Essex Bank
•CIK: 1752212•Filing: Q4 2025
**Essex Savings Bank** manages $461M across a diversified portfolio of 312 positions. The fund maintains significant exposure to mega-cap technology and energy names, highlighted by a $30.0M allocation to AAPL and $21.3M in XOM. Further concentration is evident in consumer staples and healthcare, with notable holdings including CHV ($20.4M), JNJ ($14.2M), and MSFT ($13.7M). This structure suggests a core focus on established, market-leading blue-chip equities.
Total AUM
$461.4M
QoQ Performance
+3.9%
Positions
312
Top 10 Concentration
35.7%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
AAPL6.5%
XOM4.6%
CHV4.4%
JNJ3.1%
MSFT3.0%
BRK/A2.6%
LLY2.5%
ADP2.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other35.9%
Technology22.5%
Financial10.6%
Healthcare9.4%
Consumer5.6%
Energy5.2%
Industrial4.1%
ETF3.9%
🚪 Exited Positionssold since Q3 2025
+110 more exited positions
Changes from Q3 2025
NEW6 new positions
↑82 increased
↓87 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023