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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 3 of 16  ·  318 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VYM VANGUARD WHITEHALL FDS HIGH DIVIDEND YIELD ETF 15,255.0 $2.4M 0.52% +379.0 +2.5% $158.03 +4.3%
42 ASML ASML HOLDING NV NY REG SHS Technology 1,182.0 $2.4M 0.51% +11.0 +0.9% $1989.43 -12.3%
43 VGIT VANGUARD SCOTTSDALE FDS INTER TERM TREAS 39,573.0 $2.3M 0.51% -1K -3.2% $58.97 -0.6%
44 VOOG VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 28,018.0 $2.3M 0.50% +23K +516.9% $82.62 +1.0%
45 IVW ISHARES TR S&P 500 GRWT ETF 15,958.0 $2.2M 0.47% -269.0 -1.7% $137.53 +0.9%
46 JP MORGAN ETF ULTRA SHORT INCOME 42,211.0 $2.1M 0.46% +457.0 +1.1% $50.56
47 IWF ISHARES TR INDEX RUSSELL1000GRW 16,620.0 $2.1M 0.45% +12K +300.0% $124.17 -1.9%
48 SCHW SCHWAB CHARLES CORP NEW COM Financial Services 21,788.0 $2.0M 0.43% $92.27 +21.7%
49 UNP UNION PAC CORP COM Industrials 7,295.0 $2.0M 0.43% $272.00 +13.8%
50 ETN EATON CORP CMN Industrials 4,593.0 $2.0M 0.42% $426.11 -4.0%
51 GS GOLDMAN SACHS Financial Services 1,929.0 $2.0M 0.42% -136.0 -6.6% $1011.35 +4.7%
52 NSC NORFOLK SOUTHERN CORP COM Industrials 6,200.0 $2.0M 0.42% $314.58 +11.7%
53 VRSK VERISK ANALYTICS INC CL A Industrials 10,541.0 $1.9M 0.41% -2K -14.4% $179.53 +5.0%
54 PEP PEPSICO INC Consumer Defensive 13,948.0 $1.9M 0.41% $135.40 +5.1%
55 XLK TECHNOLOGY SELECT SECTOR 9,750.0 $1.9M 0.40% $190.52 -4.6%
56 MCO MOODYS CORP COM Financial Services 4,094.0 $1.9M 0.40% $452.91 +13.3%
57 MA MASTERCARD INCORPORATED CL A Financial Services 3,560.0 $1.8M 0.40% $513.59 +16.7%
58 GD GENERAL DYNAMICS CORPORATION Industrials 5,088.0 $1.8M 0.39% -165.0 -3.1% $354.23 +6.3%
59 KO COCA COLA CO COM Consumer Defensive 22,019.0 $1.8M 0.39% $81.27 +12.8%
60 IBM INTL BUSINESS MACHINES COM Technology 6,323.0 $1.8M 0.38% -117.0 -1.8% $281.20 -16.7%
Page 3 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%