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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 14 of 16  ·  318 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 TRGP TARGA RES CORP COM Energy 984.0 $264K 0.06% $268.13 +9.5%
262 FLOT ISHARES FLOATING RATE BOND ETF 5,165.0 $264K 0.06% $51.04 -0.0%
263 RY ROYAL BK CDA MONTREAL QUE COM Financial Services 1,235.0 $256K 0.06% NEW $206.97 +0.6%
264 PRU PRUDENTIAL FINANCIAL INCORP Financial Services 2,364.0 $255K 0.06% NEW $107.93 +11.3%
265 ES EVERSOURCE ENERGY COM Utilities 3,518.0 $254K 0.06% -19.0 -0.5% $72.27 -1.0%
266 OGE OGE ENERGY CORP COM Utilities 5,215.0 $254K 0.06% $48.65 -4.1%
267 ESGD ISHARES TR ESG AW MSCI EAFE 2,458.0 $253K 0.06% $102.81 +4.3%
268 CMS CMS ENERGY CORP Utilities 3,269.0 $250K 0.05% $76.50 -9.7%
269 ALLE ALLEGION PUB LTD CO ORD SHS Industrials 1,774.0 $249K 0.05% $140.49 +13.9%
270 GUNR FLEXSHARES TR MORNSTAR UPSTR 5,050.0 $249K 0.05% -109.0 -2.1% $49.27 +14.8%
271 SPYM SPDR SER TR RUSSELL 1000 ETF 2,818.0 $248K 0.05% -31.0 -1.1% $87.88 +2.5%
272 SDY SPDR SERIES TRUST S&P DIVID ETF 1,625.0 $247K 0.05% -250.0 -13.3% $152.18 +4.3%
273 FORTINET INC COM 1,609.0 $247K 0.05% NEW $153.62
274 ALL ALLSTATE CORP COM Financial Services 1,038.0 $247K 0.05% +10.0 +1.0% $237.94 +9.7%
275 MNST MONSTER BEVERAGE CORP NEW COM Consumer Defensive 2,559.0 $246K 0.05% NEW $96.12 -49.9%
276 SPLV INVESCO EXCH TRADED FD TR IIS&P500 LOW VOL 3,276.0 $245K 0.05% $74.90 +1.4%
277 WEC WEC ENERGY GROUP INC COM Utilities 2,091.0 $244K 0.05% $116.77 -7.9%
278 WDC WESTERN DIGITAL CORP COM Technology 377.0 $241K 0.05% NEW $638.70 -27.0%
279 XLE SELECT SECTOR SPDR TR SBI INT-ENERGY 4,525.0 $240K 0.05% +600.0 +15.3% $53.11 +18.1%
280 HEI HEICO CORP NEW Industrials 672.0 $239K 0.05% NEW $356.18 -3.1%
Page 14 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%