# EDGAR Filing Document

**Accession Number:** 0000034273
**File Stem:** 0000940400-26-022778
**Filing Date:** 2026-6
**Character Count:** 14561
**Document Hash:** 470b758c48bab93d8500b0cecdbb5779
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0000940400-26-022778.hdr.sgml**: 20260601

**ACCESSION NUMBER**: 0000940400-26-022778

**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:** 261048429

**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:** 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:** $1965155422.30

**Total Liabilities:** $17240174.71

**Net Assets:** $1947915247.59

**Cash Not Reported:** $32598290.98

**Monthly Return Information**

| Class               | Month 1 Return (%)   | Month 2 Return (%)   | Month 3 Return (%)   |
|:---|:---|:---|:---|
| Class ID C000077896 | 3.42%                | 1.24%                | -8.41%               |
| Class ID C000077897 | 3.50%                | 1.31%                | -8.34%               |
| Class ID C000199784 | 3.51%                | 1.32%                | -8.33%               |
| Class ID C000077895 | 3.47%                | 1.29%                | -8.35%               |

**Monthly Gains & Losses**

| Period   | Net Realized Gain/Loss   | Net Unrealized Appreciation/Depreciation   |
|:---|:---|:---|
| Month 1  | $16908469.52             | $66775130.29                               |
| Month 2  | $24785631.32             | $5650840.23                                |
| Month 3  | $2090714.27              | $-185728565.99                             |

