Essex Financial Services
Essex Financial Services reported 836 stocks worth $2B in its 13F filing for Q2 2026, filed Aug 10, 2026. Its largest holdings are AAPL (4.6%), QQQ (3.5%) and VOOG (2.2%). Compared with Q1 2026, the fund added to VOOG, MSFT and IVV, trimmed AAPL, QQQ and GOOGL and sold out of BLFY, CWEN and FENY.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AAPL Apple Inc | $92.7M | 4.6% | 320K | −3,250 (−1%) | 8 of 8 | |
| 2 |  QQQ Invesco Qqq TR | $71.2M | 3.5% | 97K | −2,451 (−2%) | 8 of 8 | |
| 3 |  VOOG Vanguard Admiral Fds Inc | $44.2M | 2.2% | 535K | +445K (+497%) | 8 of 8 | |
| 4 |  MSFT Microsoft Corp | $39.7M | 2.0% | 106K | +1,117 (+1%) | 8 of 8 | |
| 5 |  GOOGL Alphabet Inc | $39.2M | 1.9% | 110K | −1,992 (−2%) | 8 of 8 | |
| 6 |  NVDA Nvidia Corporation | $35.8M | 1.8% | 179K | −5,647 (−3%) | 8 of 8 | |
| 7 |  SPY Spdr S&P 500 ETF TR | $34.8M | 1.7% | 47K | −675 (−1%) | 8 of 8 | |
| 8 |  IVV Ishares TR | $31M | 1.5% | 41K | +1,950 (+5%) | 8 of 8 | |
| 9 |  GLD Spdr Gold TR | $28.9M | 1.4% | 78K | −1,175 (−1%) | 8 of 8 | |
| 10 |  VYM Vanguard Whitehall Fds | $27.3M | 1.4% | 173K | +939 (+1%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 BLFY Blue Foundry Bancorp | $4.3M | 321K |
HONEYWELL INTL INC | $2.7M | 12K |
 CWEN Clearway Energy Inc | $1M | 26K |
 FENY Fidelity Covington Trust | $739K | 22K |
 SHLD Global X Fds | $619K | 8,745 |
🔒 Free account: see all 30.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 10, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Essex Financial Services 13F FAQ
What does Essex Financial Services own?
Essex Financial Services reported 836 stocks worth $2B in its 13F filing for Q2 2026, filed Aug 10, 2026. Its largest holdings are AAPL (4.6%), QQQ (3.5%) and VOOG (2.2%). The table above lists every position in the filing (the top 10 without an account).
What did Essex Financial Services buy and sell in Q2 2026?
Compared with Q1 2026: 86 new positions, 320 added to, 336 trimmed and 44 sold out. It sold all of BLFY, CWEN and FENY.
When will Essex Financial Services file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Essex Financial Services's portfolio worth?
The Q2 2026 filing reports $2B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.