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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 15 of 16  ·  318 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 IWO ISHARES TR INDEX RUSL 2000 GROW 604.0 $238K 0.05% NEW $393.95 -2.4%
282 DON WISDOMTREE TRUST MIDCAP DIVI FD 4,200.0 $237K 0.05% $56.52 +3.0%
283 AGG ISHARES TR INDEX BARCLY USAGG B 2,386.0 $236K 0.05% -14.0 -0.6% $98.98 -1.2%
284 EFG ISHARES TR MSCI GRW IDX 1,890.0 $235K 0.05% -39.0 -2.0% $124.42 +0.9%
285 AMERISOURCE BERGEN CORP 823.0 $233K 0.05% +7.0 +0.9% $282.97
286 BWXT BWX TECHNOLOGIES INC COM Industrials 1,183.0 $230K 0.05% $194.65 -21.4%
287 IDV ISHARES INTL SELECT DIVIDENDETF 5,463.0 $226K 0.05% $41.43 +8.6%
288 MRSH MARSH & MCLENNAN COS INC COM Financial Services 1,345.0 $224K 0.05% -45.0 -3.2% $166.67 +16.7%
289 ISRG INTUITIVE SURGICAL INC COM NEW Healthcare 561.0 $223K 0.05% -127.0 -18.5% $397.66 -7.0%
290 MBB ISHARES MBS ETF 2,354.0 $222K 0.05% -123.0 -5.0% $94.52 -1.1%
291 GNR SPDR INDEX SHS FDS GLB NAT RESRCE 3,304.0 $222K 0.05% $67.31 +16.8%
292 VBIL VANGUARD INSTL INDEX FD 0 3 MO TR BI ETF 2,930.0 $222K 0.05% NEW $75.68 -0.0%
293 MDT MEDTRONIC PLC Healthcare 2,815.0 $220K 0.05% -97.0 -3.3% $78.22 +17.7%
294 TCAL T ROWE PRICE ETF INC CAPITAL APPRECIA 9,850.0 $219K 0.05% NEW $22.20 +5.3%
295 MPWR MONOLITHIC PWR SYS INC COM Technology 158.0 $218K 0.05% NEW $1382.35 -5.5%
296 ISHARES TR IBONDS 26 TRM TS 9,522.0 $218K 0.05% $22.88
297 ORLY O REILLY AUTOMOTIVE INC NEW COM Consumer Cyclical 2,359.0 $217K 0.05% -63.0 -2.6% $92.09 -2.5%
298 FLEX FLEXTRONICS INTL LTD ORD Technology 1,336.0 $217K 0.05% NEW $162.07 -31.4%
299 VRTX VERTEX PHARMACEUTICALS INC COM Healthcare 433.0 $215K 0.05% -193.0 -30.8% $496.71 +10.9%
300 AMLP ALPS ETF TR ALERIAN MLP 4,145.0 $215K 0.05% NEW $51.84 +6.8%
Page 15 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%