Essex Bank 13F Holdings

CIK 0001752212 · Essex, CT

As of Sep 30, 2025, Essex Bank reported 566 positions worth $371.6M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
APPLE INCAAPLTechnology111,016$28.3M7.61%
CHEVRON CORPCHVEnergy132,316$20.5M5.53%
EXXON MOBIL CORPXOMEnergy176,159 9.9M5.34%
MICROSOFT CORPMSFTTechnology28,581 4.8M3.98%
AUTOMATIC DATA PROCESSING INCADPIndustrials43,499 2.8M3.44%
JOHNSON & JOHNSONJNJHealthcare68,263 2.7M3.41%
BERKSHIRE HATHAWAY INCBRK.AFinancial Services16 2.1M3.25%
JPMORGAN CHASE & COJPMFinancial Services28,071$8.9M2.38%
NVIDIA CORPNVDATechnology46,174$8.6M2.32%
ELI LILLY & COLLYHealthcare11,228$8.6M2.31%
BROADCOM INCAVGOTechnology24,738$8.2M2.20%
ALPHABET INCGOOGEquity31,730$7.7M2.08%
AMAZON.COM INCAMZNEquity34,134$7.5M2.02%
ALPHABET INCGOOGLEquity24,847$6.0M1.63%
VANGUARD 500 INDEX FUNDVOO—9,778$6.0M1.61%
ISHARES CORE S&P 500 ETFIVV—8,588$5.7M1.55%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services11,291$5.7M1.53%
PROCTER & GAMBLE COPGConsumer Defensive33,674$5.2M1.39%
HOME DEPOT INCHDConsumer Cyclical12,726$5.2M1.39%
VISA INC-CLASS A SHARESVFinancial Services14,533$5.0M1.33%
WALMART INCWMTConsumer Defensive47,527$4.9M1.32%
SPDR S&P 500 ETF TRUSTSPY—6,911$4.6M1.24%
RTX CORPRTXEquity25,901$4.3M1.17%
INVESCO QQQ TRUST SERIES 1QQQ—6,790$4.1M1.10%
META PLATFORMS INCMETACommunication Services4,993$3.7M0.99%