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Equibles

Essex Financial Services, Inc.

Position in FUND — Sprott Focus Trust Inc.

CIK 1315785 ESSEX, CT
Back to FUND Full portfolio

Position in FUND

as of Jun 30, 2026 · filed Aug 10, 2026
Position Value
$2,075,067
-$10,243 QoQ
Shares Held
218,889
+0.1% QoQ
Ownership
0.738%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#6
of 34 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in FUND Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

Essex Financial Services, Inc. holds $29,730,366 across 28 Asset Management names. FUND ranks #3 (7.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 PHYS
Sprott Physical Gold Trust
 407,507 $12,294,486
2 BX
Blackstone Inc.
 27,418 $3,226,276
3 FUND
Sprott Focus Trust Inc.
This page 		218,889 $2,075,067
4 ARCC
Ares Capital Corp
 95,662 $1,772,616
5 KKR
KKR & Co. Inc.
 14,785 $1,356,967
6 KYN
Kayne Anderson Energy Infrastructure Fund, Inc.
 70,114 $969,676
7 HTGC
Hercules Capital, Inc.
 56,448 $890,184
8 BLK
BlackRock, Inc.
 840 $807,710

All Filings in FUND

Export CSV
19 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,075,067 218,889
2026-03-31 $2,085,310 218,586
2025-12-31 $1,888,698 217,592
2025-09-30 $1,815,294 218,447
2025-06-30 $1,635,315 218,625
2025-03-31 $1,651,533 222,879
2024-12-31 $1,718,055 234,707
2024-09-30 $1,825,747 237,110
2024-06-30 $1,945,735 260,125
2024-03-31 $2,156,906 268,272
2023-12-31 $2,179,000 272,375
2023-09-30 $2,073,009 275,300
2023-06-30 $2,189,891 275,458
2023-03-31 $2,239,528 276,485
2022-12-31 $2,210,702 277,378
2022-09-30 $1,904,556 276,825
2022-06-30 $2,094,021 276,987
2022-03-31 $2,506,675 276,370
2021-12-31 $2,384,943 277,319