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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 9 of 16  ·  318 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 AEP AMERICAN ELECTRIC POWER Utilities 4,415.0 $604K 0.13% $136.81 -9.8%
162 PFE PFIZER INC COM Healthcare 24,466.0 $589K 0.13% +841.0 +3.6% $24.07 +17.6%
163 DOV DOVER CORP Industrials 2,607.0 $585K 0.13% -14.0 -0.5% $224.28 -8.7%
164 WTM WHITE MTNS INS GROUP LTD COM Financial Services 275.0 $570K 0.12% $2073.38 +2.9%
165 TILT FLEXSHARES MORNINGSTAR US 2,045.0 $565K 0.12% $276.06 +2.7%
166 XLY CONSUMER DISCRETIONARY SLCT 4,798.0 $563K 0.12% $117.28 -0.1%
167 CRM SALESFORCE COM INC COM Technology 3,590.0 $562K 0.12% -650.0 -15.3% $156.66 +31.3%
168 IRM IRON MTN INC NEW COM Real Estate 4,447.0 $562K 0.12% $126.31 -3.9%
169 CEG CONSTELLATION ENERGY CORP Utilities 2,257.0 $561K 0.12% $248.37 +12.5%
170 BKNG BOOKING HLDGS INC.COM Consumer Cyclical 3,127.0 $557K 0.12% NEW $178.24 +17.2%
171 VOE VANGUARD INDEX FDS MCAP VL IDXVIP 2,810.0 $555K 0.12% +180.0 +6.8% $197.60 +6.0%
172 PM PHILIP MORRIS INTL INC COM Consumer Defensive 3,067.0 $555K 0.12% $180.91 +7.3%
173 VZ VERIZON COMMUNICATIONS Communication Services 13,073.0 $554K 0.12% $42.34 +18.5%
174 IQDF FLEXSHARES TRUST INTERNATIONAL QUALITY DIV 16,006.0 $553K 0.12% $34.55 +4.3%
175 PNC PNC FINL SVCS GROUP INC COM Financial Services 2,224.0 $548K 0.12% $246.22 -0.6%
176 AZN ASTRAZENECA PLC Healthcare 2,816.0 $534K 0.12% +200.0 +7.7% $189.62 -12.3%
177 XLV SELECT SECTOR SPDR TR ST STR CARE ETF 3,338.0 $530K 0.12% -49.0 -1.4% $158.66 +9.4%
178 ACN ACCENTURE PLC IRELAND SHS CLASS A Technology 4,126.0 $513K 0.11% -352.0 -7.9% $124.44 +45.8%
179 XLG INVESCO EXCHANGE TRADED FD TS&P 500 TOP 50 8,153.0 $499K 0.11% -171.0 -2.0% $61.22 +1.3%
180 XLC SELECT SECTOR SPDR COMMUNICATIONS INDX 4,634.0 $496K 0.11% +50.0 +1.1% $107.13 +5.1%
Page 9 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%