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Portfolio (Quarterly) Guide ↗

Essex Bank

· CIK 0001752212
13F Portfolio $452M AUM 553 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 13 New 55 Added 141 Reduced 20 Exited
Page 7 of 8  ·  141 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 VRTX VERTEX PHARMACEUTICALS INC COM Healthcare 626.0 $280K 0.06% -8.0 -1.3% $446.52 -2.7%
122 SDY SPDR SERIES TRUST S&P DIVID ETF 1,875.0 $274K 0.06% -23.0 -1.2% $145.94 +1.5%
123 BKDV BNY MELLON ETF TRUST II DYNAMIC VALUE 8,929.0 $265K 0.06% -2K -14.9% $29.65 +9.0%
124 FLOT ISHARES FLOATING RATE BOND ETF 5,165.0 $263K 0.06% -245.0 -4.5% $50.95 +0.1%
125 ALLE ALLEGION PUB LTD CO ORD SHS Industrials 1,766.0 $257K 0.06% -54.0 -3.0% $145.29 -11.0%
126 AMERISOURCE BERGEN CORP 816.0 $256K 0.06% -16.0 -1.9% $314.13
127 TROW T. ROWE PRICE GROUP INC Financial Services 2,738.0 $247K 0.06% -103.0 -3.6% $90.14 +12.8%
128 COF CAPITAL ONE FINL CORP COM Financial Services 1,345.0 $245K 0.05% -184.0 -12.0% $182.43 -0.2%
129 SPG SIMON PPTY GROUP INC NEW COM Real Estate 1,303.0 $243K 0.05% -103.0 -7.3% $186.53 +7.7%
130 SPLV INVESCO EXCH TRADED FD TR IIS&P500 LOW VOL 3,276.0 $240K 0.05% -206.0 -5.9% $73.13 +0.6%
131 MBB ISHARES MBS ETF 2,477.0 $235K 0.05% -50.0 -2.0% $94.95 -1.3%
132 IDV ISHARES INTL SELECT DIVIDENDETF 5,463.0 $233K 0.05% -256.0 -4.5% $42.56 +5.8%
133 CHESAPEAKE ENERGY CORP COM 2,111.0 $232K 0.05% -125.0 -5.6% $109.78
134 SPGI S & P GLOBAL INC Financial Services 535.0 $228K 0.05% -42.0 -7.3% $425.32 -3.5%
135 MCK MCKESSON CORP COM Healthcare 254.0 $220K 0.05% -11.0 -4.2% $865.34 -12.0%
136 SPYM SPDR SER TR RUSSELL 1000 ETF 2,849.0 $218K 0.05% -2K -46.6% $76.54 +14.0%
137 EFG ISHARES TR MSCI GRW IDX 1,929.0 $215K 0.05% -182.0 -8.6% $111.37 +8.1%
138 VMBS VANGUARD SCOTTSDALE FDS MORTG-BACK SEC 4,556.0 $214K 0.05% -1K -21.2% $46.95 -1.0%
139 ICE INTERCONTINENTALEXCHANGE INCCOM Financial Services 1,323.0 $208K 0.05% -211.0 -13.8% $157.28 -0.8%
140 CLX CLOROX CO DEL COM Consumer Defensive 2,000.0 $207K 0.05% -202.0 -9.2% $103.63 -10.7%
Page 7 of 8  ·  141 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 20.7%
Energy 18.0%
Industrials 13.8%
Healthcare 13.1%
Financial Services 12.4%
Consumer Defensive 7.0%
Communication Services 6.4%
Consumer Cyclical 5.1%
Utilities 2.1%
Basic Materials 1.1%