# EDGAR Filing Document

**Accession Number:** 0000034273
**File Stem:** 0000940400-25-009444
**Filing Date:** 2025-11
**Character Count:** 14511
**Document Hash:** c89cae5ebed7051065b6bb8c5564becb
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0000940400-25-009444.hdr.sgml**: 20251124

**ACCESSION NUMBER**: 0000940400-25-009444

**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:** 251512168

**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 Core Fund (Series ID: S000025925)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000077895 | Class A      | VMACX           |
| C000077896 | Class C      | VMCCX           |
| C000077897 | Class I      | VIMCX           |
| C000199784 | Class R6     | VRMCX           |

## 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 Core Fund

- **b. EDGAR series identifier (if any):** S000025925

- **c. LEI of Series:** 549300QFF23HRQSQI170

**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:** $2689572623.57

**Total Liabilities:** $2570318.54

**Net Assets:** $2687002305.03

**Cash Not Reported:** $55913803.46

**Monthly Return Information**

| Class               | Month 1 Return (%)   | Month 2 Return (%)   | Month 3 Return (%)   |
|:---|:---|:---|:---|
| Class ID C000077896 | -0.75%               | 1.37%                | -0.25%               |
| Class ID C000077897 | -0.66%               | 1.45%                | -0.16%               |
| Class ID C000199784 | -0.65%               | 1.44%                | -0.15%               |
| Class ID C000077895 | -0.69%               | 1.43%                | -0.19%               |

**Monthly Gains & Losses**

| Period   | Net Realized Gain/Loss   | Net Unrealized Appreciation/Depreciation   |
|:---|:---|:---|
| Month 1  | $28299264.15             | $-43679068.60                              |
| Month 2  | $0.00                    | $40062838.25                               |
| Month 3  | $4039227.67              | $-10232371.71                              |

