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Portfolio (Quarterly) Guide ↗

Essex Financial Services, Inc.

· CIK 0001315785
13F Portfolio $2.0B AUM 836 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 836 New
Page 34 of 42  ·  836 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 INTU INTUIT Technology 1,114.0 $291K 0.01% NEW $261.03 +35.2%
662 VFMF VANGUARD WELLINGTON FD 1,635.0 $289K 0.01% NEW $176.99 +5.3%
663 BMOP BNY MELLON ETF TRUST II 11,393.0 $287K 0.01% NEW $25.21 -2.2%
664 OEF ISHARES TR 780.0 $285K 0.01% NEW $365.87 +3.5%
665 VONG VANGUARD SCOTTSDALE FDS 2,229.0 $285K 0.01% NEW $127.81 -0.8%
666 DHI D R HORTON INC Consumer Cyclical 1,748.0 $285K 0.01% NEW $162.87 -9.8%
667 OMF ONEMAIN HLDGS INC Financial Services 4,669.0 $285K 0.01% NEW $60.97 +6.8%
668 BARON ETF TR 11,643.0 $284K 0.01% NEW $24.40
669 DMLP DORCHESTER MINERALS L P Energy 11,244.0 $284K 0.01% NEW $25.25 +11.2%
670 MAA MID-AMER APT CMNTYS INC Real Estate 2,038.0 $283K 0.01% NEW $138.94 -5.9%
671 HUM HUMANA INC Healthcare 713.0 $283K 0.01% NEW $397.01 -3.2%
672 VANGUARD MUN BD FDS 2,700.0 $283K 0.01% NEW $104.77
673 IJJ ISHARES TR 1,914.0 $283K 0.01% NEW $147.72 +1.3%
674 KHC KRAFT HEINZ CO Consumer Defensive 11,937.0 $282K 0.01% NEW $23.62 +5.7%
675 PCAR PACCAR INC Industrials 2,332.0 $280K 0.01% NEW $120.12 +7.1%
676 STXK EA SERIES TRUST 7,196.0 $279K 0.01% NEW $38.81 +0.4%
677 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 16,069.0 $279K 0.01% NEW $17.35 -14.6%
678 BWXT BWX TECHNOLOGIES INC Industrials 1,422.0 $277K 0.01% NEW $194.64 -15.1%
679 SHW SHERWIN WILLIAMS CO Basic Materials 800.0 $275K 0.01% NEW $344.37 +0.9%
680 MPWR MONOLITHIC PWR SYS INC Technology 199.0 $275K 0.01% NEW $1380.99 -3.7%
Page 34 of 42  ·  836 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 25.2%
Financial Services 24.7%
Industrials 10.8%
Healthcare 9.4%
Communication Services 7.3%
Consumer Cyclical 6.4%
Energy 6.4%
Consumer Defensive 4.4%
Utilities 2.8%
Basic Materials 1.5%