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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 13 of 16  ·  305 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 FCX FREEPORT MCMORAN INC Basic Materials 1,297.0 $76K 0.01% $58.78 +16.8%
242 OPTT OCEAN PWR TECHNOLOGIES INC Industrials 205,193.0 $72K 0.01% +31K +17.5% $0.35 -16.4%
243 AMKR AMKOR TECHNOLOGY INC Technology 1,526.0 $69K 0.01% $45.03 +100.9%
244 BMY BRISTOL-MYERS SQUIBB CO Healthcare 1,120.0 $68K 0.01% $60.65 -11.0%
245 RIO RIO TINTO PLC Basic Materials 713.0 $67K 0.01% +146.0 +25.8% $93.29 +7.3%
246 PM PHILIP MORRIS INTL INC Consumer Defensive 402.0 $66K 0.01% $165.34 +7.9%
247 GKOS GLAUKOS CORP Healthcare 611.0 $66K 0.01% $107.66 +21.4%
248 MS MORGAN STANLEY Financial Services 363.0 $60K 0.01% $164.57 +35.6%
249 DAN DANA INC Consumer Cyclical 1,665.0 $56K 0.01% $33.65 -13.3%
250 CLH CLEAN HARBORS INC Industrials 193.0 $55K 0.01% $286.73 +0.7%
251 AWRE AWARE INC MASS Technology 43,105.0 $54K 0.01% $1.25 +20.0%
252 AMRX AMNEAL PHARMACEUTICALS INC Healthcare 4,295.0 $53K 0.01% $12.43 +30.4%
253 SLV ISHARES SILVER TR Financial Services 771.0 $53K 0.01% $68.14 -12.7%
254 MU MICRON TECHNOLOGY INC Technology 153.0 $52K 0.01% $337.84 +235.7%
255 FLS FLOWSERVE CORP Industrials 697.0 $51K 0.01% $73.51 +11.1%
256 WEC WEC ENERGY GROUP INC Utilities 430.0 $50K 0.01% $115.77 -3.1%
257 EE EXCELERATE ENERGY INC Utilities 1,475.0 $49K 0.01% $33.42 +3.4%
258 RRC RANGE RES CORP Energy 1,091.0 $49K 0.01% $45.18 -19.5%
259 DTM DT MIDSTREAM INC Energy 355.0 $48K 0.01% -9.0 -2.5% $134.67 +6.4%
260 VTSI VIRTRA INC Industrials 12,856.0 $48K 0.01% $3.71 -9.7%
Page 13 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%