Essex Bank

13F filer · CIK 0001752212

Reported Jul 23, 2026

Net seller this quarter

13F portfolio value$462MU.S. long equity reported on 13F

Positions21616 new · 14 closed

Net flow last quarter-$28MBuys minus sells

Top 10 positions weight30.9%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 23, 2026216 positions
AAPLApple Inc.	$30.9M	6.68%	0.00%	-0.7%	Q4 2018
CVXChevron Corp	$22M	4.75%	0.01%	0.0%	Q4 2018
JNJJohnson & Johnson	$17.2M	3.72%	0.00%	-0.6%	Q4 2018
LLYELI LILLY & Co	$12.4M	2.69%	0.00%	-0.5%	Q4 2018
BRK.ABerkshire Hathaway Inc	$12M	2.59%	Not reported	Not reported	Q4 2018
MSFTMicrosoft Corp	$10.3M	2.24%	0.00%	+1.8%	Q4 2018
GOOGAlphabet Inc.	$10.3M	2.23%	Not reported	-2.8%	Q4 2018
ADPAutomatic Data Processing Inc	$9.57M	2.07%	0.01%	-0.1%	Q4 2018
GOOGLAlphabet Inc.	$9.1M	1.97%	0.00%	-1.2%	Q4 2018
JPMJPMorgan Chase & Co	$8.95M	1.94%	0.00%	-0.5%	Q4 2018
AVGOBroadcom Inc.	$8.9M	1.92%	0.00%	-4.1%	Q4 2018
AMZNAmazon Com Inc	$8.01M	1.73%	0.00%	-1.0%	Q4 2018
NVDANvidia Corp	$7.18M	1.55%	0.00%	-23.2%	Q4 2018
SPYSPDR S&P 500 ETF Trust	$5.46M	1.18%	Not reported	-0.8%	Q4 2018
BRK.BBerkshire Hathaway Inc	$5.09M	1.10%	Not reported	-0.2%	Q4 2018
WMTWalmart Inc.	$5.04M	1.09%	0.00%	-0.2%	Q4 2018
VVisa Inc.	$4.85M	1.05%	0.00%	+0.1%	Q4 2018
CATCaterpillar Inc	$4.73M	1.02%	0.00%	-11.3%	Q4 2018
RTXRTX Corp	$4.56M	0.99%	0.00%	-0.6%	Q2 2020
QQQInvesco QQQ Trust, Series 1	$4.46M	0.96%	Not reported	-4.5%	Q4 2018
PGPROCTER & GAMBLE Co	$4.45M	0.96%	0.00%	-0.1%	Q4 2018
HDHome Depot, Inc.	$4.3M	0.93%	0.00%	+0.1%	Q4 2018
TGTTarget Corp	$4.07M	0.88%	0.01%	Not reported	Q4 2018
