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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 15 of 16  ·  305 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 DON WISDOMTREE TRUST MIDCAP DIVI FD 4,200.0 $221K 0.05% $52.54 +2.9%
282 MCK MCKESSON CORP COM Healthcare 254.0 $220K 0.05% -11.0 -4.2% $865.34 -10.3%
283 SCHA SCHWAB STRATEGIC TR US SML CAP ETF 7,544.0 $219K 0.05% $29.07 +10.3%
284 CME CME GROUP INC Financial Services 742.0 $219K 0.05% NEW $295.33 +2.4%
285 ISHARES TR IBONDS 26 TRM TS 9,522.0 $218K 0.05% NEW $22.91
286 SPYM SPDR SER TR RUSSELL 1000 ETF 2,849.0 $218K 0.05% -2K -46.6% $76.54 +12.8%
287 REGN REGENERON PHARMACEUTICALS COM Healthcare 282.0 $218K 0.05% +6.0 +2.2% $772.63 -18.5%
288 SHOP SHOPIFY INC CL A Technology 1,827.0 $217K 0.05% +33.0 +1.8% $118.62 -13.7%
289 EFG ISHARES TR MSCI GRW IDX 1,929.0 $215K 0.05% -182.0 -8.6% $111.37 +6.0%
290 VMBS VANGUARD SCOTTSDALE FDS MORTG-BACK SEC 4,556.0 $214K 0.05% -1K -21.2% $46.95 -1.8%
291 ALL ALLSTATE CORP COM Financial Services 1,028.0 $213K 0.05% $207.34 +8.3%
292 NEM NEWMONT MINING CORP COM Basic Materials 1,933.0 $209K 0.05% NEW $108.25 +1.5%
293 PIMCO ETF TR MTG BKD SECS ACT 4,201.0 $208K 0.05% $49.59
294 ICE INTERCONTINENTALEXCHANGE INCCOM Financial Services 1,323.0 $208K 0.05% -211.0 -13.8% $157.28 -0.8%
295 SCCO SOUTHERN COPPER CORP COM Basic Materials 1,209.0 $208K 0.05% NEW $172.06 -0.1%
296 IGV ISHARES TR EXPANDED TECH 2,592.0 $207K 0.05% +67.0 +2.6% $80.05 +14.9%
297 CLX CLOROX CO DEL COM Consumer Defensive 2,000.0 $207K 0.05% -202.0 -9.2% $103.63 -10.7%
298 VGLT VANGUARD SCOTTSDALE FDS LONG TERM TREAS 3,711.0 $205K 0.04% $55.35 -3.9%
299 USIG ISHARES TR USD INV GRDE ETF 3,993.0 $205K 0.04% NEW $51.22 -1.3%
300 UNILEVER PLC SPON ADR NEW 3,579.0 $204K 0.04% -21.0 -0.6% $56.97
Page 15 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%