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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 4 of 16  ·  318 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 COST COSTCO WHSL CORP NEW COM Consumer Defensive 1,853.0 $1.7M 0.38% +52.0 +2.9% $935.46 +2.2%
62 SYK STRYKER CORP Healthcare 5,458.0 $1.7M 0.37% -72.0 -1.3% $314.83 +4.7%
63 VIG VANGUARD SPECIALIZED PORT DIVD APPREC INDX ETF 6,949.0 $1.6M 0.36% +150.0 +2.2% $236.62 +3.2%
64 CVS CVS CORP. Healthcare 15,593.0 $1.6M 0.35% $103.45 -8.9%
65 TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR Technology 3,367.0 $1.6M 0.35% +462.0 +15.9% $477.57 -12.6%
66 BLK BLACKROCK INC COM Financial Services 1,631.0 $1.6M 0.34% $961.54 +22.0%
67 CL COLGATE PALMOLIVE CO Consumer Defensive 17,022.0 $1.6M 0.34% $91.68 +0.4%
68 IJH ISHARES TR S&P MIDCAP 400 20,182.0 $1.6M 0.34% -1K -4.9% $77.11 -0.6%
69 LMT LOCKHEED MARTIN CORP COM Industrials 3,053.0 $1.6M 0.34% -52.0 -1.7% $509.45 +11.0%
70 IJR ISHARES TR S&P SMALL CAP 600 INDEX 10,483.0 $1.6M 0.34% $148.31 -1.0%
71 MINT PIMCO ETF TR ENHAN SHRT MA AC 14,454.0 $1.5M 0.32% -1K -7.7% $100.81 -0.0%
72 IEMG ISHARES INC CORE MSCI EMKT 17,063.0 $1.4M 0.31% +297.0 +1.8% $82.84 -1.2%
73 LHX L3HARRIS TECHNOLOGIES INC COM Industrials 4,854.0 $1.4M 0.30% $290.58 -9.5%
74 INTC INTEL COM Technology 10,029.0 $1.4M 0.30% -331.0 -3.2% $139.63 -36.8%
75 DGRO ISHARES DIVIDEND GROWTH ETF 17,946.0 $1.4M 0.29% $75.79 +5.3%
76 GWW GRAINGER W.W. INC Industrials 993.0 $1.4M 0.29% $1360.40 -1.8%
77 JMST J P MORGAN EXCHANGE-TRADED FULTRA SHT MUNCPL 26,104.0 $1.3M 0.29% +4K +17.2% $51.00 -0.1%
78 WFC WELLS FARGO & CO NEW COM Financial Services 16,076.0 $1.3M 0.29% -97.0 -0.6% $82.63 +3.1%
79 KMB KIMBERLY - CLARK CORP Consumer Defensive 12,095.0 $1.3M 0.29% +499.0 +4.3% $109.77 +0.5%
80 GE GENERAL ELECTRIC CO COM NEW Industrials 3,542.0 $1.3M 0.29% +44.0 +1.3% $373.72 -5.2%
Page 4 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%