What is ESN's relative strength rating?

Relative strength percentiles for ESN are not available for the current snapshot date. TickerStance publishes RS ratings daily after each session close; check back after the next pipeline run.

What sector is ESN in?

ESN is classified under the Other sector per the TickerStance sector-classification pipeline, which maps U.S. equities to GICS-aligned sectors using exchange SIC codes and Massive Finance reference data.

Is ESN in a leading sector?

Sector RS percentile is not available for Other at this snapshot. Leading sector status (threshold: Other RS ≥ 70th percentile) cannot be determined until the next sector RS pipeline run.

ESN currently shows a 20-day average daily range (ADR%) of 0.7%, a 90-day beta versus the S&P 500 of 0.56. ADR% and ATR% are updated daily; beta is computed over a trailing 90-day window.

Does ESN have a seasonal pattern?

TickerStance computes ESN's month-by-month seasonality from its full daily price history: the average and median return for each calendar month, how often that month closed higher, and the best and worst months on record. These are historical frequencies, not forecasts — a strong seasonal month describes what ESN has tended to do in prior years, not a prediction of what comes next. The full month-by-month heatmap and win-rate table sit higher on this page.

When did ESN last report earnings?

No SEC EDGAR filings are linked to ESN in the current TickerStance fundamentals database. This can occur for tickers without a matched CIK (some ADRs, ETFs, and recently listed securities) or when the fundamentals pipeline has not yet processed this ticker.

Essential 40 Stock ETF (ESN) · Neutral

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Essential 40 Stock ETF (ESN) · Neutral | TickerStance

§ Seasonality

10y · since 2024

Best monthMay on averageavg +4.27% · 100% win · n 2

Worst monthMar on averageavg -3.79% · 0% win · n 2

ESN monthly seasonality strip
	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec
1	ESN Jan avg: 4.06% median: 4.06% win: 100% σ: 0.03% n: 2 2024-10-22 → 2026-07-31	ESN Feb avg: 2.51% median: 2.51% win: 100% σ: 0.45% n: 2 2024-10-22 → 2026-07-31	ESN Mar avg: -3.79% median: -3.79% win: 0% σ: 1.15% n: 2 2024-10-22 → 2026-07-31	ESN Apr avg: 2.62% median: 2.62% win: 50% σ: 6.44% n: 2 2024-10-22 → 2026-07-31	ESN May avg: 4.27% median: 4.27% win: 100% σ: 1.60% n: 2 2024-10-22 → 2026-07-31	ESN Jun avg: 1.93% median: 1.93% win: 100% σ: 2.03% n: 2 2024-10-22 → 2026-07-31	ESN Jul avg: 0.19% median: 0.19% win: 50% σ: 0.68% n: 2 2024-10-22 → 2026-07-31	ESN Aug avg: 3.68% median: 3.68% win: 100% σ: 0.00% n: 1 2024-10-22 → 2026-07-31 (current)	ESN Sep avg: 2.89% median: 2.89% win: 100% σ: 0.00% n: 1 2024-10-22 → 2026-07-31	ESN Oct avg: -1.14% median: -1.14% win: 50% σ: 2.11% n: 2 2024-10-22 → 2026-07-31	ESN Nov avg: 3.28% median: 3.28% win: 100% σ: 2.66% n: 2 2024-10-22 → 2026-07-31	ESN Dec avg: -3.54% median: -3.54% win: 0% σ: 3.39% n: 2 2024-10-22 → 2026-07-31

Filed: May 2026

HOLDINGS

Top holdings of ESN

Top 25 holdings of ESN by portfolio weight
#	Holding	Weight	Value
1	INTC	5.81%	$16M
2	PANW	3.39%	$9M
3	MPC	3.10%	$9M
4	FDX	2.97%	$8M
5	F	2.83%	$8M
6	AAPL	2.74%	$8M
7	DAL	2.66%	$7M
8	VZ	2.66%	$7M
9	GOOGL	2.60%	$7M
10	EPD	2.59%	$7M
11	CVS	2.58%	$7M
12	ORCL	2.58%	$7M
13	XOM	2.58%	$7M
14	FCX	2.54%	$7M
15	AMZN	2.52%	$7M
16	NTR	2.47%	$7M
17	UNH	2.47%	$7M
18	JNJ	2.39%	$7M
19	DUK	2.34%	$7M
20	PFE	2.31%	$6M
21	LLY	2.31%	$6M
22	CB	2.30%	$6M
23	CME	2.28%	$6M
24	META	2.27%	$6M
25	SYY	2.27%	$6M

Showing 25 of 40 holdings.

CONCENTRATION

Portfolio shape

31.3%Top 10 holdings

40Total holdings

40 (100%)Resolved tickers

SECTORS

Sector breakdown

Industrials

23.3%

Technology

19.5%

Healthcare

11.5%

Financials

11.3%

Consumer Discretionary

9.3%

Utilities

9.2%

INTERNALS

What the holdings are doing

Above 50dma (count): 63%
Above 50dma (weight): 60.2%
Above 200dma (count): 85%
Above 200dma (weight): 86.5%

Stage mix (by weight)

Stage 1 · 20% of holdingsStage 2 · 43% of holdingsStage 3 · 33% of holdingsStage 4 · 5% of holdings

Median 1M RS: 56
Median 3M RS: 59
Median 6M RS: 56

Accumulation/distribution mix

A: 13%B: 30%C: 35%D: 20%E: 3%

Metrics matched 40 tickers across 40 holdings rows (99.4% of fund weight). Metrics as of 2026-08-24; holdings from the 2026-05-31 filing.

WHAT CHANGED

Between filings

Position changes from the 2026-02-28 to the 2026-05-31 N-PORT filing.

