Essex-Financial-Services

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-04-25
Total Holdings
631
Total Value
1388406150
Accession Number
0001951757-25-000454
Form Type
13F-HR
Manager Name
Essex-Financial-Services
Data Enrichment
72% identified
452 identified179 unidentified

Holdings

631 positions • $1.4B total value
Manager:
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35473P884
Shares:19.7K
Value:$1.0M
% of Portfolio:0.1% ($1.0M/$1.4B)
PROGRESSIVE CORP/OH/
Shares:3.7K
Value:$1.0M
% of Portfolio:0.1% ($1.0M/$1.4B)
UNITED PARCEL SERVICE INC
Shares:9.4K
Value:$1.0M
% of Portfolio:0.1% ($1.0M/$1.4B)
46432F859
Shares:21.3K
Value:$1.0M
% of Portfolio:0.1% ($1.0M/$1.4B)
EMERSON ELECTRIC CO
Shares:9.4K
Value:$1.0M
% of Portfolio:0.1% ($1.0M/$1.4B)
SCHWAB CHARLES CORP
Shares:13.1K
Value:$1.0M
% of Portfolio:0.1% ($1.0M/$1.4B)
WEBSTER FINANCIAL CORP
Shares:19.8K
Value:$1.0M
% of Portfolio:0.1% ($1.0M/$1.4B)
87283Q107
Shares:26.5K
Value:$1.0M
% of Portfolio:0.1% ($1.0M/$1.4B)
33740F755
Shares:33.5K
Value:$995.5K
% of Portfolio:0.1% ($995.5K/$1.4B)
Accenture plc
Shares:3.2K
Value:$995.0K
% of Portfolio:0.1% ($995.0K/$1.4B)
STARBUCKS CORP
Shares:10.1K
Value:$993.8K
% of Portfolio:0.1% ($993.8K/$1.4B)
464287291
Shares:13.0K
Value:$985.0K
% of Portfolio:0.1% ($985.0K/$1.4B)
092528843
Shares:19.7K
Value:$976.2K
% of Portfolio:0.1% ($976.2K/$1.4B)
UNILEVER PLC
Shares:16.2K
Value:$967.4K
% of Portfolio:0.1% ($967.4K/$1.4B)
STRYKER CORP
Shares:2.6K
Value:$966.3K
% of Portfolio:0.1% ($966.3K/$1.4B)
SYSCO CORP
Shares:12.9K
Value:$966.0K
% of Portfolio:0.1% ($966.0K/$1.4B)
O REILLY AUTOMOTIVE INC
Shares:671
Value:$960.8K
% of Portfolio:0.1% ($960.8K/$1.4B)
46654Q203
Shares:18.4K
Value:$953.7K
% of Portfolio:0.1% ($953.7K/$1.4B)
72201R577
Shares:9.4K
Value:$952.3K
% of Portfolio:0.1% ($952.3K/$1.4B)
464288760
Shares:6.2K
Value:$950.9K
% of Portfolio:0.1% ($950.9K/$1.4B)