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Portfolio (Quarterly) Guide ↗

ESSEX INVESTMENT MANAGEMENT CO LLC

· CIK 0000201772
13F Portfolio $632M AUM 305 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 28 New 82 Added 84 Reduced 29 Exited
Page 5 of 5  ·  84 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 DTM DT MIDSTREAM INC Energy 355.0 $48K 0.01% -9.0 -2.5% $134.67 +6.4%
82 WMB WILLIAMS COS INC Energy 573.0 $42K 0.01% -107.0 -15.7% $72.78 +0.5%
83 ETN EATON CORP PLC Industrials 66.0 $24K 0.00% -22.0 -25.0% $357.67 +17.9%
84 SANDOZ GROUP AG 47.0 $4K 0.00% -156.0 -76.8% $78.19
Page 5 of 5  ·  84 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Industrials 26.2%
Technology 25.6%
Healthcare 21.5%
Financial Services 5.9%
Consumer Defensive 4.8%
Energy 4.4%
Communication Services 3.9%
Consumer Cyclical 3.7%
Basic Materials 2.3%
Utilities 1.5%