# EDGAR Filing Document

**Accession Number:** 0000034273
**File Stem:** 0000940400-26-022782
**Filing Date:** 2026-6
**Character Count:** 15491
**Document Hash:** 366020ea138cda2e530d9725aa0f7b6a
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0000940400-26-022782.hdr.sgml**: 20260601

**ACCESSION NUMBER**: 0000940400-26-022782

**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:** 261048436

**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 SGA Global Growth Fund (Series ID: S000064774)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000209768 | Class I      | SGAPX           |
| C000209769 | Class R6     | SGARX           |
| C000209770 | Class A      | SGAAX           |
| C000209771 | Class C      | SGACX           |

## 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 SGA Global Growth Fund

- **b. EDGAR series identifier (if any):** S000064774

- **c. LEI of Series:** 54930070DOV5E3T28H77

**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:** $152440689.65

**Total Liabilities:** $200197.39

**Net Assets:** $152240492.26

**Cash Not Reported:** $846571.50

**Monthly Return Information**

| Class               | Month 1 Return (%)   | Month 2 Return (%)   | Month 3 Return (%)   |
|:---|:---|:---|:---|
| Class ID C000209771 | -2.62%               | -4.62%               | -6.99%               |
| Class ID C000209770 | -2.54%               | -4.55%               | -6.97%               |
| Class ID C000209768 | -2.56%               | -4.48%               | -6.94%               |
| Class ID C000209769 | -2.56%               | -4.47%               | -6.94%               |

**Monthly Gains & Losses**

| Period   | Net Realized Gain/Loss   | Net Unrealized Appreciation/Depreciation   |
|:---|:---|:---|
| Month 1  | $1002910.90              | $-5758470.14                               |
| Month 2  | $3836963.01              | $-12237290.36                              |
| Month 3  | $902548.01               | $-12349062.96                              |

