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Portfolio (Quarterly) Guide ↗

ESSEX INVESTMENT MANAGEMENT CO LLC

· CIK 0000201772
13F Portfolio $656M AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 306 New
Page 12 of 16  ·  306 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 NEUROONE MED TECHNOLOGIES CORP 188,427.0 $143K 0.02% NEW $0.76
222 RFIL RF INDS LTD Industrials 24,598.0 $142K 0.02% NEW $5.78 +208.1%
223 MATX MATSON INC Industrials 1,052.0 $130K 0.02% NEW $123.55 +54.8%
224 AIT APPLIED INDL TECHNOLOGIES INC Industrials 505.0 $130K 0.02% NEW $256.77 +31.6%
225 CSBR CHAMPIONS ONCOLOGY INC Healthcare 18,249.0 $126K 0.02% NEW $6.91 -8.5%
226 HARVARD BIOSCIENCE INC 184,678.0 $124K 0.02% NEW $0.67
227 FTEK FUEL TECH INC Industrials 77,250.0 $121K 0.02% NEW $1.56 -1.3%
228 MRK MERCK & CO INC Healthcare 1,132.0 $119K 0.02% NEW $105.26 +8.2%
229 NVMI NOVA LTD Technology 359.0 $118K 0.02% NEW $328.39 +75.2%
230 MPWR MONOLITHIC PWR SYS INC Technology 120.0 $109K 0.02% NEW $906.36 +72.5%
231 WM WASTE MGMT INC DEL Industrials 494.0 $109K 0.02% NEW $219.71 -2.3%
232 GOOG ALPHABET INC Communication Services 320.0 $100K 0.01% NEW $313.80 +17.1%
233 DTE DTE ENERGY CO Utilities 728.0 $94K 0.01% NEW $128.98 +14.4%
234 CINF CINCINNATI FINL CORP Financial Services 549.0 $90K 0.01% NEW $163.32 +4.2%
235 NVT NVENT ELECTRIC PLC Industrials 842.0 $86K 0.01% NEW $101.97 +73.6%
236 AWRE AWARE INC MASS Technology 43,105.0 $80K 0.01% NEW $1.85 -18.9%
237 AIRG AIRGAIN INC Technology 19,398.0 $79K 0.01% NEW $4.06 +67.0%
238 WAB WABTEC Industrials 362.0 $77K 0.01% NEW $213.45 +28.3%
239 RGLD ROYAL GOLD INC Basic Materials 338.0 $75K 0.01% NEW $222.29 -3.4%
240 KGC KINROSS GOLD CORP Basic Materials 2,661.0 $75K 0.01% NEW $28.16 -5.3%
Page 12 of 16  ·  306 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
Technology 26.4%
Industrials 25.3%
Healthcare 20.3%
Financial Services 8.0%
Communication Services 4.8%
Consumer Cyclical 4.2%
Energy 4.0%
Consumer Defensive 3.6%
Basic Materials 2.1%
Utilities 1.3%