StockDriftsStockDriftsTop 50 Essex Financial Services, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 4.62% | 320.4K | $92.7M | -1.00%(-3.25K) | $96.12(+219.06%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 3.55% | 96.7K | $71.2M | -2.47%(-2.45K) | $296.80(+142.86%) | 2026-06-30 | |
| VOOG | VANGUARD ADMIRAL FDS INC | 2.2% | 535.0K | $44.2M | -0.44%(-2.36K) | $37.92(+124.47%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 1.98% | 106.4K | $39.7M | +1.06%(+1.12K) | $226.77(+121.70%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 1.95% | 109.8K | $39.2M | -1.78%(-1.99K) | $84.64(+315.27%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 1.78% | 179.0K | $35.8M | -3.06%(-5.65K) | $29.50(+647.37%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 1.73% | 46.6K | $34.8M | -1.43%(-675) | $529.96(+45.96%) | 2026-06-30 | |
| IVV | ISHARES TR | 1.54% | 41.4K | $31.0M | +4.95%(+1.95K) | $465.83(+66.87%) | 2026-06-30 | |
| GLD | SPDR GOLD TR | 1.44% | 78.4K | $28.9M | -1.48%(-1.18K) | $181.48(+122.38%) | 2026-06-30 | |
| VYM | VANGUARD WHITEHALL FDS | 1.36% | 172.5K | $27.3M | +0.55%(+939) | $109.88(+51.59%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.89% | +68.04% | +10.99% | +68.46% |
| Top 20 Holdings Unweighted | +19.59% | +71.05% | +12.66% | +81.48% |
Essex Financial Services, Inc. reports $2.01B in US-listed equity holdings across 836 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (4.6%), QQQ (3.5%) and VOOG (2.2%). The top 20 holdings account for 33.03% of reported assets. Its disclosed equity book has returned +68.04% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Essex Financial Services, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1315785). View Essex Financial Services, Inc.’s 13F filings on SEC