Essex LLC Q2 2025 Filing

Filed July 28, 2025

Portfolio Value

$508.3B

Holdings

176

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (176 positions)

#StockSharesValue% PortfolioType
101
KOMPSPDR SERIES TRUST
11,155$606.6M0.12%
102
VUGVANGUARD INDEX FDS
1,324$580.6M0.11%
103
ORCLORACLE CORP
2,634$575.9M0.11%
104
IDIINTERDIGITAL INC
2,533$568.1M0.11%
105
GQ9SPDR GOLD TR
1,851$564.2M0.11%
106
CTVACORTEVA INC
7,095$528.8M0.10%
107
ICADUSDICAD INC
137,513$523.9M0.10%
108
SHOPSHOPIFY INC
4,475$516.2M0.10%
109
IYMISHARES TR
3,619$506.7M0.10%
110
CAHCARDINAL HEALTH INC
2,780$467.1M0.09%
111
DDDUPONT DE NEMOURS INC
6,724$461.2M0.09%
112
TJXTJX COS INC NEW
3,715$458.8M0.09%
113
CRWDCROWDSTRIKE HLDGS INC
898$457.4M0.09%
114
UNPUNION PAC CORP
1,984$456.4M0.09%
115
BACBANK AMERICA CORP
9,503$449.7M0.09%
116
CMECME GROUP INC
1,590$438.2M0.09%
117
SBUXSTARBUCKS CORP
4,458$408.5M0.08%
118
VVISA INC
1,110$394.1M0.08%
119
VNQVANGUARD INDEX FDS
4,206$374.6M0.07%
120
SCHWSCHWAB CHARLES CORP
4,050$369.5M0.07%
121
NVONOVO-NORDISK A S
5,194$358.5M0.07%
122
DOCUDOCUSIGN INC
4,583$357.0M0.07%
123
NEENEXTERA ENERGY INC
5,080$352.7M0.07%
124
HWMHOWMET AEROSPACE INC
1,892$352.2M0.07%
125
AMGNAMGEN INC
1,239$346.1M0.07%
126
BMTABRITISH AMERN TOB PLC
6,985$330.6M0.07%
127
IYY*ISHARES TR
2,170$327.4M0.06%
128
APDAIR PRODS & CHEMS INC
1,155$325.8M0.06%
129
SNSHARKNINJA INC
3,275$324.2M0.06%
130
CVXCHEVRON CORP NEW
2,243$321.1M0.06%
131
HDHOME DEPOT INC
850$311.8M0.06%
132
RIGTRANSOCEAN LTD
119,366$309.2M0.06%
133
VOXVANGUARD WORLD FD
1,804$308.6M0.06%
134
JPIEJ P MORGAN EXCHANGE TRADED F
6,545$303.2M0.06%
135
4I1PHILIP MORRIS INTL INC
1,664$303.1M0.06%
136
WMTWALMART INC
3,073$300.5M0.06%
137
BXBLACKSTONE INC
2,002$299.5M0.06%
138
OBEOBSIDIAN ENERGY LTD
53,882$299.0M0.06%
139
NVSNNOVARTIS AG
2,450$296.5M0.06%
140
HEIHEICO CORP NEW
895$293.6M0.06%
141
IJTISHARES TR
2,180$290.0M0.06%
142
PGFINVESCO EXCHANGE TRADED FD T
20,200$285.0M0.06%
143
FLOTISHARES TR
5,468$279.0M0.05%
144
SPYMSPDR SERIES TRUST
3,816$277.4M0.05%
145
PLDPROLOGIS INC.
2,607$274.0M0.05%
146
DGROISHARES TR
4,285$274.0M0.05%
147
DWMWISDOMTREE TR
4,300$273.3M0.05%
148
CBCHUBB LIMITED
916$265.4M0.05%
149
FTNTFORTINET INC
2,490$263.2M0.05%
150
DOWDOW INC
9,877$261.5M0.05%
151
OKLOOKLO INC
4,630$259.2M0.05%
152
ALNYALNYLAM PHARMACEUTICALS INC
788$257.0M0.05%
153
CHRWC H ROBINSON WORLDWIDE INC
2,650$254.3M0.05%
154
TMOTHERMO FISHER SCIENTIFIC INC
622$252.4M0.05%
155
LMBSFIRST TR EXCHANGE-TRADED FD
5,081$250.3M0.05%
156
CHRCHURCHILL DOWNS INC
2,459$248.4M0.05%
157
ZIMZIM INTEGRATED SHIPPING SERV
15,107$243.1M0.05%
158
AMTAMERICAN TOWER CORP NEW
1,094$241.7M0.05%
159
NOBLPROSHARES TR
2,394$241.0M0.05%
160
CLCOLGATE PALMOLIVE CO
2,650$240.9M0.05%Call
161
J40TPROSHARES TR
6,640$232.9M0.05%
162
CWCURTISS WRIGHT CORP
465$227.2M0.04%
163
APPAPPLOVIN CORP
640$224.1M0.04%
164
PANWPALO ALTO NETWORKS INC
1,091$223.3M0.04%
165
SYKSTRYKER CORPORATION
550$217.6M0.04%
166
MIGAMICROSTRATEGY INC
530$214.2M0.04%
167
SCHVSCHWAB STRATEGIC TR
7,711$213.4M0.04%
168
TSMTAIWAN SEMICONDUCTOR MFG LTD
935$211.8M0.04%
169
SPTMSPDR SERIES TRUST
2,825$211.6M0.04%
170
PSTGPURE STORAGE INC
3,620$208.4M0.04%
171
SPHQINVESCO EXCHANGE TRADED FD T
2,900$206.7M0.04%
172
ADBEADOBE INC
523$202.3M0.04%
173
SOUNSOUNDHOUND AI INC
17,672$189.6M0.04%
174
VTRSVIATRIS INC
20,811$185.8M0.04%
175
AGNCAGNC INVT CORP
10,200$93.7M0.02%
176
GNWGENWORTH FINL INC
11,300$87.9M0.02%
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