Essex LLC: 13F holdings
CIK 18891472026Q2
| Positions | 180 |
|---|
| Reported value | $658.8m |
|---|
| Filed | 2026-07-24 |
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Change since last quarter
| Positions | 180 (+5 vs prior quarter) |
|---|
| Reported value | $658.8m (+16.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| NBIS NEBIUS GROUP N.V. | 200,322 | $55.3m | 8.4% |
| XLK SELECT SECTOR SPDR TR | 257,932 | $49.1m | 7.5% |
| JBND J P MORGAN EXCHANGE TRADED F | 798,166 | $42.7m | 6.5% |
| VCRB VANGUARD MALVERN FDS | 545,388 | $42.1m | 6.4% |
| VCIT VANGUARD SCOTTSDALE FDS | 353,279 | $29.2m | 4.4% |
| SCHX SCHWAB STRATEGIC TR | 946,412 | $27.9m | 4.2% |
| SJNK SPDR SERIES TRUST | 1,006,633 | $25.2m | 3.8% |
| SCHM SCHWAB STRATEGIC TR | 673,370 | $24.8m | 3.8% |
| SCHF SCHWAB STRATEGIC TR | 793,598 | $22.0m | 3.3% |
| VCSH VANGUARD SCOTTSDALE FDS | 224,668 | $17.8m | 2.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1889147")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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