Universe · entity
Essex Bank
Institutional manager (13F) · CIK 1752212
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $300M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | EXXON MOBIL CORPORATION | $30M | 174,384 |
| 2 | CHEVRON COM | $27M | 132,458 |
| 3 | APPLE COMPUTER INC. CMN. | $27M | 107,599 |
| 4 | JOHNSON & JOHNSON COM | $17M | 68,230 |
| 5 | BERKSHIRE HATHAWAY INC DEL | $11M | 16 |
| 6 | MICROSOFT COM | $10M | 27,222 |
| 7 | LILLY ELI & COMPANY | $10M | 10,421 |
| 8 | AUTOMATIC DATA PROCESSING INC - TAXABLE | $9M | 42,755 |
| 9 | ALPHABET INC. | $9M | 30,049 |
| 10 | NVIDIA CORP | $8M | 46,714 |
| 11 | JP MORGAN CHASE & CO COM | $8M | 27,484 |
| 12 | BROADCOM INC | $8M | 24,560 |
| 13 | ALPHABET INC CAP STK CL A | $7M | 25,767 |
| 14 | AMAZON COM INC COM | $7M | 33,953 |
| 15 | ISHARES TR S&P 500 INDEX | $6M | 8,874 |
| 16 | WAL-MART | $6M | 44,550 |
| 17 | VANGUARD INDEX FDS S&P 500 ETF SHS | $5M | 8,964 |
| 18 | BERKSHIRE HATHAWAY INC DEL CL B NEW | $5M | 10,185 |
| 19 | SPDR TR UNIT SER 1 | $5M | 7,367 |
| 20 | RTX CORPORATION COM | $5M | 24,163 |
| 21 | PROCTER & GAMBLE CO. | $4M | 30,380 |
| 22 | VISA INC COM CL A | $4M | 14,107 |
| 23 | HOME DEPOT COM | $4M | 12,167 |
| 24 | VANGUARD TAX-MANAGED FD EUROPE PAC ETF | $4M | 59,453 |
| 25 | TARGET CORPORATION | $4M | 31,199 |
| 26 | INVESCO QQQ TR UNIT SER 1 | $4M | 6,342 |
| 27 | CATERPILLAR INC COM | $4M | 5,008 |
| 28 | MERCK & CO INC | $3M | 28,281 |
| 29 | DEERE & CO COM | $3M | 5,311 |
| 30 | ABBVIE INC COM | $3M | 13,638 |
| 31 | FACEBOOK INC CL A | $3M | 5,148 |
| 32 | ISHARES TR CORE S&P TTL STK | $3M | 19,361 |
| 33 | CISCO | $3M | 33,507 |
| 34 | VANGUARD SCOTTSDALE FDS INTER TERM TREAS | $2M | 40,901 |
| 35 | VANGUARD MID CAP ETF | $2M | 8,421 |
| 36 | ISHARES TR RUSSELL 2000 | $2M | 9,425 |
| 37 | VERISK ANALYTICS INC CL A | $2M | 12,318 |
| 38 | CUMMINS INC COM | $2M | 4,275 |
| 39 | TRANE TECHNOLOGIES PLC | $2M | 5,439 |
| 40 | VANGUARD WHITEHALL FDS HIGH DIVIDEND YIELD ETF | $2M | 14,876 |
| 41 | VANGUARD TOTAL STK MKT ETF | $2M | 6,793 |
| 42 | PEPSICO INC | $2M | 14,000 |
| 43 | JP MORGAN ETF ULTRA SHORT INCOME | $2M | 41,754 |
| 44 | VANGUARD INDEX FDS SMALL CP ETF | $2M | 7,843 |
| 45 | SCHWAB CHARLES CORP NEW COM | $2M | 21,836 |
| 46 | LOCKHEED MARTIN CORP COM | $2M | 3,105 |
| 47 | VANGUARD ADMIRAL FDS INC 500 GRTH IDX F | $2M | 4,542 |
| 48 | ISHARES TR S&P 500 GRWT ETF | $2M | 16,227 |
| 49 | STRYKER CORP | $2M | 5,530 |
| 50 | GENERAL DYNAMICS CORPORATION | $2M | 5,253 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.