Institutions / Essex Financial Services, Inc.

Essex Financial Services, Inc.

CIK 1315785 · Institution · as of Mar 31, 2026
Portfolio value
$1.78B
Positions
794
As of
Mar 31, 2026

Portfolio trend

Portfolio value

$1.78B+1.4%
$1.78B$1.77B$1.76BQ4 '25Q1 '26

Positions

794+1.3%
794789784Q4 '25Q1 '26

Top holdings

Mar 31, 2026View all 794 →
CompanyClassValueShares% of portfolio
Apple Inc.—$82.15M323,6794.6%
Invesco Qqq Tr—$57.20M99,1093.2%
Microsoft Corp—$38.98M105,3112.2%
Vanguard Admiral Fds Inc—$36.51M89,5572.0%
SPDR Gold Tr—$34.25M79,5901.9%
NVIDIA Corp—$32.21M184,6821.8%
Alphabet Inc.—$32.14M111,7781.8%
State Str SPDR S&P 500 ETF T—$30.74M47,2701.7%
iShares Tr—$25.74M39,4131.4%
Vanguard Whitehall Fds—$25.41M171,5831.4%
PIMCO ETF Tr—$24.90M950,2891.4%
Exxon Mobil Corp—$23.38M137,7841.3%
Amazon.com Inc—$23.33M112,0061.3%
Texas Pacific Land Corp—$22.70M47,8281.3%
ELI LILLY & Co—$21.36M23,2261.2%
iShares MSCI UAE ETF—$18.84M132,2531.1%
JPMorgan Chase & Co—$18.81M63,9381.1%
J P Morgan Exchange Traded F—$18.15M358,6901.0%
Vanguard Index Fds—$16.87M85,9730.9%
Columbia ETF Tr I—$16.46M422,2010.9%
Invesco Exchange Traded Fd T—$15.99M83,3200.9%
Warren E. Buffett—$15.86M33,1050.9%
Johnson & Johnson—$14.95M61,1480.8%
Alphabet Inc.—$14.75M51,4170.8%
Sprott Asset Management LP—$14.35M405,0270.8%

Activity

Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
DateActionCompanyValueShares ΔPosition afterImpact
Q1 2026
as of
Add53656F623
Common stock
$3.69M+71K
+332.14%
92,231
0.27% of portfolio
low
Q1 2026
as of
Add72201R585
Common stock
$3.63M+139K
+17.07%
950,289
1.40% of portfolio
low
Q1 2026
as of
Add921946794
Common stock
$3.07M+33K
+76.65%
75,034
0.40% of portfolio
low
Q1 2026
as of
Add46641Q670
Common stock
$2.78M+59K
+74.12%
138,856
0.37% of portfolio
low
Q1 2026
as of
Add19761L706
Common stock
$2.54M+65K
+18.23%
422,201
0.92% of portfolio
low
Q1 2026
as of
Add46641Q837
Common stock
$2.47M+49K
+15.75%
358,690
1.02% of portfolio
low
Q1 2026
as of
Add14021D107
Common stock
$1.85M+54K
+32.79%
217,276
0.42% of portfolio
low
Q1 2026
as of
Add75526L878
Common stock
$1.65M+33K
+70.36%
79,105
0.22% of portfolio
low
Q1 2026
as of
Add72201R569
Common stock
$1.53M+31K
+38.95%
110,218
0.31% of portfolio
low
Q1 2026
as of
Add87283Q701
Common stock
$1.33M+27K
+65.83%
67,347
0.19% of portfolio
low