§ 13F · FUND PROFILE
Essex Financial Services, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.7B (13F)Positions · 748Turnover · — · Q1Filed · Apr 24, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$18M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 24, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 324K | $82M | 4.6% | ±0% |
| 2 | QQQ | INVESCO QQQ TR | 99K | $57M | 3.2% | ±0% |
| 3 | MSFT | MICROSOFT CORP | 105K | $39M | 2.2% | +1% |
| 4 | VOOG | VANGUARD ADMIRAL FDS INC | 90K | $37M | 2.0% | −1% |
| 5 | GLD | SPDR GOLD TR | 80K | $34M | 1.9% | −3% |
| 6 | NVDA | NVIDIA CORPORATION | 185K | $32M | 1.8% | +1% |
| 7 | GOOGL | ALPHABET INC | 112K | $32M | 1.8% | −1% |
| 8 | SPY | STATE STR SPDR S&P 500 ETF T | 47K | $31M | 1.7% | −1% |
| 9 | IVV | ISHARES TR | 39K | $26M | 1.4% | +1% |
| 10 | VYM | VANGUARD WHITEHALL FDS | 172K | $25M | 1.4% | +1% |
§ 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 $1.7 billion in assets. The fund runs a broad portfolio of 748 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