DOSSIER · 13F-HR · Q2 2026

Essex Bank

$462M in tracked AUM across 574 positions as of Q2 2026.

EB
CIK 0001752212 · last filed Jun 30, 2026
Total AUM
$462M
as of Q2 2026
Holdings
574
positions
Whale Score
47
47
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Essex Bank filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE COMPUTER INC. CMN.
$31M107K6.7%
02
CVX
CHEVRON COM
$22M132K4.7%
03
JNJ
JOHNSON & JOHNSON COM
$17M68K3.7%
04
LLY
LILLY ELI & COMPANY
$12M10K2.7%
05
BRK/A
BERKSHIRE HATHAWAY INC DEL
$12M162.6%
06
MSFT
MICROSOFT COM
$10M28K2.2%
07
GOOG
ALPHABET INC.
$10M29K2.2%
08
ADP
AUTOMATIC DATA PROCESSING INC - TAXABLE
$10M43K2.1%
09
GOOGL
ALPHABET INC CAP STK CL A
$9M25K2.0%
10
JPM
JP MORGAN CHASE & CO COM
$9M27K1.9%

Filing history

2026Q2Jun 30
$462M 2.3%
574 positionsView →
2026Q1Mar 31
$452M 2.0%
553 positionsView →
2025Q4Dec 31
$461M 3.9%
572 positionsView →
2025Q3Sep 30
$444M 5.8%
566 positionsView →
2025Q2Jun 30
$420M 3.1%
573 positionsLocked
2025Q1Mar 31
$407M 0.7%
545 positionsLocked
2024Q4Dec 31
$404M 0.8%
551 positionsLocked
2024Q3Sep 30
$401M 7.9%
520 positionsLocked
2024Q2Jun 30
$372M 8.0%
495 positionsLocked
2024Q1Mar 31
$344M 0.1%
500 positionsLocked
2023Q4Dec 31
$344M 16.0%
499 positionsLocked
2023Q3Sep 30
$296M 1.1%
440 positionsLocked
Showing 12 of 31