Essential Investment Partners LLC
Q3 2026 13F filing
Updated 9 days ago456 disclosed positions worth $147.8M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | A APPLE INC | $6.5M | 19.4K | 4.38% | Trimmed(-3.3%) |
| 2 | E EVERPURE INC | $6.2M | 47.4K | 4.20% | Trimmed(-2.9%) |
| 3 | B BLOOM ENERGY CORP | $5.9M | 21.5K | 4.02% | Trimmed(-2.3%) |
| 4 | M MICROSOFT CORP | $5.1M | 10.0K | 3.48% | Added(+7.2%) |
| 5 | U UNITED RENTALS INC | $4.5M | 4.5K | 3.08% | Trimmed(-0.9%) |
| 6 | A AMAZON COM INC | $4.4M | 17.7K | 2.98% | Added(+10.8%) |
| 7 | G ALPHABET INC | $4M | 11.7K | 2.73% | Trimmed(-2.4%) |
| 8 | A BROADCOM INC | $3.9M | 11.0K | 2.62% | Added(+43.4%) |
| 9 | A ABBVIE INC | $3.8M | 14.6K | 2.59% | Added(+1.6%) |
| 10 | ? N/A J P MORGAN EXCHANGE TRADED F | $3.7M | 54.2K | 2.54% | Added(+38.3%) |
| 11 | N NVIDIA CORPORATION | $3.4M | 15.1K | 2.33% | Added(+5.8%) |
| 12 | C CROWDSTRIKE HLDGS INC | $3.3M | 12.4K | 2.22% | Added(+227.3%) |
| 13 | N JANUS DETROIT STR TR | $2.9M | 58.2K | 1.99% | Added(+54.1%) |
| 14 | T TJX COS INC NEW | $2.7M | 20.0K | 1.79% | Added(+3.6%) |
| 15 | V VERIZON COMMUNICATIONS INC | $2.6M | 57.0K | 1.77% | Trimmed(-0.3%) |
| 16 | S SCHWAB STRATEGIC TR | $2.5M | 47.1K | 1.71% | Added(+19.3%) |
| 17 | Z ZETA GLOBAL HOLDINGS CORP | $2.5M | 78.9K | 1.69% | Trimmed(-0.1%) |
| 18 | M MASTERCARD INCORPORATED | $2.4M | 4.3K | 1.62% | Trimmed(-4.8%) |
| 19 | J JOHNSON & JOHNSON | $2.4M | 9.0K | 1.62% | Trimmed(-1.3%) |
| 20 | G ALPHABET INC | $2.3M | 6.7K | 1.54% | Added(+36.9%) |
| 21 | B BOOKING HOLDINGS INC | $2.2M | 13.4K | 1.47% | Trimmed(-2.9%) |
| 22 | G SPDR GOLD TR | $1.9M | 4.9K | 1.27% | Trimmed(-6.2%) |
| 23 | J JPMORGAN CHASE & CO | $1.8M | 5.6K | 1.24% | Added(+11.8%) |
| 24 | E ISHARES TR | $1.7M | 21.3K | 1.14% | — |
| 25 | A ALCON AG | $1.6M | 24.2K | 1.06% | Added(+71.1%) |
| 26 | A ARES CAPITAL CORP | $1.5M | 79.3K | 1.02% | Added(+3.7%) |
| 27 | S STRYKER CORPORATION | $1.5M | 5.4K | 1.01% | Trimmed(-2.5%) |
| 28 | E ECOLAB INC | $1.4M | 5.0K | 0.93% | Trimmed(-0.5%) |
| 29 | O ORACLE CORP | $1.4M | 10.0K | 0.93% | Added(+1.8%) |
| 30 | E ISHARES TR | $1.4M | 9.6K | 0.92% | Added(+176.9%) |
| 31 | H BLACKROCK CORPOR HI YLD FD I | $1.3M | 166.3K | 0.88% | Trimmed(-1.9%) |
| 32 | E ISHARES INC | $1.2M | 12.2K | 0.82% | Trimmed(-0.5%) |
| 33 | E KINDER MORGAN INC DEL | $1.2M | 39.1K | 0.80% | Trimmed(-0.9%) |
| 34 | E ISHARES TR | $1.1M | 1.5K | 0.77% | Added(+2.8%) |
| 35 | E ISHARES TR | $1.1M | 8.2K | 0.76% | Trimmed(-2.5%) |
| 36 | W WASTE MGMT INC DEL | $1.1M | 5.3K | 0.74% | Trimmed(-2.4%) |
| 37 | F FIRST TR EXCHANGE-TRADED FD | $1.1M | 4.0K | 0.74% | Added(+20.3%) |
| 38 | S SCHWAB STRATEGIC TR | $1.1M | 33.8K | 0.72% | Added(+33.6%) |
| 39 | C COSTCO WHOLESALE CORPORATION | $1M | 1.1K | 0.69% | Added(+168.6%) |
| 40 | J J P MORGAN EXCHANGE TRADED F | $1M | 20.0K | 0.68% | Trimmed(-6.8%) |
| 41 | Q QUALCOMM INC | $993K | 5.4K | 0.67% | Trimmed(-2.6%) |
| 42 | V VANGUARD SCOTTSDALE FDS | $958K | 7.4K | 0.65% | Added(+74200.0%) |
| 43 | A AMPHENOL CORP | $952K | 11.3K | 0.64% | Added(+155.4%) |
| 44 | P PIMCO DYNAMIC INCOME FD | $930K | 66.3K | 0.63% | Added(+122.3%) |
| 45 | K KLA CORP | $924K | 4.7K | 0.63% | Added(+48.4%) |
| 46 | S SEAGATE TECHNOLOGY HLDNGS PL | $921K | 999 | 0.62% | — |
| 47 | M MAYVILLE ENGR CO INC | $889K | 59.2K | 0.60% | Added(+0.6%) |
| 48 | E ISHARES TR | $847K | 11.2K | 0.57% | Unchanged |
| 49 | J J P MORGAN EXCHANGE TRADED F | $822K | 8.6K | 0.56% | Added(+35.5%) |
| 50 | S SPDR SERIES TRUST | $751K | 7.8K | 0.51% | Unchanged |