Institutions / Essex Bank
Essex Bank
CIK 1752212 · Institution · as of Dec 31, 2025
Portfolio value
$461.43M
Positions
312
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 312 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $30.03M | 6.5% |
| Exxon Mobil Corp | $21.26M | 4.6% |
| Chevron Corp | $20.37M | 4.4% |
| Johnson & Johnson | $14.17M | 3.1% |
| Microsoft Corp | $13.67M | 3.0% |
| Berkshire Hathaway Inc Del | $12.08M | 2.6% |
| ELI LILLY & Co | $11.63M | 2.5% |
| Automatic Data Processing Inc | $10.98M | 2.4% |
| Alphabet Inc. | $10.92M | 2.4% |
| JPMorgan Chase & Co | $9.14M | 2.0% |
| NVIDIA Corp | $8.85M | 1.9% |
| Alphabet Inc. | $8.58M | 1.9% |
| Broadcom Inc. | $8.50M | 1.8% |
| Amazon.com Inc | $8.14M | 1.8% |
| iShares Tr S&P 500 Index | $6.20M | 1.3% |
| Vanguard Index Fds S&P 500 ETF Shs | $5.57M | 1.2% |
| Warren E. Buffett | $5.39M | 1.2% |
| Walmart Inc. | $5.27M | 1.1% |
| Visa Inc | $5.20M | 1.1% |
| SPDR Tr Unit Ser 1 | $5.09M | 1.1% |
| PROCTER & GAMBLE Co | $4.72M | 1.0% |
| RTX Corp | $4.50M | 1.0% |
| Home Depot, Inc. | $4.18M | 0.9% |
| Invesco Qqq Tr Unit Ser 1 | $4.13M | 0.9% |
| Vanguard Tax-Managed Fd Europe Pac ETF | $3.72M | 0.8% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.