Fund Holdings — Essex LLC

Total Portfolio Value
$566.46M
Total Bought
$31.36M
Total Sold
$23.90M
Net Transaction
+$7.46M
Filing Period:
Securities
▲▼
SharesValue ($K)
Q4 2025
▲▼
Q1 2026
▲▼
Change
▲▼
Q4 2025
▲▼
Q1 2026
▲▼
Weight (%)
▲▼
Change
▲▼
NEBIUS GROUP N.V.(NBIS)204,626205,412+78617,12821,3143.76%+4,185
FIDELITY MERRIMACK STR TR8,46883,871+75,4033903,8260.68%+3,436
VANGUARD MALVERN FDS423,703464,036+40,33333,00435,9076.34%+2,903
J P MORGAN EXCHANGE TRADED F
ACTIVE BOND ETF
614,394670,321+55,92733,22036,0436.36%+2,823
JOHNSON & JOHNSON(JNJ)21,86623,801+1,9354,5255,8181.03%+1,293
DEERE & CO(DE)9,6819,566-1154,5075,3890.95%+881
SCHWAB STRATEGIC TR656,720666,173+9,45319,74820,6253.64%+877
SELECT SECTOR SPDR TR
ST STR ENERG ETF
49,55250,048+4962,2153,0660.54%+850
SCHWAB STRATEGIC TR792,746802,934+10,18819,05819,8733.51%+815
GRANITESHARES ETF TR
2X LONG NBIS DLY
64,740131,632+66,8925851,3640.24%+779
GE VERNOVA INC(GEV)3,1323,127-52,0472,7300.48%+683
GLOBAL X FDS
GLB X MLP ENRG I
53,65852,725-9333,2483,8990.69%+651
SCHWAB STRATEGIC TR158,129161,351+3,2225,7026,1731.09%+471
WALMART INC(WMT)2,9386,380+3,4423277930.14%+466
PALANTIR TECHNOLOGIES INC(PLTR)03,070+3,07004490.08%+449
SELECT SECTOR SPDR TR
ST STR INDL ETF
45,77546,305+5307,1017,4891.32%+388
LINDE PLC(LIN)5,3455,349+42,2792,6520.47%+373
EXXON MOBIL CORP17,91114,796-3,1152,1552,5100.44%+355
DOW HLDGS INC(DOW)08,237+8,23703430.06%+343
MERCK & CO INC(MRK)27,58526,639-9462,9043,2040.57%+301
SCHWAB STRATEGIC TR390,033391,403+1,37011,10811,3822.01%+274
HONEYWELL INTL INC(HON)9,4619,372-891,8462,1180.37%+273
SELECT SECTOR SPDR TR
ST STR STAPL ETF
31,49733,082+1,5852,4472,7120.48%+265
VANGUARD STAR FDS26,15428,884+2,7301,9732,2270.39%+254
BLOOM ENERGY CORP4,7554,75504136440.11%+231
EXELON CORP(EXC)43,58943,388-2011,9002,1270.38%+227
COLGATE PALMOLIVE CO(CL)02,650+2,65002260.04%+226
SELECT SECTOR SPDR TR
ST STR MATER ETF
35,41036,484+1,0741,6061,8230.32%+217
TRANSOCEAN LTD(RIG)103,69897,271-6,4274286450.11%+217
VANGUARD WORLD FD
INF TECH ETF
0305+30502130.04%+213
ISHARES TR
0-5YR HI YL CP
61,66967,499+5,8302,6442,8560.50%+212
PLEXUS CORP(PLXS)01,000+1,00002030.04%+203
SOUTHERN CO(SO)21,93221,802-1301,9122,1040.37%+192
CONSOLIDATED EDISON INC(ED)15,57215,219-3531,5471,7230.30%+176
RTX CORPORATION(RTX)25,02424,695-3294,5894,7640.84%+174
VANGUARD INDEX FDS4,8775,606+7291,6351,7990.32%+164
SELECT SECTOR SPDR TR
ST STR UTIL ETF
28,69230,200+1,5081,2251,3860.24%+161
PFIZER INC(PFE)55,21453,665-1,5491,3751,5070.27%+132
CHEVRON CORPORATION(CVX)2,4132,411-23684990.09%+131
SPDR SERIES TRUST
ST TERM HIGH ETF
841,753857,935+16,18221,31321,4313.78%+118
ISHARES TR13,89613,864-321,5061,6100.28%+104
CORTEVA INC(CTVA)6,2966,216-804225200.09%+98
BLACKSTONE INC(BX)2,5124,171+1,6593874800.08%+92
KINDER MORGAN INC DEL(KMI)19,66618,686-9805416270.11%+86
QNITY ELECTRONICS INC(Q)3,0722,908-1642513360.06%+85
ISHARES TR3,5403,539-15456230.11%+78
