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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 8 of 16  ·  305 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 CB CHUBB LIMITED COM Financial Services 1,917.0 $625K 0.14% -478.0 -20.0% $325.92 +0.5%
142 UNH UNITEDHEALTH GROUP INC Healthcare 2,295.0 $621K 0.14% -101.0 -4.2% $270.58 +43.9%
143 IYW ISHARES TR DJ US TECH SEC 3,345.0 $607K 0.13% $181.42 +30.0%
144 WTM WHITE MTNS INS GROUP LTD COM Financial Services 275.0 $604K 0.13% $2196.96 -2.3%
145 PRF INVESCO EXCHANGE TRADED FD TRAFI US 1000 ETF 12,389.0 $589K 0.13% $47.52 +10.2%
146 BAC BANK OF AMERICA CORP COM Financial Services 12,003.0 $585K 0.13% -590.0 -4.7% $48.75 +3.7%
147 MO ALTRIA GROUP INC Consumer Defensive 8,800.0 $581K 0.13% -550.0 -5.9% $65.99 +12.4%
148 AEP AMERICAN ELECTRIC POWER Utilities 4,417.0 $579K 0.13% -58.0 -1.3% $131.08 -1.0%
149 VWO VANGUARD INTL EQUITY INDEX FEMR MKT ETF 10,696.0 $578K 0.13% -1K -9.0% $54.04 +7.5%
150 QCOM QUALCOMM INC COM Technology 4,450.0 $573K 0.13% -238.0 -5.1% $128.78 +52.1%
151 XLI SELECT SECTOR SPDR TR SBI INT-INDS 3,487.0 $564K 0.12% $161.73 +4.3%
152 NKE NIKE INC CL B Consumer Cyclical 10,587.0 $559K 0.12% -540.0 -4.8% $52.81 -20.6%
153 VYMI VANGUARD WHITEHALL INTL HIGHDIVIDEND YIELD ETF 5,904.0 $556K 0.12% +3K +132.0% $94.24 +4.9%
154 C CITIGROUP INC COM NEW Financial Services 4,891.0 $555K 0.12% +141.0 +3.0% $113.41 +6.0%
155 SPSM SPDR SER TR PORTFOLIO SM ETF 11,374.0 $549K 0.12% -119.0 -1.0% $48.31 +7.6%
156 APH AMPHENOL CORP NEW Technology 4,345.0 $549K 0.12% $126.35 -5.0%
157 DOV DOVER CORP Industrials 2,621.0 $546K 0.12% -1K -27.6% $208.45 -0.6%
158 NOC NORTHROP GRUMMAN CORP COM Industrials 799.0 $545K 0.12% -28.0 -3.4% $682.23 -19.0%
159 SHEL SHELL PLC SPONSORED ADR REPRESENTING B SHRS Energy 5,720.0 $532K 0.12% -697.0 -10.9% $93.00 -4.8%
160 MS MORGAN STANLEY DEAN WITTER Financial Services 3,172.0 $522K 0.12% -55.0 -1.7% $164.57 +15.6%
Page 8 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%