Added

Added holdings in ESN
Holding	Before → after	Δ weight
INTCINTEL CORP	2.47% → 5.81%	+3.34 pp
PANWPALO ALTO NETWORKS INC	1.92% → 3.39%	+1.47 pp
ORCLORACLE CORP	1.79% → 2.58%	+0.80 pp
MPCMARATHON PETROLEUM CORP	2.62% → 3.10%	+0.48 pp
UNHUNITEDHEALTH GROUP INC	2.03% → 2.47%	+0.44 pp

+8 more

Trimmed

Trimmed holdings in ESN
Holding	Before → after	Δ weight
LMTLOCKHEED MARTIN CORP	2.78% → 2.10%	−0.68 pp
SYYSYSCO CORP	2.91% → 2.27%	−0.64 pp
NEMNEWMONT CORP	2.77% → 2.20%	−0.57 pp
CMECME GROUP INC	2.84% → 2.28%	−0.55 pp
HDHOME DEPOT INC (THE)	2.44% → 1.90%	−0.53 pp

+21 more

As filed in N-PORT — quarterly holdings with up to ~60-day publication lag. Not live positioning.

LEADERS INSIDE THE FUND

Leaders inside ESN

Holdings of ESN currently on TickerStance stock-RS leaderboards.

Holdings of ESN on stock-RS leaderboards
Ticker	Weight	Lens	Rank	Stage
INTC	5.81%	1Y RS	77	—
PANW	3.39%	6M RS	91	Stage 2
NEM	2.20%	1M RS	245	—

THEME EXPOSURE

Theme exposure inside ESN

Software — 10% of weight AI Compute Operators & Hosts — 10% of weight AI Applications & Agentic Software — 8% of weight Quantum Computing — 7% of weight Semiconductors & Equipment — 6% of weight Oil Value Chain — 6% of weight Cybersecurity — 6% of weight

SIMILAR FUNDS BY HOLDINGS

Funds similar to ESN

FAQ

Fund FAQ

What does ESN hold?: ESN holds 40 positions; its three largest are INTC (5.81%), PANW (3.39%), and MPC (3.10%) as of May 2026.
How concentrated is ESN?: The top 10 holdings account for 31.3% of ESN's portfolio. Moderately concentrated.
What sectors does ESN cover?: ESN's largest sector exposures are Industrials (23.3%), Technology (19.5%), and Healthcare (11.5%).
How fresh is this data?: Holdings are sourced from SEC N-PORT-P filings, published quarterly with a ~60 day lag. The most recent filing for ESN is dated May 2026.

Evidence · 1 of 3

Receipts behind the read

0 of 5 pass

Leadership

Is it leading?

Relative strength across horizons plus the leadership score.

—

LDR

—

StageWeinstein stage analysis

Stage 2 · Uptrend✓

Smart money

Who's accumulating?

Accumulation rating, relative volume, U/D ratio, breakout-day proof.

Evidence · 3 of 3

Market backdrop

Pull-back risk if Macro turns < 60

Trend44.9Are the major indexes going up or down lately?30% weight Breadth50.6Is the rally broad-based or narrow?30% weight Leadership42.4Who's leading?20% weight Macro59.0What does the credit & rates environment say?20% weight

Stance47.8● Neutral

Public attention · ESN

Is the crowd watching?

No attention data for this ticker yet — it joins the daily scan once a baseline builds.

FAQ

Frequently asked questions

What is ESN's relative strength rating?: Relative strength percentiles for ESN are not available for the current snapshot date. TickerStance publishes RS ratings daily after each session close; check back after the next pipeline run.
What sector is ESN in?: ESN is classified under the Other sector per the TickerStance sector-classification pipeline, which maps U.S. equities to GICS-aligned sectors using exchange SIC codes and Massive Finance reference data.
Is ESN in a leading sector?: Sector RS percentile is not available for Other at this snapshot. Leading sector status (threshold: Other RS ≥ 70th percentile) cannot be determined until the next sector RS pipeline run.
How volatile is ESN?: ESN currently shows a 20-day average daily range (ADR%) of 0.7%, a 90-day beta versus the S&P 500 of 0.56. ADR% and ATR% are updated daily; beta is computed over a trailing 90-day window.
Does ESN have a seasonal pattern?: TickerStance computes ESN's month-by-month seasonality from its full daily price history: the average and median return for each calendar month, how often that month closed higher, and the best and worst months on record. These are historical frequencies, not forecasts — a strong seasonal month describes what ESN has tended to do in prior years, not a prediction of what comes next. The full month-by-month heatmap and win-rate table sit higher on this page.

ESN is not confirmed as a leader.

§ Seasonality

Top holdings of ESN

Portfolio shape

Sector breakdown

What the holdings are doing

Between filings

Leaders inside ESN

Theme exposure inside ESN

Funds similar to ESN

Fund FAQ

Receipts behind the read

Is it leading?

Who's accumulating?

Market backdrop

Is the crowd watching?

Frequently asked questions

How much does it move?

§ Seasonality

Funds similar to ESN

Theme exposure inside ESN

Between filings

Leaders inside ESN

What the holdings are doing

Essential 40 Stock ETF (ESN) — Stance & relative strength

ESN is not confirmed as a leader.

Top holdings of ESN

Portfolio shape

Sector breakdown

What the holdings are doing

Between filings

Leaders inside ESN

Theme exposure inside ESN

Funds similar to ESN

Fund FAQ

Receipts behind the read

Is it leading?

Who's accumulating?

Market backdrop

Is the crowd watching?

Frequently asked questions

How much does it move?

Funds similar to ESN

Theme exposure inside ESN

Between filings

Leaders inside ESN

What the holdings are doing