# EDGAR Filing Document

**Accession Number:** 0000034273
**File Stem:** 0000940400-26-020678
**Filing Date:** 2026-5
**Character Count:** 14127
**Document Hash:** 920748d125743218ab4ededda67bc2f2
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0000940400-26-020678.hdr.sgml**: 20260521

**ACCESSION NUMBER**: 0000940400-26-020678

**CONFORMED SUBMISSION TYPE**: NPORT-P

**PUBLIC DOCUMENT COUNT**: 1

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260521

**DATE AS OF CHANGE**: 20260521

**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:** 261008145

**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:** 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:** $568231256.43

**Total Liabilities:** $691481.80

**Net Assets:** $567539774.63

**Cash Not Reported:** $4724658.17

**Monthly Return Information**

| Class               | Month 1 Return (%)   | Month 2 Return (%)   | Month 3 Return (%)   |
|:---|:---|:---|:---|
| Class ID C000060275 | -1.85%               | -4.08%               | -7.42%               |
| Class ID C000060273 | -1.82%               | -4.02%               | -7.35%               |
| Class ID C000199781 | -1.75%               | -3.98%               | -7.34%               |
| Class ID C000060276 | -1.77%               | -4.03%               | -7.31%               |

**Monthly Gains & Losses**

| Period   | Net Realized Gain/Loss   | Net Unrealized Appreciation/Depreciation   |
|:---|:---|:---|
| Month 1  | $0.00                    | $-12314859.98                              |
| Month 2  | $33282224.16             | $-59327372.94                              |
| Month 3  | $23435881.10             | $-68225548.33                              |

