Institutional Fund
Essex Financial Services, Inc.
Essex, CTCIK 13157855 filings on record
Portfolio Value
$1.78B
Q1 2026
Holdings
794
Reported positions
New Buys
59
Opened this quarter
QoQ Change
+1.4%
from $1.76B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc4.6%
- Invesco Qqq Tr3.2%
- Microsoft Corp2.2%
- Vanguard Admiral Fds Inc2.0%
- Spdr Gold Tr1.9%
- Nvidia Corporation1.8%
- Other84.2%
Portfolio Holdings
794 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 323.7K | $82.15M | 4.6% | +1.6K | Added |
| 2 | Invesco Qqq Tr | 99.1K | $57.20M | 3.2% | −37 | Reduced |
| 3 | Microsoft Corp | 105.3K | $38.98M | 2.2% | +1.2K | Added |
| 4 | Vanguard Admiral Fds Inc | 89.6K | $36.51M | 2.0% | −474 | Reduced |
| 5 | Spdr Gold Tr | 79.6K | $34.25M | 1.9% | −2.5K | Reduced |
| 6 | Nvidia Corporation | 184.7K | $32.21M | 1.8% | +2.0K | Added |
| 7 | Alphabet Inc | 111.8K | $32.14M | 1.8% | −832 | Reduced |
| 8 | Spdr S&P 500 ETF Tr | 47.3K | $30.74M | 1.7% | −686 | Reduced |
| 9 | Ishares Tr | 39.4K | $25.74M | 1.4% | +310 | Added |
| 10 | Vanguard Whitehall Fds | 171.6K | $25.41M | 1.4% | +987 | Added |
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