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Home > Institutional Investor > Essex Financial Services, Inc. > Profile

Instuitional Investor - Essex Financial Services, Inc.

Fund Profile
Filing Period:
Fund Name: Essex Financial Services, Inc.
Portfolio Value $2,007,757,437
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 320,429 $92,719,325 4.62%
2.
Invesco Qqq Tr
 96,658 $71,178,929 3.55%
3.
Vanguard Admiral Fds Inc
 534,985 $44,200,434 2.2%
4.
Microsoft Corp
 MSFT 106,428 $39,699,654 1.98%
5.
Alphabet Inc.
 GOOGL 109,786 $39,234,183 1.95%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.