Essex Savings Bank Top Holdings and 13F Report (2026) About Essex Savings BankInvestment ActivityEssex Savings Bank has $452.05 million in total holdings as of March 31, 2026.Essex Savings Bank owns shares of 305 different stocks, but just 96 companies or ETFs make up 80% of its holdings.Approximately 1.28% of the portfolio was purchased this quarter.About 4.28% of the portfolio was sold this quarter.This quarter, Essex Savings Bank has purchased 312 new stocks and bought additional shares in 74 stocks.Essex Savings Bank sold shares of 159 stocks and completely divested from 20 stocks this quarter.Largest Holdings ExxonMobil $29,585,972Chevron $27,405,550Apple $27,307,516Johnson & Johnson $16,678,116Berkshire Hathaway $11,490,240 Largest New Holdings this Quarter G0593M107 - AstraZeneca $515,922 Holding26884L109 - EQT $248,281 Holding87612G101 - Targa Resources $246,717 Holding30040W108 - Eversource Energy $245,040 Holding81369Y506 - Energy Select Sector SPDR Fund $240,443 Holding Largest Purchases this Quarter Vanguard Short-Term Tax-Exempt Bond ETF 5,525 shares (about $558.80K)AstraZeneca 2,616 shares (about $515.92K)PIMCO Enhanced Short Maturity Exchange-Traded Fund 4,021 shares (about $404.39K)Vanguard International High Dividend Yield ETF 3,359 shares (about $316.55K)EQT 3,902 shares (about $248.28K) Largest Sales this Quarter Alphabet 4,744 shares (about $1.36M)Apple 2,881 shares (about $731.17K)Corning 4,528 shares (about $615.67K)Alphabet 1,655 shares (about $475.89K)Mastercard 848 shares (about $423.70K) Sector Allocation Over TimeMap of 500 Largest Holdings ofEssex Savings Bank Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorXOMExxonMobil$29,585,972$385,807 â–¼-1.3%174,3846.5%EnergyCVXChevron$27,405,550$249,728 â–¼-0.9%132,4586.1%EnergyAAPLApple$27,307,516$731,168 â–¼-2.6%107,5996.0%Computer and TechnologyJNJJohnson & Johnson$16,678,116$55,488 â–¼-0.3%68,2303.7%MedicalBRK.ABerkshire Hathaway$11,490,2400.0%162.5%FinanceMSFTMicrosoft$10,076,469$389,777 â–¼-3.7%27,2222.2%Computer and TechnologyLLYEli Lilly and Company$9,584,903$367,907 â–¼-3.7%10,4212.1%MedicalADPAutomatic Data Processing$8,686,950$14,223 â–²0.2%42,7551.9%Computer and TechnologyGOOGAlphabet$8,619,546$1,360,815 â–¼-13.6%30,0491.9%Computer and TechnologyNVDANVIDIA$8,146,908$125,393 â–¼-1.5%46,7141.8%Computer and TechnologyJPMJPMorgan Chase & Co.$8,084,391$257,675 â–¼-3.1%27,4841.8%FinanceAVGOBroadcom$7,601,550$1,238 â–¼0.0%24,5601.7%Computer and TechnologyGOOGLAlphabet$7,409,286$475,894 â–¼-6.0%25,7671.6%Computer and TechnologyAMZNAmazon.com$7,071,372$272,208 â–¼-3.7%33,9531.6%Retail/WholesaleIVViShares Core S&P 500 ETF$5,796,581$118,884 â–¼-2.0%8,8741.3%ETFWAL-MART$5,536,661$343,509 â–¼-5.8%44,5501.2%COMMON STOCKVOOVanguard S&P 500 ETF$5,356,339$53,181 â–²1.0%8,9641.2%ETFBRK.BBerkshire