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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 40 of 42  ·  836 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 PAAS PAN AMERN SILVER CORP Basic Materials 4,790.0 $215K 0.01% NEW $44.79 +7.4%
782 FLEX FLEX LTD Technology 1,322.0 $214K 0.01% NEW $162.07 -19.8%
783 FISV FISERV INC Technology 4,355.0 $214K 0.01% NEW $49.05 +6.4%
784 TNL TRAVEL PLUS LEISURE CO Consumer Cyclical 2,776.0 $212K 0.01% NEW $76.43 -3.6%
785 NI NISOURCE INC Utilities 4,460.0 $212K 0.01% NEW $47.55 -10.9%
786 CSRE COHEN & STEERS ETF TRUST 7,468.0 $212K 0.01% NEW $28.38 +2.1%
787 MOH MOLINA HEALTHCARE INC Healthcare 920.0 $210K 0.01% NEW $228.70 -11.2%
788 KRE SPDR SERIES TRUST 2,806.0 $210K 0.01% NEW $74.85 +3.4%
789 PSCH INVESCO EXCH TRADED FD TR II 3,999.0 $209K 0.01% NEW $52.37 +5.7%
790 APP APPLOVIN CORP Technology 405.0 $209K 0.01% NEW $515.60 -39.5%
791 SLYV SPDR SERIES TRUST 1,908.0 $208K 0.01% NEW $109.09 +2.2%
792 MSCI MSCI INC Financial Services 371.0 $208K 0.01% NEW $560.29 -1.7%
793 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 831.0 $208K 0.01% NEW $249.98 -3.3%
794 PHO INVESCO EXCHANGE TRADED FD T 3,004.0 $207K 0.01% NEW $69.07 +3.1%
795 EXPD EXPEDITORS INTL WASH INC Industrials 1,267.0 $206K 0.01% NEW $162.98 +15.5%
796 TGTX TG THERAPEUTICS INC Healthcare 3,748.0 $206K 0.01% NEW $54.94 -10.3%
797 MAS MASCO CORP Industrials 2,516.0 $205K 0.01% NEW $81.37 -9.1%
798 XLC SELECT SECTOR SPDR TR 1,907.0 $204K 0.01% NEW $107.16 +3.4%
799 DXCM DEXCOM INC Healthcare 3,028.0 $204K 0.01% NEW $67.35 +31.8%
800 DTM DT MIDSTREAM INC Energy 1,385.0 $203K 0.01% NEW $146.74 -8.0%
Page 40 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%