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Robert Tutela

Essex Llc

Assets Managed
$658.75M
Holdings
180
Last Quarter
2026 - Q2
Filed Date
3d ago
Growth Rate
16.3%(2Q avg: 8.32%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Essex Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 180 positions.

Assets under management

The assets under management (AUM) of Essex Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 658.75M in assets, with a quarterly growth rate of 16.3% and a 2-quarter average growth rate of 8.32%. The portfolio is managed by Robert Tutela, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NBIS
Nebius Group Nv
Recent Activity
Decreased -2.47%
8.4%
$55.323M
200,322 shares@ $276.18 avg price
XLK
Technology Select Sect Spdr
Recent Activity
Decreased -0.87%
7.46%
$49.141M
257,932 shares@ $190.52 avg price
JBND
Jpmorgan Active Bond Etf
Recent Activity
Increased 19.08%
6.49%
$42.702M
798,166 shares@ $53.51 avg price
VCRB
Vanguard Core Bond Etf
Recent Activity
Increased 17.54%
6.4%
$42.122M
545,388 shares@ $77.24 avg price
VCIT
Vanguard Int-term Corporate
Recent Activity
Increased 2.87%
4.44%
$29.199M
353,279 shares@ $82.65 avg price
SCHX
Schwab Us Large-cap Etf
Recent Activity
Increased 0.83%
4.23%
$27.853M
946,412 shares@ $29.44 avg price
SJNK
Spdr Bloomberg Short Term Hi
Recent Activity
Increased 17.34%
3.83%
$25.196M
1.007M shares@ $25.04 avg price
SCHM
Schwab Us Mid Cap Etf
Recent Activity
Increased 1.09%
3.77%
$24.827M
673,370 shares@ $36.87 avg price
SCHF
Schwab Intl Equity Etf
Recent Activity
Decreased -1.16%
3.34%
$21.983M
793,598 shares@ $27.7 avg price
VCSH
Vanguard S T Corp Bond Etf
Recent Activity
Decreased -2.8%
2.7%
$17.756M
224,668 shares@ $79.04 avg price

1-10 of 180