§ 13F · FUND PROFILE
Essex Bank.
AUM · $444M (13F)Positions · 566Turnover · n/a · Q2Filed · Jul 23, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$8M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | CVX | CHEVRON COM | 127K | $21M | 4.6% | ±0% |
| 2 | AAPL | APPLE COMPUTER INC. CMN. | 60K | $17M | 3.8% | −1% |
| 3 | AAPL | APPLE COMPUTER INC. CMN. | 47K | $13M | 2.9% | — |
| 4 | JNJ | JOHNSON & JOHNSON COM | 52K | $13M | 2.9% | −1% |
| 5 | BRK/A | BERKSHIRE HATHAWAY INC DEL | 15 | $11M | 2.4% | ±0% |
| 6 | ADP | AUTOMATIC DATA PROCESSING INC - TAXABLE | 41K | $9M | 2.0% | ±0% |
| 7 | LLY | LILLY ELI & COMPANY | 7K | $8M | 1.8% | −1% |
| 8 | MSFT | MICROSOFT COM | 19K | $7M | 1.6% | +2% |
| 9 | NVDA | NVIDIA CORP | 32K | $6M | 1.4% | −23% |
| 10 | GOOGL | ALPHABET INC CAP STK CL A | 17K | $6M | 1.3% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ESSEX SIGNAL
AC read
Essex Bank is a Dealer / Bank fund managing $444 million in assets. The fund runs a broad portfolio of 566 positions.
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