Essex Savings Bank Portfolio Holdings
Essex Savings Bank
- $411 Million
- Q2 2025
Essex Savings Bank has filed its 13F form on July 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $411 Million distributed in 573 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $22.8M, Exxon Mobil Corp with a value of $19.3M, Chevron Corp with a value of $19M, Microsoft Corp with a value of $14.3M, and Automatic Data Processing Inc with a value of $13.4M.
Examining the 13F form we can see an increase of $11M in the current position value, from $400M to 411M.
Below you can find more details about Essex Savings Bank portfolio as well as his latest detailed transactions.
Portfolio value
$411 Million
ETFs: $78 Million
Technology: $73.6 Million
Industrials: $52.3 Million
Financial Services: $50 Million
Energy: $43.1 Million
Healthcare: $39.9 Million
Consumer Defensive: $24.6 Million
Consumer Cyclical: $20.9 Million
Other: $28.7 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 573
- Current Value $411 Million
- Prior Value $400 Million
- Filing
- Period Q2 2025
- Filing Date July 11, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 25 stocks
- Additional Purchases 76 stocks
- Sold out of 0 stocks
- Reduced holdings in 141 stocks