account_balance
Investment manager · 13F filer · SEC CIK 1752212
Essex Bank
Reported value$503Mas of Sep 30, 2026
Positions318 19 new, 19 sold out
Top 10 weight35.1%AAPL alone is 7%
FiledOct 1616 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
7.1%
XOMExxonMobil Holdings Corp
5.4%New
CVXChevron Corp
5.4%
JNJJohnson & Johnson
3.6%
MSFTMicrosoft Corp
2.9%
LLYELI Lilly & Co
2.4%
ADPAutomatic Data Processing Inc
2.2%
GOOGAlphabet Inc.
2.0%
JPMJPMorgan Chase & Co
1.8%+2%
GOOGLAlphabet Inc.
1.8%+4%
AMZNAmazon.com Inc
1.8%+5%
AAPLApple Inc.
7.1%
XOMExxonMobil Holdings Corp
5.4%New
CVXChevron Corp
5.4%
JNJJohnson & Johnson
3.6%
MSFTMicrosoft Corp
2.9%
LLYELI Lilly & Co
2.4%
ADPAutomatic Data Processing Inc
2.2%
GOOGJPM1.8%GOOGLAMZNBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 7.1% HeldXOM ExxonMobil Holdings Corp 5.4% NewCVX Chevron Corp 5.4% HeldJNJ Johnson & Johnson 3.6% HeldMSFT Microsoft Corp 2.9% Held
Berkshire Hathaway Inc 2.4% Held
LLY ELI Lilly & Co 2.4% HeldADP Automatic Data Processing Inc 2.2% HeldGOOG Alphabet Inc. 2.0% HeldJPM JPMorgan Chase & Co 1.8% Added +2%GOOGL Alphabet Inc. 1.8% Added +4%AMZN Amazon.com Inc 1.8% Added +5%What changed
Biggest moves since Jun 30, 2026
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