Essex Bank
All holdings · as of Dec 31, 2025
| 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% |
| Meta Platforms Inc | $3.58M | 0.8% |
| Merck & Co., Inc. | $3.23M | 0.7% |
| AbbVie Inc. | $3.13M | 0.7% |
| TARGET CORP | $3.05M | 0.7% |
| CATERPILLAR INC | $3.00M | 0.6% |
| iShares MSCI UAE ETF | $2.88M | 0.6% |
| Verisk Analytics, Inc. | $2.77M | 0.6% |
| CISCO SYSTEMS, INC. | $2.61M | 0.6% |
| VANGUARD MID CAP ETF | $2.58M | 0.6% |
| Mastercard Inc | $2.52M | 0.5% |
| VANGUARD SCOTTSDALE FDS INTER TERM TREAS | $2.48M | 0.5% |
| DEERE & CO | $2.48M | 0.5% |
| VANGUARD TOTAL STK MKT ETF | $2.33M | 0.5% |
| ISHARES TR RUSSELL 2000 | $2.28M | 0.5% |
| CUMMINS INC | $2.18M | 0.5% |
| SCHWAB CHARLES CORP | $2.17M | 0.5% |
| VANGUARD WHITEHALL FDS HIGH DIVIDEND YIELD ETF | $2.16M | 0.5% |
| PEPSICO INC | $2.15M | 0.5% |
| Trane Technologies plc | $2.12M | 0.5% |
| Moody's Corp | $2.09M | 0.5% |
| INTERNATIONAL BUSINESS MACHINES CORP | $2.09M | 0.5% |
| ISHARES TR S&P 500 GRWT ETF | $2.05M | 0.4% |
| VANGUARD INDEX FDS SMALL CP ETF | $2.05M | 0.4% |
| JP MORGAN ETF ULTRA SHORT INCOME | $2.05M | 0.4% |
| VANGUARD ADMIRAL FDS INC 500 GRTH IDX F | $2.02M | 0.4% |