Essex Bank Portfolio Stock Holdings

Essex Bank disclosed 318 stock positions valued at approximately $462.5 million in its latest SEC 13F filing. The largest holdings include APPLE COMPUTER INC. CMN., CHEVRON COM, and JOHNSON & JOHNSON COM. The filing reflects positions held as of June 30, 2026 and was filed on July 23, 2026.

Report Period
June 30, 2026
No. of Stocks
318
Portfolio Value
$462.5M
Holdings by Sector
Essex Bank Portfolio Holdings in Q2 2026

306 holdings in the latest reporting period.

Page 1 of 4
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
APPLE COMPUTER INC. CMN.AAPLTechnology6.68%106,814-785-0.73%$30,906,598
CHEVRON COMCVXEnergy4.75%132,442-16-0.01%$21,953,574
JOHNSON & JOHNSON COMJNJHealthcare3.72%67,809-421-0.62%$17,221,418
LILLY ELI & COMPANYLLYHealthcare2.69%10,367-54-0.52%$12,434,372
BERKSHIRE HATHAWAY INC DELBRK-AFinancial Services2.59%16--$11,981,600
MICROSOFT COMMSFTTechnology2.24%27,716+494+1.81%$10,338,314
ALPHABET INC.GOOGCommunication Services2.23%29,207-842-2.80%$10,319,400
AUTOMATIC DATA PROCESSING INC - TAXABLEADPTechnology2.07%42,730-25-0.06%$9,569,376
ALPHABET INC CAP STK CL AGOOGLCommunication Services1.97%25,470-297-1.15%$9,101,943
JP MORGAN CHASE & CO COMJPMFinancial Services1.94%27,346-138-0.50%$8,950,871
BROADCOM INCAVGOTechnology1.92%23,566-994-4.05%$8,902,045
AMAZON COM INC COMAMZNConsumer Cyclical1.73%33,620-333-0.98%$8,012,971
NVIDIA CORPNVDATechnology1.55%35,880-10,834-23.19%$7,179,210
VANGUARD INDEX FDS S&P 500 ETF SHSVOOOther1.43%9,611+647+7.22%$6,600,830
ISHARES TR S&P 500 INDEXIVVOther1.33%8,236-638-7.19%$6,167,854
SPDR TR UNIT SER 1SPYOther1.18%7,308-59-0.80%$5,457,384
BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-BFinancial Services1.10%10,164-21-0.21%$5,085,946
WAL-MARTWMTConsumer Defensive1.09%44,475-75-0.17%$5,037,224
VISA INC COM CL AVFinancial Services1.05%14,123+16+0.11%$4,845,303
CATERPILLAR INC COMCATIndustrials1.02%4,440-568-11.34%$4,728,150
RTX CORPORATION COMRTXIndustrials0.99%24,020-143-0.59%$4,557,299
INVESCO QQQ TR UNIT SER 1QQQOther0.96%6,055-287-4.53%$4,458,893
PROCTER & GAMBLE CO.PGConsumer Defensive0.96%30,358-22-0.07%$4,451,681
VANGUARD TAX-MANAGED FD EUROPE PAC ETFVEAOther0.94%60,837+1,384+2.33%$4,334,629
HOME DEPOT COMHDConsumer Cyclical0.93%12,180+13+0.11%$4,295,505
TARGET CORPORATIONTGTConsumer Defensive0.88%31,199--$4,074,899
CISCOCSCOTechnology0.83%32,842-665-1.98%$3,857,608
MERCK & CO INCMRKHealthcare0.78%28,245-36-0.13%$3,629,478
ABBVIE INC COMABBVHealthcare0.74%13,631-7-0.05%$3,430,088
DEERE & CO COMDEIndustrials0.73%5,304-7-0.13%$3,364,477
ISHARES TR CORE S&P TTL STKITOTOther0.69%19,361--$3,180,428
CUMMINS INC COMCMIIndustrials0.66%4,261-14-0.33%$3,038,985
VANGUARD MID CAP ETFVOOther0.65%37,422+29,001+344.39%$3,014,711
PALO ALTO NETWORKS INC COMPANWTechnology0.63%8,525-505-5.59%$2,907,106
FACEBOOK INC CL AMETACommunication Services0.62%5,054-94-1.83%$2,846,804
ISHARES TR RUSSELL 2000IWMOther0.61%9,365-60-0.64%$2,813,618
ADVANCED MICRO DEVICES INC COMAMDTechnology0.60%4,764-24-0.50%$2,767,401
TRANE TECHNOLOGIES PLCTTOther0.58%5,439--$2,671,362
VANGUARD INDEX FDS SMALL CP ETFVBOther0.53%8,039+196+2.50%$2,436,694
VANGUARD TOTAL STK MKT ETFVTIOther0.52%6,542-251-3.69%$2,420,734
VANGUARD WHITEHALL FDS HIGH DIVIDEND YIELD ETFVYMOther0.52%15,255+379+2.55%$2,410,738
ASML HOLDING NV NY REG SHSASMLOther0.51%1,182+11+0.94%$2,351,510
VANGUARD SCOTTSDALE FDS INTER TERM TREASVGITOther0.50%39,573-1,328-3.25%$2,333,618
VANGUARD ADMIRAL FDS INC 500 GRTH IDX FVOOGOther0.50%28,018+23,476+516.86%$2,314,839
ISHARES TR S&P 500 GRWT ETFIVWOther0.47%15,958-269-1.66%$2,194,703