### 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   |
|:---|:---|:---|:---|:---|:---|:---|---:|:---|:---|:---|:---|:---|:---|:---|---:|:---|
| ALIBABA GROUP HOLDING LTD                    | Alibaba Group Holding Ltd. USD0.000003125          | CUSIP: 000000000<br>LEI: 5493001NTNQJDH60PM02 | Long             | EC               | CORP              | KY        |    203825 | NS      | $3194852.79   | 2.10%             |  |  |  | No            |                  2 | On Loan: No      |
| Salesforce Inc.                              | Salesforce Inc. COM                                | CUSIP: 79466L302<br>LEI: RCGZFPDMRW58VJ54VR07 | Long             | EC               | CORP              | US        |     26501 | NS      | $4946941.67   | 3.25%             |  |  |  | No            |                  1 | On Loan: No      |
| S&P Global Inc                               | S&P Global Inc COM                                 | CUSIP: 78409V104<br>LEI: Y6X4K52KMJMZE7I7MY94 | Long             | EC               | CORP              | US        |      9517 | NS      | $4047960.78   | 2.66%             |  |  |  | No            |                  1 | On Loan: No      |
| Waste Management, Inc.                       | Waste Management, Inc. COM                         | CUSIP: 94106L109<br>LEI: 549300YX8JIID70NFS41 | Long             | EC               | CORP              | US        |     22409 | NS      | $5149364.11   | 3.38%             |  |  |  | No            |                  1 | On Loan: No      |
| Microsoft Corp.                              | Microsoft Corp. COM                                | CUSIP: 594918104<br>LEI: INR2EJN1ERAN0W5ZP974 | Long             | EC               | CORP              | US        |     15008 | NS      | $5555511.36   | 3.65%             |  |  |  | No            |                  1 | On Loan: No      |
| Synopsys Inc                                 | Synopsys Inc COM                                   | CUSIP: 871607107<br>LEI: QG7T915N9S0NY5UKNE63 | Long             | EC               | CORP              | US        |     11264 | NS      | $4465950.72   | 2.93%             |  |  |  | No            |                  1 | On Loan: No      |
| Chipotle Mexican Grill Inc                   | Chipotle Mexican Grill Inc COM                     | CUSIP: 169656105<br>LEI: 529900REP5VGTPCP1J71 | Long             | EC               | CORP              | US        |    104749 | NS      | $3353015.49   | 2.20%             |  |  |  | No            |                  1 | On Loan: No      |
| Mercadolibre Inc                             | Mercadolibre Inc COM                               | CUSIP: 58733R102<br>LEI: 549300DKPDN9M5S8GB14 | Long             | EC               | CORP              | US        |      1678 | NS      | $2901295.56   | 1.91%             |  |  |  | No            |                  1 | On Loan: No      |
| Broadcom Inc                                 | Broadcom Inc COM                                   | CUSIP: 11135F101<br>LEI: 549300WV6GIDOZJTV909 | Long             | EC               | CORP              | US        |     17612 | NS      | $5451090.12   | 3.58%             |  |  |  | No            |                  1 | On Loan: No      |
| Experian PLC                                 | Experian PLC ORD USD0.10                           | CUSIP: 000000000<br>LEI: 635400RXXHHYT1JTSZ26 | Long             | EC               | CORP              | JE        |     88835 | NS      | $3073202.09   | 2.02%             |  |  |  | No            |                  2 | On Loan: No      |
| American Express Company                     | American Express Company COM                       | CUSIP: 025816109<br>LEI: R4PP93JZOLY261QX3811 | Long             | EC               | CORP              | US        |      9841 | NS      | $2976705.68   | 1.96%             |  |  |  | No            |                  1 | On Loan: No      |
| SAP SE                                       | SAP SE SPON ADR                                    | CUSIP: 803054204<br>LEI: 529900D6BF99LW9R2E68 | Long             | EC               | CORP              | DE        |     16576 | NS      | $2837976.96   | 1.86%             |  |  |  | No            |                  1 | On Loan: No      |
| Danaher Corporation                          | Danaher Corporation COM                            | CUSIP: 235851102<br>LEI: S4BKK9OTCEWQ3YHPFM11 | Long             | EC               | CORP              | US        |     20191 | NS      | $3828213.60   | 2.51%             |  |  |  | No            |                  1 | On Loan: No      |
| CANADIAN PACIFIC KANSAS CITY LTD             | Canadian Pacific Kansas City Ltd. COM              | CUSIP: 13646K108<br>LEI: N/A                  | Long             | EC               | CORP              | CA        |     57243 | NS      | $4502734.38   | 2.96%             |  |  |  | No            |                  1 | On Loan: No      |
| Amazon.com, Inc.                             | Amazon.com, Inc. COM                               | CUSIP: 023135106<br>LEI: ZXTILKJKG63JELOEG630 | Long             | EC               | CORP              | US        |     39736 | NS      | $8275816.72   | 5.44%             |  |  |  | No            |                  1 | On Loan: No      |
| HDFC Bank Ltd.                               | HDFC Bank Ltd. SPONSORED ADS                       | CUSIP: 40415F101<br>LEI: 335800ZQ6I4E2JXENC50 | Long             | EC               | CORP              | IN        |    180322 | NS      | $4486411.36   | 2.95%             |  |  |  | No            |                  1 | On Loan: No      |
