Essex Financial Services, Inc.
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1315785
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13F Reported Value
ⓘ$2.0B
Holdings
836
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Essex Financial Services, Inc. disclosed 836 positions worth $2.0B in its Form 13F-HR for Q2 2026, led by $AAPL (Apple Inc.) at 4.6% of the equity portfolio, followed by $QQQ. During the quarter the fund opened 81 new positions and exited 39 — including a new stake in $FULT and a full exit from $BLFY. The portfolio is most concentrated in Other (45.1% of disclosed assets). All figures are sourced directly from Essex Financial Services, Inc.’s Form 13F-HR filing with the SEC under CIK 1315785.
AI Fund Analysis
Stable
$AAPL4.6% weight
Held 10 quarters
$QQQ3.5% weight
Held 10 quarters
VANGUARD ADMIRAL FDS INC -
2.2% weight
Held 10 quarters
$MSFT2.0% weight
Held 10 quarters
$GOOG1.9% weight
Held 10 quarters
PIMCO ETF TR - MULTISECTOR
7 quarters accumulating
$IVZ7 quarters accumulating
VANGUARD TAX-MANAGED FDS -
7 quarters accumulating
VANGUARD INDEX FDS - GROWT
7 quarters accumulating
$BAH7 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsIndustrialsHealthcareConsumer Discretionary
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 76.4#84
Quality
$92.7M320,429 sh - —
Quality
$71.2M96,658 sh VANGUARD ADMIRAL FDS INC - 500 GRTH IDX F
—Quality
$44.2M534,985 sh- 79.8
Quality
$39.7M106,428 sh - 78.2
Quality
$39.2M109,786 sh - 85.9
Quality
$35.8M179,035 sh - —
Quality
$34.8M46,595 sh ISHARES TR - CORE S&P500 ETF
—Quality
$31.0M41,363 sh- —
Quality
$28.9M78,415 sh VANGUARD WHITEHALL FDS - HIGH DIV YLD
—Quality
$27.3M172,522 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Apple Inc.$AAPL | 76.4#84 | $92.7M | 320,429 |
| INVESCO QQQ TRUST, SERIES 1$QQQ | — | $71.2M | 96,658 |
| VANGUARD ADMIRAL FDS INC - 500 GRTH IDX F | — | $44.2M | 534,985 |
| MICROSOFT CORP$MSFT | 79.8 | $39.7M | 106,428 |
| Alphabet Inc.$GOOG | 78.2 | $39.2M | 109,786 |
 NVIDIA CORP$NVDA | 85.9 | $35.8M | 179,035 |
 SPDR S&P 500 ETF TRUST$SPY | — | $34.8M | 46,595 |
| ISHARES TR - CORE S&P500 ETF | — | $31.0M | 41,363 |
 SPDR GOLD TRUST$GLD | — | $28.9M | 78,415 |
| VANGUARD WHITEHALL FDS - HIGH DIV YLD | — | $27.3M | 172,522 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Essex Financial Services, Inc.'s 836 positions.
Showing top 10 of 836 holdings.
Sector Allocation
Other
$906.0M
Technology
$371.3M
Financials
$279.4M
Industrials
$118.3M
Healthcare
$96.3M
Consumer Discretionary
$80.9M
Energy
$45.9M
Consumer Staples
$38.0M
Top Holdings — Essex Financial Services, Inc. (Q2 2026)
Top 150 of 836 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $AAPL | Apple Inc. | $92.7M | 4.6% | -1% | 76.4 |
| 2 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | $71.2M | 3.5% | -2% | — |
