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
Holdings in RBBN
Shares Held
Position Value (USD)
20 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $52,281 | 24,661 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $70,611 | 24,518 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $93,119 | 24,505 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $96,544 | 24,076 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $94,295 | 24,055 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $101,104 | 24,304 | Shares | Defined | 2025-01-29 | |
| 2024-09-30 | $78,409 | 24,126 | Shares | Defined | 2024-10-24 | |
| 2024-06-30 | $78,805 | 23,953 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $76,800 | 24,000 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $69,600 | 24,000 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $64,320 | 24,000 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $66,960 | 24,000 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $82,080 | 24,000 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $66,960 | 24,000 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $53,280 | 24,000 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $72,960 | 24,000 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $74,160 | 24,000 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $145,200 | 24,000 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $143,520 | 24,000 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $182,640 | 24,000 | Shares | Sole | 2021-07-30 | |
| No 13F history on record for this holder in this stock. | ||||||