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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 11 of 16  ·  305 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 BWEN BROADWIND INC Industrials 94,788.0 $197K 0.03% $2.08 +141.8%
202 DAIO DATA I O CORP Technology 74,641.0 $189K 0.03% $2.53 +46.6%
203 INSPIREMD INC 114,085.0 $186K 0.03% $1.63
204 RFIL RF INDS LTD Industrials 17,895.0 $184K 0.03% -7K -27.2% $10.31 +72.7%
205 TRT TRIO TECH INTL Technology 31,474.0 $182K 0.03% +16K +100.0% $5.78 +173.9%
206 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 180.0 $179K 0.03% $996.43 -4.5%
207 LNSR LENSAR INC Healthcare 30,034.0 $179K 0.03% $5.96 -3.7%
208 RELL RICHARDSON ELECTRS LTD Technology 16,092.0 $176K 0.03% $10.95 +69.9%
209 MATX MATSON INC Industrials 1,052.0 $172K 0.03% $163.94 +16.7%
210 AMPG AMPLITECH GROUP INC Technology 87,840.0 $167K 0.03% $1.90 +373.2%
211 GEOS GEOSPACE TECHNOLOGIES CORP Energy 13,636.0 $166K 0.03% $12.20 -40.8%
212 ABT ABBOTT LABORATORIES Healthcare 1,616.0 $166K 0.03% -15.0 -0.9% $102.67 -13.9%
213 GSIT GSI TECHNOLOGY INC Technology 30,454.0 $157K 0.03% $5.14 +47.5%
214 NVMI NOVA LTD Technology 359.0 $156K 0.03% $434.28 +32.5%
215 APT ALPHA PRO TECH LTD Industrials 34,375.0 $153K 0.02% $4.44 +22.3%
216 ORCL ORACLE CORP Technology 1,000.0 $147K 0.02% $147.11 +25.3%
217 TACT TRANSACT TECHNOLOGIES INC Technology 43,333.0 $143K 0.02% $3.29 +66.0%
218 FSI FLEXIBLE SOLUTIONS INTL INC Basic Materials 26,252.0 $142K 0.02% $5.40 +20.0%
219 ADP AUTOMATIC DATA PROCESSING INC Industrials 681.0 $138K 0.02% -7.0 -1.0% $203.18 +7.5%
220 MRK MERCK & CO INC Healthcare 1,132.0 $136K 0.02% $120.29 -5.3%
Page 11 of 16  ·  305 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%