JP MORGAN ETF ULTRA SHORT INCOMEJPSTOther0.46%42,211+457+1.09%$2,134,185
ISHARES TR INDEX RUSSELL1000GRWIWFOther0.45%16,620+12,465+300.00%$2,063,698
SCHWAB CHARLES CORP NEW COMSCHWFinancial Services0.43%21,788-48-0.22%$2,010,370
UNION PAC CORP COMUNPIndustrials0.43%7,295-31-0.42%$1,984,240
EATON CORP CMNETNOther0.42%4,593-7-0.15%$1,957,112
GOLDMAN SACHSGSFinancial Services0.42%1,929-136-6.59%$1,950,901
NORFOLK SOUTHERN CORP COMNSCIndustrials0.42%6,200--$1,950,395
VERISK ANALYTICS INC CL AVRSKIndustrials0.41%10,541-1,777-14.43%$1,892,424
PEPSICO INCPEPConsumer Defensive0.41%13,948-52-0.37%$1,888,552
TECHNOLOGY SELECT SECTORXLKOther0.40%9,750--$1,857,565
MOODYS CORP COMMCOFinancial Services0.40%4,094+4+0.10%$1,854,211
MASTERCARD INCORPORATED CL AMAFinancial Services0.40%3,560-8-0.22%$1,828,371
GENERAL DYNAMICS CORPORATIONGDIndustrials0.39%5,088-165-3.14%$1,802,312
COCA COLA CO COMKOConsumer Defensive0.39%22,019-3-0.01%$1,789,470
INTL BUSINESS MACHINES COMIBMTechnology0.38%6,323-117-1.82%$1,778,021
COSTCO WHSL CORP NEW COMCOSTConsumer Defensive0.37%1,853+52+2.89%$1,733,415
STRYKER CORPSYKHealthcare0.37%5,458-72-1.30%$1,718,337
VANGUARD SPECIALIZED PORT DIVD APPREC INDX ETFVIGOther0.36%6,949+150+2.21%$1,644,268
CVS CORP.CVSHealthcare0.35%15,593-17-0.11%$1,613,090
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADRTSMTechnology0.35%3,367+462+15.90%$1,607,972
BLACKROCK INC COMBLKOther0.34%1,631--$1,568,277
COLGATE PALMOLIVE COCLConsumer Defensive0.34%17,022-4-0.02%$1,560,574
ISHARES TR S&P MIDCAP 400IJHOther0.34%20,182-1,040-4.90%$1,556,229
LOCKHEED MARTIN CORP COMLMTIndustrials0.34%3,053-52-1.67%$1,555,342
ISHARES TR S&P SMALL CAP 600 INDEXIJROther0.34%10,483+1+0.01%$1,554,725
PIMCO ETF TR ENHAN SHRT MA ACMINTOther0.32%14,454-1,205-7.70%$1,457,106
ISHARES INC CORE MSCI EMKTIEMGOther0.31%17,063+297+1.77%$1,413,488
L3HARRIS TECHNOLOGIES INC COMLHXIndustrials0.30%4,854-1-0.02%$1,410,472
INTEL COMINTCTechnology0.30%10,029-331-3.19%$1,400,345
ISHARES DIVIDEND GROWTH ETFDGROOther0.29%17,946--$1,360,123
GRAINGER W.W. INCGWWIndustrials0.29%993--$1,350,875
J P MORGAN EXCHANGE-TRADED FULTRA SHT MUNCPLJMSTOther0.29%26,104+3,839+17.24%$1,331,304
WELLS FARGO & CO NEW COMWFCFinancial Services0.29%16,076-97-0.60%$1,328,352
KIMBERLY - CLARK CORPKMBConsumer Defensive0.29%12,095+499+4.30%$1,327,664
GENERAL ELECTRIC CO COM NEWGEIndustrials0.29%3,542+44+1.26%$1,323,711
MICRON TECHNOLOGY INC COMMUTechnology0.28%1,124-128-10.22%$1,297,418
TESLA MTRS INC COMTSLAConsumer Cyclical0.27%2,988-148-4.72%$1,256,717
GE VERNOVA INC COMGEVUtilities0.27%1,061--$1,246,509
MCDONALDS CORP COMMCDConsumer Cyclical0.27%4,573-37-0.80%$1,236,067
EMERSON ELECTRICEMRIndustrials0.26%8,391+32+0.38%$1,201,167
ISHARES TR CORE MSCI EAFEIEFAOther0.26%12,411+433+3.61%$1,198,649
SOUTHERN COMPANYSOUtilities0.25%12,293--$1,176,555
NETFLIX INC COMNFLXCommunication Services0.24%15,800-472-2.90%$1,128,119
VANGUARD INDEX FD LARGE CAP ETFVVOther0.23%3,160-189-5.64%$1,086,720
AFLAC INC COMAFLFinancial Services0.23%9,176-55-0.60%$1,075,883
ISHARES TR CORE 1 5 YR USDISTBOther0.23%22,225+16,755+306.31%$1,072,354
VANGUARD INDEX FDS VALUE ETFVTVOther0.23%4,845+93+1.96%$1,055,866
ORACLE CORPORATIONORCLTechnology0.23%7,166+48+0.67%$1,050,168
ILLINOIS TOOL WKS INC COMITWIndustrials0.22%3,825--$1,034,507
LAM RESEARCH CORP COMLRCXOther0.21%2,258-74-3.17%$978,434
3M COMPANY COMMMMIndustrials0.21%5,973+12+0.20%$967,082
UNITEDHEALTH GROUP INCUNHHealthcare0.21%2,325+30+1.31%$966,328
SPDR GOLD TRUST GOLD SHSGLDOther0.21%2,609+419+19.13%$961,096
VANGUARD SCOTTSDALE FDS S/T CORP BD INDEX ETFVCSHOther0.21%12,072-357-2.87%$954,047
SONOCO PRODS CO COMSONConsumer Cyclical0.20%16,668--$939,073