Equity Investment Corporation
- Regulatory AUM
- $3.5B
- Discretionary
- $3.5B
- Clients
- 6,761
- Avg AUM / client
- $519K
- Accounts
- 6,761
- Employees
- 27
AUM over time
Annual snapshots from Form ADV filings · as of Mar 19, 2026
Investments (13F portfolio — 71 positions, $5,105,974,462)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Verizon Communications Inc | COM | $230,627,723 | 4,594,178 | 4.52% | 6.57% |
| 2 | Gsk Plc | SPONSORED ADR | $177,768,898 | 3,221,035 | 3.48% | 5.07% |
| 3 | Us Bancorp | COM NEW | $167,471,243 | 3,219,982 | 3.28% | 4.77% |
| 4 | United Parcel Svcs Inc | CL B | $158,280,559 | 1,608,869 | 3.1% | 4.51% |
| 5 | Zimmer Biomet Holdings Inc | COM | $157,719,988 | 1,744,304 | 3.09% | 4.49% |
| 6 | Totalenergies Se | ACT | $155,840,683 | 1,712,911 | 3.05% | 4.44% |
| 7 | Target Corp | COM | $152,144,868 | 1,255,321 | 2.98% | 4.34% |
| 8 | Paypal Hldgs Inc | COM | $141,661,891 | 3,132,034 | 2.77% | 4.04% |
| 9 | Medtronic Plc | SHS | $138,525,590 | 1,598,680 | 2.71% | 3.95% |
| 10 | Ishares Tr | 0-3 MNTH TREASRY | $135,500,000 | 1,346,116 | 2.65% | 3.86% |
| 11 | At&T Inc | COM | $134,185,562 | 4,628,684 | 2.63% | 3.82% |
| 12 | Coterra Energy Inc | COM | $133,176,871 | 3,789,894 | 2.61% | 3.79% |
| 13 | Kenvue Inc | COM | $131,605,604 | 7,633,736 | 2.58% | 3.75% |
| 14 | Pnc Finl Svcs Group Inc | COM | $131,273,483 | 630,850 | 2.57% | 3.74% |
| 15 | Sanofi Sa | SPONSORED ADR | $128,305,962 | 2,663,054 | 2.51% | 3.66% |
| 16 | Healthpeak Properties Inc | COM | $125,939,773 | 7,665,233 | 2.47% | 3.59% |
| 17 | Ppg Inds Inc | COM | $122,451,737 | 1,145,694 | 2.4% | 3.49% |
| 18 | Icon Plc | SHS | $121,327,085 | 1,096,395 | 2.38% | 3.46% |
| 19 | Wells Fargo & Co | COM | $116,476,236 | 1,463,085 | 2.28% | 3.32% |
| 20 | Hershey Co | COM | $113,953,070 | 548,141 | 2.23% | 3.25% |
| 21 | Globe Life Inc | COM | $113,744,476 | 817,306 | 2.23% | 3.24% |
| 22 | Unilever Plc | SPON ADR NEW | $111,100,081 | 1,950,151 | 2.18% | 3.17% |
| 23 | Diageo Plc | SPON ADR NEW | $109,309,538 | 1,468,228 | 2.14% | 3.11% |
| 24 | Wp Carey Inc | COM | $107,569,101 | 1,582,830 | 2.11% | 3.07% |
| 25 | Travelers Companies Inc | COM | $107,496,888 | 368,544 | 2.11% | 3.06% |
Top 25 of 71 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 6,086 | $1.6B | 45.9% |
| High net worth individuals | 464 | $1.2B | 33.2% |
| Investment companies | 1 | $353M | 10.1% |
| Pension and profit sharing plans | 5 | $82.2M | 2.34% |
| Charitable organizations | 73 | $116M | 3.3% |
| State or municipal government entities | 2 | $20.0M | 0.57% |
| Insurance companies | 3 | $63.6M | 1.81% |
| Corporations and other businesses | 127 | $98.5M | 2.81% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Utah Sheet Metal Pension Trust Utah Sheet Metal Pension Trust | Murray, UT | 2024 |
| Roofers Local No. 74/ No. 203 Pension Plan Board Of Trustees, Roofers Local No. 74/No. 203 Pension Fund | 2024 | |
| Starnes Davis Florie Llp 401(k) Profit Sharing Plan Starnes Davis Florie Llp | 2024 |
People (17)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Ian Thomas Zabor | Director/Corporate Secretary | CFA | Jun 2016 (10y) | 25% – 50% |
| Richard Terrence Irrgang | Director/ Chief Executive Officer | CFA | Jun 2016 (10y) | 25% – 50% |
| William Andrew Bruner | Director/Chief Financial Officer | CFA | Jun 2016 (10y) | 25% – 50% |
| John Paul Power | Chief Operating Officer | Oct 2016 (10y) | Less than 5% | |
| Lorren, Phillip, David | Chief Compliance Officer | Apr 2022 (4y) | Less than 5% | |
| Dennis Gerald Mckinney | Registered representative | Oct 2016 (10y) | ||
| Edison Tate Lambeth | Registered representative | Oct 2016 (10y) | ||
| Keith Richard Telesca | Registered representative | CFP | Oct 2016 (10y) | |
| Samuel Hutchins Borland | Registered representative | Oct 2016 (10y) | ||
| Matthew Wallace Keeter | Registered representative | Dec 2017 (9y) | ||
| Robert Murphy Ladyman | Registered representative | CFA | Sep 2018 (8y) | |
| Thomas William Knapp | Registered representative | CFA | Sep 2018 (8y) | |
| William Moore Reynolds | Registered representative | Nov 2018 (8y) | ||
| Stephen Gaylord Halley | Registered representative | Oct 2019 (7y) | ||
| Allen Michael White | Registered representative | Jan 2023 (4y) | ||
| Steven Jared Zimmerman | Registered representative | Jan 2026 (1y) | ||
| Mitchell Allen Gentry | Registered representative | CFA | Jul 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (3)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Utah Sheet Metal Pension Trust | Utah Sheet Metal Pension Trust | 910 | $275M | 11/01/2024 |
| Roofers Local No. 74/ No. 203 Pension Plan | Board Of Trustees, Roofers Local No. 74/No. 203 Pension Fund | 322 | $77.7M | 07/01/2024 |
| Starnes Davis Florie Llp 401(k) Profit Sharing Plan | Starnes Davis Florie Llp | 114 | $65.1M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/19/2026 | 1.03 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Wells Fargo $1.3B (38% of AUM) Mar 2026
- UBS $1.1B (32% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 19, 2026.
View current Form ADV (SEC/IAPD) ↗