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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 7 of 16  ·  305 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 IUSV ISHARES CORE S&P VALUE 7,289.0 $745K 0.17% +1K +25.1% $102.25 +6.2%
122 NVS NOVARTIS A G SPONSORED ADR Healthcare 4,814.0 $735K 0.16% $152.75 -1.0%
123 BA BOEING CO COM Industrials 3,593.0 $715K 0.16% -148.0 -4.0% $199.03 +9.5%
124 TRV ST PAUL TRAVELERS COS Financial Services 2,406.0 $702K 0.15% $291.67 +4.0%
125 RSP INVESCO ETF S&P 500 EQUAL WEIGHT 3,656.0 $702K 0.15% -101.0 -2.7% $191.92 +4.6%
126 MDLZ MONDELEZ INTL INC CL A Consumer Defensive 12,007.0 $692K 0.15% -113.0 -0.9% $57.63 +6.3%
127 ANET ARISTA NETWORKS INC COM Technology 5,502.0 $676K 0.15% +119.0 +2.2% $122.78 +15.6%
128 IVE ISHARES TR S&P 500 VAL ETF 3,191.0 $674K 0.15% $211.15 +6.1%
129 XLF FINANCIAL SELECT SECTOR SPDR 13,581.0 $670K 0.15% $49.36 +3.0%
130 TJX TJX COS INC NEW COM Consumer Cyclical 4,168.0 $666K 0.15% +28.0 +0.7% $159.70 -0.7%
131 SCHD SCHWAB STRATEGIC TR US DIVIDEND EQ 21,695.0 $666K 0.15% +5K +32.8% $30.68 +4.2%
132 PFE PFIZER INC COM Healthcare 23,625.0 $663K 0.15% $28.07 -7.9%
133 IWP ISHARES TR INDEX RUSSELL MCP GR 5,128.0 $657K 0.14% $128.12 +4.9%
134 FEUS FLEXSHARES TR ESG & CLM US LRG 9,396.0 $656K 0.14% $69.81 +14.8%
135 VZ VERIZON COMMUNICATIONS Communication Services 13,043.0 $655K 0.14% -279.0 -2.1% $50.20 -4.5%
136 CI CIGNA CORP NEW Healthcare 2,406.0 $642K 0.14% -421.0 -14.9% $266.75 +8.9%
137 AXP AMERICAN EXPRESS Financial Services 2,119.0 $641K 0.14% -522.0 -19.8% $302.47 +0.2%
138 EFV ISHARES TR MSCI VAL IDX 8,568.0 $637K 0.14% -53.0 -0.6% $74.35 +4.7%
139 IWD ISHARES TR RUSSELL1000VAL 2,967.0 $634K 0.14% +17.0 +0.6% $213.67 +8.6%
140 CEG CONSTELLATION ENERGY CORP Utilities 2,264.0 $632K 0.14% +122.0 +5.7% $279.25 -2.1%
Page 7 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%