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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 9 of 16  ·  305 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 XLY CONSUMER DISCRETIONARY SLCT 4,778.0 $521K 0.12% $108.98 +5.5%
162 AZN ASTRAZENECA PLC Healthcare 2,616.0 $516K 0.11% NEW $197.22 -5.0%
163 XLC SELECT SECTOR SPDR COMMUNICATIONS INDX 4,584.0 $508K 0.11% $110.86 +4.0%
164 PM PHILIP MORRIS INTL INC COM Consumer Defensive 3,068.0 $507K 0.11% -455.0 -12.9% $165.34 +14.1%
165 IQDF FLEXSHARES TRUST INTERNATIONAL QUALITY DIV 16,006.0 $507K 0.11% $31.66 +7.5%
166 GILD GILEAD SCIENCES INC Healthcare 3,588.0 $500K 0.11% -627.0 -14.9% $139.37 -6.2%
167 LRCX LAM RESEARCH CORP COM Technology 2,332.0 $498K 0.11% -271.0 -10.4% $213.66 +32.3%
168 XLV SELECT SECTOR SPDR TR STATE STREET HEA 3,387.0 $497K 0.11% -160.0 -4.5% $146.61 +0.3%
169 TILT FLEXSHARES MORNINGSTAR US 2,045.0 $494K 0.11% $241.36 +10.4%
170 STT STATE STREET CORP Financial Services 3,885.0 $492K 0.11% $126.56 +19.4%
171 VOE VANGUARD INDEX FDS MCAP VL IDXVIP 2,630.0 $485K 0.11% $184.28 +3.9%
172 Q QNITY ELECTRONICS INC COM Technology 4,188.0 $483K 0.11% -79.0 -1.9% $115.38 +28.7%
173 GLW CORNING INC COM Technology 3,467.0 $471K 0.10% -5K -56.6% $135.97 +33.1%
174 ABT ABBOTT LABS COM Healthcare 4,572.0 $469K 0.10% -2K -26.9% $102.67 -15.0%
175 PNC PNC FINL SVCS GROUP INC COM Financial Services 2,228.0 $464K 0.10% +25.0 +1.1% $208.09 +1.8%
176 T AT&T INC COM Communication Services 15,908.0 $461K 0.10% +385.0 +2.5% $28.98 -13.5%
177 TXN TEXAS INSTRUMENTS Technology 2,358.0 $458K 0.10% -31.0 -1.3% $194.14 +56.9%
178 INTC INTEL COM Technology 10,360.0 $457K 0.10% +162.0 +1.6% $44.13 +169.3%
179 XLG INVESCO EXCHANGE TRADED FD TS&P 500 TOP 50 8,324.0 $454K 0.10% $54.54 +15.7%
180 INGERSOLL RAND INC COM 5,656.0 $453K 0.10% $80.12
Page 9 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%