Essex Financial Services, Inc.

CIK 0001315785 · ESSEX, CT · Quarter end: 2026-06-30 · Filed on: 2026-08-10 · Open the SEC source

Essex Financial Services, Inc. reported 836 positions worth $2.01B as of June 30, 2026 (13F filed August 10, 2026). Largest holding: AAPL (4.6%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$2.01B
2026 Q2
Positions
836
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
22.2%
Est. Net Flow (Q)
2026 Q2
10 / 836 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1AAPLAPPLE INCSH$92.7M4.62%320,429
2QQQINVESCO QQQ TRSH$71.2M3.55%96,658
3VOOGVANGUARD ADMIRAL FDS INCSH$44.2M2.20%534,985
4MSFTMICROSOFT CORPSH$39.7M1.98%106,428
5GOOGLALPHABET INCSH$39.2M1.95%109,786
6NVDANVIDIA CORPORATIONSH$35.8M1.78%179,035
7SPYSTATE STR SPDR S&P 500 ETF TSH$34.8M1.73%46,595
8IVVISHARES TRSH$31.0M1.54%41,363
9GLDSPDR GOLD TRSH$28.9M1.44%78,415
10VYMVANGUARD WHITEHALL FDSSH$27.3M1.36%172,522

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Essex Financial Services, Inc. hold as of Q2 2026?

Essex Financial Services, Inc. reported 836 positions worth $2.01B in its Q2 2026 13F filing. Largest positions: AAPL (4.6%), QQQ (3.5%), VOOG (2.2%), MSFT (2.0%) and GOOGL (2.0%).

What did Essex Financial Services, Inc. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Essex Financial Services, Inc. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.