### 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   |
|:---|:---|:---|:---|:---|:---|:---|---:|:---|:---|:---|:---|:---|:---|:---|---:|:---|
| Cadence Design Systems, Inc.  | Cadence Design Systems, Inc. COM  | CUSIP: 127387108<br>LEI: GCT7RXJOGLXPV0NXZY22 | Long             | EC               | CORP              | US        |     50555 | NS      | $14047717.85  | 2.48%             |  |  |  | No            |                  1 | On Loan: No      |
| Datadog Inc                   | Datadog Inc CL A COM              | CUSIP: 23804L103<br>LEI: 549300F6JNO0KRPO1K63 | Long             | EC               | CORP              | US        |     92633 | NS      | $10935325.65  | 1.93%             |  |  |  | No            |                  1 | On Loan: No      |
| Hermes International          | Hermes International ADR          | CUSIP: 42751Q105<br>LEI: 969500Y4IJGHJE2MTJ13 | Long             | EC               | CORP              | FR        |     51134 | NS      | $9700631.14   | 1.71%             |  |  |  | No            |                  1 | On Loan: No      |
| The Progressive Corporation   | The Progressive Corporation COM   | CUSIP: 743315103<br>LEI: 529900TACNVLY9DCR586 | Long             | EC               | CORP              | US        |     77184 | NS      | $15300956.16  | 2.70%             |  |  |  | No            |                  1 | On Loan: No      |
| Danaher Corporation           | Danaher Corporation COM           | CUSIP: 235851102<br>LEI: S4BKK9OTCEWQ3YHPFM11 | Long             | EC               | CORP              | US        |     46658 | NS      | $8846356.80   | 1.56%             |  |  |  | No            |                  1 | On Loan: No      |
| Amazon.com, Inc.              | Amazon.com, Inc. COM              | CUSIP: 023135106<br>LEI: ZXTILKJKG63JELOEG630 | Long             | EC               | CORP              | US        |    172073 | NS      | $35837643.71  | 6.31%             |  |  |  | No            |                  1 | On Loan: No      |
| Monolithic Power Systems Inc. | Monolithic Power Systems Inc. COM | CUSIP: 609839105<br>LEI: 529900TB7O85LSZ1XU31 | Long             | EC               | CORP              | US        |     14120 | NS      | $15438102.00  | 2.72%             |  |  |  | No            |                  1 | On Loan: No      |
| Reddit Inc                    | Reddit Inc CL A                   | CUSIP: 75734B100<br>LEI: 529900APN1YHPBHPI679 | Long             | EC               | CORP              | US        |     85719 | NS      | $11542063.35  | 2.03%             |  |  |  | No            |                  1 | On Loan: No      |
| Intuitive Surgical Inc.       | Intuitive Surgical Inc. COM NEW   | CUSIP: 46120E602<br>LEI: 54930052SRG011710797 | Long             | EC               | CORP              | US        |     24557 | NS      | $11320531.43  | 1.99%             |  |  |  | No            |                  1 | On Loan: No      |
| Cloudflare Inc                | Cloudflare Inc CL A COM           | CUSIP: 18915M107<br>LEI: 5493007DY18BGNLDWU14 | Long             | EC               | CORP              | US        |     92230 | NS      | $19030738.20  | 3.35%             |  |  |  | No            |                  1 | On Loan: No      |
| Shopify Inc                   | Shopify Inc CL A SUB VTG SHS      | CUSIP: 82509L107<br>LEI: 549300HGQ43STJLLP808 | Long             | EC               | CORP              | CA        |    157683 | NS      | $18704357.46  | 3.30%             |  |  |  | No            |                  1 | On Loan: No      |
| Arm Holdings PLC              | Arm Holdings PLC SPONSORED ADS    | CUSIP: 042068205<br>LEI: 2138001E66EELTE7Y904 | Long             | EC               | CORP              | GB        |     72912 | NS      | $11030127.36  | 1.94%             |  |  |  | No            |                  1 | On Loan: No      |
| Servicenow Inc                | Servicenow Inc COM                | CUSIP: 81762P102<br>LEI: 549300HJTQM36M0E1G39 | Long             | EC               | CORP              | US        |     99890 | NS      | $10443499.50  | 1.84%             |  |  |  | No            |                  1 | On Loan: No      |
| Marriott International, Inc.  | Marriott International, Inc. CL A | CUSIP: 571903202<br>LEI: 225YDZ14ZO8E1TXUSU86 | Long             | EC               | CORP              | US        |     51181 | NS      | $16739769.67  | 2.95%             |  |  |  | No            |                  1 | On Loan: No      |
| KLA Corp.                     | KLA Corp. COM NEW                 | CUSIP: 482480100<br>LEI: 549300H0BF5JCG96TJ81 | Long             | EC               | CORP              | US        |      8415 | NS      | $12390330.15  | 2.18%             |  |  |  | No            |                  1 | On Loan: No      |
| Medline Inc.                  | Medline Inc. COM CL A             | CUSIP: 58507V107<br>LEI: 984500FAN6J1P8566D43 | Long             | EC               | CORP              | US        |    241572 | NS      | $10749954.00  | 1.89%             |  |  |  | No            |                  1 | On Loan: No      |
