DOSSIER · 13F-HR · Q3 2026

Essex Bank

$503M in tracked AUM across 574 positions as of Q3 2026.

EB
CIK 0001752212 · last filed Sep 30, 2026
Total AUM
$503M
as of Q3 2026
Holdings
574
—
positions
Whale Score
51
51
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Essex Bank filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE COMPUTER INC. CMN.
$35M107K7.1%
02
XOM
EXXON MOBIL HOLDINGS CORP
$27M168K5.4%
03
CVX
CHEVRON COM
$27M133K5.4%
04
JNJ
JOHNSON & JOHNSON COM
$18M68K3.6%
05
MSFT
MICROSOFT COM
$14M28K2.9%
06
BRK/A
BERKSHIRE HATHAWAY INC DEL
$12M162.4%
07
LLY
LILLY ELI & COMPANY
$12M10K2.4%
08
ADP
AUTOMATIC DATA PROCESSING INC - TAXABLE
$11M43K2.2%
09
GOOG
ALPHABET INC.
$10M29K2.0%
10
JPM
JP MORGAN CHASE & CO COM
$9M28K1.8%

Filing history

2026Q3Sep 30
$503M▲ 8.7%
574 positionsView →
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 positionsLocked
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
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