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Home > Institutional Investor > Essex Savings Bank > Profile

Instuitional Investor - Essex Savings Bank

Fund Profile
Filing Period:
Fund Name: Essex Savings Bank
Portfolio Value $461,430,400
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 110,480 $30,033,959 6.51%
2.
Exxon Mobil Corp
 XOM 176,658 $21,259,012 4.61%
3.
Chevron Corp
 CVX 133,665 $20,371,867 4.41%
4.
Johnson & Johnson
 JNJ 68,457 $14,167,148 3.07%
5.
Microsoft Corp
 MSFT 28,275 $13,674,037 2.96%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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