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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 16 of 42  ·  836 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 SYY SYSCO CORP Consumer Defensive 12,924.0 $1.1M 0.05% NEW $83.58 -1.7%
302 TD TORONTO DOMINION BK ONT Financial Services 8,865.0 $1.1M 0.05% NEW $121.43 +0.1%
303 SYK STRYKER CORPORATION Healthcare 3,418.0 $1.1M 0.05% NEW $314.87 +6.7%
304 KMB KIMBERLY-CLARK CORP Consumer Defensive 9,742.0 $1.1M 0.05% NEW $109.77 -0.6%
305 UPS UNITED PARCEL SVCS INC Industrials 9,875.0 $1.1M 0.05% NEW $107.51 -5.3%
306 JAVA J P MORGAN EXCHANGE TRADED F 13,247.0 $1.1M 0.05% NEW $79.41 +4.6%
307 FLMI FRANKLIN TEMPLETON ETF TR 41,776.0 $1.1M 0.05% NEW $25.17 -2.3%
308 AEP AMERICAN ELEC PWR CO INC Utilities 7,643.0 $1.0M 0.05% NEW $136.81 -7.2%
309 SBUX STARBUCKS CORP Consumer Cyclical 10,217.0 $1.0M 0.05% NEW $102.19 +4.9%
310 FSCC FEDERATED HERMES ETF TRUST 27,811.0 $1.0M 0.05% NEW $37.33 -4.0%
311 KMI KINDER MORGAN INC DEL Energy 32,096.0 $1.0M 0.05% NEW $31.97 +2.6%
312 VWO VANGUARD INTL EQUITY INDEX F 17,139.0 $1.0M 0.05% NEW $59.69 -0.1%
313 CRUX COLUMBIA ETF TR I 33,912.0 $1.0M 0.05% NEW $29.98 -1.8%
314 DHR DANAHER CORP DEL Healthcare 5,333.0 $1.0M 0.05% NEW $190.47 +5.3%
315 LAMR LAMAR ADVERTISING CO Real Estate 6,497.0 $1.0M 0.05% NEW $155.99 -2.0%
316 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 10,966.0 $1.0M 0.05% NEW $92.09 -0.4%
317 UBER UBER TECHNOLOGIES INC Technology 13,970.0 $1.0M 0.05% NEW $72.16 +5.5%
318 FTSD FRANKLIN ETF TR 11,040.0 $999K 0.05% NEW $90.51 -0.5%
319 RHP RYMAN HOSPITALITY PPTYS INC Real Estate 7,744.0 $995K 0.05% NEW $128.55 -1.5%
320 MDLZ MONDELEZ INTL INC Consumer Defensive 17,026.0 $985K 0.05% NEW $57.84 +8.9%
Page 16 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%