Essex LLC - Portfolio overview

Essex LLC has 188 reported holdings in this dataset, with the latest filing dated 2026-04-24.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Communication Services and Financial Services.

Largest reported holdings by portfolio allocation

1. JBND - J P MORGAN EXCHANGE TRADED F, 6.29%
2. VCRB - VANGUARD MALVERN FDS, 6.26%
3. XLK - SELECT SECTOR SPDR TR, 6.03%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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