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Portfolio (Quarterly) Guide ↗

Essex Bank

· CIK 0001752212
13F Portfolio $452.0B AUM 553 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 13 New 55 Added 141 Reduced 20 Exited
Page 1 of 3  ·  55 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VOO VANGUARD INDEX FDS S&P 500 ETF SHS 8,964.0 $5.4M 1.19% +89.0 +1.0% $597.54 +13.0%
2 IWM ISHARES TR RUSSELL 2000 9,425.0 $2.3M 0.52% +150.0 +1.6% $248.00 +9.7%
3 JP MORGAN ETF ULTRA SHORT INCOME 41,754.0 $2.1M 0.47% +1K +3.2% $50.61
4 SCHW SCHWAB CHARLES CORP NEW COM Financial Services 21,836.0 $2.1M 0.45% +155.0 +0.7% $93.98 -2.1%
5 IWF ISHARES TR INDEX RUSSELL1000GRW 4,155.0 $1.8M 0.39% +180.0 +4.5% $426.39 -71.1%
6 MINT PIMCO ETF TR ENHAN SHRT MA AC 15,659.0 $1.6M 0.35% +4K +34.5% $100.57 +0.0%
7 ASML ASML HOLDING NV NY REG SHS Technology 1,171.0 $1.5M 0.34% +44.0 +3.9% $1320.82 +10.7%
8 CL COLGATE PALMOLIVE CO Consumer Defensive 17,026.0 $1.5M 0.32% +305.0 +1.8% $85.22 +5.3%
9 IJH ISHARES TR S&P MIDCAP 400 21,222.0 $1.4M 0.32% +732.0 +3.6% $67.52 +5.6%
10 WFC WELLS FARGO & CO NEW COM Financial Services 16,173.0 $1.3M 0.28% +125.0 +0.8% $79.61 -6.6%
11 IEFA ISHARES TR CORE MSCI EAFE 11,978.0 $1.1M 0.24% +645.0 +5.7% $90.53 +5.5%
12 VCSH VANGUARD SCOTTSDALE FDS S/T CORP BD INDEX ETF 12,429.0 $985K 0.22% +2K +21.6% $79.27 -0.7%
13 GLD SPDR GOLD TRUST GOLD SHS Financial Services 2,190.0 $942K 0.21% +75.0 +3.5% $430.28 -4.4%
14 AMGN AMGEN INC COM Healthcare 2,556.0 $899K 0.20% +20.0 +0.8% $351.84 -8.3%
15 PYLD PIMCO ETF TRUST MULTISECTOR BOND ACTIVE EXCHANGE 31,652.0 $829K 0.18% +5K +17.5% $26.20 -0.4%
16 FCX FREEPORT-MCMORAN COPPER & GOLD COM Basic Materials 14,104.0 $829K 0.18% +163.0 +1.2% $58.77 +0.8%
17 EFA ISHARES TR INDEX MSCI EAFE IDX 8,419.0 $818K 0.18% +303.0 +3.7% $97.13 +5.1%
18 VTES VANGUARD WELLINGTON FD SHORT TRM TAX EX 8,015.0 $811K 0.18% +6K +221.9% $101.14 -0.4%
19 IUSV ISHARES CORE S&P VALUE 7,289.0 $745K 0.17% +1K +25.1% $102.25 +5.7%
20 ANET ARISTA NETWORKS INC COM Technology 5,502.0 $676K 0.15% +119.0 +2.2% $122.78 +14.7%
Page 1 of 3  ·  55 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 20.7%
Energy 18.0%
Industrials 13.8%
Healthcare 13.1%
Financial Services 12.4%
Consumer Defensive 7.0%
Communication Services 6.4%
Consumer Cyclical 5.1%
Utilities 2.1%
Basic Materials 1.1%