| 3 | — | VANGUARD ADMIRAL FDS INC - 500 GRTH IDX F | $44.2M | 2.2% | +497% | — |
| 4 | $MSFT | MICROSOFT CORP | $39.7M | 2.0% | +1% | 79.8 |
| 5 | $GOOG | Alphabet Inc. | $39.2M | 1.9% | -2% | 78.2 |
| 6 | $NVDA | NVIDIA CORP | $35.8M | 1.8% | -3% | 85.9 |
| 7 | $SPY | SPDR S&P 500 ETF TRUST | $34.8M | 1.7% | -1% | — |
| 8 | — | ISHARES TR - CORE S&P500 ETF | $31.0M | 1.5% | +5% | — |
| 9 | $GLD | SPDR GOLD TRUST | $28.9M | 1.4% | -1% | — |
| 10 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $27.3M | 1.4% | +1% | — |
| 11 |  $LLY | ELI LILLY & Co | $27.3M | 1.4% | -2% | 87.5 |
| 12 |  $AMZN | AMAZON COM INC | $27.1M | 1.4% | +1% | 68.7 |
| 13 | — | PIMCO ETF TR - MULTISECTOR BD | $26.5M | 1.3% | +5% | — |
| 14 | — | ISHARES TR - CORE S&P TTL STK | $21.6M | 1.1% | -0% | — |
| 15 |  $JPM | JPMORGAN CHASE & CO | $20.8M | 1.0% | -1% | 70.7 |
| 16 |  $TPL | Texas Pacific Land Corp | $20.7M | 1.0% | -1% | 73 |
| 17 |  $XOM.R34088 | EXXON MOBIL CORP | $19.0M | 0.9% | +1% | 57.9 |
| 18 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | $19.0M | 0.9% | +5% | — |
| 19 | — | VANGUARD INDEX FDS - VALUE ETF | $18.5M | 0.9% | -1% | — |
| 20 | $IVZ | Invesco Ltd. | $18.0M | 0.9% | +1% | — |
| 21 |  $GOOGL | Alphabet Inc. | $17.9M | 0.9% | -1% | 78.2 |
| 22 | — | COLUMBIA ETF TR I - RESH ENHNC COR | $17.0M | 0.8% | -7% | — |
| 23 |  $BRK.B | BERKSHIRE HATHAWAY INC | $16.9M | 0.8% | +2% | 73.8 |
| 24 |  $JNJ | JOHNSON & JOHNSON | $15.3M | 0.8% | -2% | 69 |
| 25 | $IVZ | Invesco Ltd. | $15.0M | 0.8% | +1% | — |
| 26 | — | CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT | $13.7M | 0.7% | +3% | — |
| 27 |  $RTX | RTX Corp | $13.5M | 0.7% | -3% | 73.2 |
| 28 | — | CAPITAL GROUP CORE EQUITY ET - SHS CREAT UNIT | $13.5M | 0.7% | +19% | — |
| 29 |  $CODI | Compass Diversified Holdings | $13.3M | 0.7% | -0% | 42.3 |
| 30 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $13.2M | 0.7% | +1% | — |
| 31 |  $CAT | CATERPILLAR INC | $13.2M | 0.7% | -3% | 66.5 |
| 32 | — | PIMCO ETF TR - ENHAN SHRT MA AC | $12.9M | 0.6% | -1% | — |
| 33 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $12.9M | 0.6% | +0% | — |
| 34 | — | PROSHARES TR - S&P 500 DV ARIST | $12.5M | 0.6% | +96% | — |
| 35 |  $ALAB | Astera Labs, Inc. | $12.4M | 0.6% | -6% | 75.1 |
| 36 | $IVZ | Invesco Ltd. | $12.3M | 0.6% | -0% | — |
| 37 |  $PHYS | Sprott Physical Gold Trust | $12.3M | 0.6% | +1% | — |
| 38 |  $GE | GENERAL ELECTRIC CO | $11.7M | 0.6% | +12% | 73.8 |
| 39 |  $TSLA | Tesla, Inc. | $11.7M | 0.6% | -0% | 53.9 |
| 40 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $11.5M | 0.6% | +4% | — |
| 41 | — | VANGUARD INDEX FDS - GROWTH ETF | $11.4M | 0.6% | +498% | — |
| 42 | — | ISHARES TR - CORE DIV GRWTH | $10.8M | 0.5% | -1% | — |
| 43 | — | J P MORGAN EXCHANGE TRADED F - CORE PLUS BD ETF | $10.6M | 0.5% | +63% | — |