CSCOCisco Systems, Inc.	$3.86M	0.83%	0.00%	-2.0%	Q4 2018
MRKMerck & Co., Inc.	$3.63M	0.78%	0.00%	-0.1%	Q4 2018
ABBVAbbVie Inc.	$3.43M	0.74%	0.00%	-0.1%	Q4 2018
DEDeere & Co	$3.36M	0.73%	0.00%	-0.1%	Q4 2018
CMICummins Inc	$3.04M	0.66%	0.00%	-0.3%	Q4 2018
PANWPalo Alto Networks Inc	$2.91M	0.63%	0.00%	-5.6%	Q4 2020
METAMeta Platforms, Inc.	$2.85M	0.62%	Not reported	-1.8%	Q4 2018
AMDAdvanced Micro Devices Inc	$2.77M	0.60%	0.00%	-0.5%	Q1 2019
TTTrane Technologies plc	$2.67M	0.58%	0.00%	Not reported	Q3 2020
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$2.41M	0.52%	Not reported	+2.6%	Q4 2018
ASMLAsml Holding NV	$2.35M	0.51%	0.00%	+0.9%	Q2 2023
SCHWSchwab Charles Corp	$2.01M	0.43%	0.00%	-0.2%	Q4 2018
UNPUnion Pacific Corp	$1.98M	0.43%	0.00%	-0.4%	Q4 2018
ETNEaton Corp plc	$1.96M	0.42%	0.00%	-0.2%	Q4 2018
GSGoldman Sachs Group Inc	$1.95M	0.42%	0.00%	-6.6%	Q4 2018
NSCNorfolk Southern Corp	$1.95M	0.42%	0.00%	Not reported	Q4 2018
VRSKVerisk Analytics, Inc.	$1.89M	0.41%	0.01%	-14.4%	Q4 2018
PEPPepsico Inc	$1.89M	0.41%	0.00%	-0.4%	Q4 2018
MCOMoodys Corp	$1.85M	0.40%	0.00%	+0.1%	Q4 2018
MAMastercard Inc	$1.83M	0.40%	0.00%	-0.2%	Q4 2018
GDGeneral Dynamics Corp	$1.8M	0.39%	0.00%	-3.1%	Q4 2018
KOCoca Cola Co	$1.79M	0.39%	0.00%	0.0%	Q4 2018
IBMInternational Business Machines Corp	$1.78M	0.38%	0.00%	-1.8%	Q4 2018
COSTCostco Wholesale Corp	$1.73M	0.37%	0.00%	+2.9%	Q4 2018
SYKStryker Corp	$1.72M	0.37%	0.00%	-1.3%	Q4 2018
CVSCVS HEALTH Corp	$1.61M	0.35%	0.00%	-0.1%	Q4 2018
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.61M	0.35%	0.00%	+15.9%	Q4 2018

