Essex Bank holds a diversified book of 318 stocks worth $462.5M as of Q2 2026 (disclosed Jul 23, 2026, a ~45-day 13F lag). This quarter they opened Ishares S&P Small-Cap 600 GR and trimmed Apple Inc. Their largest long position is Apple Inc at 7% of the equity book. Cloning the disclosed picks since 2024 would be +34% (+18.6%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1752212/holdings"
Use Arkolith to show Essex Bank's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 9.3 points over this window.
Growth of $10,000 cloning Essex Bank's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
76% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Computer Inc. CMN. COMMON STOCK | $30.9M | 106.8K | 6.7% | ▼−0.7% Reduced · −785 sh | |
| 2 | Chevron Com COMMON STOCK | $22.0M | 132.4K | 4.7% | ▼~0% Reduced · −16 sh | |
| 3 | Johnson & Johnson Com COMMON STOCK | $17.2M | 67.8K | 3.7% | ▼−0.6% Reduced · −421 sh | |
| 4 | Lilly Eli & Company COMMON STOCK | $12.4M | 10.4K | 2.7% | ▼−0.5% Reduced · −54 sh | |
| 5 | Berkshire Hathaway Inc Del COMMON STOCK | $12.0M | 16 | 2.6% | —Held | |
| 6 | Microsoft Com COMMON STOCK | $10.3M | 27.7K | 2.2% | ▲+1.8% Added · +494 sh | |
| 7 | Alphabet Inc. COMMON STOCK | $10.3M | 29.2K | 2.2% | ▼−2.8% Reduced · −842 sh | |
| 8 | Automatic Data Processing Inc - Taxable COMMON STOCK | $9.6M | 42.7K | 2.1% | ▼−0.1% Reduced · −25 sh | |
| 9 | Alphabet Inc Cap STK CL A COMMON STOCK | $9.1M | 25.5K | 2.0% | ▼−1.1% Reduced · −297 sh | |
| 10 | JP Morgan Chase & Co Com COMMON STOCK | $9.0M | 27.3K | 1.9% | ▼−0.5% Reduced · −138 sh | |
| 11 | Broadcom Inc COMMON STOCK | $8.9M | 23.6K | 1.9% | ▼−4.0% Reduced · −994 sh | |
| 12 | Amazon Com Inc Com COMMON STOCK | $8.0M | 33.6K | 1.7% | ▼−1.0% Reduced · −333 sh | |
| 13 | Nvidia Corp COMMON STOCK | $7.2M | 35.9K | 1.6% | ▼−23% Reduced · −11K sh | |
| 14 | Vanguard Index FDS S&P 500 ETF SHS EXCHANGE TRADED FDS-EQUITY | $6.6M | 9.6K | 1.4% | ▲+7.2% Added · +647 sh | |
| 15 | Ishares TR S&P 500 Index EXCHANGE TRADED FDS-EQUITY | $6.2M | 8.2K | 1.3% | ▼−7.2% Reduced · −638 sh | |
| 16 | SPDR TR Unit Ser 1 EXCHANGE TRADED FDS-EQUITY | $5.5M | 7.3K | 1.2% | ▼−0.8% Reduced · −59 sh | |
| 17 | Berkshire Hathaway Inc Del CL B New COMMON STOCK | $5.1M | 10.2K | 1.1% | ▼−0.2% Reduced · −21 sh | |
| 18 | Wal-Mart COMMON STOCK | $5.0M | 44.5K | 1.1% | ▼−0.2% Reduced · −75 sh | |
| 19 | Visa Inc Com CL A COMMON STOCK | $4.8M | 14.1K | 1.0% | ▲+0.1% Added · +16 sh | |
| 20 | Caterpillar Inc Com COMMON STOCK | $4.7M | 4.4K | 1.0% | ▼−11% Reduced · −568 sh | |
| 21 | RTX Corporation Com COMMON STOCK | $4.6M | 24.0K | 1.0% | ▼−0.6% Reduced · −143 sh | |
| 22 | Invesco QQQ TR Unit Ser 1 EXCHANGE TRADED FDS-EQUITY | $4.5M | 6.1K | 1.0% | ▼−4.5% Reduced · −287 sh | |
| 23 | Procter & Gamble Co. COMMON STOCK | $4.5M | 30.4K | 1.0% | ▼−0.1% Reduced · −22 sh | |
| 24 | Vanguard Tax-Managed FD Europe Pac ETF EXCHANGE TRADED FDS-EQUITY | $4.3M | 60.8K | 0.9% | ▲+2.3% Added · +1K sh | |
| 25 | Home Depot Com COMMON STOCK | $4.3M | 12.2K | 0.9% | ▲+0.1% Added · +13 sh | |
| 26 | Target Corporation COMMON STOCK | $4.1M | 31.2K | 0.9% | —Held | |
