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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 11 of 16  ·  318 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 AVUV TR AVANTIS 2,919.0 $364K 0.08% $124.76 +0.8%
202 PAYX PAYCHEX INC COM Industrials 3,695.0 $363K 0.08% +45.0 +1.2% $98.33 +27.0%
203 BDX BECTON DICKINSON & CO Healthcare 2,383.0 $361K 0.08% +726.0 +43.8% $151.33 +25.8%
204 UBER UBER TECHNOLOGIES INC COM Technology 4,977.0 $359K 0.08% $72.15 +8.7%
205 IWS ISHARES TR RUSSELL MIDCAP VALUE INDEX FUND 2,170.0 $357K 0.08% $164.60 +4.5%
206 VUG VANGUARD INDEX FDS GROWTH ETF 4,138.0 $356K 0.08% +4K +553.7% $86.14 +1.5%
207 CRWD CROWDSTRIKE HLDGS INC CL A Technology 466.0 $356K 0.08% NEW $190.78 -0.7%
208 ADI ANALOG DEVICES INC Technology 895.0 $355K 0.08% $397.15 -6.4%
209 BN BROOKFIELD ASSET MGMT INC Financial Services 8,308.0 $354K 0.08% $42.59 -2.2%
210 HELO J P MORGAN EXCHANGE TRADED FHEDGED EQUITY LA 5,234.0 $354K 0.08% $67.58 +2.7%
211 SPYV SPDR SERIES TRUST ST STR P500VAL 5,800.0 $353K 0.08% $60.79 +4.8%
212 PH PARKER HANNIFIN CORP COM Industrials 360.0 $352K 0.08% $978.10 +6.2%
213 LOW LOWES COMPANIES Consumer Cyclical 1,596.0 $352K 0.08% -45.0 -2.7% $220.49 -4.6%
214 EXC EXELON CORP COM Utilities 7,497.0 $349K 0.08% -199.0 -2.6% $46.61 -4.6%
215 SLB SCHLUMBERGER LTD Energy 7,491.0 $348K 0.07% $46.49 +15.3%
216 HYGV FLEXSHARES TR HIG YLD VL ETF 8,431.0 $339K 0.07% NEW $40.25 +0.1%
217 SNDK SANDISK CORP COM Technology 149.0 $339K 0.07% NEW $2273.72 -34.1%
218 HCA HCA HLDGS INC COM Healthcare 855.0 $333K 0.07% $389.89 +9.6%
219 SCHF SCHWAB STRATEGIC INTL EQUITYETF 12,004.0 $333K 0.07% -3K -17.5% $27.70 +2.7%
220 HDV ISHARES TR CORE HIGH DV ETF 12,135.0 $332K 0.07% +10K +400.0% $27.40 +8.6%
Page 11 of 16  ·  318 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%