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 Financial Services, Inc. (CIK 1315785) reported $2.01B across 836 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AAPL ($92.7M, 4.62%), QQQ ($71.2M, 3.55%), VOOG ($44.2M, 2.20%), MSFT ($39.7M, 1.98%), GOOGL ($39.2M, 1.95%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $92.7M | 4.62% | 320,429 | Trimmed |
| 2 | QQQ | INVESCO QQQ TR | $71.2M | 3.55% | 96,658 | Trimmed |
| 3 | VOOG | VANGUARD ADMIRAL FDS INC | $44.2M | 2.20% | 534,985 | Added |
| 4 | MSFT | MICROSOFT CORP | $39.7M | 1.98% | 106,428 | Added |
| 5 | GOOGL | ALPHABET INC | $39.2M | 1.95% | 109,786 | Trimmed |
| 6 | NVDA | NVIDIA CORPORATION | $35.8M | 1.78% | 179,035 | Trimmed |
| 7 | SPY | STATE STR SPDR S&P 500 ETF T | $34.8M | 1.73% | 46,595 | Trimmed |
| 8 | IVV | ISHARES TR | $31.0M | 1.54% | 41,363 | Added |
| 9 | GLD | SPDR GOLD TR | $28.9M | 1.44% | 78,415 | Trimmed |
| 10 | VYM | VANGUARD WHITEHALL FDS | $27.3M | 1.36% | 172,522 | Added |
| 11 | LLY | ELI LILLY & CO | $27.3M | 1.36% | 22,725 | Trimmed |
| 12 | AMZN | AMAZON COM INC | $27.1M | 1.35% | 113,638 | Added |
| 13 | PYLD | PIMCO ETF TR | $26.5M | 1.32% | 998,121 | Added |
| 14 | ITOT | ISHARES TR | $21.6M | 1.08% | 131,764 | Trimmed |
| 15 | TPL | TEXAS PACIFIC LAND CORPORATI | $20.7M | 1.03% | 47,379 | Trimmed |
| 16 | JPM | JPMORGAN CHASE & CO | $20.8M | 1.03% | 63,447 | Trimmed |
| 17 | JPST | J P MORGAN EXCHANGE TRADED F | $19.0M | 0.95% | 375,686 | Added |
| 18 | XOM | EXXON MOBIL CORP | $19.0M | 0.95% | 139,123 | Added |
| 19 | VTV | VANGUARD INDEX FDS | $18.5M | 0.92% | 84,871 | Trimmed |
| 20 | RSP | INVESCO EXCHANGE TRADED FD T | $18.0M | 0.89% | 84,447 | Added |
| 21 | GOOG | ALPHABET INC | $17.9M | 0.89% | 50,702 | Trimmed |
| 22 | RECS | COLUMBIA ETF TR I | $17.0M | 0.84% | 391,776 | Trimmed |
| 23 | BRKB | BERKSHIRE HATHAWAY INC DEL | $16.9M | 0.84% | 33,868 | Added |
| 24 | JNJ | JOHNSON & JOHNSON | $15.3M | 0.76% | 60,120 | Trimmed |
| 25 | PRF | INVESCO EXCHANGE TRADED FD T | $15.0M | 0.75% | 278,290 | Added |
Source: SEC Form 13F filings · as of 2026-06-30