| 27 | CISCO COMMON STOCK | $3.9M | 32.8K | 0.8% | ▼−2.0% Reduced · −665 sh | |
| 28 | Merck & Co Inc COMMON STOCK | $3.6M | 28.2K | 0.8% | ▼−0.1% Reduced · −36 sh | |
| 29 | Abbvie Inc Com COMMON STOCK | $3.4M | 13.6K | 0.7% | ▼−0.1% Reduced · −7 sh | |
| 30 | Deere & Co Com COMMON STOCK | $3.4M | 5.3K | 0.7% | ▼−0.1% Reduced · −7 sh | |
| 31 | Ishares TR Core S&P TTL STK EXCHANGE TRADED FDS-EQUITY | $3.2M | 19.4K | 0.7% | —Held | |
| 32 | Cummins Inc Com COMMON STOCK | $3.0M | 4.3K | 0.7% | ▼−0.3% Reduced · −14 sh | |
| 33 | Vanguard Mid Cap ETF EXCHANGE TRADED FDS-EQUITY | $3.0M | 37.4K | 0.7% | ▲+344% Added · +29K sh | |
| 34 | Palo Alto Networks Inc Com COMMON STOCK | $2.9M | 8.5K | 0.6% | ▼−5.6% Reduced · −505 sh | |
| 35 | Facebook Inc CL A COMMON STOCK | $2.8M | 5.1K | 0.6% | ▼−1.8% Reduced · −94 sh | |
| 36 | Ishares TR Russell 2000 EXCHANGE TRADED FDS-EQUITY | $2.8M | 9.4K | 0.6% | ▼−0.6% Reduced · −60 sh | |
| 37 | Advanced Micro Devices Inc Com COMMON STOCK | $2.8M | 4.8K | 0.6% | ▼−0.5% Reduced · −24 sh | |
| 38 | Trane Technologies PLC FOREIGN EQUITIES | $2.7M | 5.4K | 0.6% | —Held | |
| 39 | Vanguard Index FDS Small CP ETF EXCHANGE TRADED FDS-EQUITY | $2.4M | 8.0K | 0.5% | ▲+2.5% Added · +196 sh | |
| 40 | Vanguard Total STK MKT ETF EXCHANGE TRADED FDS-EQUITY | $2.4M | 6.5K | 0.5% | ▼−3.7% Reduced · −251 sh | |
| 41 | Vanguard Whitehall FDS High Dividend Yield ETF EXCHANGE TRADED FDS-EQUITY | $2.4M | 15.3K | 0.5% | ▲+2.5% Added · +379 sh | |
| 42 | ASML Holding NV NY Reg SHS FOREIGN EQUITIES | $2.4M | 1.2K | 0.5% | ▲+0.9% Added · +11 sh | |
| 43 | Vanguard Scottsdale FDS Inter Term Treas EXCHANGE TRADED FDS-OTHER | $2.3M | 39.6K | 0.5% | ▼−3.2% Reduced · −1K sh | |
| 44 | Vanguard Admiral FDS Inc 500 GRTH Idx F EXCHANGE TRADED FDS-EQUITY | $2.3M | 28.0K | 0.5% | ▲+517% Added · +23K sh | |
| 45 | Ishares TR S&P 500 GRWT ETF EXCHANGE TRADED FDS-EQUITY | $2.2M | 16.0K | 0.5% | ▼−1.6% Reduced · −269 sh | |
| 46 | JP Morgan ETF Ultra Short Income EXCHANGE TRADED FDS-OTHER | $2.1M | 42.2K | 0.5% | ▲+1.1% Added · +457 sh | |
| 47 | Ishares TR Index Russell1000grw EXCHANGE TRADED FDS-EQUITY | $2.1M | 16.6K | 0.4% | ▲+300% Added · +12K sh | |
| 48 | Schwab Charles Corp New Com COMMON STOCK | $2.0M | 21.8K | 0.4% | ▼−0.2% Reduced · −48 sh | |
| 49 | Union Pac Corp Com COMMON STOCK | $2.0M | 7.3K | 0.4% | ▼−0.4% Reduced · −31 sh | |
| 50 | Eaton Corp CMN FOREIGN EQUITIES | $2.0M | 4.6K | 0.4% | ▼−0.1% Reduced · −7 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 23, 2026 | 574 | $462.5M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 17, 2026 | 553 | $452.0M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 2, 2026 | 572 | $461.4M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 4, 2025 | 566 | $444.0M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 11, 2025 | 573 | $419.6M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 21, 2025 | 545 | $406.9M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 14, 2025 | 551 | $404.0M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 1, 2024 | 520 | $400.7M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.