### 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   |
|:---|:---|:---|:---|:---|:---|:---|---:|:---|:---|:---|:---|:---|:---|:---|---:|:---|
| Teledyne Technologies Inc          | Teledyne Technologies Inc                | CUSIP: 879360105<br>LEI: 549300VSMO9KYQWDND94 | Long             | EC               | CORP              | US        |    238795 | NS      | $139943421.80 | 5.21%             |  |  |  | No            |                  1 | On Loan: No      |
| AMETEK Inc                         | AMETEK Inc                               | CUSIP: 031100100<br>LEI: 549300WZDEF9KKE40E98 | Long             | EC               | CORP              | US        |    738581 | NS      | $138853228.00 | 5.17%             |  |  |  | No            |                  1 | On Loan: No      |
| LPL Financial Holdings Inc         | LPL Financial Holdings Inc               | CUSIP: 50212V100<br>LEI: 549300XROQ4Y8G2L7682 | Long             | EC               | CORP              | US        |    238023 | NS      | $79187871.87  | 2.95%             |  |  |  | No            |                  1 | On Loan: No      |
| Brown & Brown Inc                  | Brown & Brown Inc                        | CUSIP: 115236101<br>LEI: 549300PC8KTJ71XKFY89 | Long             | EC               | CORP              | US        |    620070 | NS      | $58156365.30  | 2.16%             |  |  |  | No            |                  1 | On Loan: No      |
| West Pharmaceutical Services I     | West Pharmaceutical Services Inc         | CUSIP: 955306105<br>LEI: 5493007NKRGM1RJQ1P16 | Long             | EC               | CORP              | US        |    389001 | NS      | $102046632.33 | 3.80%             |  |  |  | No            |                  1 | On Loan: No      |
| Domino's Pizza Inc                 | Domino's Pizza Inc                       | CUSIP: 25754A201<br>LEI: 25490005ZWM1IF9UXU57 | Long             | EC               | CORP              | US        |    201218 | NS      | $86867822.78  | 3.23%             |  |  |  | No            |                  1 | On Loan: No      |
| HEICO Corp                         | HEICO Corp                               | CUSIP: 422806208<br>LEI: 529900O1DTDLCJ7L0I14 | Long             | EC               | CORP              | US        |    591154 | NS      | $150206319.86 | 5.59%             |  |  |  | No            |                  1 | On Loan: No      |
| FactSet Research Systems Inc       | FactSet Research Systems Inc             | CUSIP: 303075105<br>LEI: 549300ZSJE7NBK6K9P30 | Long             | EC               | CORP              | US        |    156517 | NS      | $44840555.33  | 1.67%             |  |  |  | No            |                  1 | On Loan: No      |
| Dreyfus Government Cash Management | Dreyfus Government Cash Management       | CUSIP: 262006208<br>LEI: 5493000Q69I5Q3QZIA91 | Long             | STIV             | RF                | US        |  16320468 | NS      | $16320467.84  | 0.61%             |  |  |  | No            |                  1 | On Loan: No      |
| Houlihan Lokey Inc                 | Houlihan Lokey Inc                       | CUSIP: 441593100<br>LEI: 549300S3CNGTQ1QZVY46 | Long             | EC               | CORP              | US        |    778589 | NS      | $159859893.48 | 5.95%             |  |  |  | No            |                  1 | On Loan: No      |
| Old Dominion Freight Line Inc      | Old Dominion Freight Line Inc            | CUSIP: 679580100<br>LEI: 5299009TWK32WE417T96 | Long             | EC               | CORP              | US        |    489265 | NS      | $68878726.70  | 2.56%             |  |  |  | No            |                  1 | On Loan: No      |
| Equifax Inc                        | Equifax Inc                              | CUSIP: 294429105<br>LEI: 5493004MCF8JDC86VS77 | Long             | EC               | CORP              | US        |    411033 | NS      | $105442295.49 | 3.92%             |  |  |  | No            |                  1 | On Loan: No      |
| Bentley Systems Inc                | Bentley Systems Inc                      | CUSIP: 08265T208<br>LEI: 549300WVEHPGE0Z56F71 | Long             | EC               | CORP              | US        |   1098161 | NS      | $56533328.28  | 2.10%             |  |  |  | No            |                  1 | On Loan: No      |
| Cooper Cos Inc/The                 | Cooper Cos Inc/The                       | CUSIP: 216648501<br>LEI: QJKMVPIGLH7530PCUE20 | Long             | EC               | CORP              | US        |   1131639 | NS      | $77585169.84  | 2.89%             |  |  |  | No            |                  1 | On Loan: No      |
| Universal Display Corp             | Universal Display Corp                   | CUSIP: 91347P105<br>LEI: N/A                  | Long             | EC               | CORP              | US        |    437423 | NS      | $62827065.49  | 2.34%             |  |  |  | No            |                  1 | On Loan: No      |