Q1 2026Reported Apr 17, 2026212 positions
XOMExxonMobil Holdings Corp	$29.6M	6.54%	0.00%	-1.3%	Q4 2018
CVXChevron Corp	$27.4M	6.06%	0.01%	-0.9%	Q4 2018
AAPLApple Inc.	$27.3M	6.04%	0.00%	-2.6%	Q4 2018
JNJJohnson & Johnson	$16.7M	3.69%	0.00%	-0.3%	Q4 2018
BRK.ABerkshire Hathaway Inc	$11.5M	2.54%	Not reported	Not reported	Q4 2018
MSFTMicrosoft Corp	$10.1M	2.23%	0.00%	-3.7%	Q4 2018
LLYELI LILLY & Co	$9.58M	2.12%	0.00%	-3.7%	Q4 2018
ADPAutomatic Data Processing Inc	$8.69M	1.92%	0.01%	+0.2%	Q4 2018
GOOGAlphabet Inc.	$8.62M	1.91%	Not reported	-13.6%	Q4 2018
NVDANvidia Corp	$8.15M	1.80%	0.00%	-1.5%	Q4 2018
JPMJPMorgan Chase & Co	$8.08M	1.79%	0.00%	-3.1%	Q4 2018
AVGOBroadcom Inc.	$7.6M	1.68%	0.00%	0.0%	Q4 2018
GOOGLAlphabet Inc.	$7.41M	1.64%	0.00%	-6.0%	Q4 2018
AMZNAmazon Com Inc	$7.07M	1.56%	0.00%	-3.7%	Q4 2018
WMTWalmart Inc.	$5.54M	1.22%	0.00%	-5.8%	Q4 2018
BRK.BBerkshire Hathaway Inc	$4.88M	1.08%	Not reported	-5.1%	Q4 2018
SPYSPDR S&P 500 ETF Trust	$4.79M	1.06%	Not reported	-1.3%	Q4 2018
RTXRTX Corp	$4.66M	1.03%	0.00%	-1.5%	Q2 2020
PGPROCTER & GAMBLE Co	$4.39M	0.97%	0.00%	-7.9%	Q4 2018
VVisa Inc.	$4.26M	0.94%	0.00%	-4.9%	Q4 2018
HDHome Depot, Inc.	$4M	0.89%	0.00%	+0.2%	Q4 2018
TGTTarget Corp	$3.78M	0.84%	0.01%	+0.1%	Q4 2018
QQQInvesco QQQ Trust, Series 1	$3.66M	0.81%	Not reported	-5.7%	Q4 2018
CATCaterpillar Inc	$3.55M	0.78%	0.00%	-4.3%	Q4 2018
MRKMerck & Co., Inc.	$3.4M	0.75%	0.00%	-8.0%	Q4 2018
DEDeere & Co	$2.99M	0.66%	0.00%	-0.1%	Q4 2018
ABBVAbbVie Inc.	$2.97M	0.66%	0.00%	-0.4%	Q4 2018
METAMeta Platforms, Inc.	$2.95M	0.65%	Not reported	-5.0%	Q4 2018
CSCOCisco Systems, Inc.	$2.6M	0.58%	0.00%	-1.3%	Q4 2018
VRSKVerisk Analytics, Inc.	$2.34M	0.52%	0.01%	-0.6%	Q4 2018
CMICummins Inc	$2.3M	0.51%	0.00%	Not reported	Q4 2018
TTTrane Technologies plc	$2.27M	0.50%	0.00%	+0.1%	Q3 2020
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$2.2M	0.49%	Not reported	-1.1%	Q4 2018
PEPPepsico Inc	$2.17M	0.48%	0.00%	-6.4%	Q4 2018
SCHWSchwab Charles Corp	$2.05M	0.45%	0.00%	+0.7%	Q4 2018
LMTLockheed Martin Corp	$1.88M	0.42%	0.00%	+0.1%	Q4 2018
SYKStryker Corp	$1.82M	0.40%	0.00%	-2.6%	Q4 2018
GDGeneral Dynamics Corp	$1.8M	0.40%	0.00%	-0.5%	Q4 2018
COSTCostco Wholesale Corp	$1.79M	0.40%	0.00%	+0.1%	Q4 2018
MCOMoodys Corp	$1.78M	0.39%	0.00%	Not reported	Q4 2018
MAMastercard Inc	$1.78M	0.39%	0.00%	-19.2%	Q4 2018
NSCNorfolk Southern Corp	$1.78M	0.39%	0.00%	-0.3%	Q4 2018
UNPUnion Pacific Corp	$1.78M	0.39%	0.00%	-5.3%	Q4 2018
GSGoldman Sachs Group Inc	$1.75M	0.39%	0.00%	-7.0%	Q4 2018
LHXL3harris Technologies, Inc.	$1.68M	0.37%	0.00%	-14.9%	Q3 2019
KOCoca Cola Co	$1.67M	0.37%	0.00%	-2.4%	Q4 2018
ETNEaton Corp plc	$1.65M	0.36%	0.00%	-13.4%	Q4 2018
BLKBlackRock, Inc.	$1.57M	0.35%	0.00%	-11.9%	Q4 2018
NFLXNetflix Inc	$1.56M	0.35%	0.00%	-2.4%	Q4 2018
IBMInternational Business Machines Corp	$1.56M	0.35%	0.00%	-8.6%	Q4 2018