| Adyen NV                                     | Adyen NV EUR0.01                                   | CUSIP: 000000000<br>LEI: 724500973ODKK3IFQ447 | Long             | EC               | CORP              | NL        |      3702 | NS      | $3705148.23   | 2.43%             |  |  |  | No            |                  2 | On Loan: No      |
| Netflix, Inc.                                | Netflix, Inc. COM                                  | CUSIP: 64110L106<br>LEI: 549300Y7VHGU0I7CE873 | Long             | EC               | CORP              | US        |     42484 | NS      | $4084836.60   | 2.68%             |  |  |  | No            |                  1 | On Loan: No      |
| Visa Inc                                     | Visa Inc COM CL A                                  | CUSIP: 92826C839<br>LEI: 549300JZ4OKEHW3DPJ59 | Long             | EC               | CORP              | US        |     28450 | NS      | $8598728.00   | 5.65%             |  |  |  | No            |                  1 | On Loan: No      |
| Arm Holdings PLC                             | Arm Holdings PLC SPONSORED ADS                     | CUSIP: 042068205<br>LEI: 2138001E66EELTE7Y904 | Long             | EC               | CORP              | GB        |     23017 | NS      | $3482011.76   | 2.29%             |  |  |  | No            |                  1 | On Loan: No      |
| Intuit Inc                                   | Intuit Inc COM                                     | CUSIP: 461202103<br>LEI: VI90HBPH7XSFMB9E4M29 | Long             | EC               | CORP              | US        |      8957 | NS      | $3872827.66   | 2.54%             |  |  |  | No            |                  1 | On Loan: No      |
| Steris PLC                                   | Steris PLC ORD USD0.001                            | CUSIP: 000000000<br>LEI: N/A                  | Long             | EC               | CORP              | IE        |     19801 | NS      | $4378595.13   | 2.88%             |  |  |  | No            |                  1 | On Loan: No      |
| Alphabet Inc.                                | Alphabet Inc. CAP STK CL C                         | CUSIP: 02079K107<br>LEI: 5493006MHB84DD0ZWV18 | Long             | EC               | CORP              | US        |     27404 | NS      | $7861111.44   | 5.16%             |  |  |  | No            |                  1 | On Loan: No      |
| Taiwan Semiconductor Manufacturing Co., Ltd. | Taiwan Semiconductor Manufacturing Co., Ltd. TWD10 | CUSIP: 000000000<br>LEI: 549300KB6NK5SBD14S87 | Long             | EC               | CORP              | TW        |    169102 | NS      | $9779933.82   | 6.42%             |  |  |  | No            |                  2 | On Loan: No      |
| Universal Music Group N.V                    | Universal Music Group N.V EUR10.00                 | CUSIP: 000000000<br>LEI: 724500GJBUL3D9TW9Y18 | Long             | EC               | CORP              | NL        |    219365 | NS      | $4258054.81   | 2.80%             |  |  |  | No            |                  2 | On Loan: No      |
| SEA LTD                                      | Sea Ltd. SPONSORD ADS                              | CUSIP: 81141R100<br>LEI: 529900OM6JLLW44YKI15 | Long             | EC               | CORP              | KY        |     22255 | NS      | $1842936.55   | 1.21%             |  |  |  | No            |                  1 | On Loan: No      |
| Alcon AG                                     | Alcon AG CHF0.04                                   | CUSIP: 000000000<br>LEI: 549300LDT5AP8S0NBM78 | Long             | EC               | CORP              | CH        |     38497 | NS      | $2900748.95   | 1.91%             |  |  |  | No            |                  1 | On Loan: No      |
| Fast Retailing Co Ltd.                       | Fast Retailing Co Ltd. NPV                         | CUSIP: 000000000<br>LEI: 353800ZCXKHDPY0N5218 | Long             | EC               | CORP              | JP        |      7866 | NS      | $3107907.05   | 2.04%             |  |  |  | No            |                  2 | On Loan: No      |
| AIA Group Ltd, Hong Kong                     | AIA Group Ltd, Hong Kong NPV                       | CUSIP: 000000000<br>LEI: ZP5ILWVSYE4LJGMMVD57 | Long             | EC               | CORP              | HK        |    413735 | NS      | $4597145.23   | 3.02%             |  |  |  | No            |                  2 | On Loan: No      |
| NVIDIA Corp.                                 | NVIDIA Corp. COM                                   | CUSIP: 67066G104<br>LEI: 549300S4KLFTLO7GSQ80 | Long             | EC               | CORP              | US        |     61616 | NS      | $10745830.40  | 7.06%             |  |  |  | No            |                  1 | On Loan: No      |
| Aon PLC                                      | Aon PLC SHS CL A                                   | CUSIP: 000000000<br>LEI: 635400FALWQYX5E6QC64 | Long             | EC               | CORP              | IE        |     11776 | NS      | $3801057.28   | 2.50%             |  |  |  | No            |                  1 | On Loan: No      |
| Meta Platforms Inc                           | Meta Platforms Inc CL A                            | CUSIP: 30303M102<br>LEI: BQ4BKCS1HXDV9HN80Z93 | Long             | EC               | CORP              | US        |      9112 | NS      | $5213248.56   | 3.42%             |  |  |  | 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