| 44 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $9.9M | 0.5% | +4% | 70 |
| 45 | $BAH | Booz Allen Hamilton Holding Corp | $9.4M | 0.5% | +2% | 58 |
| 46 |  $GEV | GE Vernova Inc. | $9.4M | 0.5% | +10% | 81.1 |
| 47 | — | VANGUARD INDEX FDS - MID CAP ETF | $9.2M | 0.5% | +302% | — |
| 48 |  $META | Meta Platforms, Inc. | $9.1M | 0.5% | +1% | 79.6 |
| 49 | — | CAPITAL GROUP CORE BALANCED - SHS | $9.1M | 0.5% | +10% | — |
| 50 |  $ABBV | AbbVie Inc. | $9.0M | 0.5% | -5% | 72.6 |
| 51 | — | J P MORGAN EXCHANGE TRADED F - ACTIVE BOND ETF | $8.8M | 0.4% | -3% | — |
| 52 |  $PG | PROCTER & GAMBLE Co | $8.6M | 0.4% | -2% | 64.6 |
| 53 | — | VANGUARD INDEX FDS - SMALL CP ETF | $8.5M | 0.4% | +4% | — |
| 54 | — | PIMCO ETF TR - ULTR SH GO AC FD | $8.4M | 0.4% | -6% | — |
| 55 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $8.2M | 0.4% | +0% | — |
| 56 |  $V | VISA INC. | $7.8M | 0.4% | -8% | 82.9 |
| 57 | — | PUTNAM ETF TRUST - FOCUSED LAR CAP | $7.7M | 0.4% | +6% | — |
| 58 |  $CSCO | CISCO SYSTEMS, INC. | $7.6M | 0.4% | -4% | 70.3 |
| 59 | — | VANGUARD WHITEHALL FDS - INTL HIGH ETF | $7.6M | 0.4% | +3% | — |
| 60 |  $CVX | CHEVRON CORP | $7.5M | 0.4% | -3% | 62.8 |
| 61 | — | ISHARES TR - MSCI USA MIN ETF | $7.5M | 0.4% | +2% | — |
| 62 |  $KO | COCA COLA CO | $7.5M | 0.4% | -0% | 69.5 |
| 63 |  $ASML | ASML HOLDING NV | $7.4M | 0.4% | +4% | — |
| 64 | — | ISHARES TR - CORE S&P MCP ETF | $7.3M | 0.4% | -3% | — |
| 65 |  $AVGO | Broadcom Inc. | $7.3M | 0.4% | -1% | 84.5 |
| 66 | — | EA SERIES TRUST - STRIVE 500 ETF | $7.2M | 0.4% | -0% | — |
| 67 | — | CAPITAL GROUP EQUITY ETF TR - US SM MI CA ETF | $7.1M | 0.3% | +99% | — |
| 68 | — | ISHARES TR - RUS MID CAP ETF | $6.8M | 0.3% | +3% | — |
| 69 |  $BAC | BANK OF AMERICA CORP /DE/ | $6.7M | 0.3% | -0% | 67.6 |
| 70 | — | FIDELITY COVINGTON TRUST - BLUE CHIP GRWTH | $6.6M | 0.3% | +37% | — |
| 71 | — | ISHARES TR - RUS 1000 GRW ETF | $6.2M | 0.3% | +304% | — |
| 72 | $IVZ | Invesco Ltd. | $6.1M | 0.3% | +1% | — |
| 73 | — | SPDR SERIES TRUST - ST STR SP DIV | $6.1M | 0.3% | +0% | — |
| 74 |  $BRK.A | BERKSHIRE HATHAWAY INC | $6.0M | 0.3% | -11% | 73.8 |
| 75 |  $WMT | Walmart Inc. | $5.9M | 0.3% | -2% | 60.2 |
| 76 | — | T ROWE PRICE EXCHANGE-TRADED - SMALL MID CAP | $5.9M | 0.3% | +14% | — |
| 77 | — | PIMCO ETF TR - MTG BKD SECS ACT | $5.8M | 0.3% | +6% | — |
| 78 | — | ISHARES TR - CORE S&P US GWT | $5.8M | 0.3% | +0% | — |
| 79 | $IVZ | Invesco Ltd. | $5.6M | 0.3% | +6% | — |
| 80 |  $MRK | Merck & Co., Inc. | $5.6M | 0.3% | -2% | 59.9 |
| 81 |  $INTC | INTEL CORP | $5.5M | 0.3% | -10% | 45.6 |
| 82 | — | RBB FUND TRUST - FIRS EAGL OV ETF | $5.5M | 0.3% | +30% | — |
| 83 |  $PM | Philip Morris International Inc. | $5.4M | 0.3% | +1% | 75.9 |
| 84 | — | PIMCO ETF TR - ENHNCD LW DUR AC | $5.3M | 0.3% | +4% | — |
| 85 |  $TJX | TJX COMPANIES INC /DE/ | $5.3M | 0.3% | -10% | 68.7 |
