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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 13 of 16  ·  305 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 SDY SPDR SERIES TRUST S&P DIVID ETF 1,875.0 $274K 0.06% -23.0 -1.2% $145.94 +1.2%
242 D DOMINION ENERGY INC COM Utilities 4,391.0 $271K 0.06% $61.81 +9.3%
243 RUSHA RUSH ENTERPRISES INC CL A Consumer Cyclical 4,050.0 $268K 0.06% $66.11 +4.0%
244 ISTB ISHARES TR CORE 1 5 YR USD 5,470.0 $265K 0.06% $48.45 -0.8%
245 BKDV BNY MELLON ETF TRUST II DYNAMIC VALUE 8,929.0 $265K 0.06% -2K -14.9% $29.65 +7.6%
246 FLOT ISHARES FLOATING RATE BOND ETF 5,165.0 $263K 0.06% -245.0 -4.5% $50.95 +0.1%
247 KKR KKR & CO INC COM Financial Services 2,843.0 $263K 0.06% +32.0 +1.1% $92.50 +3.8%
248 BDX BECTON DICKINSON & CO Healthcare 1,657.0 $261K 0.06% +31.0 +1.9% $157.23 -6.5%
249 ALLE ALLEGION PUB LTD CO ORD SHS Industrials 1,766.0 $257K 0.06% -54.0 -3.0% $145.29 -13.2%
250 AMERISOURCE BERGEN CORP 816.0 $256K 0.06% -16.0 -1.9% $314.13
251 CMS CMS ENERGY CORP Utilities 3,268.0 $254K 0.06% $77.58 -7.0%
252 MDT MEDTRONIC PLC Healthcare 2,912.0 $252K 0.06% $86.65 -10.8%
253 OGE OGE ENERGY CORP COM Utilities 5,215.0 $250K 0.06% $47.95 -1.3%
254 EQT EQT CORP COM Energy 3,902.0 $248K 0.06% NEW $63.63 -9.7%
255 RCL ROYAL CARIBBEAN CRUISES LTD COM Consumer Cyclical 900.0 $248K 0.06% $275.17 -8.2%
256 TROW T. ROWE PRICE GROUP INC Financial Services 2,738.0 $247K 0.06% -103.0 -3.6% $90.14 +13.6%
257 TRGP TARGA RES CORP COM Energy 984.0 $247K 0.06% NEW $250.73 +9.6%
258 GNR SPDR INDEX SHS FDS GLB NAT RESRCE 3,304.0 $247K 0.06% $74.67 -1.3%
259 COF CAPITAL ONE FINL CORP COM Financial Services 1,345.0 $245K 0.05% -184.0 -12.0% $182.43 +2.6%
260 ES EVERSOURCE ENERGY COM Utilities 3,537.0 $245K 0.05% NEW $69.28 -1.7%
Page 13 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%