Long-term investor

Essex LLC @essexllc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001889147).

Record

  • Tracked since 2025-12-31 (257 days), 22 trades recorded
  • Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +9.1%
  • Max drawdown n/a · win rate 18% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • NBIS · 8.4% · long · since 2025-12-31
  • XLK · 7.5% · long · since 2025-12-31
  • JBND · 6.5% · long · since 2025-12-31
  • VCRB · 6.4% · long · since 2025-12-31
  • VCIT · 4.4% · long · since 2025-12-31
  • SCHX · 4.2% · long · since 2025-12-31
  • SJNK · 3.8% · long · since 2025-12-31
  • SCHM · 3.8% · long · since 2025-12-31
  • SCHF · 3.3% · long · since 2025-12-31
  • VCSH · 2.7% · long · since 2025-12-31
  • SCHA · 2.1% · long · since 2025-12-31
  • GS · 2.1% · long · since 2025-12-31

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