| 86 |  $GLDM | World Gold Trust | $5.2M | 0.3% | -2% | — |
| 87 |  $DE | DEERE & CO | $5.0M | 0.3% | +3% | 55.4 |
| 88 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | $5.0M | 0.3% | +3% | — |
| 89 | — | FIDELITY COVINGTON TRUST - HIGH DIVID ETF | $4.9M | 0.2% | -2% | — |
| 90 | — | PGIM ETF TR - AAA CLO ETF | $4.9M | 0.2% | +14% | — |
| 91 | — | VANGUARD WORLD FD - INF TECH ETF | $4.9M | 0.2% | +762% | — |
| 92 | — | ISHARES TR - ISHARES SEMICDTR | $4.8M | 0.2% | -1% | — |
| 93 |  $GD | GENERAL DYNAMICS CORP | $4.8M | 0.2% | -5% | 68.7 |
| 94 |  $HD | HOME DEPOT, INC. | $4.8M | 0.2% | +0% | 60.3 |
| 95 | — | ISHARES TR - CORE MSCI EAFE | $4.8M | 0.2% | +20% | — |
| 96 | — | LISTED FDS TR - HORI KI INFL ETF | $4.7M | 0.2% | +1% | — |
| 97 |  $GS | GOLDMAN SACHS GROUP INC | $4.5M | 0.2% | -4% | 73.5 |
| 98 |  $PFE | PFIZER INC | $4.5M | 0.2% | +1% | 62 |
| 99 | — | CAPITAL GROUP GROWTH ETF - SHS CREAT UNIT | $4.3M | 0.2% | -18% | — |
| 100 |  $CMI | CUMMINS INC | $4.3M | 0.2% | -5% | 58.1 |
| 101 | — | ETFIS SER TR I - VIRTUS NEWFLEET | $4.3M | 0.2% | +73% | — |
| 102 | — | ISHARES TR - RUS 1000 VAL ETF | $4.3M | 0.2% | +0% | — |
| 103 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHT MUNCPL | $4.3M | 0.2% | -12% | — |
| 104 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $4.2M | 0.2% | -1% | — |
| 105 |  $COST | COSTCO WHOLESALE CORP /NEW | $4.2M | 0.2% | -3% | 66.2 |
| 106 |  $FULT | FULTON FINANCIAL CORP | $4.1M | 0.2% | NEW | 62.4 |
| 107 | — | ISHARES TR - RUS MD CP GR ETF | $4.0M | 0.2% | +0% | — |
| 108 | — | VANGUARD STAR FDS - VG TL INTL STK F | $4.0M | 0.2% | +5% | — |
| 109 | $IVZ | Invesco Ltd. | $4.0M | 0.2% | +7% | — |
| 110 |  $AMD | ADVANCED MICRO DEVICES INC | $4.0M | 0.2% | -15% | 79.8 |
| 111 | — | VANGUARD INDEX FDS - SM CP VAL ETF | $3.9M | 0.2% | +0% | — |
| 112 |  $ETN | Eaton Corp plc | $3.9M | 0.2% | +4% | — |
| 113 | — | T ROWE PRICE EXCHANGE-TRADED - ULTRA SHRT TRM | $3.9M | 0.2% | +15% | — |
| 114 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $3.8M | 0.2% | -7% | 65.1 |
| 115 | — | ISHARES TR - CORE S&P SCP ETF | $3.8M | 0.2% | +2% | — |
| 116 |  $NEE | NEXTERA ENERGY INC | $3.8M | 0.2% | -2% | 64.6 |
| 117 | — | SPDR SERIES TRUST - ST STR MSCI USAQ | $3.7M | 0.2% | -0% | — |
| 118 | — | ISHARES TR - RUSSELL 2000 ETF | $3.6M | 0.2% | +5% | — |
| 119 |  $LMT | LOCKHEED MARTIN CORP | $3.6M | 0.2% | -1% | 65.6 |
| 120 |  $SO | SOUTHERN CO | $3.6M | 0.2% | -6% | 62 |
| 121 | — | ISHARES TR - S&P 500 GRWT ETF | $3.5M | 0.2% | -1% | — |
| 122 | $IVZ | Invesco Ltd. | $3.5M | 0.2% | -1% | — |
| 123 | — | PROSHARES TR - S&P MDCP 400 DIV | $3.4M | 0.2% | -1% | — |
| 124 | — | ISHARES TR - SELECT DIVID ETF | $3.4M | 0.2% | +0% | — |
| 125 |  $UNP | UNION PACIFIC CORP | $3.4M | 0.2% | +1% | 69.7 |
| 126 |  $ORCL | ORACLE CORP | $3.4M | 0.2% | +5% | 66.2 |