| Advanced Drainage Systems Inc      | Advanced Drainage Systems Inc            | CUSIP: 00790R104<br>LEI: 6QQTOZ5MF5DHM7K92I60 | Long             | EC               | CORP              | US        |    598963 | NS      | $83076168.10  | 3.09%             |  |  |  | No            |                  1 | On Loan: No      |
| Lennox International Inc           | Lennox International Inc                 | CUSIP: 526107107<br>LEI: S7DWAC87RDMPBF77GJ92 | Long             | EC               | CORP              | US        |    125018 | NS      | $66179528.48  | 2.46%             |  |  |  | No            |                  1 | On Loan: No      |
| Ross Stores Inc                    | Ross Stores Inc                          | CUSIP: 778296103<br>LEI: 549300ENZFLPGRDFZQ60 | Long             | EC               | CORP              | US        |    520641 | NS      | $79340481.99  | 2.95%             |  |  |  | No            |                  1 | On Loan: No      |
| Nordson Corp                       | Nordson Corp                             | CUSIP: 655663102<br>LEI: 14OS6Q5N55N95WM84M53 | Long             | EC               | CORP              | US        |    247128 | NS      | $56085699.60  | 2.09%             |  |  |  | No            |                  1 | On Loan: No      |
| Monolithic Power Systems Inc       | Monolithic Power Systems Inc             | CUSIP: 609839105<br>LEI: 529900TB7O85LSZ1XU31 | Long             | EC               | CORP              | US        |    160738 | NS      | $147981832.32 | 5.51%             |  |  |  | No            |                  1 | On Loan: No      |
| Verisk Analytics Inc               | Verisk Analytics Inc                     | CUSIP: 92345Y106<br>LEI: 549300I1YSWNIRKBWP67 | Long             | EC               | CORP              | US        |    273978 | NS      | $68908206.78  | 2.56%             |  |  |  | No            |                  1 | On Loan: No      |
| Exponent Inc                       | Exponent Inc                             | CUSIP: 30214U102<br>LEI: 529900NY3F5Q2NWPUZ42 | Long             | EC               | CORP              | US        |    787307 | NS      | $54702090.36  | 2.04%             |  |  |  | No            |                  1 | On Loan: No      |
| EMCOR Group Inc                    | EMCOR Group Inc                          | CUSIP: 29084Q100<br>LEI: 529900X0SQJB2J7YDU43 | Long             | EC               | CORP              | US        |    128033 | NS      | $83162554.82  | 3.09%             |  |  |  | No            |                  1 | On Loan: No      |
| Allegion plc                       | Allegion plc                             | CUSIP: 000000000<br>LEI: 984500560CAC2E6FB757 | Long             | EC               | CORP              | IE        |    371313 | NS      | $65852360.55  | 2.45%             |  |  |  | No            |                  1 | On Loan: No      |
| Westinghouse Air Brake Technol     | Westinghouse Air Brake Technologies Corp | CUSIP: 929740108<br>LEI: 06BTX5UWZD0GQ5N5Y745 | Long             | EC               | CORP              | US        |    570290 | NS      | $114326036.30 | 4.25%             |  |  |  | No            |                  1 | On Loan: No      |
| Hamilton Lane Inc                  | Hamilton Lane Inc                        | CUSIP: 407497106<br>LEI: 5493006OKN3V1NORM833 | Long             | EC               | CORP              | US        |    543864 | NS      | $73307428.56  | 2.73%             |  |  |  | No            |                  1 | On Loan: No      |
| Align Technology Inc               | Align Technology Inc                     | CUSIP: 016255101<br>LEI: 549300N5YSE0U3LCP840 | Long             | EC               | CORP              | US        |    411178 | NS      | $51487709.16  | 1.92%             |  |  |  | No            |                  1 | On Loan: No      |
| Broadridge Financial Solutions     | Broadridge Financial Solutions Inc       | CUSIP: 11133T103<br>LEI: 549300KZDJZQ2YIHRC28 | Long             | EC               | CORP              | US        |    316018 | NS      | $75266007.06  | 2.80%             |  |  |  | No            |                  1 | On Loan: No      |
| MSCI Inc                           | MSCI Inc                                 | CUSIP: 55354G100<br>LEI: 549300HTIN2PD78UB763 | Long             | EC               | CORP              | US        |    142613 | NS      | $80920042.33  | 3.01%             |  |  |  | No            |                  1 | On Loan: No      |
| Pool Corp                          | Pool Corp                                | CUSIP: 73278L105<br>LEI: 5493005VZK1KMN6CO617 | Long             | EC               | CORP              | US        |    261680 | NS      | $81139117.60  | 3.02%             |  |  |  | No            |                  1 | On Loan: No      |
| Pentair PLC                        | Pentair PLC                              | CUSIP: 000000000<br>LEI: 549300EVR9D56WPSRP15 | Long             | EC               | CORP              | GB        |    923822 | NS      | $102322524.72 | 3.81%             |  |  |  | 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