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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 8 of 16  ·  318 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 IWD ISHARES TR RUSSELL1000VAL 2,827.0 $685K 0.15% -140.0 -4.7% $242.43 +6.6%
142 Q QNITY ELECTRONICS INC COM Technology 4,188.0 $684K 0.15% $163.31 -22.7%
143 IVE ISHARES TR S&P 500 VAL ETF 3,007.0 $683K 0.15% -184.0 -5.8% $227.06 +4.8%
144 HONEYWELL TECHNOLOGIES 3,039.0 $680K 0.15% NEW $223.90
145 BAC BANK OF AMERICA CORP COM Financial Services 11,906.0 $678K 0.15% -97.0 -0.8% $56.97 +9.2%
146 KLAC KLA-TENCOR CORP COM Technology 2,242.0 $676K 0.15% +2K +909.9% $301.70 -39.1%
147 VYMI VANGUARD WHITEHALL INTL HIGHDIVIDEND YIELD ETF 6,854.0 $673K 0.15% +950.0 +16.1% $98.20 +7.5%
148 HONEYWELL AEROSPACE INC 3,039.0 $672K 0.14% NEW $221.08
149 MS MORGAN STANLEY DEAN WITTER Financial Services 3,211.0 $671K 0.14% +39.0 +1.2% $209.04 +2.4%
150 PRF INVESCO EXCHANGE TRADED FD TRAFI US 1000 ETF 12,389.0 $669K 0.14% $54.02 +4.1%
151 CI CIGNA CORP NEW Healthcare 2,410.0 $664K 0.14% $275.67 +1.9%
152 STT STATE STREET CORP Financial Services 3,885.0 $659K 0.14% $169.60 +14.2%
153 EFV ISHARES TR MSCI VAL IDX 8,504.0 $651K 0.14% -64.0 -0.8% $76.54 +7.4%
154 CB CHUBB LIMITED COM Financial Services 1,891.0 $644K 0.14% -26.0 -1.4% $340.73 +0.9%
155 XLF FINANCIAL SELECT SECTOR SPDR 11,991.0 $643K 0.14% -2K -11.7% $53.61 +8.7%
156 XLI SELECT SECTOR SPDR TR SBI INT-INDS 3,462.0 $641K 0.14% -25.0 -0.7% $185.23 -2.6%
157 MO ALTRIA GROUP INC Consumer Defensive 8,825.0 $635K 0.14% $71.95 -3.9%
158 VGT VANGUARD WORLD FDS INF TECH ETF 5,312.0 $635K 0.14% +5K +909.9% $119.52 -1.3%
159 VLO VALERO ENERGY CORP NEW COM Energy 2,405.0 $626K 0.14% -700.0 -22.5% $260.44 +33.6%
160 TJX TJX COS INC NEW COM Consumer Cyclical 4,029.0 $610K 0.13% -139.0 -3.3% $151.50 -9.7%
Page 8 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%