| 127 |  $MCD | MCDONALDS CORP | $3.4M | 0.2% | +2% | 69 |
| 128 |  $PEP | PEPSICO INC | $3.4M | 0.2% | -2% | 63.4 |
| 129 | — | SPDR SERIES TRUST - ST STR BL 12 ETF | $3.4M | 0.2% | +0% | — |
| 130 |  $UNH | UNITEDHEALTH GROUP INC | $3.3M | 0.2% | +4% | 62.7 |
| 131 |  $WPM | Wheaton Precious Metals Corp. | $3.3M | 0.2% | -0% | — |
| 132 | — | PIMCO ETF TR - ACTIVE BD ETF | $3.3M | 0.2% | +1% | — |
| 133 | — | FIDELITY MERRIMACK STR TR - TOTAL BD ETF | $3.3M | 0.2% | -24% | — |
| 134 | — | FIRST TR EXCHANGE-TRADED FD - CAP STRENGTH ETF | $3.3M | 0.2% | -1% | — |
| 135 |  $BX | Blackstone Inc. | $3.2M | 0.2% | +4% | 74.4 |
| 136 | — | PROFESIONALLY MANAGED PORTFO - AKRE FOCUS ETF | $3.2M | 0.2% | +1% | — |
| 137 | — | PROSHARES TR - S&P 500 HIGH ETF | $3.2M | 0.2% | +12% | — |
| 138 | — | FIRST TR EXCHANGE TRADED FD - RBA INDL ETF | $3.1M | 0.1% | +2% | — |
| 139 | — | ISHARES TR - CORE MSCI TOTAL | $3.1M | 0.1% | +1% | — |
| 140 |  $VZ | VERIZON COMMUNICATIONS INC | $3.0M | 0.1% | +1% | 65.8 |
| 141 | — | VANGUARD INDEX FDS - LARGE CAP ETF | $3.0M | 0.1% | +74% | — |
| 142 |  $BMY | BRISTOL MYERS SQUIBB CO | $3.0M | 0.1% | -3% | 70.4 |
| 143 | — | T ROWE PRICE EXCHANGE-TRADED - CAP APP PREM ETF | $2.9M | 0.1% | -0% | — |
| 144 | — | ALPS ETF TR - ALERIAN MLP | $2.9M | 0.1% | -10% | — |
| 145 |  $LRCX | LAM RESEARCH CORP | $2.9M | 0.1% | -3% | 79.4 |
| 146 |  $ROP | ROPER TECHNOLOGIES INC | $2.9M | 0.1% | -1% | 71.9 |
| 147 |  $MO | ALTRIA GROUP, INC. | $2.9M | 0.1% | -1% | 67.4 |
| 148 | — | T ROWE PRICE EXCHANGE-TRADED - PRICE BLUE CHIP | $2.8M | 0.1% | +2% | — |
| 149 |  $NFLX | NETFLIX INC | $2.8M | 0.1% | +42% | 78.8 |
| 150 |  $AMAT | APPLIED MATERIALS INC /DE | $2.7M | 0.1% | -5% | 72.3 |
New Positions (81)
$FULT FULTON FINANCIAL CORP$4.1M FIDELITY COVINGTON TRUST - FUN LAR COR ETF$1.8M
FIDELITY COVINGTON TRUST - FIDELITY FUND LR$1.7M
$HONA Honeywell Aerospace Inc.$1.3M
$RDDT Reddit, Inc.$1.3M COLUMBIA ETF TR I - CORE BOND ETF$1.0M
CALAMOS ETF TR - AUTOC GROWT ETF$978,717
TIDAL TRUST II - DEFIA AI PWR ETF$827,900
NEXTERA ENERGY INC - UNIT 02/15/2029$704,718
$SHOP SHOPIFY INC.$648,086 DIMENSIONAL ETF TRUST - EMERGING MKTS CO$644,857
$ZS Zscaler, Inc.$519,432
$NVO NOVO NORDISK A S$457,830 CALAMOS ETF TR - AUTOC INCOM ETF$440,254
VANGUARD MALVERN FDS - SHOR DURA BD ETF$434,375
Exited Positions (39)
$BLFY Blue Foundry Bancorp FIDELITY COVINGTON TRUST
GLOBAL X FDS
$LYB LyondellBasell Industries N.V.
$OXY OCCIDENTAL PETROLEUM CORP /DE/
$KR KROGER CO
$CAR AVIS BUDGET GROUP, INC.
$VEEV VEEVA SYSTEMS INC
$ADSK Autodesk, Inc.
$CTRA Coterra Energy Inc.
$HLT Hilton Worldwide Holdings Inc.
$PWR QUANTA SERVICES, INC.
$ZTS Zoetis Inc.
$BXSL Blackstone Secured Lending Fund
$CDNS CADENCE DESIGN SYSTEMS INCBrowse Top Institutional Investors
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