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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 4 of 6  ·  105 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 EFV ISHARES TR MSCI VAL IDX 8,504.0 $651K 0.14% -64.0 -0.8% $76.54 +7.7%
62 CB CHUBB LIMITED COM Financial Services 1,891.0 $644K 0.14% -26.0 -1.4% $340.73 +1.1%
63 XLF FINANCIAL SELECT SECTOR SPDR 11,991.0 $643K 0.14% -2K -11.7% $53.61 +8.6%
64 XLI SELECT SECTOR SPDR TR SBI INT-INDS 3,462.0 $641K 0.14% -25.0 -0.7% $185.23 -2.7%
65 VLO VALERO ENERGY CORP NEW COM Energy 2,405.0 $626K 0.14% -700.0 -22.5% $260.44 +29.3%
66 TJX TJX COS INC NEW COM Consumer Cyclical 4,029.0 $610K 0.13% -139.0 -3.3% $151.50 -9.2%
67 DOV DOVER CORP Industrials 2,607.0 $585K 0.13% -14.0 -0.5% $224.28 -8.3%
68 CRM SALESFORCE COM INC COM Technology 3,590.0 $562K 0.12% -650.0 -15.3% $156.66 +30.6%
69 XLV SELECT SECTOR SPDR TR ST STR CARE ETF 3,338.0 $530K 0.12% -49.0 -1.4% $158.66 +9.8%
70 ACN ACCENTURE PLC IRELAND SHS CLASS A Technology 4,126.0 $513K 0.11% -352.0 -7.9% $124.44 +46.6%
71 XLG INVESCO EXCHANGE TRADED FD TS&P 500 TOP 50 8,153.0 $499K 0.11% -171.0 -2.0% $61.22 +1.4%
72 SCHX SCHWAB STRATEGIC TR US LRG CAP ETF 16,001.0 $471K 0.10% -1K -6.9% $29.43 +2.8%
73 BK BANK OF NY MELLON CORP COM Financial Services 3,182.0 $460K 0.10% -33.0 -1.0% $144.61 -1.9%
74 GILD GILEAD SCIENCES INC Healthcare 3,255.0 $411K 0.09% -333.0 -9.3% $126.34 +17.4%
75 DVY ISHARES TR INDEX DJ SEL DIV INX 2,608.0 $408K 0.09% -246.0 -8.6% $156.30 +5.2%
76 SCHB SCHWAB STRATEGIC TR US BRD MKT ETF 13,851.0 $401K 0.09% -895.0 -6.1% $28.95 +2.4%
77 ABT ABBOTT LABS COM Healthcare 4,136.0 $375K 0.08% -436.0 -9.5% $90.74 +27.3%
78 ACWI ISHARES TR MSCI ACWI INDX 2,378.0 $373K 0.08% -95.0 -3.8% $156.97 +2.7%
79 LOW LOWES COMPANIES Consumer Cyclical 1,596.0 $352K 0.08% -45.0 -2.7% $220.49 -3.3%
80 EXC EXELON CORP COM Utilities 7,497.0 $349K 0.08% -199.0 -2.6% $46.61 -5.3%
Page 4 of 6  ·  105 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%