| KARMAN HOLDINGS INC           | Karman Holdings Inc. COMMON STOCK | CUSIP: 485924104<br>LEI: N/A                  | Long             | EC               | CORP              | US        |    149237 | NS      | $11946421.85  | 2.10%             |  |  |  | No            |                  1 | On Loan: No      |
| Meta Platforms Inc            | Meta Platforms Inc CL A           | CUSIP: 30303M102<br>LEI: BQ4BKCS1HXDV9HN80Z93 | Long             | EC               | CORP              | US        |     40469 | NS      | $23153528.97  | 4.08%             |  |  |  | No            |                  1 | On Loan: No      |
| Snowflake Inc                 | Snowflake Inc COM SHS             | CUSIP: 833445109<br>LEI: 254900CJNSY1K7T53Z16 | Long             | EC               | CORP              | US        |    121573 | NS      | $18335639.86  | 3.23%             |  |  |  | No            |                  1 | On Loan: No      |
| Eli Lilly & Co.               | Eli Lilly & Co. COM               | CUSIP: 532457108<br>LEI: FRDRIPF3EKNDJ2CQJL29 | Long             | EC               | CORP              | US        |     19359 | NS      | $17805827.43  | 3.14%             |  |  |  | No            |                  1 | On Loan: No      |
| Fair Isaac Corporation        | Fair Isaac Corporation COM        | CUSIP: 303250104<br>LEI: RI6HET5SJUEY30V1PS26 | Long             | EC               | CORP              | US        |     15190 | NS      | $16215932.60  | 2.86%             |  |  |  | No            |                  1 | On Loan: No      |
| S&P Global Inc                | S&P Global Inc COM                | CUSIP: 78409V104<br>LEI: Y6X4K52KMJMZE7I7MY94 | Long             | EC               | CORP              | US        |     30738 | NS      | $13074100.92  | 2.30%             |  |  |  | No            |                  1 | On Loan: No      |
| IDEXX Laboratories Inc.       | IDEXX Laboratories Inc. COM       | CUSIP: 45168D104<br>LEI: OGMTXK0LUU1HKV2P0J84 | Long             | EC               | CORP              | US        |     20895 | NS      | $11740691.55  | 2.07%             |  |  |  | No            |                  1 | On Loan: No      |
| Amphenol Corporation          | Amphenol Corporation CL A         | CUSIP: 032095101<br>LEI: 549300D3L3G0R4U4VT04 | Long             | EC               | CORP              | US        |    348595 | NS      | $44044978.25  | 7.76%             |  |  |  | No            |                  1 | On Loan: No      |
| Alphabet Inc.                 | Alphabet Inc. CAP STK CL A        | CUSIP: 02079K305<br>LEI: 5493006MHB84DD0ZWV18 | Long             | EC               | CORP              | US        |    115477 | NS      | $33206566.12  | 5.85%             |  |  |  | No            |                  1 | On Loan: No      |
| Netflix, Inc.                 | Netflix, Inc. COM                 | CUSIP: 64110L106<br>LEI: 549300Y7VHGU0I7CE873 | Long             | EC               | CORP              | US        |    157806 | NS      | $15173046.90  | 2.67%             |  |  |  | No            |                  1 | On Loan: No      |
| Comfort Systems USA Inc.      | Comfort Systems USA Inc. COM      | CUSIP: 199908104<br>LEI: 5299009DT1ZA5HTU6R38 | Long             | EC               | CORP              | US        |     10692 | NS      | $14744161.08  | 2.60%             |  |  |  | No            |                  1 | On Loan: No      |
| Visa Inc                      | Visa Inc COM CL A                 | CUSIP: 92826C839<br>LEI: 549300JZ4OKEHW3DPJ59 | Long             | EC               | CORP              | US        |    122262 | NS      | $36952466.88  | 6.51%             |  |  |  | No            |                  1 | On Loan: No      |
| Mercadolibre Inc              | Mercadolibre Inc COM              | CUSIP: 58733R102<br>LEI: 549300DKPDN9M5S8GB14 | Long             | EC               | CORP              | US        |      6371 | NS      | $11015586.42  | 1.94%             |  |  |  | No            |                  1 | On Loan: No      |
| NVIDIA Corp.                  | NVIDIA Corp. COM                  | CUSIP: 67066G104<br>LEI: 549300S4KLFTLO7GSQ80 | Long             | EC               | CORP              | US        |    300058 | NS      | $52330115.20  | 9.22%             |  |  |  | No            |                  1 | On Loan: No      |
| Uber Technologies Inc         | Uber Technologies Inc COM         | CUSIP: 90353T100<br>LEI: 549300B2FTG34FILDR98 | Long             | EC               | CORP              | US        |    160134 | NS      | $11518438.62  | 2.03%             |  |  |  | No            |                  1 | On Loan: No      |

### Signature

**Date Signed:** 2026-05-21

**Name of Applicant:** Virtus Equity Trust

**Signature:** Amy Hackett

**Name of Signer:** Amy Hackett

**Title:** Vice President and Assistant Treasurer