§ 13F · FUND PROFILE
Essex Savings Bank.
Institutional filer · behavioral pattern: Dealer / Bank. Summary pending.
AUM · $419.6T (13F)Positions · 573Turnover · — · Q4Filed · Feb 2, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$6.4T 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 2, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | CVX | CHEVRON COM | 127K | $19.4T | 4.2% | — |
| 2 | XOM | EXXON MOBIL CORPORATION | 154K | $18.5T | 4.0% | +576% |
| 3 | AAPL | APPLE COMPUTER INC. CMN. | 62K | $16.7T | 3.6% | +25% |
| 4 | AAPL | APPLE COMPUTER INC. CMN. | 49K | $13.3T | 2.9% | −1% |
| 5 | BRK/A | BERKSHIRE HATHAWAY INC DEL | 15 | $11.3T | 2.5% | ±0% |
| 6 | JNJ | JOHNSON & JOHNSON COM | 53K | $10.9T | 2.4% | +240% |
| 7 | ADP | AUTOMATIC DATA PROCESSING INC - TAXABLE | 41K | $10.4T | 2.3% | ±0% |
| 8 | MSFT | MICROSOFT COM | 20K | $9.9T | 2.1% | −4% |
| 9 | NVDA | NVIDIA CORP | 43K | $8.1T | 1.8% | ±0% |
| 10 | LLY | LILLY ELI & COMPANY | 7K | $7.4T | 1.6% | +62% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ESSEX SIGNAL
AC read
Essex Savings Bank is a Dealer / Bank fund managing $419648.0 trillion in assets. The fund runs a broad portfolio of 573 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