Essex LLC Q4 2025 Filing

Filed January 20, 2026

Portfolio Value

$564.6B

Holdings

182

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (182 positions)

#StockSharesValue% PortfolioType
101
BACBANK AMERICA CORP
12,133$667.0M0.12%
102
SHOPSHOPIFY INC
4,085$657.0M0.12%
103
KOMPSPDR SERIES TRUST
10,914$651.0M0.12%
104
CMECME GROUP INC
2,280$622.0M0.11%
105
VUGVANGUARD INDEX FDS
1,259$614.0M0.11%
106
PINSPINTEREST INC
23,466$607.0M0.11%
107
IDIINTERDIGITAL INC
1,846$587.0M0.10%
108
NBILGRANITESHARES ETF TR
64,740$584.0M0.10%
109
AMDADVANCED MICRO DEVICES INC
2,559$548.0M0.10%
110
IYMISHARES TR
3,540$545.0M0.10%
111
TJXTJX COS INC NEW
3,540$543.0M0.10%
112
KMIKINDER MORGAN INC DEL
19,666$540.0M0.10%
113
CAHCARDINAL HEALTH INC
2,456$504.0M0.09%
114
NEENEXTERA ENERGY INC
5,721$459.0M0.08%
115
UNPUNION PAC CORP
1,985$459.0M0.08%
116
ORCLORACLE CORP
2,251$438.0M0.08%
117
RIGTRANSOCEAN LTD
103,698$428.0M0.08%
118
CTVACORTEVA INC
6,296$422.0M0.07%
119
BEBLOOM ENERGY CORP
4,755$413.0M0.07%
120
CHRWC H ROBINSON WORLDWIDE INC
2,525$405.0M0.07%
121
BMTABRITISH AMERN TOB PLC
6,985$395.0M0.07%
122
PEPPEPSICO INC
2,747$394.0M0.07%
123
FBNDFIDELITY MERRIMACK STR TR
8,468$389.0M0.07%
124
BXBLACKSTONE INC
2,512$387.0M0.07%
125
OKLOOKLO INC
5,354$384.0M0.07%
126
HWMHOWMET AEROSPACE INC
1,873$384.0M0.07%
127
VNQVANGUARD INDEX FDS
4,278$378.0M0.07%
128
VVISA INC
1,077$377.0M0.07%
129
PLDPROLOGIS INC.
2,947$376.0M0.07%
130
AMGNAMGEN INC
1,138$372.0M0.07%
131
CVXCHEVRON CORP NEW
2,413$367.0M0.07%
132
SNSHARKNINJA INC
3,275$366.0M0.06%
133
IYY*ISHARES TR
2,170$359.0M0.06%
134
SBUXSTARBUCKS CORP
4,224$355.0M0.06%
135
TMOTHERMO FISHER SCIENTIFIC INC
608$352.0M0.06%
136
NVSNNOVARTIS AG
2,450$337.0M0.06%
137
WMTWALMART INC
2,938$327.0M0.06%
138
JPIEJ P MORGAN EXCHANGE TRADED F
7,045$326.0M0.06%
139
CWCURTISS WRIGHT CORP
580$319.0M0.06%
140
ZIMZIM INTEGRATED SHIPPING SERV
15,007$318.0M0.06%
141
NVONOVO-NORDISK A S
6,242$317.0M0.06%
142
CRWDCROWDSTRIKE HLDGS INC
673$315.0M0.06%
143
HDHOME DEPOT INC
911$313.0M0.06%
144
IJTISHARES TR
2,180$307.0M0.05%
145
NEBXINVESTMENT MANAGERS SER TR I
10,905$307.0M0.05%
146
VOXVANGUARD WORLD FD
1,548$299.0M0.05%
147
EXASEXACT SCIENCES CORP
2,900$294.0M0.05%
148
APDAIR PRODS & CHEMS INC
1,156$285.0M0.05%
149
TSMTAIWAN SEMICONDUCTOR MFG LTD
935$284.0M0.05%
150
HEIHEICO CORP NEW
878$284.0M0.05%
151
DOCUDOCUSIGN INC
4,118$281.0M0.05%
152
ZIONZIONS BANCORPORATION N A
4,664$273.0M0.05%
153
J40TPROSHARES TR
7,796$272.0M0.05%
154
4I1PHILIP MORRIS INTL INC
1,660$266.0M0.05%
155
XLRESELECT SECTOR SPDR TR
6,428$259.0M0.05%
156
CHRCHURCHILL DOWNS INC
2,269$258.0M0.05%
157
COFCAPITAL ONE FINL CORP
1,063$257.0M0.05%
158
LMBSFIRST TR EXCHANGE-TRADED FD
5,081$253.0M0.04%
159
NOBLPROSHARES TR
2,428$252.0M0.04%
160
QQNITY ELECTRONICS INC
3,072$250.0M0.04%
161
DDDUPONT DE NEMOURS INC
6,197$249.0M0.04%
162
PSTGPURE STORAGE INC
3,687$247.0M0.04%
163
VTRSVIATRIS INC
19,813$246.0M0.04%
164
TRVCCITIGROUP INC
2,062$240.0M0.04%
165
IBBISHARES TR
1,374$231.0M0.04%
166
WFCWELLS FARGO CO NEW
2,486$231.0M0.04%
167
JMBSJANUS DETROIT STR TR
4,930$225.0M0.04%
168
SCHVSCHWAB STRATEGIC TR
7,491$221.0M0.04%
169
ALNYALNYLAM PHARMACEUTICALS INC
546$217.0M0.04%
170
SPHQINVESCO EXCHANGE TRADED FD T
2,905$217.0M0.04%
171
CSCOCISCO SYS INC
2,779$214.0M0.04%
172
ESGUISHARES TR
1,410$210.0M0.04%
173
CLCOLGATE PALMOLIVE CO
2,654$209.0M0.04%Call
174
AGGISHARES TR
2,098$209.0M0.04%
175
TTTPROSHARES TR
3,083$206.0M0.04%
176
CBCHUBB LIMITED
641$200.0M0.04%
177
PGFINVESCO EXCHANGE TRADED FD T
13,800$195.0M0.03%
178
SOUNSOUNDHOUND AI INC
15,465$154.0M0.03%
179
OBEOBSIDIAN ENERGY LTD
22,882$140.0M0.02%
180
AGNCAGNC INVT CORP
10,200$109.0M0.02%
181
GNWGENWORTH FINL INC
11,300$102.0M0.02%
182
CNTNTHARIMMUNE INC
10,155$30.0M0.01%
PreviousPage 2 of 2