§ 13F · FUND PROFILE
Essex Financial Services, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1524.4T (13F)Positions · 688Turnover · — · Q4Filed · Feb 10, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$22.9T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 322K | $87.6T | 5.0% | −1% |
| 2 | QQQ | INVESCO QQQ TR | 99K | $60.9T | 3.5% | −1% |
| 3 | MSFT | MICROSOFT CORP | 104K | $50.4T | 2.9% | −2% |
| 4 | VOOG | VANGUARD ADMIRAL FDS INC | 90K | $40.0T | 2.3% | −1% |
| 5 | GOOGL | ALPHABET INC | 113K | $35.2T | 2.0% | +1% |
| 6 | NVDA | NVIDIA CORPORATION | 183K | $34.1T | 1.9% | −3% |
| 7 | SPY | SPDR S&P 500 ETF TR | 48K | $32.7T | 1.9% | ±0% |
| 8 | GLD | SPDR GOLD TR | 82K | $32.5T | 1.8% | −2% |
| 9 | IVV | ISHARES TR | 39K | $26.8T | 1.5% | ±0% |
| 10 | AMZN | AMAZON COM INC | 109K | $25.3T | 1.4% | −11% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ESSEX SIGNAL
AC read
Essex Financial Services, Inc. is a Other fund managing $1524399.7 trillion in assets. The fund runs a broad portfolio of 688 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed