Essex LLC Q4 2025 Filing

Filed January 20, 2026

Portfolio Value

$564.6M

Holdings

182

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (182 positions)

StockValue
XLKSELECT SECTOR SPDR TR
$35.9M
JBNDJ P MORGAN EXCHANGE TRADED F
$33.2M
VCRBVANGUARD MALVERN FDS
$33.0M
VCITVANGUARD SCOTTSDALE FDS
$29.6M
SCHXSCHWAB STRATEGIC TR
$25.2M
SJNKSPDR SERIES TRUST
$21.3M
SCHMSCHWAB STRATEGIC TR
$19.7M
SCHFSCHWAB STRATEGIC TR
$19.1M
VCSHVANGUARD SCOTTSDALE FDS
$18.5M
NBISNEBIUS GROUP N.V.
$17.1M
GSGOLDMAN SACHS GROUP INC
$14.0M
FPEIFIRST TR EXCH TRADED FD III
$12.5M
SCHASCHWAB STRATEGIC TR
$11.1M
JPMJPMORGAN CHASE & CO.
$10.7M
NVDANVIDIA CORPORATION
$10.4M
IYWISHARES TR
$9.5M
XLFSELECT SECTOR SPDR TR
$9.4M
AAPLAPPLE INC
$9.0M
GOOGLALPHABET INC
$7.9M
XLCSELECT SECTOR SPDR TR
$7.7M
XLVSELECT SECTOR SPDR TR
$7.3M
GOOGALPHABET INC
$7.1M
XLISELECT SECTOR SPDR TR
$7.1M
MSFTMICROSOFT CORP
$6.2M
GEGE AEROSPACE
$6.0M
FNDESCHWAB STRATEGIC TR
$5.7M
XSWSPDR SERIES TRUST
$5.0M
AMZNAMAZON COM INC
$4.9M
RTXRTX CORPORATION
$4.6M
JNJJOHNSON & JOHNSON
$4.5M
DEDEERE & CO
$4.5M
SPYSPDR S&P 500 ETF TR
$4.1M
GDGENERAL DYNAMICS CORP
$3.9M
METAMETA PLATFORMS INC
$3.4M
MRSHMARSH & MCLENNAN COS INC
$3.3M
MLPXGLOBAL X FDS
$3.2M
LLYELI LILLY & CO
$3.1M
EMREMERSON ELEC CO
$3.1M
MRKMERCK & CO INC
$2.9M
IBMINTERNATIONAL BUSINESS MACHS
$2.8M
JPSTJ P MORGAN EXCHANGE TRADED F
$2.7M
SHYGISHARES TR
$2.6M
SCHBSCHWAB STRATEGIC TR
$2.5M
XLFISELECT SECTOR SPDR TR
$2.4M
IVVISHARES TR
$2.4M
PGPROCTER AND GAMBLE CO
$2.3M
LINLINDE PLC
$2.3M
IYHISHARES TR
$2.2M
XLESELECT SECTOR SPDR TR
$2.2M
XLYSELECT SECTOR SPDR TR
$2.2M
XOMEXXON MOBIL CORP
$2.2M
SCHJSCHWAB STRATEGIC TR
$2.1M
GEVGE VERNOVA INC
$2.0M
VXUSVANGUARD STAR FDS
$2.0M
BXPBXP INC
$1.9M
SOSOUTHERN CO
$1.9M
PEOEXELON CORP
$1.9M
SCHISCHWAB STRATEGIC TR
$1.9M
HONHONEYWELL INTL INC
$1.8M
WMWASTE MGMT INC DEL
$1.7M
IYFISHARES TR
$1.7M
IYJISHARES TR
$1.7M
AIQGLOBAL X FDS
$1.6M
VTIVANGUARD INDEX FDS
$1.6M
XLBSELECT SECTOR SPDR TR
$1.6M
EDCONSOLIDATED EDISON INC
$1.5M
VOVANGUARD INDEX FDS
$1.5M
XNCRXENCOR INC
$1.5M
IDUISHARES TR
$1.5M
VRSNVERISIGN INC
$1.4M
PFEPFIZER INC
$1.4M
TSLATESLA INC
$1.4M
BRK/BBERKSHIRE HATHAWAY INC DEL
$1.3M
VTVVANGUARD INDEX FDS
$1.3M
VIGVANGUARD SPECIALIZED FUNDS
$1.3M
ABBVABBVIE INC
$1.3M
XLUSELECT SECTOR SPDR TR
$1.2M
ANETARISTA NETWORKS INC
$1.2M
PYPLPAYPAL HLDGS INC
$1.1M
AVGOBROADCOM INC
$1.1M
IJJISHARES TR
$1.1M
COSTCOSTCO WHSL CORP NEW
$1.1M
CRMSALESFORCE INC
$1.0M
VBVANGUARD INDEX FDS
$967K
XFEBFIRST TR EXCH TRADED FD III
$961K
VWOVANGUARD INTL EQUITY INDEX F
$948K
VBILVANGUARD INSTL INDEX FD
$906K
SCHGSCHWAB STRATEGIC TR
$899K
VVVANGUARD INDEX FDS
$877K
NFLXNETFLIX INC
$868K
TTTRANE TECHNOLOGIES PLC
$864K
NDQINVESCO QQQ TR
$774K
IYKISHARES TR
$761K
BUGGLOBAL X FDS
$755K
GQ9SPDR GOLD TR
$731K
SCHWSCHWAB CHARLES CORP
$731K
MAMASTERCARD INCORPORATED
$719K
VOOVANGUARD INDEX FDS
$714K
CVSCVS HEALTH CORP
$681K
ANGLVANECK ETF TRUST
$669K
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