Essex Bank
Annual return '25
-12.2%
SPY '25
+17.7%
Alpha
-29.9ptsvs SPY
Invested
$88.1M
Holdings
22
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 92%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$UPWK
UPWORK INC
Held since at least Q1 2024
8.2%
02
$TWLO
TWILIO INC
Held since at least Q1 2024
8.1%
03
$RGP
RESOURCES CONNECTION INC
Held since at least Q1 2024
7.6%
04
$WIX
WIX COM LTD
Held since at least Q1 2024
7.6%
05
$EXTR
EXTREME NETWORKS
Held since at least Q1 2024
6.5%
06
$TDC
TERADATA CORP DEL
Held since at least Q1 2024
6.2%
07
$YEXT
YEXT INC
Held since at least Q1 2024
6.0%
08
$ICLR
ICON PLC
Held since at least Q1 2024
5.8%
09
$IAS
INTEGRAL AD SCIENCE HLDNG CO
Held since at least Q1 2024
5.4%
10
$GTM
ZOOMINFO TECHNOLOGIES INC
Held since at least Q1 2024
5.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 14:43 UTC.