OBSIDIAN ENERGY LTD(OBE)22,88222,88201402170.04%+76
SCHWAB STRATEGIC TR82,72687,138+4,4121,9001,9760.35%+76
CURTISS WRIGHT CORP(CW)58058003203950.07%+75
ZIM INTEGRATED SHIPPING SERV
SHS
15,00714,757-2503193890.07%+70
CROWDSTRIKE HLDGS INC(CRWD)673976+3033153810.07%+66
SPDR GOLD TR(GLD)1,8471,84707327950.14%+63
VANGUARD WORLD FD
COMM SRVC ETF
1,5482,013+4653003620.06%+62
TRANE TECHNOLOGIES PLC(TT)2,2222,221-18659260.16%+61
CME GROUP INC(CME)2,2802,283+36236740.12%+52
AIR PRODUCTS AND CHEMICALS I1,1561,155-12863360.06%+50
FIRST TR EXCH TRADED FD III52,78556,988+4,2039621,0120.18%+50
NEXTERA ENERGY INC(NEE)5,7215,478-2434595090.09%+50
HOWMET AEROSPACE INC(HWM)1,8731,872-13844310.08%+47
WASTE MGMT INC DEL(WM)7,8907,741-1491,7341,7790.31%+45
VANGUARD INDEX FDS6,9266,961+351,3231,3660.24%+43
STATE STR SPDR S&P 500 ETF T(SPY)6,0076,357+3504,0964,1340.73%+38
TAIWAN SEMICONDUCTOR MANUFAC(TSM)935951+162843210.06%+37
NOVARTIS AG(NVS)2,4502,45003383740.07%+36
SELECT SECTOR SPDR TR
ST STR REAL ETF
6,4287,172+7442592930.05%+33
ISHARES TR11,37811,337-417617940.14%+33
VERISIGN INC5,8825,88201,4291,4610.26%+32
PEPSICO INC(PEP)2,7472,742-53944260.08%+32
DUPONT DE NEMOURS INC(DD)6,1976,087-1102492790.05%+30
PROLOGIS INC.(PLD)2,9473,066+1193764050.07%+29
SCHWAB STRATEGIC TR7,4918,176+6852222490.04%+28
AMGEN INC(AMGN)1,1381,136-23734000.07%+27
JANUS DETROIT STR TR
HENDERSON MTG
4,9305,585+6552252520.04%+27
UNION PAC CORP(UNP)1,9852,003+184594860.09%+27
PHILIP MORRIS INTL INC(PM)1,6601,749+892662890.05%+23
STARBUCKS CORP(SBUX)4,2244,220-43563780.07%+22
ISHARES TR11,24211,440+1981,6661,6880.30%+22
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
53,79954,210+4112,7222,7440.48%+22
VIATRIS INC(VTRS)19,81319,818+52472680.05%+21
NETFLIX INC.(NFLX)9,2639,244-198698890.16%+20
VANGUARD INDEX FDS3,7503,766+169679860.17%+19
CANTON STRATEGIC HOLDINGS IN(CNTN)10,15513,987+3,83231460.01%+15
CARDINAL HEALTH INC(CAH)2,4562,446-105055170.09%+12
VANGUARD INTL EQUITY INDEX F17,65217,777+1259499610.17%+12
BRITISH AMERN TOB PLC(BTI)6,9856,935-503954050.07%+10
ISHARES TR2,1802,18003083150.06%+8
ISHARES TR2,0982,180+822102160.04%+7
PROSHARES TR
S&P 500 DV ARIST
2,4282,438+102532580.05%+6
VANGUARD INDEX FDS4,2784,325+473793840.07%+5
PROSHARES TR
PSHS ULTSH 20YRS
7,7967,79602722740.05%+2
PROSHARES TR
ULSH 20YRTRE NEW
3,0833,08302062080.04%+1
CISCO SYS INC(CSCO)2,7792,767-122142150.04%+1
FIRST TR EXCHANGE-TRADED FD
FST LOW OPPT EFT
5,0815,08102542530.04%-1
GENERAL DYNAMICS CORP(GD)11,59211,367-2253,9033,9010.69%-1
J P MORGAN EXCHANGE TRADED F
INCOME ETF
7,0457,04503263250.06%-2
ZIONS BANCORPORATION NATL AS(ZION)4,6644,660-42732690.05%-5
TJX COS INC NEW(TJX)3,5403,372-1685445390.10%-5
VANGUARD INDEX FDS5,2945,327+331,5361,5300.27%-7
ISHARES TR
ESG AWR MSCI USA
1,4101,435+252102030.04%-7
ISHARES TR1,3741,331-432322250.04%-7
Page 1 of 2
Essex LLC — 13F Holdings — Q1 2026 | TickerTrail