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Robert Tutela

Essex Llc

Assets Managed
$566.464M
Holdings
175
Last Quarter
2026 - Q1
Filed Date
1mo 22d ago
Growth Rate
0.33%(2Q avg: 1.31%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Essex Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 175 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 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 566.464M in assets, with a quarterly growth rate of 0.33% and a 2-quarter average growth rate of 1.31%. The portfolio is managed by Robert Tutela, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
JBND
Jpmorgan Active Bond Etf
Recent Activity
Increased 9.11%
6.37%
$36.043M
670,321 shares@ $53.77 avg price
VCRB
Vanguard Core Bond Etf
Recent Activity
Increased 9.52%
6.34%
$35.907M
464,036 shares@ $77.39 avg price
XLK
Technology Select Sect Spdr
Recent Activity
Increased 4.37%
6.11%
$34.583M
260,217 shares@ $132.9 avg price
VCIT
Vanguard Int-term Corporate
Recent Activity
Decreased -2.91%
5.02%
$28.419M
343,429 shares@ $82.76 avg price
SCHX
Schwab Us Large-cap Etf
Recent Activity
Increased 0.29%
4.25%
$24.068M
938,695 shares@ $25.65 avg price
SJNK
Spdr Bloomberg Short Term Hi
Recent Activity
Increased 1.93%
3.79%
$21.431M
857,935 shares@ $24.99 avg price
NBIS
Nebius Group Nv
Recent Activity
Increased 0.39%
3.77%
$21.314M
205,412 shares@ $103.76 avg price
SCHM
Schwab Us Mid Cap Etf
Recent Activity
Increased 1.44%
3.65%
$20.625M
666,173 shares@ $30.97 avg price
SCHF
Schwab Intl Equity Etf
Recent Activity
Increased 1.29%
3.51%
$19.873M
802,934 shares@ $24.75 avg price
VCSH
Vanguard S T Corp Bond Etf
Recent Activity
Decreased -0.45%
3.24%
$18.324M
231,153 shares@ $79.28 avg price

1-10 of 175