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Portfolio (Quarterly) Guide ↗

Essex Bank

· CIK 0001752212
13F Portfolio $461M AUM 572 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 312 New
Page 13 of 16  ·  312 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 SBUX STARBUCKS CORP COM Consumer Cyclical 3,351.0 $282K 0.06% NEW $84.21 +26.3%
242 MDY SPDR S & P MIDCAP ETF Financial Services 467.0 $282K 0.06% NEW $603.26 +10.1%
243 AMERISOURCE BERGEN CORP 832.0 $281K 0.06% NEW $337.75
244 BP BP AMOCO PLC ADS (UK) Energy 8,092.0 $281K 0.06% NEW $34.72 +30.0%
245 IHE ISHARES TR DJ PHARMA INDX 3,300.0 $280K 0.06% NEW $84.83 +5.3%
246 MDT MEDTRONIC PLC Healthcare 2,902.0 $279K 0.06% NEW $96.06 -18.2%
247 KLAC KLA-TENCOR CORP COM Technology 227.0 $276K 0.06% NEW $1215.07 +43.2%
248 FLOT ISHARES FLOATING RATE BOND ETF 5,410.0 $275K 0.06% NEW $50.86 +0.3%
249 KVUE KENVUE INC COM Consumer Defensive 15,922.0 $275K 0.06% NEW $17.25 -0.6%
250 AVUV TR AVANTIS 2,688.0 $274K 0.06% NEW $101.98 +16.9%
251 VMBS VANGUARD SCOTTSDALE FDS MORTG-BACK SEC 5,783.0 $272K 0.06% NEW $47.07 -1.3%
252 IGV ISHARES TR EXPANDED TECH 2,525.0 $267K 0.06% NEW $105.69 -11.7%
253 ISTB ISHARES TR CORE 1 5 YR USD 5,470.0 $267K 0.06% NEW $48.75 -1.2%
254 SDY SPDR SERIES TRUST S&P DIVID ETF 1,898.0 $264K 0.06% NEW $139.16 +6.4%
255 SPG SIMON PPTY GROUP INC NEW COM Real Estate 1,406.0 $260K 0.06% NEW $185.11 +8.5%
256 D DOMINION ENERGY INC COM Utilities 4,391.0 $257K 0.06% NEW $58.59 +16.3%
257 VUG VANGUARD INDEX FDS GROWTH ETF 523.0 $255K 0.06% NEW $487.85 -82.1%
258 MRSH MARSH & MCLENNAN COS INC COM Financial Services 1,371.0 $254K 0.06% NEW $185.52 -10.5%
259 GUNR FLEXSHARES TR MORNSTAR UPSTR 5,537.0 $254K 0.06% NEW $45.84 +18.5%
260 BNDX VANGUARD CHARLOTTE FDS TOTALINTL BD INDEX FD ETF 5,238.0 $253K 0.06% NEW $48.31 -0.8%
Page 13 of 16  ·  312 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 23.5%
Industrials 14.0%
Financial Services 13.8%
Healthcare 13.2%
Energy 12.8%
Communication Services 7.5%
Consumer Defensive 6.6%
Consumer Cyclical 5.6%
Utilities 1.8%
Basic Materials 0.9%