---|:---|:---|:---|:---|---:|:---|
| SERVISFIRST BANCSHARES INC               | ServisFirst Bancshares Inc. COM                     | CUSIP: 81768T108<br>LEI: N/A                  | Long             | EC               | CORP              | US        |    738667 | NS      | $53797117.61  | 6.52%             |  |  |  | No            |                  1 | On Loan: No      |
| Kinsale Capital Group Inc                | Kinsale Capital Group Inc COM                       | CUSIP: 49714P108<br>LEI: 529900QTUQHNZ6HOA508 | Long             | EC               | CORP              | US        |    118807 | NS      | $40591599.62  | 4.92%             |  |  |  | No            |                  1 | On Loan: No      |
| Ryan Specialty Holdings Inc              | Ryan Specialty Holdings Inc CL A                    | CUSIP: 78351F107<br>LEI: N/A                  | Long             | EC               | CORP              | US        |   1161142 | NS      | $39176931.08  | 4.75%             |  |  |  | No            |                  1 | On Loan: No      |
| Revolve Group Inc                        | Revolve Group Inc CL A                              | CUSIP: 76156B107<br>LEI: N/A                  | Long             | EC               | CORP              | US        |    845448 | NS      | $19115579.28  | 2.32%             |  |  |  | No            |                  1 | On Loan: No      |
| AppFolio Inc.                            | AppFolio Inc. COM CL A                              | CUSIP: 03783C100<br>LEI: 529900OOUUGT6JFC0S15 | Long             | EC               | CORP              | US        |    212629 | NS      | $33557108.78  | 4.06%             |  |  |  | No            |                  1 | On Loan: No      |
| Installed Building Products Inc          | Installed Building Products Inc COM                 | CUSIP: 45780R101<br>LEI: 549300I95Y9P9YM5FI86 | Long             | EC               | CORP              | US        |    103304 | NS      | $27391055.60  | 3.32%             |  |  |  | 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        |         0 | NS      | $0.03         | 0.00%             |  |  |  | No            |                  1 | On Loan: No      |
| DREYFUS GOVERNMENT CASH MANAGE           | DREYFUS GOVERNMENT CASH MANAGE                      | CUSIP: 000000000<br>LEI: N/A                  | Long             | STIV             | RF                | US        |     96254 | NS      | $96253.60     | 0.01%             |  |  |  | No            |                  1 | On Loan: No      |
| GIGACLOUD TECHNOLOGY INC                 | GigaCloud Technology Inc. CLASS A ORD               | CUSIP: 000000000<br>LEI: N/A                  | Long             | EC               | CORP              | KY        |    639373 | NS      | $29014746.74  | 3.51%             |  |  |  | No            |                  1 | On Loan: No      |
| Ollies Bargain Outlet Holdings Inc.      | Ollies Bargain Outlet Holdings Inc. COM             | CUSIP: 681116109<br>LEI: 529900YO5DSQCPEFDZ05 | Long             | EC               | CORP              | US        |    332299 | NS      | $30584799.96  | 3.70%             |  |  |  | No            |                  1 | On Loan: No      |
| Dream Finders Homes Inc                  | Dream Finders Homes Inc COM CL A                    | CUSIP: 26154D100<br>LEI: N/A                  | Long             | EC               | CORP              | US        |   2100325 | NS      | $29236524.00  | 3.54%             |  |  |  | No            |                  1 | On Loan: No      |
| Goosehead Insurance Inc                  | Goosehead Insurance Inc COM CL A                    | CUSIP: 38267D109<br>LEI: 549300WH5MBIWHJ9XY95 | Long             | EC               | CORP              | US        |    906071 | NS      | $38652988.86  | 4.68%             |  |  |  | No            |                  1 | On Loan: No      |
| Aaon Inc                                 | Aaon Inc COM PAR $0.004                             | CUSIP: 000360206<br>LEI: 549300ZHF0E5VM7PUD37 | Long             | EC               | CORP              | US        |    471037 | NS      | $38978311.75  | 4.72%             |  |  |  | No            |                  1 | On Loan: No      |
| Ncino Inc.                               | Ncino Inc. COM                                      | CUSIP: 63947X101<br>LEI: 549300WVRR2WR3L6MZ46 | Long             | EC               | CORP              | US        |   1909171 | NS      | $28599381.58  | 3.46%             |  |  |  | No            |                  1 | On Loan: No      |
