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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 14 of 16  ·  312 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 IGF ISHARES TR GLB INFRASTR ETF 4,123.0 $253K 0.06% NEW $61.36 +9.5%
262 VTES VANGUARD WELLINGTON FD SHORT TRM TAX EX 2,490.0 $253K 0.06% NEW $101.57 -0.8%
263 RCL ROYAL CARIBBEAN CRUISES LTD COM Consumer Cyclical 897.0 $250K 0.05% NEW $278.91 -11.4%
264 SPLV INVESCO EXCH TRADED FD TR IIS&P500 LOW VOL 3,482.0 $249K 0.05% NEW $71.42 +3.0%
265 ICE INTERCONTINENTALEXCHANGE INCCOM Financial Services 1,534.0 $248K 0.05% NEW $161.96 -3.7%
266 CHESAPEAKE ENERGY CORP COM 2,236.0 $247K 0.05% NEW $110.36
267 BIV VANGUARD BD INDEX FD INC INTERMED TERM 3,141.0 $245K 0.05% NEW $77.88 -2.2%
268 QUAL ISHARES TR USA QUALITY FCTR 1,222.0 $243K 0.05% NEW $198.62 +6.9%
269 MBB ISHARES MBS ETF 2,527.0 $241K 0.05% NEW $95.22 -1.5%
270 EFG ISHARES TR MSCI GRW IDX 2,111.0 $240K 0.05% NEW $113.92 +5.7%
271 EES WISDOMTREE TRUST SMLCAP EARN FD 4,200.0 $239K 0.05% NEW $56.93 +10.0%
272 ADI ANALOG DEVICES INC Technology 875.0 $237K 0.05% NEW $271.18 +46.8%
273 BKNG BOOKING HLDGS INC.COM Consumer Cyclical 44.0 $236K 0.05% NEW $5355.25 -97.1%
274 UNILEVER PLC SPON ADR NEW 3,600.0 $235K 0.05% NEW $65.40
275 LIN LINDE PLC COM EURO .001 Basic Materials 550.0 $235K 0.05% NEW $426.38 +18.7%
276 ESGD ISHARES TR ESG AW MSCI EAFE 2,458.0 $234K 0.05% NEW $95.09 +7.7%
277 AGG ISHARES TR INDEX BARCLY USAGG B 2,330.0 $233K 0.05% NEW $99.88 -1.7%
278 VYMI VANGUARD WHITEHALL INTL HIGHDIVIDEND YIELD ETF 2,545.0 $229K 0.05% NEW $90.00 +11.0%
279 CMS CMS ENERGY CORP Utilities 3,273.0 $229K 0.05% NEW $69.93 +3.1%
280 SHW SHERWIN WILLIAMS CO COM Basic Materials 700.0 $227K 0.05% NEW $324.01 -7.7%
Page 14 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%