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Portfolio (Quarterly) Guide ↗

Essex Bank

· CIK 0001752212
13F Portfolio $461M AUM 572 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 312 New
Page 8 of 16  ·  312 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 TJX TJX COS INC NEW COM Consumer Cyclical 4,140.0 $636K 0.14% NEW $153.61 +3.2%
142 VWO VANGUARD INTL EQUITY INDEX FEMR MKT ETF 11,759.0 $632K 0.14% NEW $53.75 +8.1%
143 IWD ISHARES TR RUSSELL1000VAL 2,950.0 $620K 0.13% NEW $210.34 +10.3%
144 HELO J P MORGAN EXCHANGE TRADED FHEDGED EQUITY LA 9,287.0 $617K 0.13% NEW $66.43 +1.8%
145 EFV ISHARES TR MSCI VAL IDX 8,621.0 $616K 0.13% NEW $71.40 +9.0%
146 IUSV ISHARES CORE S&P VALUE 5,824.0 $597K 0.13% NEW $102.54 +5.9%
147 PFE PFIZER INC COM Healthcare 23,595.0 $587K 0.13% NEW $24.89 +3.9%
148 APH AMPHENOL CORP NEW Technology 4,340.0 $587K 0.13% NEW $135.14 -11.2%
149 UBER UBER TECHNOLOGIES INC COM Technology 7,138.0 $583K 0.13% NEW $81.71 -11.0%
150 PRF INVESCO EXCHANGE TRADED FD TRAFI US 1000 ETF 12,389.0 $581K 0.13% NEW $46.91 +11.6%
151 MS MORGAN STANLEY DEAN WITTER Financial Services 3,227.0 $573K 0.12% NEW $177.53 +7.2%
152 WTM WHITE MTNS INS GROUP LTD COM Financial Services 275.0 $571K 0.12% NEW $2078.03 +3.3%
153 XLY CONSUMER DISCRETIONARY SLCT 4,778.0 $571K 0.12% NEW $119.41 -3.7%
154 PM PHILIP MORRIS INTL INC COM Consumer Defensive 3,523.0 $565K 0.12% NEW $160.40 +17.6%
155 C CITIGROUP INC COM NEW Financial Services 4,750.0 $554K 0.12% NEW $116.69 +3.0%
156 XLV SELECT SECTOR SPDR TR STATE STREET HEA 3,547.0 $549K 0.12% NEW $154.80 -5.0%
157 BX BLACKSTONE GROUP INC COM CL A Financial Services 3,560.0 $549K 0.12% NEW $154.14 -26.8%
158 VZ VERIZON COMMUNICATIONS Communication Services 13,322.0 $542K 0.12% NEW $40.72 +17.8%
159 XLI SELECT SECTOR SPDR TR SBI INT-INDS 3,487.0 $541K 0.12% NEW $155.12 +8.7%
160 XLC SELECT SECTOR SPDR COMMUNICATIONS INDX 4,584.0 $540K 0.12% NEW $117.72 -2.1%
Page 8 of 16  ·  312 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 23.5%
Industrials 14.0%
Financial Services 13.8%
Healthcare 13.2%
Energy 12.8%
Communication Services 7.5%
Consumer Defensive 6.6%
Consumer Cyclical 5.6%
Utilities 1.8%
Basic Materials 0.9%