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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 5 of 6  ·  105 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SCHF SCHWAB STRATEGIC INTL EQUITYETF 12,004.0 $333K 0.07% -3K -17.5% $27.70 +3.2%
82 IVOO VANGUARD ADMIRAL FDS INC MIDCP 400 IDX 2,490.0 $325K 0.07% -301.0 -10.8% $130.40 -1.0%
83 BX BLACKSTONE GROUP INC COM CL A Financial Services 2,729.0 $321K 0.07% -860.0 -24.0% $117.67 +22.2%
84 T AT&T INC COM Communication Services 15,457.0 $320K 0.07% -451.0 -2.8% $20.70 +24.9%
85 PLTR PALANTIR TECHNOLOGIES INC CL A Technology 2,586.0 $302K 0.07% -298.0 -10.3% $116.67 +48.5%
86 D DOMINION ENERGY INC COM Utilities 4,369.0 $298K 0.07% -22.0 -0.5% $68.29 -2.0%
87 REGL PROSHARES TR S&P MDCP 400 DIV 3,258.0 $298K 0.07% -700.0 -17.7% $91.56 +3.4%
88 BP BP AMOCO PLC ADS (UK) Energy 7,914.0 $292K 0.06% -178.0 -2.2% $36.95 +15.1%
89 BKDV BNY MELLON ETF TRUST II DYNAMIC VALUE 8,399.0 $281K 0.06% -530.0 -5.9% $33.48 +4.1%
90 WM WASTE MANAGEMENT INC DEL Industrials 1,202.0 $268K 0.06% -215.0 -15.2% $222.87 -0.2%
91 COF CAPITAL ONE FINL CORP COM Financial Services 1,327.0 $266K 0.06% -18.0 -1.3% $200.62 +7.8%
92 ES EVERSOURCE ENERGY COM Utilities 3,518.0 $254K 0.06% -19.0 -0.5% $72.27 -1.4%
93 GUNR FLEXSHARES TR MORNSTAR UPSTR 5,050.0 $249K 0.05% -109.0 -2.1% $49.27 +15.1%
94 SPYM SPDR SER TR RUSSELL 1000 ETF 2,818.0 $248K 0.05% -31.0 -1.1% $87.88 +2.7%
95 SDY SPDR SERIES TRUST S&P DIVID ETF 1,625.0 $247K 0.05% -250.0 -13.3% $152.18 +4.3%
96 AGG ISHARES TR INDEX BARCLY USAGG B 2,386.0 $236K 0.05% -14.0 -0.6% $98.98 -1.2%
97 EFG ISHARES TR MSCI GRW IDX 1,890.0 $235K 0.05% -39.0 -2.0% $124.42 +1.4%
98 MRSH MARSH & MCLENNAN COS INC COM Financial Services 1,345.0 $224K 0.05% -45.0 -3.2% $166.67 +16.6%
99 ISRG INTUITIVE SURGICAL INC COM NEW Healthcare 561.0 $223K 0.05% -127.0 -18.5% $397.66 -6.9%
100 MBB ISHARES MBS ETF 2,354.0 $222K 0.05% -123.0 -5.0% $94.52 -1.0%
Page 5 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%