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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 16 of 16  ·  318 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 SCHM SCHWAB STRATEGIC TR US MID-CAP ETF 5,819.0 $214K 0.05% NEW $36.86 -2.7%
302 SCCO SOUTHERN COPPER CORP COM Basic Materials 1,220.0 $213K 0.05% +11.0 +0.9% $174.26 +26.1%
303 STX SEAGATE TECHNOLOGY HDGS, PLC Technology 220.0 $212K 0.05% NEW $965.00 -14.9%
304 SPMD SPDR SERIES TRUST PORTFOLIO MD ETF 3,134.0 $212K 0.05% NEW $67.56 -1.2%
305 DTE DTE ENERGY CO COM Utilities 1,385.0 $211K 0.05% $152.37 -10.6%
306 SPGI S & P GLOBAL INC Financial Services 516.0 $210K 0.04% -19.0 -3.5% $407.25 +6.3%
307 USIG ISHARES TR USD INV GRDE ETF 4,094.0 $210K 0.04% +101.0 +2.5% $51.29 -1.5%
308 XBI SPDR SERIES TRUST S&P BIOTECH 1,312.0 $208K 0.04% NEW $158.25 +6.9%
309 EQT EQT CORP COM Energy 3,902.0 $207K 0.04% $53.17 +1.6%
310 MRVL MARVEL TECHNOLOGY GR Technology 696.0 $207K 0.04% NEW $297.88 -19.3%
311 JEPQ J P MORGAN EXCHANGE TRADED FNASDAQ EQT PREM 3,345.0 $206K 0.04% NEW $61.45 -2.8%
312 VGLT VANGUARD SCOTTSDALE FDS LONG TERM TREAS 3,711.0 $205K 0.04% $55.18 -2.9%
313 HWM HOWMET AEROSPACE INC COM Industrials 760.0 $204K 0.04% NEW $268.85 -1.8%
314 UNILEVER PLC SPON ADR NEW 3,355.0 $202K 0.04% -224.0 -6.3% $60.11
315 NAD NUVEEN QUALITY MUNCP INCOME COM Financial Services 11,086.0 $134K 0.03% $12.12 -3.5%
316 NUV NUVEEN MUN VALUE FD INC COM Financial Services 11,520.0 $106K 0.02% $9.22 -2.5%
317 WIT WIPRO LTD SPONS ADR Technology 26,475.0 $60K 0.01% +1K +4.1% $2.25 -16.4%
318 LPL LG DISPLAY CO LTD SPONS ADR REP Technology 13,763.0 $54K 0.01% +938.0 +7.3% $3.89 -13.1%
Page 16 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%