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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 12 of 16  ·  305 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 ISRG INTUITIVE SURGICAL INC COM NEW Healthcare 688.0 $317K 0.07% +10.0 +1.5% $460.97 -4.6%
222 IWS ISHARES TR RUSSELL MIDCAP VALUE INDEX FUND 2,170.0 $316K 0.07% $145.74 +6.1%
223 SMMU PIMCO ETF TR SHTRM MUN BD ACT 5,950.0 $300K 0.07% $50.45 -0.4%
224 NOBL PROSHARES TR S&P 500 DV ARIST 2,800.0 $297K 0.07% -300.0 -9.7% $106.01 +0.4%
225 LH LABORATORY CORP AMER HLDGS COM NEW Healthcare 1,111.0 $296K 0.07% -32.0 -2.8% $266.80 -4.2%
226 FNF FIDELITY NATL FINL INC COM SHS Financial Services 6,317.0 $293K 0.07% +74.0 +1.2% $46.38 +6.7%
227 MDY SPDR S & P MIDCAP ETF Financial Services 467.0 $288K 0.06% $616.75 +5.7%
228 IHE ISHARES TR DJ PHARMA INDX 3,300.0 $286K 0.06% $86.68 +2.2%
229 ADI ANALOG DEVICES INC Technology 898.0 $286K 0.06% +23.0 +2.6% $318.12 +30.2%
230 GUNR FLEXSHARES TR MORNSTAR UPSTR 5,159.0 $285K 0.06% -378.0 -6.8% $55.15 -1.5%
231 FSIG FIRST TR EXCHANGE TRADED FD IV LIMITED DURATION 15,015.0 $284K 0.06% $18.93 -0.5%
232 SBUX STARBUCKS CORP COM Consumer Cyclical 3,150.0 $282K 0.06% -201.0 -6.0% $89.59 +19.0%
233 CTVA CORTEVA INC COM Basic Materials 3,349.0 $280K 0.06% $83.71 -3.1%
234 VRTX VERTEX PHARMACEUTICALS INC COM Healthcare 626.0 $280K 0.06% -8.0 -1.3% $446.52 -2.2%
235 OEF I SHARES TR S&P 100 ETF 870.0 $277K 0.06% $318.07 +15.2%
236 VUG VANGUARD INDEX FDS GROWTH ETF 633.0 $276K 0.06% +110.0 +21.0% $436.78 -80.2%
237 IGF ISHARES TR GLB INFRASTR ETF 4,123.0 $276K 0.06% $67.00 -0.4%
238 LIN LINDE PLC COM EURO .001 Basic Materials 557.0 $276K 0.06% +7.0 +1.3% $495.75 +3.0%
239 AEM AGNICO EAGLE MINES LTD COM Basic Materials 1,352.0 $274K 0.06% +21.0 +1.6% $202.98 -14.6%
240 KVUE KENVUE INC COM Consumer Defensive 15,922.0 $274K 0.06% $17.23 -0.3%
Page 12 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%