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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 14 of 16  ·  305 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 EES WISDOMTREE TRUST SMLCAP EARN FD 4,200.0 $244K 0.05% $58.04 +6.8%
262 CARR CARRIER GLOBAL CORPORATION COM Industrials 4,322.0 $243K 0.05% +46.0 +1.1% $56.31 +9.1%
263 SPG SIMON PPTY GROUP INC NEW COM Real Estate 1,303.0 $243K 0.05% -103.0 -7.3% $186.53 +7.4%
264 WEC WEC ENERGY GROUP INC COM Utilities 2,091.0 $242K 0.05% $115.77 -5.4%
265 SHW SHERWIN WILLIAMS CO COM Basic Materials 755.0 $242K 0.05% +55.0 +7.9% $320.53 -5.5%
266 BWXT BWX TECHNOLOGIES INC COM Industrials 1,180.0 $241K 0.05% $204.49 -3.5%
267 MRSH MARSH & MCLENNAN COS INC COM Financial Services 1,390.0 $241K 0.05% +19.0 +1.4% $173.45 -4.3%
268 XLE SELECT SECTOR SPDR TR SBI INT-ENERGY 3,925.0 $240K 0.05% NEW $61.26 +0.0%
269 SPLV INVESCO EXCH TRADED FD TR IIS&P500 LOW VOL 3,276.0 $240K 0.05% -206.0 -5.9% $73.13 +0.4%
270 AGG ISHARES TR INDEX BARCLY USAGG B 2,400.0 $238K 0.05% +70.0 +3.0% $99.27 -1.7%
271 KR KROGER CO COM Consumer Defensive 3,276.0 $237K 0.05% $72.36 -5.6%
272 MBB ISHARES MBS ETF 2,477.0 $235K 0.05% -50.0 -2.0% $94.95 -2.0%
273 ESGD ISHARES TR ESG AW MSCI EAFE 2,458.0 $235K 0.05% $95.62 +5.3%
274 QUAL ISHARES TR USA QUALITY FCTR 1,222.0 $234K 0.05% $191.81 +9.3%
275 BSX BOSTON SCIENTIFIC CORP COM Healthcare 3,720.0 $233K 0.05% +71.0 +1.9% $62.75 -9.5%
276 IDV ISHARES INTL SELECT DIVIDENDETF 5,463.0 $233K 0.05% -256.0 -4.5% $42.56 +5.1%
277 CHESAPEAKE ENERGY CORP COM 2,111.0 $232K 0.05% -125.0 -5.6% $109.78
278 SPGI S & P GLOBAL INC Financial Services 535.0 $228K 0.05% -42.0 -7.3% $425.32 -1.9%
279 PWR QUANTA SVCS INC COM Industrials 413.0 $227K 0.05% NEW $549.02 +31.7%
280 ORLY O REILLY AUTOMOTIVE INC NEW COM Consumer Cyclical 2,422.0 $224K 0.05% +62.0 +2.6% $92.31 -0.6%
Page 14 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%