BullishAgent BullishAgent Filings Market Earnings Ratings IPOs ETFs Insiders
Screener Research
Sign in Register
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 11 of 16  ·  305 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 NVO NOVO-NORDISK A S ADR Healthcare 9,758.0 $359K 0.08% -169.0 -1.7% $36.75 +20.5%
202 UBER UBER TECHNOLOGIES INC COM Technology 4,977.0 $358K 0.08% -2K -30.3% $71.93 +4.4%
203 SOXX ISHARES TR PHLX SEMICND ETF 1,074.0 $353K 0.08% $328.65 +51.1%
204 ACWI ISHARES TR MSCI ACWI INDX 2,473.0 $342K 0.08% $138.37 +10.7%
205 REGL PROSHARES TR S&P MDCP 400 DIV 3,958.0 $342K 0.08% $86.40 +1.0%
206 PKG PACKAGING CORP AMER COM Consumer Cyclical 1,587.0 $337K 0.07% $212.22 -0.7%
207 PAYX PAYCHEX INC COM Industrials 3,650.0 $336K 0.07% +37.0 +1.0% $92.12 +2.6%
208 AVY AVERY DENNISON CORP COM Industrials 1,941.0 $335K 0.07% $172.68 -10.7%
209 BN BROOKFIELD ASSET MGMT INC Financial Services 8,272.0 $335K 0.07% $40.47 +9.4%
210 HELO J P MORGAN EXCHANGE TRADED FHEDGED EQUITY LA 5,234.0 $334K 0.07% -4K -43.6% $63.90 +5.9%
211 HDV ISHARES TR CORE HIGH DV ETF 2,427.0 $329K 0.07% $135.72 -79.6%
212 NOW SERVICENOW INC COM Technology 3,140.0 $328K 0.07% +99.0 +3.3% $104.55 -1.1%
213 SPYV SPDR SERIES TRUST STATE STREET SPD 5,800.0 $328K 0.07% -47.0 -0.8% $56.58 +6.2%
214 KLAC KLA-TENCOR CORP COM Technology 222.0 $327K 0.07% -5.0 -2.2% $1472.39 +19.3%
215 WM WASTE MANAGEMENT INC DEL Industrials 1,417.0 $326K 0.07% $229.79 -3.1%
216 AVUV TR AVANTIS 2,919.0 $322K 0.07% +231.0 +8.6% $110.47 +6.1%
217 PH PARKER HANNIFIN CORP COM Industrials 360.0 $322K 0.07% -12.0 -3.2% $895.22 -4.1%
218 O REALTY INCOME CORP COM Real Estate 5,249.0 $321K 0.07% -598.0 -10.2% $61.18 +0.9%
219 IVOO VANGUARD ADMIRAL FDS INC MIDCP 400 IDX 2,791.0 $319K 0.07% $114.32 +5.7%
220 WMB WILLIAMS COS INC COM Energy 4,372.0 $318K 0.07% -624.0 -12.5% $72.78 +6.7%
Page 11 of 16  ·  305 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%