Essex Financial Services, Inc.
Top Portfolio Positions
472 positions ·
$1,001,429,632 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
323,679 | $82,146,493 | 8.20% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
99,109 | $57,203,732 | 5.71% | |
| MSFT |
Microsoft Corp
Technology
|
105,311 | $38,982,972 | 3.89% | |
| GLD |
Spdr Gold Trust
|
79,590 | $34,246,781 | 3.42% | |
| NVDA |
Nvidia Corp
Technology
|
184,682 | $32,208,540 | 3.22% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
111,778 | $32,142,881 | 3.21% | |
| SPY |
Spdr S&P 500 ETF Trust
|
47,270 | $30,741,571 | 3.07% | |
| XOM |
Exxon Mobil Corp
Energy
|
137,784 | $23,376,433 | 2.33% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
112,006 | $23,327,489 | 2.33% | |
| TPL |
Texas Pacific Land Corp
Energy
|
47,828 | $22,697,255 | 2.27% |
Portfolio Trend
25 quarters · across all stocks
Holdings in BLFY
Shares Held
Position Value (USD)
19 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,253,760 | 321,281 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $4,055,051 | 326,231 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $5,716,291 | 628,855 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $6,314,506 | 659,823 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $5,739,190 | 623,825 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $6,418,006 | 654,231 | Shares | Defined | 2025-01-29 | |
| 2024-09-30 | $6,359,838 | 620,472 | Shares | Defined | 2024-10-24 | |
| 2024-06-30 | $5,705,030 | 629,000 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $5,752,590 | 614,593 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $5,725,548 | 592,094 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $4,993,567 | 596,603 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $6,016,036 | 595,058 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $5,695,416 | 598,258 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $7,821,268 | 608,659 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $6,612,050 | 593,009 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $6,977,688 | 581,959 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $7,823,891 | 577,409 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $7,997,430 | 546,646 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $6,534,391 | 473,850 | Shares | Sole | 2021-11-10 | |
| No 13F history on record for this holder in this stock. | ||||||