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Essex Bank

Portfolio Manager
Essex Bank
Performance
+1.33% (2026 Q1)
AUM (13F)
$452.05M
# of Holdings
305
Performance Rank
Allocation (Top 20)
48.37%

Essex Bank Holdings Map

Top 50 Essex Bank Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
XOM
EXXON MOBIL CORPORATION
6.54%174.4K$29.6M
-1.29%(-2.27K)
2025-Q1: 179.3K shares2025-Q2: 178.7K shares2025-Q3: 176.2K shares2025-Q4: 176.7K shares2026-Q1: 174.4K shares
$70.52(+119.64%)
2026-03-31
CVX
CHEVRON COM
6.06%132.5K$27.4M
-0.90%(-1.21K)
2025-Q1: 133.4K shares2025-Q2: 132.9K shares2025-Q3: 132.3K shares2025-Q4: 133.7K shares2026-Q1: 132.5K shares
$110.28(+74.69%)
2026-03-31
AAPL
APPLE COMPUTER INC. CMN.
6.04%107.6K$27.3M
-2.61%(-2.88K)
2025-Q1: 113.6K shares2025-Q2: 111.3K shares2025-Q3: 111.0K shares2025-Q4: 110.5K shares2026-Q1: 107.6K shares
$68.13(+317.08%)
2026-03-31
JNJ
JOHNSON & JOHNSON COM
3.69%68.2K$16.7M
-0.33%(-227)
2025-Q1: 69.4K shares2025-Q2: 69.3K shares2025-Q3: 68.3K shares2025-Q4: 68.5K shares2026-Q1: 68.2K shares
$138.51(+62.84%)
2026-03-31
BRK.A
BERKSHIRE HATHAWAY INC DEL
2.54%16$11.5M
+0.00%(+0)
2025-Q1: 16 shares2025-Q2: 16 shares2025-Q3: 16 shares2025-Q4: 16 shares2026-Q1: 16 shares
$329753.13(+112.27%)
2026-03-31
MSFT
MICROSOFT COM
2.23%27.2K$10.1M
-3.72%(-1.05K)
2025-Q1: 29.9K shares2025-Q2: 28.7K shares2025-Q3: 28.6K shares2025-Q4: 28.3K shares2026-Q1: 27.2K shares
$194.33(+111.69%)
2026-03-31
LLY
LILLY ELI & COMPANY
2.12%10.4K$9.6M
-3.70%(-400)
2025-Q1: 12.1K shares2025-Q2: 11.6K shares2025-Q3: 11.2K shares2025-Q4: 10.8K shares2026-Q1: 10.4K shares
$173.53(+469.84%)
2026-03-31
ADP
AUTOMATIC DATA PROCESSING INC - TAXABLE
1.92%42.8K$8.7M
+0.16%(+70)
2025-Q1: 43.6K shares2025-Q2: 43.6K shares2025-Q3: 43.5K shares2025-Q4: 42.7K shares2026-Q1: 42.8K shares
$145.57(+44.67%)
2026-03-31
GOOG
ALPHABET INC.
1.91%30.0K$8.6M
-13.63%(-4.74K)
2025-Q1: 31.4K shares2025-Q2: 32.0K shares2025-Q3: 31.7K shares2025-Q4: 34.8K shares2026-Q1: 30.0K shares
$100.39(+282.79%)
2026-03-31
NVDA
NVIDIA CORP
1.8%46.7K$8.1M
-1.52%(-719)
2025-Q1: 46.7K shares2025-Q2: 46.3K shares2025-Q3: 46.2K shares2025-Q4: 47.4K shares2026-Q1: 46.7K shares
$16.94(+1060.21%)
2026-03-31

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