Essex LLC has filed its 13F form on July 28, 2025 for Q2 2025 where it was disclosed a total value porftolio of $498 Million distributed in 176 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Intermediate Term Cor with a value of $48.9M, Vanguard Sht Term Corp Bd ETF with a value of $36.5M, Technology Sector Spdr with a value of $31.7M, Spdr Bloomberg Short Term High with a value of $26.8M, and Schwab Strategic Tr Us Large C with a value of $23.2M.
Examining the 13F form we can see an increase of $43.1M in the current position value, from $455M to 498M.
Below you can find more details about Essex LLC portfolio as well as his latest detailed transactions.
Portfolio value
$498 Million
ETFs: $340 Million
Technology: $39.2 Million
Financial Services: $31.9 Million
Industrials: $28.2 Million
Communication Services: $15.4 Million
Healthcare: $14.7 Million
Consumer Defensive: $7.23 Million
Consumer Cyclical: $6.71 Million
Other: $14.4 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
