Essex Financial Services, Inc.
Top Portfolio Positions
471 positions ·
$985,565,716 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
323,679 | $82,146,493 | 8.33% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
99,109 | $57,203,732 | 5.80% | |
| MSFT |
Microsoft Corp
Technology
|
105,311 | $38,982,972 | 3.96% | |
| GLD |
Spdr Gold Trust
|
79,590 | $34,246,781 | 3.47% | |
| NVDA |
Nvidia Corp
Technology
|
184,682 | $32,208,540 | 3.27% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
111,778 | $32,142,881 | 3.26% | |
| SPY |
Spdr S&P 500 ETF Trust
|
47,270 | $30,741,571 | 3.12% | |
| XOM |
Exxon Mobil Corp
Energy
|
137,784 | $23,376,433 | 2.37% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
112,006 | $23,327,489 | 2.37% | |
| TPL |
Texas Pacific Land Corp
Energy
|
47,828 | $22,697,255 | 2.30% |
Portfolio Trend
25 quarters · across all stocks
Holdings in LB
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,404,684 | 20,343 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $934,827 | 19,082 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $976,518 | 18,304 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $751,895 | 11,126 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $464,444 | 6,456 | Shares | Sole | 2025-04-25 | |
| No 13F history on record for this holder in this stock. | ||||||