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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 3 of 16  ·  312 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SCHW SCHWAB CHARLES CORP NEW COM Financial Services 21,681.0 $2.2M 0.47% NEW $99.91 -7.5%
42 VYM VANGUARD WHITEHALL FDS HIGH DIVIDEND YIELD ETF 15,043.0 $2.2M 0.47% NEW $143.52 +8.6%
43 PEP PEPSICO INC Consumer Defensive 14,955.0 $2.1M 0.47% NEW $143.52 +3.9%
44 TT TRANE TECHNOLOGIES PLC Industrials 5,435.0 $2.1M 0.46% NEW $389.20 +18.3%
45 MCO MOODYS CORP COM Financial Services 4,090.0 $2.1M 0.45% NEW $510.84 -13.2%
46 IBM INTL BUSINESS MACHINES COM Technology 7,044.0 $2.1M 0.45% NEW $296.20 -24.8%
47 IVW ISHARES TR S&P 500 GRWT ETF 16,648.0 $2.1M 0.45% NEW $123.26 +9.1%
48 VB VANGUARD INDEX FDS SMALL CP ETF 7,942.0 $2.0M 0.44% NEW $257.94 +8.2%
49 JP MORGAN ETF ULTRA SHORT INCOME 40,448.0 $2.0M 0.44% NEW $50.59
50 VOOG VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 4,548.0 $2.0M 0.44% NEW $444.58 -81.8%
51 SYK STRYKER CORP Healthcare 5,679.0 $2.0M 0.43% NEW $351.46 -10.9%
52 BLK BLACKROCK INC COM Financial Services 1,852.0 $2.0M 0.43% NEW $1070.33 -3.2%
53 GS GOLDMAN SACHS Financial Services 2,220.0 $2.0M 0.42% NEW $879.00 +7.7%
54 IWF ISHARES TR INDEX RUSSELL1000GRW 3,975.0 $1.9M 0.41% NEW $473.29 -74.0%
55 NSC NORFOLK SOUTHERN CORP COM Industrials 6,220.0 $1.8M 0.39% NEW $288.71 +10.9%
56 UNP UNION PAC CORP COM Industrials 7,735.0 $1.8M 0.39% NEW $231.32 +18.9%
57 GD GENERAL DYNAMICS CORPORATION Industrials 5,278.0 $1.8M 0.39% NEW $336.65 +1.9%
58 ETN EATON CORP CMN Industrials 5,314.0 $1.7M 0.37% NEW $318.51 +19.9%
59 PANW PALO ALTO NETWORKS INC COM Technology 9,130.0 $1.7M 0.36% NEW $184.20 +34.4%
60 LHX L3HARRIS TECHNOLOGIES INC COM Industrials 5,705.0 $1.7M 0.36% NEW $293.57 +6.0%
Page 3 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%