Essex Financial Services, Inc. Q1 2026 Filing

Filed April 24, 2026

Portfolio Value

$619.8B

Holdings

794

Report Date

Q1 2026

Filing Type

13F-HR

All Holdings (794 positions)

StockValue
MCXMCCORMICK & CO INC
$218.8M
COMPCOMPASS INC
$216.6M
NGGNATIONAL GRID PLC
$216.6M
ONEQFIDELITY COMWLTH TR
$216.5M
BAIBLACKROCK ETF TRUST
$213.7M
DINOHF SINCLAIR CORP
$213.7M
RONBBARON ETF TR
$213.4M
GGENPACT LIMITED
$211.0M
AGGISHARES TR
$210.4M
XLGINVESCO EXCHANGE TRADED FD T
$209.9M
GUNRFLEXSHARES TR
$208.0M
OMFONEMAIN HLDGS INC
$207.8M
RDIVINVESCO EXCH TRADED FD TR II
$207.1M
ANEWPROSHARES TR
$206.7M
BCEBCE INC
$206.5M
HOODROBINHOOD MKTS INC
$206.0M
WASHWASHINGTON TR BANCORP INC
$205.8M
PSCMINVESCO EXCH TRADED FD TR II
$205.0M
DC4DEXCOM INC
$204.5M
DYNFBLACKROCK ETF TRUST
$203.7M
JPIEJ P MORGAN EXCHANGE TRADED F
$201.7M
KDPKEURIG DR PEPPER INC
$201.3M
PHOINVESCO EXCHANGE TRADED FD T
$200.8M
SPYMSPDR SERIES TRUST
$200.5M
JEFJEFFERIES FINANCIAL GROUP IN
$200.4M
FFC0OAKTREE SPECIALTY LENDING
$192.3M
TRIPTRIPADVISOR INC
$188.9M
BGBBLACKSTONE STRATEGIC CRED 20
$185.6M
PNNTPENNANTPARK INVT CORP
$182.7M
ETBEATON VANCE TAX MNGED BUY WR
$182.4M
RITMRITHM CAPITAL CORP
$177.1M
WNEBWESTERN NEW ENG BANCORP INC
$176.3M
GNLGLOBAL NET LEASE INC
$168.5M
SAILSAILPOINT INC
$161.4M
HBANHUNTINGTON BANCSHARES INC
$159.4M
BBLUEA SERIES TRUST
$155.4M
DNPDNP SELECT INCOME FD INC
$141.0M
OBDCBLUE OWL CAPITAL CORPORATION
$132.7M
MHDBLACKROCK MUNIHOLDINGS FD IN
$129.7M
PMTPENNYMAC MTG INVT TR
$119.5M
ECCEAGLE POINT CREDIT COMPANY I
$114.3M
AGNCAGNC INVT CORP
$111.7M
CNHICNH INDL N V
$110.5M
COLUMBIA ETF TR I
$101.6M
SPRUSPRUCE POWER HOLDING CORP
$99.0M
QUBTQUANTUM COMPUTING INC
$96.7M
INLXINTELLINETICS INC
$84.5M
AAPLAPPLE INC
$82.1M
CRMDCORMEDIX INC
$80.9M
ICCCIMMUCELL CORP
$69.6M
CCCCCC INTELLIGENT SOLUTIONS HL
$60.5M
NDQINVESCO QQQ TR
$57.2M
AURAURORA INNOVATION INC
$55.7M
RBBNRIBBON COMMUNICATIONS INC
$52.3M
MSFTMICROSOFT CORP
$39.0M
VOOGVANGUARD ADMIRAL FDS INC
$36.5M
CLVTCLARIVATE PLC
$36.0M
GQ9SPDR GOLD TR
$34.2M
NVDANVIDIA CORPORATION
$32.2M
GOOGLALPHABET INC
$32.1M
SPYSTATE STR SPDR S&P 500 ETF T
$30.7M
CGTXCOGNITION THERAPEUTICS INC
$30.4M
IVVISHARES TR
$25.7M
VYMVANGUARD WHITEHALL FDS
$25.4M
XOMEXXON MOBIL CORP
$23.4M
AMZNAMAZON COM INC
$23.3M
TPLTEXAS PACIFIC LAND CORPORATI
$22.7M
LLYELI LILLY & CO
$21.4M
COTYCOTY INC
$20.5M
ITOTISHARES TR
$18.8M
JPMJPMORGAN CHASE & CO
$18.8M
VTVVANGUARD INDEX FDS
$16.9M
RSPINVESCO EXCHANGE TRADED FD T
$16.0M
BRK/BBERKSHIRE HATHAWAY INC DEL
$15.9M
BYNDBEYOND MEAT INC
$15.4M
JNJJOHNSON & JOHNSON
$14.9M
GOOGALPHABET INC
$14.7M
RTXRTX CORPORATION
$14.1M
MINTPIMCO ETF TR
$13.0M
NOBLPROSHARES TR
$12.1M
VIGVANGUARD SPECIALIZED FUNDS
$11.7M
VTIVANGUARD INDEX FDS
$11.3M
TSLATESLA INC
$10.4M
VUGVANGUARD INDEX FDS
$9.7M
CVXCHEVRON CORPORATION
$9.7M
METAMETA PLATFORMS INC
$9.1M
CATCATERPILLAR INC
$9.0M
BILZPIMCO ETF TR
$8.9M
ALITALIGHT INC
$8.8M
PGPROCTER & GAMBLE CO
$8.6M
VOVANGUARD INDEX FDS
$8.2M
IBMINTERNATIONAL BUSINESS MACHS
$8.2M
ABBVABBVIE INC
$8.2M
GEGE AEROSPACE
$8.0M
VVISA INC
$7.5M
VOOVANGUARD INDEX FDS
$7.1M
VBVANGUARD INDEX FDS
$7.1M
WMTWALMART INC
$6.7M
BRK-BBERKSHIRE HATHAWAY INC DEL
$6.5M
GEVGE VERNOVA INC
$6.3M
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