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Essex Bank 13F holdings

Filed 2026-07-23 · Essex Bank · 574 positions · $462.5M

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TickerCompanySharesValue% of portfolio
CVXCHEVRON COM127.2K$21.1M4.6%
AAPLAPPLE COMPUTER INC. CMN.60.2K$17.4M3.8%
AAPLAPPLE COMPUTER INC. CMN.46.6K$13.5M2.9%
JNJJOHNSON & JOHNSON COM52.3K$13.3M2.9%
BRK-BBERKSHIRE HATHAWAY INC DEL15$11.2M2.4%
ADPAUTOMATIC DATA PROCESSING INC - TAXABLE40.7K$9.1M2.0%
LLYLILLY ELI & COMPANY6.8K$8.2M1.8%
MSFTMICROSOFT COM19.2K$7.2M1.6%
NVDANVIDIA CORP32.0K$6.4M1.4%
GOOGLALPHABET INC CAP STK CL A17.2K$6.1M1.3%
AMZNAMAZON COM INC COM25.3K$6.0M1.3%
GOOGALPHABET INC.15.0K$5.3M1.1%
AVGOBROADCOM INC13.7K$5.2M1.1%
GOOGALPHABET INC.14.3K$5.0M1.1%
JPMJP MORGAN CHASE & CO COM15.1K$4.9M1.1%
LLYLILLY ELI & COMPANY3.5K$4.3M0.9%
BRK-BBERKSHIRE HATHAWAY INC DEL CL B NEW8.2K$4.1M0.9%
JPMJP MORGAN CHASE & CO COM12.3K$4.0M0.9%
TGTTARGET CORPORATION30.5K$4.0M0.9%
IVVISHARES TR S&P 500 INDEX5.3K$4.0M0.9%
JNJJOHNSON & JOHNSON COM15.5K$3.9M0.9%
VOOVANGUARD INDEX FDS S&P 500 ETF SHS5.5K$3.8M0.8%
SPYSPDR TR UNIT SER 15.1K$3.8M0.8%
AVGOBROADCOM INC9.8K$3.7M0.8%
WMTWAL-MART28.4K$3.2M0.7%
ITOTISHARES TR CORE S&P TTL STK19.4K$3.2M0.7%
MSFTMICROSOFT COM8.5K$3.2M0.7%
RTXRTX CORPORATION COM16.4K$3.1M0.7%
CATCATERPILLAR INC COM2.9K$3.0M0.7%
DEDEERE & CO COM4.8K$3.0M0.7%
HDHOME DEPOT COM8.5K$3.0M0.6%
GOOGLALPHABET INC CAP STK CL A8.3K$3.0M0.6%
VOOVANGUARD INDEX FDS S&P 500 ETF SHS4.1K$2.8M0.6%
QQQINVESCO QQQ TR UNIT SER 13.6K$2.7M0.6%
PGPROCTER & GAMBLE CO.18.0K$2.6M0.6%
CSCOCISCO22.3K$2.6M0.6%
VVISA INC COM CL A7.6K$2.6M0.6%
VEAVANGUARD TAX-MANAGED FD EUROPE PAC ETF35.7K$2.5M0.5%
—TRANE TECHNOLOGIES PLC5.0K$2.5M0.5%
VGITVANGUARD SCOTTSDALE FDS INTER TERM TREAS39.1K$2.3M0.5%
MRKMERCK & CO INC17.6K$2.3M0.5%
VVISA INC COM CL A6.5K$2.2M0.5%
METAFACEBOOK INC CL A3.9K$2.2M0.5%
IVVISHARES TR S&P 500 INDEX2.9K$2.2M0.5%
ABBVABBVIE INC COM8.4K$2.1M0.5%
VOVANGUARD MID CAP ETF25.8K$2.1M0.4%
VTIVANGUARD TOTAL STK MKT ETF5.5K$2.1M0.4%
AMZNAMAZON COM INC COM8.4K$2.0M0.4%
JPSTJP MORGAN ETF ULTRA SHORT INCOME39.1K$2.0M0.4%
NSCNORFOLK SOUTHERN CORP COM6.1K$1.9M0.4%
VRSKVERISK ANALYTICS INC CL A10.5K$1.9M0.4%
XLKTECHNOLOGY SELECT SECTOR9.8K$1.9M0.4%
MCOMOODYS CORP COM4.1K$1.8M0.4%
IWMISHARES TR RUSSELL 20006.1K$1.8M0.4%
PGPROCTER & GAMBLE CO.12.4K$1.8M0.4%
WMTWAL-MART16.0K$1.8M0.4%
CMICUMMINS INC COM2.5K$1.8M0.4%
VEAVANGUARD TAX-MANAGED FD EUROPE PAC ETF25.2K$1.8M0.4%
QQQINVESCO QQQ TR UNIT SER 12.4K$1.8M0.4%
PANWPALO ALTO NETWORKS INC COM5.2K$1.8M0.4%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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