Q4 2025Reported Feb 2, 2026218 positions
AAPLApple Inc.	$30M	6.51%	0.00%	-0.5%	Q4 2018
XOMExxonMobil Holdings Corp	$21.3M	4.61%	0.00%	+0.3%	Q4 2018
CVXChevron Corp	$20.4M	4.41%	0.01%	+1.0%	Q4 2018
JNJJohnson & Johnson	$14.2M	3.07%	0.00%	+0.3%	Q4 2018
MSFTMicrosoft Corp	$13.7M	2.96%	0.00%	-1.1%	Q4 2018
BRK.ABerkshire Hathaway Inc	$12.1M	2.62%	Not reported	Not reported	Q4 2018
LLYELI LILLY & Co	$11.6M	2.52%	0.00%	-3.6%	Q4 2018
ADPAutomatic Data Processing Inc	$11M	2.38%	0.01%	-1.9%	Q4 2018
GOOGAlphabet Inc.	$10.9M	2.37%	Not reported	+9.7%	Q4 2018
JPMJPMorgan Chase & Co	$9.14M	1.98%	0.00%	+1.0%	Q4 2018
NVDANvidia Corp	$8.85M	1.92%	0.00%	+2.7%	Q4 2018
GOOGLAlphabet Inc.	$8.58M	1.86%	0.00%	+10.4%	Q4 2018
AVGOBroadcom Inc.	$8.5M	1.84%	0.00%	-0.7%	Q4 2018
AMZNAmazon Com Inc	$8.14M	1.76%	0.00%	+3.3%	Q4 2018
BRK.BBerkshire Hathaway Inc	$5.39M	1.17%	Not reported	-5.0%	Q4 2018
WMTWalmart Inc.	$5.27M	1.14%	0.00%	-0.5%	Q4 2018
VVisa Inc.	$5.2M	1.13%	0.00%	+2.1%	Q4 2018
SPYSPDR S&P 500 ETF Trust	$5.09M	1.10%	Not reported	+8.1%	Q4 2018
PGPROCTER & GAMBLE Co	$4.72M	1.02%	0.00%	-2.1%	Q4 2018
RTXRTX Corp	$4.5M	0.98%	0.00%	-5.3%	Q2 2020
HDHome Depot, Inc.	$4.18M	0.91%	0.00%	-4.6%	Q4 2018
QQQInvesco QQQ Trust, Series 1	$4.13M	0.90%	Not reported	-0.9%	Q4 2018
METAMeta Platforms, Inc.	$3.58M	0.78%	Not reported	+8.6%	Q4 2018
MRKMerck & Co., Inc.	$3.23M	0.70%	0.00%	-1.5%	Q4 2018
ABBVAbbVie Inc.	$3.13M	0.68%	0.00%	-0.4%	Q4 2018
TGTTarget Corp	$3.05M	0.66%	0.01%	-0.4%	Q4 2018
CATCaterpillar Inc	$3M	0.65%	0.00%	-7.9%	Q4 2018
VRSKVerisk Analytics, Inc.	$2.77M	0.60%	0.01%	+0.4%	Q4 2018
CSCOCisco Systems, Inc.	$2.61M	0.57%	0.00%	-1.4%	Q4 2018
MAMastercard Inc	$2.52M	0.55%	0.00%	-0.9%	Q4 2018
DEDeere & Co	$2.48M	0.54%	0.00%	+0.1%	Q4 2018
CMICummins Inc	$2.18M	0.47%	0.00%	-0.3%	Q4 2018
SCHWSchwab Charles Corp	$2.17M	0.47%	0.00%	-0.1%	Q4 2018
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$2.16M	0.47%	Not reported	-2.1%	Q4 2018
PEPPepsico Inc	$2.15M	0.47%	0.00%	-0.6%	Q4 2018
TTTrane Technologies plc	$2.12M	0.46%	0.00%	-1.2%	Q3 2020
MCOMoodys Corp	$2.09M	0.45%	0.00%	+0.1%	Q4 2018
IBMInternational Business Machines Corp	$2.09M	0.45%	0.00%	-0.9%	Q4 2018
SYKStryker Corp	$2M	0.43%	0.00%	-8.9%	Q4 2018
BLKBlackRock, Inc.	$1.98M	0.43%	0.00%	-1.1%	Q4 2018
GSGoldman Sachs Group Inc	$1.95M	0.42%	0.00%	+3.6%	Q4 2018
NSCNorfolk Southern Corp	$1.8M	0.39%	0.00%	-2.1%	Q4 2018
UNPUnion Pacific Corp	$1.79M	0.39%	0.00%	-0.1%	Q4 2018
GDGeneral Dynamics Corp	$1.78M	0.39%	0.00%	-2.5%	Q4 2018
ETNEaton Corp plc	$1.69M	0.37%	0.00%	+4.8%	Q4 2018
PANWPalo Alto Networks Inc	$1.68M	0.36%	0.00%	+0.2%	Q4 2020
LHXL3harris Technologies, Inc.	$1.67M	0.36%	0.00%	-0.7%	Q3 2019
KOCoca Cola Co	$1.58M	0.34%	0.00%	+0.4%	Q4 2018
ADBEAdobe Inc.	$1.57M	0.34%	0.00%	-11.7%	Q4 2018
NFLXNetflix Inc	$1.56M	0.34%	0.00%	-1.2%	Q4 2018

