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 LLC (CIK 1889147) reported $566.5M across 174 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: JBND ($36.0M, 6.36%), VCRB ($35.9M, 6.34%), XLK ($34.6M, 6.11%), VCIT ($28.4M, 5.02%), SCHX ($24.1M, 4.25%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | JBND | J P MORGAN EXCHANGE TRADED F | $36.0M | 6.36% | 670,321 | Added |
| 2 | VCRB | VANGUARD MALVERN FDS | $35.9M | 6.34% | 464,036 | Added |
| 3 | XLK | SELECT SECTOR SPDR TR | $34.6M | 6.11% | 260,217 | Added |
| 4 | VCIT | VANGUARD SCOTTSDALE FDS | $28.4M | 5.02% | 343,429 | Trimmed |
| 5 | SCHX | SCHWAB STRATEGIC TR | $24.1M | 4.25% | 938,695 | Added |
| 6 | SJNK | SPDR SERIES TRUST | $21.4M | 3.78% | 857,935 | Added |
| 7 | NBIS | NEBIUS GROUP N.V. | $21.3M | 3.76% | 205,412 | Added |
| 8 | SCHM | SCHWAB STRATEGIC TR | $20.6M | 3.64% | 666,173 | Added |
| 9 | SCHF | SCHWAB STRATEGIC TR | $19.9M | 3.51% | 802,934 | Added |
| 10 | VCSH | VANGUARD SCOTTSDALE FDS | $18.3M | 3.23% | 231,153 | Trimmed |
| 11 | GS | GOLDMAN SACHS GROUP INC | $13.1M | 2.31% | 15,491 | Trimmed |
| 12 | FPEI | FIRST TR EXCH TRADED FD III | $12.3M | 2.17% | 645,831 | Added |
| 13 | SCHA | SCHWAB STRATEGIC TR | $11.4M | 2.01% | 391,403 | Added |
| 14 | JPM | JPMORGAN CHASE & CO | $9.6M | 1.70% | 32,792 | Trimmed |
| 15 | NVDA | NVIDIA CORPORATION | $9.6M | 1.69% | 54,844 | Trimmed |
| 16 | IYW | ISHARES TR | $8.7M | 1.53% | 47,849 | Added |
| 17 | XLF | SELECT SECTOR SPDR TR | $8.5M | 1.50% | 172,522 | Added |
| 18 | AAPL | APPLE INC | $8.3M | 1.47% | 32,848 | Trimmed |
| 19 | XLI | SELECT SECTOR SPDR TR | $7.5M | 1.32% | 46,305 | Added |
| 20 | GOOGL | ALPHABET INC | $7.1M | 1.26% | 24,762 | Trimmed |
| 21 | XLC | SELECT SECTOR SPDR TR | $7.1M | 1.26% | 64,343 | Trimmed |
| 22 | XLV | SELECT SECTOR SPDR TR | $7.1M | 1.25% | 48,330 | Added |
| 23 | GOOG | ALPHABET INC | $6.4M | 1.14% | 22,478 | Trimmed |
| 24 | FNDE | SCHWAB STRATEGIC TR | $6.2M | 1.09% | 161,351 | Added |
| 25 | JNJ | JOHNSON & JOHNSON | $5.8M | 1.03% | 23,801 | Added |
Source: SEC Form 13F filings · as of 2026-03-31