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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 3 of 16  ·  305 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VTI VANGUARD TOTAL STK MKT ETF 6,793.0 $2.2M 0.48% -160.0 -2.3% $320.80 +12.5%
42 PEP PEPSICO INC Consumer Defensive 14,000.0 $2.2M 0.48% -955.0 -6.4% $155.29 -3.6%
43 JP MORGAN ETF ULTRA SHORT INCOME 41,754.0 $2.1M 0.47% +1K +3.2% $50.61
44 VB VANGUARD INDEX FDS SMALL CP ETF 7,843.0 $2.1M 0.45% -99.0 -1.2% $261.91 +6.5%
45 SCHW SCHWAB CHARLES CORP NEW COM Financial Services 21,836.0 $2.1M 0.45% +155.0 +0.7% $93.98 -2.9%
46 LMT LOCKHEED MARTIN CORP COM Industrials 3,105.0 $1.9M 0.41% $604.39 -13.6%
47 VOOG VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 4,542.0 $1.9M 0.41% $407.69 -80.1%
48 IVW ISHARES TR S&P 500 GRWT ETF 16,227.0 $1.8M 0.41% -421.0 -2.5% $113.11 +19.5%
49 SYK STRYKER CORP Healthcare 5,530.0 $1.8M 0.40% -149.0 -2.6% $328.58 -4.3%
50 GD GENERAL DYNAMICS CORPORATION Industrials 5,253.0 $1.8M 0.40% $343.21 -1.6%
51 COST COSTCO WHSL CORP NEW COM Consumer Defensive 1,801.0 $1.8M 0.40% $996.42 +9.3%
52 MCO MOODYS CORP COM Financial Services 4,090.0 $1.8M 0.40% $436.25 -1.4%
53 MA MASTERCARD INCORPORATED CL A Financial Services 3,568.0 $1.8M 0.39% -848.0 -19.2% $499.65 -1.4%
54 NSC NORFOLK SOUTHERN CORP COM Industrials 6,200.0 $1.8M 0.39% $287.00 +10.6%
55 UNP UNION PAC CORP COM Industrials 7,326.0 $1.8M 0.39% -409.0 -5.3% $242.62 +11.8%
56 IWF ISHARES TR INDEX RUSSELL1000GRW 4,155.0 $1.8M 0.39% +180.0 +4.5% $426.39 -71.1%
57 GS GOLDMAN SACHS Financial Services 2,065.0 $1.7M 0.39% -155.0 -7.0% $845.97 +11.5%
58 LHX L3HARRIS TECHNOLOGIES INC COM Industrials 4,855.0 $1.7M 0.37% -850.0 -14.9% $345.14 -11.4%
59 KO COCA COLA CO COM Consumer Defensive 22,022.0 $1.7M 0.37% -530.0 -2.4% $76.04 +7.9%
60 ETN EATON CORP CMN Industrials 4,600.0 $1.6M 0.36% -714.0 -13.4% $357.66 +4.3%
Page 3 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%