Essex Financial Services, Inc.: 13F holdings
CIK 13157852026Q2
| Positions | 836 |
|---|---|
| Reported value | $2.0bn |
| Filed | 2026-08-10 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| AAPL APPLE INC | 320,429 | $92.7m | 4.6% |
| QQQ INVESCO QQQ TR | 96,658 | $71.2m | 3.5% |
| VOOG VANGUARD ADMIRAL FDS INC | 534,985 | $44.2m | 2.2% |
| MSFT MICROSOFT CORP | 106,428 | $39.7m | 2.0% |
| GOOGL ALPHABET INC | 109,786 | $39.2m | 2.0% |
| NVDA NVIDIA CORPORATION | 179,035 | $35.8m | 1.8% |
| SPY STATE STR SPDR S&P 500 ETF T | 46,595 | $34.8m | 1.7% |
| IVV ISHARES TR | 41,363 | $31.0m | 1.5% |
| GLD SPDR GOLD TR | 78,415 | $28.9m | 1.4% |
| VYM VANGUARD WHITEHALL FDS | 172,522 | $27.3m | 1.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1315785")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.