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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 13 of 16  ·  306 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 QTWO Q2 HLDGS INC Technology 974.0 $70K 0.01% NEW $72.16 -40.6%
242 GKOS GLAUKOS CORP Healthcare 611.0 $69K 0.01% NEW $112.91 +15.7%
243 LASE LASER PHOTONICS CORP Industrials 27,361.0 $68K 0.01% NEW $2.47 -6.1%
244 FCX FREEPORT-MCMORAN INC Basic Materials 1,297.0 $66K 0.01% NEW $50.79 +35.2%
245 PM PHILIP MORRIS INTL INC Consumer Defensive 402.0 $64K 0.01% NEW $160.40 +11.2%
246 MS MORGAN STANLEY Financial Services 363.0 $64K 0.01% NEW $177.53 +25.7%
247 BMY BRISTOL-MYERS SQUIBB CO Healthcare 1,120.0 $60K 0.01% NEW $53.94 +0.1%
248 AMKR AMKOR TECHNOLOGY INC Technology 1,526.0 $60K 0.01% NEW $39.48 +129.1%
249 SPY SPDR S&P 500 ETF TR Financial Services 85.0 $58K 0.01% NEW $681.92 +9.5%
250 CWAN CLEARWATER ANALYTICS HLDGS INC Technology 2,298.0 $55K 0.01% NEW $24.12 +0.7%
251 AMRX AMNEAL PHARMACEUTICALS INC Healthcare 4,295.0 $54K 0.01% NEW $12.60 +28.7%
252 VTSI VIRTRA INC Industrials 12,856.0 $54K 0.01% NEW $4.20 -20.2%
253 OPTT OCEAN PWR TECHNOLOGIES INC Industrials 174,614.0 $52K 0.01% NEW $0.30 -2.5%
254 SLV ISHARES SILVER TR Financial Services 771.0 $50K 0.01% NEW $64.42 -7.6%
255 FLS FLOWSERVE CORP Industrials 697.0 $48K 0.01% NEW $69.38 +17.8%
256 SENESTECH INC 22,292.0 $48K 0.01% NEW $2.14
257 AYI ACUITY INC Industrials 131.0 $47K 0.01% NEW $360.04 -11.9%
258 RIO RIO TINTO PLC Basic Materials 567.0 $45K 0.01% NEW $80.03 +25.1%
259 WEC WEC ENERGY GROUP INC Utilities 430.0 $45K 0.01% NEW $105.46 +6.4%
260 CLH CLEAN HARBORS INC Industrials 193.0 $45K 0.01% NEW $234.48 +23.1%
Page 13 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%