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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 6 of 16  ·  318 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SON SONOCO PRODS CO COM Consumer Cyclical 16,668.0 $939K 0.20% $56.34 +2.4%
102 NEE NEXTERA ENERGY INC Utilities 10,666.0 $936K 0.20% -2K -17.6% $87.77 -4.0%
103 IJT ISHARES TR S&P SMLCP GROW 5,240.0 $936K 0.20% NEW $178.60 -3.1%
104 SCHD SCHWAB STRATEGIC TR US DIVIDEND EQ 29,448.0 $933K 0.20% +8K +35.7% $31.70 +10.8%
105 COP CONOCOPHILLIPS COM Energy 8,973.0 $933K 0.20% $103.96 +27.0%
106 ANET ARISTA NETWORKS INC COM Technology 5,373.0 $913K 0.20% -129.0 -2.3% $169.88 +17.2%
107 AMGN AMGEN INC COM Healthcare 2,520.0 $913K 0.20% -36.0 -1.4% $362.11 +22.2%
108 FCX FREEPORT-MCMORAN COPPER & GOLD COM Basic Materials 14,260.0 $897K 0.19% +156.0 +1.1% $62.88 +25.0%
109 PYLD PIMCO ETF TRUST MULTISECTOR BOND ACTIVE EXCHANGE 33,776.0 $896K 0.19% +2K +6.7% $26.52 -1.0%
110 ADBE ADOBE INC COM Technology 4,369.0 $896K 0.19% +292.0 +7.2% $205.02 +32.2%
111 IWR ISHARES TR RUSSELL MIDCAP INDEX FD 8,044.0 $887K 0.19% $110.32 +2.6%
112 DHR DANAHER CORPORATION Healthcare 4,587.0 $874K 0.19% -67.0 -1.4% $190.48 +13.4%
113 PSX PHILLIPS 66 COM Energy 5,164.0 $873K 0.19% -239.0 -4.4% $169.05 +44.0%
114 EFA ISHARES TR INDEX MSCI EAFE IDX 8,348.0 $867K 0.19% -71.0 -0.8% $103.88 +4.2%
115 ECL ECOLAB INC COM Basic Materials 3,048.0 $849K 0.18% -205.0 -6.3% $278.60 +4.3%
116 IYW ISHARES TR DJ US TECH SEC 3,345.0 $844K 0.18% $252.23 -2.5%
117 VONV VANGUARD RUSSELL 1000 VALUE ETF 7,860.0 $836K 0.18% -416.0 -5.0% $106.31 +6.6%
118 DUK DUKE ENERGY CORP NEW COM NEW Utilities 6,436.0 $815K 0.18% -1K -17.6% $126.58 -3.5%
119 IUSV ISHARES CORE S&P VALUE 7,289.0 $803K 0.17% $110.15 +4.6%
120 QCOM QUALCOMM INC COM Technology 4,333.0 $801K 0.17% -117.0 -2.6% $184.79 -12.6%
Page 6 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%