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Home > Institutional Investor > Essex Llc > Profile

Instuitional Investor - Essex Llc

Fund Profile
Filing Period:
Fund Name: Essex Llc
Portfolio Value $552,005,288
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Scottsdale Funds
 415,331 $34,933,532 6.33%
2.
Sector Spdr Trust
 XLB 123,347 $34,766,508 6.3%
3.
Schwab Strategic Trust
 FNDF 943,014 $24,838,979 4.5%
4.
Vanguard Malvern Fds - CORE BD ETF
 309,563 $24,272,835 4.4%
5.
Spdr Series Trust
 910,342 $23,304,748 4.22%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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