Q3 2025Reported Nov 4, 2025216 positions
AAPLApple Inc.	$28.3M	6.37%	0.00%	-0.3%	Q4 2018
CVXChevron Corp	$20.5M	4.63%	0.01%	-0.4%	Q4 2018
XOMExxonMobil Holdings Corp	$19.9M	4.47%	0.00%	-1.4%	Q4 2018
MSFTMicrosoft Corp	$14.8M	3.33%	0.00%	-0.3%	Q4 2018
ADPAutomatic Data Processing Inc	$12.8M	2.88%	0.01%	-0.2%	Q4 2018
JNJJohnson & Johnson	$12.7M	2.85%	0.00%	-1.5%	Q4 2018
BRK.ABerkshire Hathaway Inc	$12.1M	2.72%	Not reported	Not reported	Q4 2018
JPMJPMorgan Chase & Co	$8.85M	1.99%	0.00%	-2.6%	Q4 2018
NVDANvidia Corp	$8.62M	1.94%	0.00%	-0.2%	Q4 2018
LLYELI LILLY & Co	$8.57M	1.93%	0.00%	-2.9%	Q4 2018
AVGOBroadcom Inc.	$8.16M	1.84%	0.00%	-1.7%	Q4 2018
GOOGAlphabet Inc.	$7.73M	1.74%	Not reported	-0.8%	Q4 2018
AMZNAmazon Com Inc	$7.49M	1.69%	0.00%	-0.5%	Q4 2018
GOOGLAlphabet Inc.	$6.04M	1.36%	0.00%	+0.1%	Q4 2018
BRK.BBerkshire Hathaway Inc	$5.68M	1.28%	Not reported	+2.4%	Q4 2018
PGPROCTER & GAMBLE Co	$5.17M	1.17%	0.00%	0.0%	Q4 2018
HDHome Depot, Inc.	$5.16M	1.16%	0.00%	-18.3%	Q4 2018
VVisa Inc.	$4.96M	1.12%	0.00%	-0.1%	Q4 2018
WMTWalmart Inc.	$4.9M	1.10%	0.00%	0.0%	Q4 2018
SPYSPDR S&P 500 ETF Trust	$4.6M	1.04%	Not reported	+2.6%	Q4 2018
RTXRTX Corp	$4.33M	0.98%	0.00%	-0.4%	Q2 2020
QQQInvesco QQQ Trust, Series 1	$4.08M	0.92%	Not reported	+0.3%	Q4 2018
METAMeta Platforms, Inc.	$3.67M	0.83%	Not reported	-4.8%	Q4 2018
ABBVAbbVie Inc.	$3.18M	0.72%	0.00%	-1.7%	Q4 2018
VRSKVerisk Analytics, Inc.	$3.1M	0.70%	0.01%	0.0%	Q4 2018
TGTTarget Corp	$2.81M	0.63%	0.01%	0.0%	Q4 2018
CATCaterpillar Inc	$2.71M	0.61%	0.00%	-1.7%	Q4 2018
MRKMerck & Co., Inc.	$2.62M	0.59%	0.00%	-0.6%	Q4 2018
MAMastercard Inc	$2.54M	0.57%	0.00%	-0.2%	Q4 2018
DEDeere & Co	$2.43M	0.55%	0.00%	0.0%	Q4 2018
CSCOCisco Systems, Inc.	$2.36M	0.53%	0.00%	-0.9%	Q4 2018
TTTrane Technologies plc	$2.32M	0.52%	0.00%	+0.1%	Q3 2020
SYKStryker Corp	$2.3M	0.52%	0.00%	-0.1%	Q4 2018
BLKBlackRock, Inc.	$2.18M	0.49%	0.00%	+0.4%	Q4 2018
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$2.17M	0.49%	Not reported	-1.8%	Q4 2018
PEPPepsico Inc	$2.11M	0.48%	0.00%	-8.8%	Q4 2018
SCHWSchwab Charles Corp	$2.07M	0.47%	0.00%	-0.2%	Q4 2018
ORCLOracle Corp	$2.07M	0.47%	0.00%	-5.3%	Q4 2018
NFLXNetflix Inc	$2.02M	0.46%	0.00%	-5.9%	Q4 2018
IBMInternational Business Machines Corp	$2.01M	0.45%	0.00%	-11.5%	Q4 2018
MCOMoodys Corp	$1.95M	0.44%	0.00%	-0.5%	Q4 2018
NSCNorfolk Southern Corp	$1.91M	0.43%	0.00%	-0.2%	Q4 2018
ETNEaton Corp plc	$1.9M	0.43%	0.00%	-2.2%	Q4 2018
PANWPalo Alto Networks Inc	$1.85M	0.42%	0.00%	0.0%	Q4 2020
GDGeneral Dynamics Corp	$1.85M	0.42%	0.00%	-0.4%	Q4 2018
UNPUnion Pacific Corp	$1.83M	0.41%	0.00%	+5.6%	Q4 2018
CMICummins Inc	$1.81M	0.41%	0.00%	0.0%	Q4 2018
ADBEAdobe Inc.	$1.79M	0.40%	0.00%	-5.0%	Q4 2018
LHXL3harris Technologies, Inc.	$1.76M	0.40%	0.00%	-0.1%	Q3 2019
GSGoldman Sachs Group Inc	$1.71M	0.38%	0.00%	-3.4%	Q4 2018

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