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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 2 of 2  ·  30 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MPWR MONOLITHIC PWR SYS INC COM Technology 158.0 $218K 0.05% NEW $1382.35 -5.3%
22 FLEX FLEXTRONICS INTL LTD ORD Technology 1,336.0 $217K 0.05% NEW $162.07 -33.5%
23 AMLP ALPS ETF TR ALERIAN MLP 4,145.0 $215K 0.05% NEW $51.84 +5.6%
24 SCHM SCHWAB STRATEGIC TR US MID-CAP ETF 5,819.0 $214K 0.05% NEW $36.86 -2.9%
25 STX SEAGATE TECHNOLOGY HDGS, PLC Technology 220.0 $212K 0.05% NEW $965.00 -15.2%
26 SPMD SPDR SERIES TRUST PORTFOLIO MD ETF 3,134.0 $212K 0.05% NEW $67.56 -1.3%
27 XBI SPDR SERIES TRUST S&P BIOTECH 1,312.0 $208K 0.04% NEW $158.25 +6.6%
28 MRVL MARVEL TECHNOLOGY GR Technology 696.0 $207K 0.04% NEW $297.88 -19.4%
29 JEPQ J P MORGAN EXCHANGE TRADED FNASDAQ EQT PREM 3,345.0 $206K 0.04% NEW $61.45 -2.8%
30 HWM HOWMET AEROSPACE INC COM Industrials 760.0 $204K 0.04% NEW $268.85 -2.0%
Page 2 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%