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Portfolio (Quarterly) Guide ↗

Essex Bank

· CIK 0001752212
13F Portfolio $461M AUM 572 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 312 New
Page 16 of 16  ·  312 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 RY ROYAL BK CDA MONTREAL QUE COM Financial Services 1,235.0 $211K 0.05% NEW $170.49 +8.4%
302 PIMCO ETF TR MTG BKD SECS ACT 4,201.0 $209K 0.04% NEW $49.69
303 VGLT VANGUARD SCOTTSDALE FDS LONG TERM TREAS 3,711.0 $207K 0.04% NEW $55.79 -4.7%
304 MET METLIFE INC COM Financial Services 2,614.0 $206K 0.04% NEW $78.94 +3.1%
305 GNR SPDR INDEX SHS FDS GLB NAT RESRCE 3,304.0 $205K 0.04% NEW $62.13 +18.6%
306 KR KROGER CO COM Consumer Defensive 3,269.0 $204K 0.04% NEW $62.47 +9.4%
307 BWXT BWX TECHNOLOGIES INC COM Industrials 1,178.0 $204K 0.04% NEW $172.84 +14.2%
308 HYGV FLEXSHARES TR HIG YLD VL ETF 4,977.0 $203K 0.04% NEW $40.73 -2.0%
309 HLN HALEON PLC SPNSD ADR Healthcare 13,295.0 $134K 0.03% NEW $10.11 -9.3%
310 NAD NUVEEN QUALITY MUNCP INCOME COM Financial Services 11,086.0 $133K 0.03% NEW $12.02 -4.2%
311 NUV NUVEEN MUN VALUE FD INC COM Financial Services 11,520.0 $104K 0.02% NEW $9.06 -0.7%
312 WIT WIPRO LTD SPONS ADR Technology 22,024.0 $62K 0.01% NEW $2.83 -31.4%
Page 16 of 16  ·  312 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 23.5%
Industrials 14.0%
Financial Services 13.8%
Healthcare 13.2%
Energy 12.8%
Communication Services 7.5%
Consumer Defensive 6.6%
Consumer Cyclical 5.6%
Utilities 1.8%
Basic Materials 0.9%