Essential Investment Partners LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2145170
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$124.5M
Holdings
312
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Essential Investment Partners LLC disclosed 312 positions worth $124.5M in its Form 13F-HR for Q2 2026, led by $BE (Bloom Energy Corp) at 5.3% of the equity portfolio, followed by $AAPL and $URI. During the quarter the fund opened 21 new positions and exited 10 — including a new stake in $APH. The portfolio is most concentrated in Technology (31.7% of disclosed assets). All figures are sourced directly from Essential Investment Partners LLC’s Form 13F-HR filing with the SEC under CIK 2145170.
AI Fund Analysis
ConcentratingSector Allocation
TechnologyOtherIndustrialsHealthcareConsumer DiscretionaryFinancials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 66.2#434
Quality
$6.6M21,950 sh - 76.4#84
Quality
$5.8M20,090 sh - 63.9#585
Quality
$5.2M4,588 sh - 78.2
Quality
$4.3M12,008 sh EVERPURE INC - CL A
—Quality
$3.8M48,796 sh- 68.7
Quality
$3.8M15,946 sh - 72.6
Quality
$3.6M14,411 sh - 79.8
Quality
$3.5M9,349 sh - 68.7
Quality
$2.9M19,341 sh - 84.5
Quality
$2.9M7,681 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Bloom Energy Corp$BE | 66.2#434 | $6.6M | 21,950 |
 Apple Inc.$AAPL | 76.4#84 | $5.8M | 20,090 |
 UNITED RENTALS, INC.$URI | 63.9#585 | $5.2M | 4,588 |
 Alphabet Inc.$GOOG | 78.2 | $4.3M | 12,008 |
| EVERPURE INC - CL A | — | $3.8M | 48,796 |
 AMAZON COM INC$AMZN | 68.7 | $3.8M | 15,946 |
 AbbVie Inc.$ABBV | 72.6 | $3.6M | 14,411 |
 MICROSOFT CORP$MSFT | 79.8 | $3.5M | 9,349 |
 TJX COMPANIES INC /DE/$TJX | 68.7 | $2.9M | 19,341 |
 Broadcom Inc.$AVGO | 84.5 | $2.9M | 7,681 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Essential Investment Partners LLC's 312 positions.
Showing top 10 of 312 holdings.
Sector Allocation
Technology
$39.5M
Other
$32.5M
Industrials
$12.7M
Healthcare
$11.1M
Consumer Discretionary
$10.4M
Financials
$8.0M
Communication Services
$2.9M
Energy
$2.6M
Full Holdings — Essential Investment Partners LLC (Q2 2026)
All 312 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $BE | Bloom Energy Corp | $6.6M | 5.3% | -6% | 66.2 |
| 2 | $AAPL | Apple Inc. | $5.8M | 4.7% | -6% | 76.4 |
| 3 | $URI | UNITED RENTALS, INC. | $5.2M | 4.2% | -2% | 63.9 |
| 4 | $GOOG | Alphabet Inc. | $4.3M | 3.5% | -6% | 78.2 |
| 5 | — | EVERPURE INC - CL A | $3.8M | 3.1% | +0% | — |
| 6 | $AMZN | AMAZON COM INC | $3.8M | 3.0% | +1% | 68.7 |
| 7 | $ABBV | AbbVie Inc. | $3.6M | 2.9% | -6% | 72.6 |
| 8 | $MSFT | MICROSOFT CORP | $3.5M | 2.8% | +2% | 79.8 |
| 9 | $TJX | TJX COMPANIES INC /DE/ | $2.9M | 2.4% | +0% | 68.7 |
| 10 | $AVGO | Broadcom Inc. | $2.9M | 2.3% | -0% | 84.5 |
| 11 |  $CRWD | CrowdStrike Holdings, Inc. | $2.9M | 2.3% | -27% | 67.7 |
| 12 |  $NVDA | NVIDIA CORP | $2.9M | 2.3% | +27% | 85.9 |
| 13 | — | J P MORGAN EXCHANGE TRADED F - HEDG EQU LAD ETF | $2.6M | 2.1% | +97% | — |
| 14 |  $BKNG | Booking Holdings Inc. | $2.5M | 2.0% | +2415% | 58.5 |
| 15 |  $VZ | VERIZON COMMUNICATIONS INC | $2.4M | 1.9% | +1% | 65.8 |
| 16 |  $MA | Mastercard Inc | $2.3M | 1.9% | +4% | 85.1 |
| 17 |  $JNJ | JOHNSON & JOHNSON | $2.3M | 1.9% | -14% | 69 |
| 18 |  $MEC | Mayville Engineering Company, Inc. | $2.2M | 1.8% | +49% | 32.1 |
| 19 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL INTL | $2.1M | 1.7% | +28% | — |
| 20 |  $GLD | SPDR GOLD TRUST | $1.9M | 1.6% | -2% | — |
| 21 | — | JANUS DETROIT STR TR - HENDRSON AAA CL | $1.9M | 1.5% | +6% | — |
| 22 |  $SYK | STRYKER CORP | $1.7M | 1.4% | +10% | 72.1 |
| 23 |  $GOOGL | Alphabet Inc. | $1.7M | 1.4% | -1% | 78.2 |
| 24 |  $JPM | JPMORGAN CHASE & CO | $1.6M | 1.3% | +31% | 70.7 |
