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Portfolio (Quarterly) Guide ↗

Essex Bank

· CIK 0001752212
13F Portfolio $461M AUM 572 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 312 New
Page 10 of 16  ·  312 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 INGERSOLL RAND INC COM 5,655.0 $448K 0.10% NEW $79.22
182 LRCX LAM RESEARCH CORP COM Technology 2,603.0 $446K 0.10% NEW $171.18 +59.7%
183 VGT VANGUARD WORLD FDS INF TECH ETF 576.0 $434K 0.09% NEW $753.77 -84.9%
184 SPYM SPDR SER TR RUSSELL 1000 ETF 5,334.0 $428K 0.09% NEW $80.22 +8.8%
185 LOW LOWES COMPANIES Consumer Cyclical 1,755.0 $423K 0.09% NEW $241.16 -9.4%
186 TXN TEXAS INSTRUMENTS Technology 2,389.0 $414K 0.09% NEW $173.48 +74.3%
187 DVY ISHARES TR INDEX DJ SEL DIV INX 2,926.0 $413K 0.09% NEW $141.14 +8.6%
188 AER AERCAP HOLDINGS NV Industrials 2,842.0 $409K 0.09% NEW $143.76 -3.0%
189 PAYX PAYCHEX INC COM Industrials 3,613.0 $405K 0.09% NEW $112.18 -15.8%
190 USB US BANCORP DEL COM NEW Financial Services 7,585.0 $405K 0.09% NEW $53.36 -0.1%
191 HCA HCA HLDGS INC COM Healthcare 855.0 $399K 0.09% NEW $466.85 -13.3%
192 SCHB SCHWAB STRATEGIC TR US BRD MKT ETF 14,730.0 $386K 0.08% NEW $26.22 +8.8%
193 T AT&T INC COM Communication Services 15,523.0 $386K 0.08% NEW $24.84 +0.6%
194 ISRG INTUITIVE SURGICAL INC COM NEW Healthcare 678.0 $384K 0.08% NEW $566.34 -22.0%
195 BN BROOKFIELD ASSET MGMT INC Financial Services 8,272.0 $380K 0.08% NEW $45.88 -1.2%
196 INTC INTEL COM Technology 10,198.0 $376K 0.08% NEW $36.89 +200.4%
197 IRM IRON MTN INC NEW COM Real Estate 4,495.0 $373K 0.08% NEW $82.95 +48.9%
198 BK BANK NEW YORK MELLON CORP COM Financial Services 3,211.0 $373K 0.08% NEW $116.09 +18.2%
199 COF CAPITAL ONE FINL CORP COM Financial Services 1,529.0 $371K 0.08% NEW $242.36 -24.9%
200 MAR MARRIOTT INTL INC NEW CL A Consumer Cyclical 1,191.0 $369K 0.08% NEW $310.23 +15.6%
Page 10 of 16  ·  312 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 23.5%
Industrials 14.0%
Financial Services 13.8%
Healthcare 13.2%
Energy 12.8%
Communication Services 7.5%
Consumer Defensive 6.6%
Consumer Cyclical 5.6%
Utilities 1.8%
Basic Materials 0.9%