Essex LLC

All 13F Filings

Location
Deer Park, IL
Most recent 13F
Q4 2025
Holdings value ($000)
564,605
Description
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q4 2025 1/20/2026 182 564,605 13F-HR Essex LLC
Q3 2025 10/23/2025 174 552,005 13F-HR Essex LLC
Q2 2025 7/28/2025 176 508,313 13F-HR Essex LLC
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000): 210 (0.0% of total reported value) · QoQ Δ: -2
Type Value ($000) Share % Inflow Outflow Net
Stocks 383.9 K 68.0% 0 9.751 K -9.751 K
ETFs 147.2 K 26.1% 12.09 K 0 12.09 K
Debt 33.22 K 5.9% 10.27 K 0 10.27 K
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Fund Snapshot

Q4 2025
Latest filed
1/20/2026
Total value ($000)
564,605
Holdings
182
QoQ value change ($000)
12,600 (2.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.