Hathaway$4,880,645$261,643 â–¼-5.1%10,1851.1%FinanceSPYSPDR S&P 500 ETF Trust$4,790,970$65,033 â–¼-1.3%7,3671.1%FinanceRTXRTX$4,661,029$72,337 â–¼-1.5%24,1631.0%AerospacePGProcter & Gamble$4,388,069$373,665 â–¼-7.8%30,3801.0%Consumer StaplesVVisa$4,263,540$220,627 â–¼-4.9%14,1070.9%Business ServicesHDHome Depot$4,001,470$6,578 â–²0.2%12,1670.9%Retail/WholesaleVEAVanguard FTSE Developed Markets ETF$3,809,740$1,025 â–¼0.0%59,4530.8%ETFTGTTarget$3,781,317$2,424 â–²0.1%31,1990.8%Retail/WholesaleQQQInvesco QQQ$3,660,397$221,632 â–¼-5.7%6,3420.8%FinanceCATCaterpillar$3,547,960$160,112 â–¼-4.3%5,0080.8%IndustrialsMRKMerck & Co., Inc.$3,401,910$294,349 â–¼-8.0%28,2810.8%MedicalDEDeere & Company$2,991,625$3,380 â–¼-0.1%5,3110.7%IndustrialsABBVAbbVie$2,966,109$10,439 â–¼-0.4%13,6380.7%MedicalMETAMeta Platforms$2,945,311$155,619 â–¼-5.0%5,1480.7%Computer and TechnologyITOTiShares Core S&P Total U.S. Stock Market ETF$2,757,5850.0%19,3610.6%ETFCSCOCisco Systems$2,599,791$33,131 â–¼-1.3%33,5070.6%Computer and TechnologyVGITVanguard Intermediate-Term Treasury ETF$2,435,244$28,877 â–¼-1.2%40,9010.5%ETFVOVanguard Mid-Cap ETF$2,418,251$133,534 â–¼-5.2%8,4210.5%ETFIWMiShares Russell 2000 ETF$2,337,400$37,200 â–²1.6%9,4250.5%FinanceVRSKVerisk Analytics$2,337,338$13,282 â–¼-0.6%12,3180.5%Business ServicesCMICummins$2,300,0330.0%4,2750.5%Auto/Tires/TrucksTTTrane Technologies$2,266,591$1,667 â–²0.1%5,4390.5%ConstructionVYMVanguard High Dividend Yield ETF$2,203,129$24,733 â–¼-1.1%14,8760.5%Financial ServicesVTIVanguard Total Stock Market ETF$2,179,193$51,328 â–¼-2.3%6,7930.5%ETFPEPPepsiCo$2,174,045$148,301 â–¼-6.4%14,0000.5%Consumer StaplesJPSTJPMorgan Ultra-Short Income ETF$2,113,165$66,097 â–²3.2%41,7540.5%ETFVBVanguard Small-Cap ETF$2,054,152$25,929 â–¼-1.2%7,8430.5%ETFSCHWCharles Schwab$2,052,139$14,567 â–²0.7%21,8360.5%FinanceLMTLockheed Martin$1,876,620$1,209 â–²0.1%3,1050.4%AerospaceVOOGVanguard S&P 500 Growth ETF$1,851,721$2,446 â–¼-0.1%4,5420.4%ETFIVWiShares S&P 500 Growth ETF$1,835,434$47,619 â–¼-2.5%16,2270.4%ETFSYKStryker$1,817,043$48,958 â–¼-2.6%5,5300.4%MedicalGDGeneral Dynamics$1,802,873$8,580 â–¼-0.5%5,2530.4%AerospaceCOSTCostco Wholesale$1,794,544$1,993 â–²0.1%1,8010.4%Retail/WholesaleMCOMoody's$1,784,2610.0%4,0900.4%FinanceMAMastercard$1,782,738$423,700 â–¼-19.2%3,5680.4%Business ServicesNSCNorfolk Southern$1,779,400$5,740 â–¼-0.3%6,2000.4%TransportationUNPUnion Pacific$1,777,428$99,231 â–¼-5.3%7,3260.4%TransportationIWFiShares Russell 1000 Growth ETF$1,771,644$76,750 â–²4.5%4,1550.4%ETFGSThe Goldman Sachs Group$1,746,936$131,126 â–¼-7.0%2,0650.4%FinanceLHXL3Harris Technologies$1,675,651$293,368 â–¼-14.9%4,8550.4%AerospaceKOCocaCola$1,674,541$40,301 â–¼-2.4%22,0220.4%Consumer StaplesETNEaton$1,645,225$255,368 