Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Essex Bank (CIK 1752212) reported $452.0M across 304 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: XOM ($29.6M, 6.54%), CVX ($27.4M, 6.06%), AAPL ($27.3M, 6.04%), JNJ ($16.7M, 3.69%), BRK/A ($11.5M, 2.54%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | XOM | EXXON MOBIL CORPORATION | $29.6M | 6.54% | 174,384 | Trimmed |
| 2 | CVX | CHEVRON COM | $27.4M | 6.06% | 132,458 | Trimmed |
| 3 | AAPL | APPLE COMPUTER INC. CMN. | $27.3M | 6.04% | 107,599 | Trimmed |
| 4 | JNJ | JOHNSON & JOHNSON COM | $16.7M | 3.69% | 68,230 | Trimmed |
| 5 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $11.5M | 2.54% | 16 | Hold |
| 6 | MSFT | MICROSOFT COM | $10.1M | 2.23% | 27,222 | Trimmed |
| 7 | LLY | LILLY ELI & COMPANY | $9.6M | 2.12% | 10,421 | Trimmed |
| 8 | ADP | AUTOMATIC DATA PROCESSING INC - TAXABLE | $8.7M | 1.92% | 42,755 | Added |
| 9 | GOOG | ALPHABET INC. | $8.6M | 1.91% | 30,049 | Trimmed |
| 10 | NVDA | NVIDIA CORP | $8.1M | 1.80% | 46,714 | Trimmed |
| 11 | JPM | JP MORGAN CHASE & CO COM | $8.1M | 1.79% | 27,484 | Trimmed |
| 12 | AVGO | BROADCOM INC | $7.6M | 1.68% | 24,560 | Trimmed |
| 13 | GOOGL | ALPHABET INC CAP STK CL A | $7.4M | 1.64% | 25,767 | Trimmed |
| 14 | AMZN | AMAZON COM INC COM | $7.1M | 1.56% | 33,953 | Trimmed |
| 15 | IVV | ISHARES TR S&P 500 INDEX | $5.8M | 1.28% | 8,874 | Trimmed |
| 16 | WMT | WAL-MART | $5.5M | 1.22% | 44,550 | Trimmed |
| 17 | VOO | VANGUARD INDEX FDS S&P 500 ETF SHS | $5.4M | 1.18% | 8,964 | Added |
| 18 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $4.9M | 1.08% | 10,185 | Trimmed |
| 19 | SPY | SPDR TR UNIT SER 1 | $4.8M | 1.06% | 7,367 | Trimmed |
| 20 | RTX | RTX CORPORATION COM | $4.7M | 1.03% | 24,163 | Trimmed |
| 21 | PG | PROCTER & GAMBLE CO. | $4.4M | 0.97% | 30,380 | Trimmed |
| 22 | V | VISA INC COM CL A | $4.3M | 0.94% | 14,107 | Trimmed |
| 23 | HD | HOME DEPOT COM | $4.0M | 0.89% | 12,167 | Added |
| 24 | VEA | VANGUARD TAX-MANAGED FD EUROPE PAC ETF | $3.8M | 0.84% | 59,453 | Trimmed |
| 25 | TGT | TARGET CORPORATION | $3.8M | 0.84% | 31,199 | Added |
Source: SEC Form 13F filings · as of 2026-03-31