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Home > Institutional Investor > Essex Llc > Profile

Instuitional Investor - Essex Llc

Fund Profile
Filing Period:
Fund Name: Essex Llc
Portfolio Value $659,852,261
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Sector Spdr Trust
 XLE 258,299 $50,561,953 7.66%
2.
Nebius Group N.v.
 NBIS 198,481 $46,817,655 7.1%
3.
J P Morgan Exchange Traded F - ACTIVE BOND ETF
 670,529 $34,277,441 5.19%
4.
Vanguard Malvern Fds - CORE BD ETF
 458,437 $33,750,114 5.11%
5.
Schwab Strategic Trust
 SCHD 943,302 $28,299,065 4.29%
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.