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 $1.78B across 788 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($82.1M, 4.61%), QQQ ($57.2M, 3.21%), MSFT ($39.0M, 2.19%), VOOG ($36.5M, 2.05%), GLD ($34.2M, 1.92%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $82.1M | 4.61% | 323,679 | Added |
| 2 | QQQ | INVESCO QQQ TR | $57.2M | 3.21% | 99,109 | Trimmed |
| 3 | MSFT | MICROSOFT CORP | $39.0M | 2.19% | 105,311 | Added |
| 4 | VOOG | VANGUARD ADMIRAL FDS INC | $36.5M | 2.05% | 89,557 | Trimmed |
| 5 | GLD | SPDR GOLD TR | $34.2M | 1.92% | 79,590 | Trimmed |
| 6 | NVDA | NVIDIA CORPORATION | $32.2M | 1.81% | 184,682 | Added |
| 7 | GOOGL | ALPHABET INC | $32.1M | 1.80% | 111,778 | Trimmed |
| 8 | SPY | STATE STR SPDR S&P 500 ETF T | $30.7M | 1.72% | 47,270 | Trimmed |
| 9 | IVV | ISHARES TR | $25.7M | 1.44% | 39,413 | Added |
| 10 | VYM | VANGUARD WHITEHALL FDS | $25.4M | 1.43% | 171,583 | Added |
| 11 | PYLD | PIMCO ETF TR | $24.9M | 1.40% | 950,289 | Added |
| 12 | XOM | EXXON MOBIL CORP | $23.4M | 1.31% | 137,784 | Added |
| 13 | AMZN | AMAZON COM INC | $23.3M | 1.31% | 112,006 | Added |
| 14 | TPL | TEXAS PACIFIC LAND CORPORATI | $22.7M | 1.27% | 47,828 | Added |
| 15 | LLY | ELI LILLY & CO | $21.4M | 1.20% | 23,226 | Added |
| 16 | JPM | JPMORGAN CHASE & CO | $18.8M | 1.06% | 63,938 | Trimmed |
| 17 | ITOT | ISHARES TR | $18.8M | 1.06% | 132,253 | Trimmed |
| 18 | JPST | J P MORGAN EXCHANGE TRADED F | $18.2M | 1.02% | 358,690 | Added |
| 19 | VTV | VANGUARD INDEX FDS | $16.9M | 0.95% | 85,973 | Added |
| 20 | RECS | COLUMBIA ETF TR I | $16.5M | 0.92% | 422,201 | Added |
| 21 | RSP | INVESCO EXCHANGE TRADED FD T | $16.0M | 0.90% | 83,320 | Added |
| 22 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $15.9M | 0.89% | 33,105 | Trimmed |
| 23 | JNJ | JOHNSON & JOHNSON | $14.9M | 0.84% | 61,148 | Trimmed |
| 24 | GOOG | ALPHABET INC | $14.7M | 0.83% | 51,417 | Trimmed |
| 25 | PHYS | SPROTT ASSET MANAGEMENT LP | $14.4M | 0.81% | 405,027 | Added |
Source: SEC Form 13F filings · as of 2026-03-31