§ 13F · FUND PROFILE
Essex Bank.
Institutional filer · behavioral pattern: Dealer / Bank. Summary pending.
AUM · $444.0T (13F)Positions · 566Turnover · — · Q3Filed · Apr 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q3 2025
FILED APR 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q3 |
|---|---|---|---|---|---|---|
| 1 | CVX | CHEVRON COM | 126K | $19.5T | 4.4% | — |
| 2 | XOM | EXXON MOBIL CORPORATION | 153K | $17.3T | 3.9% | — |
| 3 | AAPL | APPLE COMPUTER INC. CMN. | 62K | $15.7T | 3.5% | — |
| 4 | AAPL | APPLE COMPUTER INC. CMN. | 49K | $12.5T | 2.8% | — |
| 5 | ADP | AUTOMATIC DATA PROCESSING INC - TAXABLE | 41K | $11.9T | 2.7% | — |
| 6 | BRK/A | BERKSHIRE HATHAWAY INC DEL | 15 | $11.3T | 2.5% | — |
| 7 | MSFT | MICROSOFT COM | 21K | $11.0T | 2.5% | — |
| 8 | JNJ | JOHNSON & JOHNSON COM | 53K | $9.8T | 2.2% | — |
| 9 | NVDA | NVIDIA CORP | 43K | $8.1T | 1.8% | — |
| 10 | AMZN | AMAZON COM INC COM | 27K | $5.9T | 1.3% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ESSEX SIGNAL
AC read
Essex Bank is a Dealer / Bank fund managing $444013.4 trillion in assets. The fund runs a broad portfolio of 566 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed