Essential Investment Partners LLC
Q2 2026 13F filing
Updated 58 days ago312 disclosed positions worth $124.5M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | B BE BLOOM ENERGY CORP | $6.6M | 21.9K | 5.34% | Trimmed(-6.1%) |
| 2 | A AAPL APPLE INC | $5.8M | 20.1K | 4.67% | Trimmed(-5.7%) |
| 3 | U URI UNITED RENTALS INC | $5.2M | 4.6K | 4.17% | Trimmed(-2.4%) |
| 4 | G GOOGN ALPHABET INC | $4.3M | 12.0K | 3.45% | Trimmed(-6.2%) |
| 5 | ? N/A EVERPURE INC | $3.8M | 48.8K | 3.09% | Added(+0.4%) |
| 6 | A AMZN AMAZON COM INC | $3.8M | 15.9K | 3.05% | Added(+0.8%) |
| 7 | A ABBV ABBVIE INC | $3.6M | 14.4K | 2.91% | Trimmed(-6.3%) |
| 8 | M MSFT MICROSOFT CORP | $3.5M | 9.3K | 2.80% | Added(+2.4%) |
| 9 | T TJX TJX COS INC NEW | $2.9M | 19.3K | 2.35% | Added(+0.4%) |
| 10 | A AVGO BROADCOM INC | $2.9M | 7.7K | 2.33% | Trimmed(-0.1%) |
| 11 | C CRWD CROWDSTRIKE HLDGS INC | $2.9M | 3.8K | 2.32% | Trimmed(-27.1%) |
| 12 | N NVDA NVIDIA CORPORATION | $2.9M | 14.3K | 2.29% | Added(+27.0%) |
| 13 | ? N/A J P MORGAN EXCHANGE TRADED F | $2.6M | 39.2K | 2.13% | Added(+96.7%) |
| 14 | B BKNG BOOKING HOLDINGS INC | $2.5M | 13.8K | 1.97% | Added(+2415.0%) |
| 15 | V VZ VERIZON COMMUNICATIONS INC | $2.4M | 57.2K | 1.94% | Added(+0.6%) |
| 16 | M MA MASTERCARD INCORPORATED | $2.3M | 4.6K | 1.88% | Added(+3.8%) |
| 17 | J JNJ JOHNSON & JOHNSON | $2.3M | 9.1K | 1.86% | Trimmed(-13.8%) |
| 18 | ? N/A MAYVILLE ENGR CO INC | $2.2M | 58.9K | 1.77% | Added(+48.6%) |
| 19 | ? N/A SCHWAB STRATEGIC TR | $2.1M | 39.5K | 1.67% | Added(+27.8%) |
| 20 | G GLD SPDR GOLD TR | $1.9M | 5.2K | 1.55% | Trimmed(-1.7%) |
| 21 | ? N/A JANUS DETROIT STR TR | $1.9M | 37.7K | 1.53% | Added(+6.2%) |
| 22 | S SYK STRYKER CORPORATION | $1.7M | 5.5K | 1.40% | Added(+10.5%) |
| 23 | G GOOGN ALPHABET INC | $1.7M | 4.9K | 1.39% | Trimmed(-1.0%) |
| 24 | J JPM-PM JPMORGAN CHASE & CO | $1.6M | 5.0K | 1.31% | Added(+31.0%) |
| 25 | Z ZETA ZETA GLOBAL HOLDINGS CORP | $1.6M | 79.0K | 1.25% | Added(+10.3%) |
| 26 | H HYT BLACKROCK CORPOR HI YLD FD I | $1.5M | 169.4K | 1.16% | Trimmed(-2.6%) |
| 27 | O ORCL-PD ORACLE CORP | $1.4M | 9.8K | 1.16% | Trimmed(-25.2%) |
| 28 | A ARCC ARES CAPITAL CORP | $1.4M | 76.5K | 1.14% | Added(+6.5%) |
| 29 | E ECL ECOLAB INC | $1.4M | 5.0K | 1.12% | Added(+21.7%) |
| 30 | E EP-PC KINDER MORGAN INC DEL | $1.3M | 39.5K | 1.01% | Trimmed(-0.3%) |
| 31 | E ETHA ISHARES INC | $1.3M | 12.2K | 1.00% | Unchanged |
| 32 | E ETHA ISHARES TR | $1.2M | 8.4K | 0.99% | Added(+1.2%) |
| 33 | W WM WASTE MGMT INC DEL | $1.2M | 5.5K | 0.98% | Added(+10.1%) |
| 34 | E ETHA ISHARES TR | $1.1M | 1.5K | 0.87% | Added(+0.7%) |
| 35 | ? N/A J P MORGAN EXCHANGE TRADED F | $1.1M | 21.5K | 0.87% | Trimmed(-8.7%) |
| 36 | Q QCOM QUALCOMM INC | $1M | 5.5K | 0.82% | Trimmed(-48.1%) |
| 37 | K KLAC KLA CORP | $964K | 3.2K | 0.77% | Added(+361.6%) |
| 38 | A ALC ALCON AG | $948K | 14.1K | 0.76% | Trimmed(-6.7%) |
| 39 | ? N/A SPDR SERIES TRUST | $904K | 7.8K | 0.73% | Unchanged |
| 40 | E ETHA ISHARES TR | $852K | 11.2K | 0.68% | Unchanged |
| 41 | ? N/A FIRST TR EXCHANGE-TRADED FD | $822K | 3.3K | 0.66% | Unchanged |
| 42 | S SCHW-PJ SCHWAB STRATEGIC TR | $787K | 25.3K | 0.63% | Added(+10.2%) |
| 43 | A APH AMPHENOL CORP | $780K | 4.4K | 0.63% | — |
| 44 | L LMT LOCKHEED MARTIN CORP | $762K | 1.5K | 0.61% | Added(+6.9%) |
| 45 | ? N/A PIMCO ETF TR | $745K | 28.1K | 0.60% | Added(+91.3%) |
| 46 | P PEP PEPSICO INC | $730K | 5.4K | 0.59% | Trimmed(-1.1%) |
| 47 | ? N/A D R HORTON INC | $721K | 4.4K | 0.58% | Unchanged |
| 48 | A AMAT APPLIED MATLS INC | $668K | 924 | 0.54% | Unchanged |
| 49 | ? N/A PALOMAR HLDGS INC | $636K | 5.0K | 0.51% | — |
| 50 | A ACN ACCENTURE PLC IRELAND | $627K | 5.0K | 0.50% | Trimmed(-11.4%) |