â–¼-13.4%4,6000.4%IndustrialsMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$1,574,824$404,392 â–²34.6%15,6590.3%ETFBLACKROCK INC COM$1,568,533$212,536 â–¼-11.9%1,6310.3%COMMON STOCKNFLXNetflix$1,564,549$38,268 â–¼-2.4%16,2720.3%Consumer DiscretionaryIBMInternational Business Machines$1,560,981$146,403 â–¼-8.6%6,4400.3%Computer and TechnologyASMLASML$1,546,683$58,116 â–²3.9%1,1710.3%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$1,462,188$53,765 â–¼-3.5%6,7990.3%ETFCLColgate-Palmolive$1,450,952$25,992 â–²1.8%17,0260.3%Consumer StaplesPANWPalo Alto Networks$1,447,684$16,032 â–¼-1.1%9,0300.3%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$1,432,907$49,425 â–²3.6%21,2220.3%ETFMCDMcDonald's$1,432,674$59,358 â–¼-4.0%4,6100.3%Retail/WholesaleHONHoneywell International$1,385,783$2,938 â–¼-0.2%6,1310.3%Multi-Sector ConglomeratesIJRiShares Core S&P Small-Cap ETF$1,303,0090.0%10,4820.3%ETFXLKTechnology Select Sector SPDR Fund$1,295,772$6,379 â–¼-0.5%9,7500.3%ETFWFCWells Fargo & Company$1,287,524$9,951 â–²0.8%16,1730.3%FinanceDGROiShares Core Dividend Growth ETF$1,259,447$61,407 â–¼-4.6%17,9460.3%ETFNEENextEra Energy$1,201,762$25,077 â–¼-2.0%12,9390.3%UtilitiesSOSouthern$1,186,5150.0%12,2930.3%UtilitiesCOPConocoPhillips$1,184,436$30,228 â–¼-2.5%8,9730.3%EnergyIEMGiShares Core MSCI Emerging Markets ETF$1,169,422$23,854 â–¼-2.0%16,7660.3%ETFTSLATesla$1,165,804$16,357 â–¼-1.4%3,1360.3%Auto/Tires/TrucksPROFESIONALLY MANAGED PORTFOCONGRESS INTERME$1,139,435$122,016 â–¼-9.7%45,9450.3%EXCHANGE TRADED FDS-OTHERJMSTJPMorgan Ultra-Short Municipal ETF$1,134,844$9,990 â–¼-0.9%22,2650.3%ETFCVSCVS Health$1,120,946$5,960 â–¼-0.5%15,6100.2%MedicalKIMBERLY - CLARK CORP$1,118,662$6,271 â–¼-0.6%11,5960.2%COMMON STOCKEMREmerson Electric$1,095,194$131 â–¼0.0%8,3590.2%IndustrialsIEFAiShares Core MSCI EAFE ETF$1,084,362$58,392 â–²5.7%11,9780.2%ETFGWWW.W. Grainger$1,083,1630.0%9930.2%IndustrialsORCLOracle$1,047,119$8,091 â–¼-0.8%7,1180.2%Computer and TechnologyDUKDuke Energy$1,023,289$8,773 â–¼-0.9%7,8150.2%UtilitiesAFLAflac$1,012,730$110 â–²0.0%9,2310.2%FinanceVVVanguard Large-Cap ETF$1,000,8080.0%3,3490.2%ETFITWIllinois Tool Works$995,568$122,071 â–¼-10.9%3,8250.2%IndustrialsGEGE Aerospace$992,588$4,824 â–²0.5%3,4980.2%AerospaceADBEAdobe$991,031$99,905 â–¼-9.2%4,0770.2%Computer and TechnologyVCSHVanguard Short-Term Corporate Bond ETF$985,243$175,265 â–²21.6%12,4290.2%ETFPSXPhillips 66$984,310$11,842 â–¼-1.2%5,4030.2%EnergyTSMTaiwan Semiconductor Manufacturing$981,739$117,944 â–¼-10.7%2,9050.2%Computer and TechnologyAMDAdvanced Micro Devices$974,016$4,475 â–²0.5%4,7880.2%Computer and TechnologyGLDSPDR Gold Shares$942,307$32,271 â–²3.5%2,1900.2%FinanceVTVVanguard Value ETF$932,341$73,575 â–¼-7.3%4,7520.2%ETFShowing largest 100 holdings. View all holdings. 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