| National Research Corp.                  | National Research Corp. COM NEW                     | CUSIP: 637372202<br>LEI: 549300FQIORB6GZCYT15 | Long             | EC               | CORP              | US        |   1708009 | NS      | $29001992.82  | 3.51%             |  |  |  | No            |                  1 | On Loan: —       |
| US Physical Therapy Inc                  | US Physical Therapy Inc COM                         | CUSIP: 90337L108<br>LEI: 529900KL1UXQYFIOMY96 | Long             | EC               | CORP              | US        |    563088 | NS      | $42209076.48  | 5.11%             |  |  |  | No            |                  1 | On Loan: No      |
| FTI Consulting, Inc.                     | FTI Consulting, Inc. COM                            | CUSIP: 302941109<br>LEI: 549300K17GM8EQD0FQ48 | Long             | EC               | CORP              | US        |    153951 | NS      | $27213918.27  | 3.30%             |  |  |  | No            |                  1 | On Loan: No      |
| BBB Foods Inc                            | BBB Foods Inc CL A COM                              | CUSIP: 000000000<br>LEI: N/A                  | Long             | EC               | CORP              | VG        |    548271 | NS      | $19392345.27  | 2.35%             |  |  |  | No            |                  1 | On Loan: No      |
| Enerpac Tool Group Corp                  | Enerpac Tool Group Corp CL A COM                    | CUSIP: 292765104<br>LEI: IZW37BPZKUJE1QXGB081 | Long             | EC               | CORP              | US        |   1280132 | NS      | $46686414.04  | 5.65%             |  |  |  | No            |                  1 | On Loan: No      |
| The Toro Company                         | The Toro Company COM                                | CUSIP: 891092108<br>LEI: YJKE4YIT6BWQHVEW0D14 | Long             | EC               | CORP              | US        |    528398 | NS      | $49373509.12  | 5.98%             |  |  |  | No            |                  1 | On Loan: No      |
| Pricesmart Inc                           | Pricesmart Inc COM                                  | CUSIP: 741511109<br>LEI: 549300JVYOSTGVSDZS46 | Long             | EC               | CORP              | US        |    121340 | NS      | $18261670.00  | 2.21%             |  |  |  | No            |                  1 | On Loan: No      |
| ALLIANCE LAUNDRY HOLDINGS INC            | Alliance Laundry Holdings Inc. COM                  | CUSIP: 01862Q107<br>LEI: N/A                  | Long             | EC               | CORP              | US        |   1992842 | NS      | $41331543.08  | 5.01%             |  |  |  | No            |                  1 | On Loan: No      |
| Morningstar Inc                          | Morningstar Inc COM                                 | CUSIP: 617700109<br>LEI: 529900YGNQPOVAXQ7F29 | Long             | EC               | CORP              | US        |     85983 | NS      | $14535426.15  | 1.76%             |  |  |  | No            |                  1 | On Loan: No      |
| NVE Corp.                                | NVE Corp. COM NEW                                   | CUSIP: 629445206<br>LEI: 5299003C1ATTWX8X0112 | Long             | EC               | CORP              | US        |     62190 | NS      | $4073445.00   | 0.49%             |  |  |  | No            |                  1 | On Loan: No      |
| Omega Flex Inc                           | Omega Flex Inc COM                                  | CUSIP: 682095104<br>LEI: 254900V3UM4PIXLDNU54 | Long             | EC               | CORP              | US        |    300572 | NS      | $9329754.88   | 1.13%             |  |  |  | No            |                  1 | On Loan: No      |
| Triumph Financial Inc                    | Triumph Financial Inc COM                           | CUSIP: 89679E300<br>LEI: 5493003RNRMEVYDZ1Q52 | Long             | EC               | CORP              | US        |    861659 | NS      | $51406575.94  | 6.23%             |  |  |  | No            |                  1 | On Loan: No      |
| Smith Douglas Homes Corp                 | Smith Douglas Homes Corp COM SHS CL A               | CUSIP: 83207R107<br>LEI: N/A                  | Long             | EC               | CORP              | US        |    770159 | NS      | $9858035.20   | 1.19%             |  |  |  | No            |                  1 | On Loan: No      |
| Iradimed Corp.                           | Iradimed Corp. COM                                  | CUSIP: 46266A109<br>LEI: 549300YVHWP0YJ1YW816 | Long             | EC               | CORP              | US        |    139503 | NS      | $13428558.78  | 1.63%             |  |  |  | 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