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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 7 of 16  ·  318 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 TRV ST PAUL TRAVELERS COS Financial Services 2,406.0 $794K 0.17% $330.11 +12.5%
122 DIS DISNEY WALT CO COM Communication Services 8,205.0 $790K 0.17% -430.0 -5.0% $96.25 +14.0%
123 BMY BRISTOL MYERS SQUIBB Healthcare 13,528.0 $779K 0.17% -309.0 -2.2% $57.61 +17.0%
124 TMO THERMO FISHER SCIENTIFIC INC Healthcare 1,553.0 $779K 0.17% -154.0 -9.0% $501.34 +26.5%
125 APH AMPHENOL CORP NEW Technology 4,386.0 $773K 0.17% +41.0 +0.9% $176.32 -8.1%
126 RSP INVESCO ETF S&P 500 EQUAL WEIGHT 3,632.0 $773K 0.17% -24.0 -0.7% $212.77 +4.4%
127 LNG CHENIERE ENERGY INC COM NEW Energy 3,219.0 $769K 0.17% $239.01 +18.4%
128 BA BOEING CO COM Industrials 3,535.0 $765K 0.17% -58.0 -1.6% $216.47 -2.1%
129 IAU ISHARES GOLD TRUST Financial Services 10,093.0 $762K 0.17% $75.51 +14.4%
130 NVS NOVARTIS A G SPONSORED ADR Healthcare 4,797.0 $752K 0.16% $156.72 +0.6%
131 VWO VANGUARD INTL EQUITY INDEX FEMR MKT ETF 12,588.0 $751K 0.16% +2K +17.7% $59.68 +1.7%
132 IWP ISHARES TR INDEX RUSSELL MCP GR 5,128.0 $751K 0.16% $146.41 -2.5%
133 FEUS FLEXSHARES TR ESG & CLM US LRG 9,246.0 $745K 0.16% -150.0 -1.6% $80.61 +4.4%
134 GLW CORNING INC COM Technology 2,859.0 $730K 0.16% -608.0 -17.5% $255.43 -40.7%
135 AXP AMERICAN EXPRESS Financial Services 2,118.0 $716K 0.15% $338.25 -0.7%
136 TXN TEXAS INSTRUMENTS Technology 2,360.0 $703K 0.15% $298.07 -11.9%
137 SPSM SPDR SER TR PORTFOLIO SM ETF 12,068.0 $696K 0.15% +694.0 +6.1% $57.67 -1.0%
138 MDLZ MONDELEZ INTL INC CL A Consumer Defensive 11,967.0 $692K 0.15% $57.84 +9.2%
139 SOXX ISHARES TR PHLX SEMICND ETF 1,074.0 $688K 0.15% $640.76 -19.7%
140 C CITIGROUP INC COM NEW Financial Services 4,904.0 $686K 0.15% $139.96 -4.7%
Page 7 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%