StockDriftsStockDriftsTop 50 Essex Bank Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE COMPUTER INC. CMN. | 6.68% | 106.8K | $30.9M | -0.73%(-785) | $67.88(+349.87%) | 2026-06-30 | |
| CVX | CHEVRON COM | 4.75% | 132.4K | $22.0M | -0.01%(-16) | $110.28(+82.59%) | 2026-06-30 | |
| JNJ | JOHNSON & JOHNSON COM | 3.72% | 67.8K | $17.2M | -0.62%(-421) | $138.51(+88.04%) | 2026-06-30 | |
| LLY | LILLY ELI & COMPANY | 2.69% | 10.4K | $12.4M | -0.52%(-54) | $173.53(+579.63%) | 2026-06-30 | |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 2.59% | 16 | $12.0M | +0.00%(+0) | $323987.50(+130.69%) | 2026-06-30 | |
| MSFT | MICROSOFT COM | 2.24% | 27.7K | $10.3M | +1.81%(+494) | $197.39(+146.25%) | 2026-06-30 | |
| GOOG | ALPHABET INC. | 2.23% | 29.2K | $10.3M | -2.80%(-842) | $100.39(+241.33%) | 2026-06-30 | |
| ADP | AUTOMATIC DATA PROCESSING INC - TAXABLE | 2.07% | 42.7K | $9.6M | -0.06%(-25) | $145.57(+83.88%) | 2026-06-30 | |
| GOOGL | ALPHABET INC CAP STK CL A | 1.97% | 25.5K | $9.1M | -1.15%(-297) | $89.30(+286.02%) | 2026-06-30 | |
| JPM | JP MORGAN CHASE & CO COM | 1.94% | 27.3K | $9.0M | -0.50%(-138) | $125.34(+190.99%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.54% | +50.27% | +11.77% | +74.40% |
| Top 20 Holdings Unweighted | +18.34% | +65.74% | +12.89% | +83.38% |
Essex Bank reports $462.45M in US-listed equity holdings across 318 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (6.7%), CVX (4.8%) and JNJ (3.7%). The top 20 holdings account for 44.28% of reported assets. Its disclosed equity book has returned +50.27% 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 Bank’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1752212). View Essex Bank’s 13F filings on SEC