### 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   |
|:---|:---|:---|:---|:---|:---|:---|---:|:---|:---|:---|:---|:---|:---|:---|---:|:---|
| Equifax Inc.                              | Equifax Inc. COM                              | CUSIP: 294429105<br>LEI: 5493004MCF8JDC86VS77 | Long             | EC               | CORP              | US        |    319475 | NS      | $57527863.25  | 2.95%             |  |  |  | No            |                  1 | On Loan: No      |
| The Cooper Companies, Inc.                | The Cooper Companies, Inc. COM                | CUSIP: 216648501<br>LEI: QJKMVPIGLH7530PCUE20 | Long             | EC               | CORP              | US        |    890921 | NS      | $63700851.50  | 3.27%             |  |  |  | No            |                  1 | On Loan: No      |
| Heico Corp                                | Heico Corp CL A                               | CUSIP: 422806208<br>LEI: 529900O1DTDLCJ7L0I14 | Long             | EC               | CORP              | US        |    333049 | NS      | $70303313.41  | 3.61%             |  |  |  | No            |                  1 | On Loan: No      |
| Brown & Brown Inc                         | Brown & Brown Inc COM                         | CUSIP: 115236101<br>LEI: 549300PC8KTJ71XKFY89 | Long             | EC               | CORP              | US        |    488590 | NS      | $31860953.90  | 1.64%             |  |  |  | No            |                  1 | On Loan: No      |
| C.H. Robinson Worldwide Inc               | C.H. Robinson Worldwide Inc COM NEW           | CUSIP: 12541W209<br>LEI: 529900WNWN5L0OVDHA79 | Long             | EC               | CORP              | US        |    300320 | NS      | $49874142.40  | 2.56%             |  |  |  | No            |                  1 | On Loan: No      |
| UNIVERSAL DISPLAY CORP                    | Universal Display Corp. COM                   | CUSIP: 91347P105<br>LEI: N/A                  | Long             | EC               | CORP              | US        |    356905 | NS      | $32713912.30  | 1.68%             |  |  |  | No            |                  1 | On Loan: No      |
| Exponent Inc                              | Exponent Inc COM                              | CUSIP: 30214U102<br>LEI: 529900NY3F5Q2NWPUZ42 | Long             | EC               | CORP              | US        |    625965 | NS      | $40844216.25  | 2.10%             |  |  |  | No            |                  1 | On Loan: No      |
| Broadridge Financial Solutions Inc.       | Broadridge Financial Solutions Inc. COM       | CUSIP: 11133T103<br>LEI: 549300KZDJZQ2YIHRC28 | Long             | EC               | CORP              | US        |    249160 | NS      | $40483516.80  | 2.08%             |  |  |  | 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        |    370398 | NS      | $72375769.20  | 3.72%             |  |  |  | No            |                  1 | On Loan: No      |
| Allegion PLC                              | Allegion PLC COM USD0.01                      | CUSIP: 000000000<br>LEI: 984500560CAC2E6FB757 | Long             | EC               | CORP              | IE        |    289026 | NS      | $41992587.54  | 2.16%             |  |  |  | No            |                  1 | On Loan: No      |
| Monolithic Power Systems Inc.             | Monolithic Power Systems Inc. COM             | CUSIP: 609839105<br>LEI: 529900TB7O85LSZ1XU31 | Long             | EC               | CORP              | US        |     94758 | NS      | $103603659.30 | 5.32%             |  |  |  | No            |                  1 | On Loan: No      |
| Houlihan Lokey Inc.                       | Houlihan Lokey Inc. CL A                      | CUSIP: 441593100<br>LEI: 549300S3CNGTQ1QZVY46 | Long             | EC               | CORP              | US        |    608178 | NS      | $87346524.36  | 4.48%             |  |  |  | No            |                  1 | On Loan: No      |
| Emcor Group Inc                           | Emcor Group Inc COM                           | CUSIP: 29084Q100<br>LEI: 529900X0SQJB2J7YDU43 | Long             | EC               | CORP              | US        |     98549 | NS      | $72759712.19  | 3.74%             |  |  |  | No            |                  1 | On Loan: No      |
| Verisk Analytics, Inc.                    | Verisk Analytics, Inc. COM                    | CUSIP: 92345Y106<br>LEI: 549300I1YSWNIRKBWP67 | Long             | EC               | CORP              | US        |    350044 | NS      | $66420849.00  | 3.41%             |  |  |  | No            |                  1 | On Loan: No      |
| MSCI Inc.                                 | MSCI Inc. COM                                 | CUSIP: 55354G100<br>LEI: 549300HTIN2PD78UB763 | Long             | EC               | CORP              | US        |    111756 | NS      | $60237601.56  | 3.09%             |  |  |  | No            |                  1 | On Loan: No      |
| WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP  | Wabtec Corp COM                               | CUSIP: 929740108<br>LEI: 06BTX5UWZD0GQ5N5Y745 | Long             | EC               | CORP              | US        |    448969 | NS      | $112201842.79 | 5.76%             |  |  |  | No            |                  1 | On Loan: No      |
| Advanced Drainage System Inc              | Advanced Drainage System Inc COM              | CUSIP: 00790R104<br>LEI: 6QQTOZ5MF5DHM7K92I60 | Long             | EC               | CORP              | US        |    469389 | NS      | $64367313.57  | 3.30%             |  |  |  | No            |                  1 | On Loan: No      |
| Ross Stores Inc                           | Ross Stores Inc COM                           | CUSIP: 778296103<br>LEI: 549300ENZFLPGRDFZQ60 | Long             | EC               | CORP              | US        |    388206 | NS      | $84097065.78  | 4.32%             |  |  |  | No            |                  1 | On Loan: No      |
| Ametek, Inc.                              | Ametek, Inc. COM                              | CUSIP: 031100100<br>LEI: 549300WZDEF9KKE40E98 | Long             | EC               | CORP              | US        |    575341 | NS      | $123330096.76 | 6.33%             |  |  |  | No            |                  1 | On Loan: No      |
| Align Technology Inc.                     | Align Technology Inc. COM                     | CUSIP: 016255101<br>LEI: 549300N5YSE0U3LCP840 | Long             | EC               | CORP              | US        |    326597 | NS      | $55988523.71  | 2.87%             |  |  |  | No            |                  1 | On Loan: No      |
| Pentair PLC                               | Pentair PLC COM USD0.01                       | CUSIP: 000000000<br>LEI: 549300EVR9D56WPSRP15 | Long             | EC               | CORP              | IE        |    718012 | NS      | $62546025.32  | 3.21%             |  |  |  | No            |                  1 | On Loan: No      |
| Pool Corporation                          | Pool Corporation COM                          | CUSIP: 73278L105<br>LEI: 5493005VZK1KMN6CO617 | Long             | EC               | CORP              | US        |    210892 | NS      | $42669778.36  | 2.19%             |  |  |  | No            |                  1 | On Loan: No      |
| Nordson Corp                              | Nordson Corp COM                              | CUSIP: 655663102<br>LEI: 14OS6Q5N55N95WM84M53 | Long             | EC               | CORP              | US        |    193087 | NS      | $51372727.22  | 2.64%             |  |  |  | No            |                  1 | On Loan: No      |
| Rollins Inc                               | Rollins Inc COM                               | CUSIP: 775711104<br>LEI: 549300F2A0BXT4SGWD84 | Long             | EC               | CORP              | US        |    920248 | NS      | $49150445.68  | 2.52%             |  |  |  | No            |                  1 | On Loan: No      |
| Teledyne Technologies Inc                 | Teledyne Technologies Inc COM                 | CUSIP: 879360105<br>LEI: 549300VSMO9KYQWDND94 | Long             | EC               | CORP              | US        |    185000 | NS      | $111926850.00 | 5.75%             |  |  |  | No            |                  1 | On Loan: No      |
| Lennox International Inc.                 | Lennox International Inc. COM                 | CUSIP: 526107107<br>LEI: S7DWAC87RDMPBF77GJ92 | Long             | EC               | CORP              | US        |     98197 | NS      | $45576173.61  | 2.34%             |  |  |  | No            |                  1 | On Loan: No      |
| LPL Financial Holdings Inc.               | LPL Financial Holdings Inc. COM               | CUSIP: 50212V100<br>LEI: 549300XROQ4Y8G2L7682 | Long             | EC               | CORP              | US        |    181961 | NS      | $54739327.63  | 2.81%             |  |  |  | No            |                  1 | On Loan: No      |
| Hamilton Lane Inc                         | Hamilton Lane Inc CL A                        | CUSIP: 407497106<br>LEI: 5493006OKN3V1NORM833 | Long             | EC               | CORP              | US        |    567684 | NS      | $56427789.60  | 2.90%             |  |  |  | No            |                  1 | On Loan: No      |
| West Pharmaceutical Services Incorporated | West Pharmaceutical Services Incorporated COM | CUSIP: 955306105<br>LEI: 5493007NKRGM1RJQ1P16 | Long             | EC               | CORP              | US        |    304317 | NS      | $76274012.88  | 3.92%             |  |  |  | No            |                  1 | On Loan: No      |
| Henry Jack & Associates Inc.              | Henry Jack & Associates Inc. COM              | CUSIP: 426281101<br>LEI: 529900X1QS8C54W0JB21 | Long             | EC               | CORP              | US        |    299332 | NS      | $47306429.28  | 2.43%             |  |  |  | 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