Essex Financial Services, Inc.
CIK 1315785
13F filing for Q2 2026・No. 1,636
- Holdings
- US$2.01B
- Quarter change
- +US$225.3M
- Entries
- 836
- Net bought (estimate)
- +US$35.92M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 86
- Sold out 44
- Cut 347
- Added 341
- Corporate actions 2
- Unchanged 62
Largest holdings
836 stocks worth US$2.01B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| AAPLAppleCOM | Cut | 320,429 | US$92.72M | 4.62% |
| QQQInvesco QQQUNIT SER 1 | Cut | 96,658 | US$71.18M | 3.55% |
| VANGUARD ADMIRAL FDS INC500 GRTH IDX F | CutSplit 6:1 | 534,985 | US$44.2M | 2.20% |
| MSFTMicrosoftCOM | Added | 106,428 | US$39.7M | 1.98% |
| GOOGLAlphabetCAP STK CL A | Cut | 109,786 | US$39.23M | 1.95% |
| NVDANvidiaCOM | Cut | 179,035 | US$35.82M | 1.78% |
| SPYSTATE STR SPDR S&P 500 ETF TTR UNIT | Cut | 46,595 | US$34.8M | 1.73% |
| IVVISHARES TRCORE S&P500 ETF | Added | 41,363 | US$30.98M | 1.54% |
| GLDSPDR GOLD TRGOLD SHS | Cut | 78,415 | US$28.89M | 1.44% |
| VANGUARD WHITEHALL FDSHIGH DIV YLD | Added | 172,522 | US$27.26M | 1.36% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 10, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.