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Portfolio (Quarterly) Guide ↗

Essex Bank

· CIK 0001752212
13F Portfolio $462M AUM 574 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 30 New 57 Added 105 Reduced 17 Exited
Page 1 of 2  ·  30 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IJT ISHARES TR S&P SMLCP GROW 5,240.0 $936K 0.20% NEW $178.60 -3.1%
2 HONEYWELL TECHNOLOGIES 3,039.0 $680K 0.15% NEW $223.90
3 HONEYWELL AEROSPACE INC 3,039.0 $672K 0.14% NEW $221.08
4 BKNG BOOKING HLDGS INC.COM Consumer Cyclical 3,127.0 $557K 0.12% NEW $178.24 +19.5%
5 FMHI FIRST TR EXCHANGE TRADED FD MUNICIPAL HIGH 8,127.0 $394K 0.09% NEW $48.49 -2.2%
6 DUPONT DE NEMOURS INC 2,861.0 $388K 0.08% NEW $135.64
7 CRWD CROWDSTRIKE HLDGS INC CL A Technology 466.0 $356K 0.08% NEW $190.78 -1.6%
8 HYGV FLEXSHARES TR HIG YLD VL ETF 8,431.0 $339K 0.07% NEW $40.25 -0.0%
9 SNDK SANDISK CORP COM Technology 149.0 $339K 0.07% NEW $2273.72 -33.8%
10 AMAT APPLIED MATERIALS Technology 444.0 $321K 0.07% NEW $723.00 -33.6%
11 JPIE J P MORGAN EXCHANGE TRADED FINCOME ETF 6,809.0 $313K 0.07% NEW $46.04 -0.2%
12 RY ROYAL BK CDA MONTREAL QUE COM Financial Services 1,235.0 $256K 0.06% NEW $206.97 -0.5%
13 PRU PRUDENTIAL FINANCIAL INCORP Financial Services 2,364.0 $255K 0.06% NEW $107.93 +9.8%
14 FORTINET INC COM 1,609.0 $247K 0.05% NEW $153.62
15 MNST MONSTER BEVERAGE CORP NEW COM Consumer Defensive 2,559.0 $246K 0.05% NEW $96.12 -49.3%
16 WDC WESTERN DIGITAL CORP COM Technology 377.0 $241K 0.05% NEW $638.70 -30.7%
17 HEI HEICO CORP NEW Industrials 672.0 $239K 0.05% NEW $356.18 -1.1%
18 IWO ISHARES TR INDEX RUSL 2000 GROW 604.0 $238K 0.05% NEW $393.95 -2.1%
19 VBIL VANGUARD INSTL INDEX FD 0 3 MO TR BI ETF 2,930.0 $222K 0.05% NEW $75.68 -0.0%
20 TCAL T ROWE PRICE ETF INC CAPITAL APPRECIA 9,850.0 $219K 0.05% NEW $22.20 +5.0%
Page 1 of 2  ·  30 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 26.4%
Industrials 15.4%
Healthcare 14.9%
Financial Services 14.2%
Energy 8.1%
Consumer Defensive 7.3%
Consumer Cyclical 5.8%
Communication Services 4.4%
Utilities 2.2%
Basic Materials 1.0%