| 25 |  $ZETA | Zeta Global Holdings Corp. | $1.6M | 1.3% | +10% | 63.4 |
| 26 |  $HYT | BLACKROCK CORPORATE HIGH YIELD FUND, INC. | $1.5M | 1.2% | -3% | — |
| 27 |  $ORCL | ORACLE CORP | $1.4M | 1.2% | -25% | 66.2 |
| 28 |  $ARCC | ARES CAPITAL CORP | $1.4M | 1.1% | +7% | — |
| 29 |  $ECL | ECOLAB INC. | $1.4M | 1.1% | +22% | 63.3 |
| 30 |  $KMI | KINDER MORGAN, INC. | $1.3M | 1.0% | -0% | 71.3 |
| 31 | — | ISHARES INC - MSCI EMRG CHN | $1.3M | 1.0% | +0% | — |
| 32 | — | ISHARES TR - RUS MD CP GR ETF | $1.2M | 1.0% | +1% | — |
| 33 |  $WM | WASTE MANAGEMENT INC | $1.2M | 1.0% | +10% | 67.6 |
| 34 | — | ISHARES TR - CORE S&P500 ETF | $1.1M | 0.9% | +1% | — |
| 35 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | $1.1M | 0.9% | -9% | — |
| 36 |  $QCOM | QUALCOMM INC/DE | $1.0M | 0.8% | -48% | 70.5 |
| 37 |  $KLAC | KLA CORP | $963,662 | 0.8% | +362% | 78.6 |
| 38 |  $ALC | ALCON INC | $947,586 | 0.8% | -7% | 54.9 |
| 39 | — | SPDR SERIES TRUST - ST STR SP HOME | $903,679 | 0.7% | +0% | — |
| 40 | — | ISHARES TR - MSCI ACWI EX US | $852,432 | 0.7% | +0% | — |
| 41 | — | FIRST TR EXCHANGE-TRADED FD - NY ARCA BIOTECH | $822,003 | 0.7% | +0% | — |
| 42 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL US L | $787,110 | 0.6% | +10% | — |
| 43 |  $APH | AMPHENOL CORP /DE/ | $779,687 | 0.6% | NEW | 79.3 |
| 44 |  $LMT | LOCKHEED MARTIN CORP | $761,643 | 0.6% | +7% | 65.6 |
| 45 | — | PIMCO ETF TR - MULTISECTOR BD | $745,477 | 0.6% | +91% | — |
| 46 |  $PEP | PEPSICO INC | $730,348 | 0.6% | -1% | 63.4 |
| 47 |  $DHI | HORTON D R INC /DE/ | $720,744 | 0.6% | +0% | 53.6 |
| 48 |  $AMAT | APPLIED MATERIALS INC /DE | $668,052 | 0.5% | +0% | 72.3 |
| 49 |  $PLMR | Palomar Holdings, Inc. | $635,742 | 0.5% | NEW | 70 |
| 50 |  $ACN | Accenture plc | $627,302 | 0.5% | -11% | — |
| 51 | — | J P MORGAN EXCHANGE TRADED F - JPMORGAN INTL VL | $585,841 | 0.5% | +29% | — |
| 52 |  $BX | Blackstone Inc. | $572,465 | 0.5% | -6% | 74.4 |
| 53 | — | ISHARES TR - CORE S&P MCP ETF | $539,770 | 0.4% | +0% | — |
| 54 | — | ISHARES TR - RUS 1000 VAL ETF | $532,134 | 0.4% | +0% | — |
| 55 | — | RBB FUND TRUST - FIRS EAGL OV ETF | $508,688 | 0.4% | +13% | — |
| 56 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $503,432 | 0.4% | +0% | — |
| 57 |  $PDI | PIMCO Dynamic Income Fund | $498,178 | 0.4% | -1% | — |
| 58 | — | CAPITAL GRP FIXED INCM ETF T - MUN INM ETF | $481,659 | 0.4% | +28% | — |
| 59 | — | DIMENSIONAL ETF TRUST - US EQUI MARK ETF | $478,802 | 0.4% | +0% | — |
| 60 | — | ISHARES TR - S&P 500 GRWT ETF | $474,479 | 0.4% | +0% | — |
| 61 |  $ZTS | Zoetis Inc. | $464,216 | 0.4% | -33% | 68.6 |
| 62 |  $IDXX | IDEXX LABORATORIES INC /DE | $459,582 | 0.4% | +0% | 73.8 |
| 63 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | $443,537 | 0.4% | +0% | — |
| 64 |  $RBC | RBC Bearings INC | $418,639 | 0.3% | +0% | 66.8 |
| 65 | — | ISHARES TR - RUS 1000 GRW ETF | $410,754 | 0.3% | +300% | — |
| 66 |  $SXI | STANDEX INTERNATIONAL CORP/DE/ | $410,247 | 0.3% | +0% | 60.5 |
| 67 | — | NUVEEN AMT FREE QLTY MUN INC - COM | $405,030 | 0.3% | +0% | — |
| 68 |  $HON | HONEYWELL INTERNATIONAL INC | $403,244 | 0.3% | -49% | 65 |
| 69 |  $HONA | Honeywell Aerospace Inc. | $398,165 | 0.3% | NEW | — |
| 70 |  $COST | COSTCO WHOLESALE CORP /NEW | $387,285 | 0.3% | +0% | 66.2 |
| 71 |  $MSA | MSA Safety Inc | $381,981 | 0.3% | -34% | 63.4 |
| 72 |  $TYL | TYLER TECHNOLOGIES INC | $381,368 | 0.3% | +0% | 64.3 |
| 73 | — | J P MORGAN EXCHANGE TRADED F - INCOME ETF | $355,736 | 0.3% | NEW | — |
| 74 | — | ISHARES TR - MSCI USA QLT FCT | $348,894 | 0.3% | +117% | — |
| 75 |  $PANW | Palo Alto Networks Inc | $346,476 | 0.3% | +0% | 65.5 |
| 76 |  $CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CORP | $339,972 | 0.3% | -58% | 64.1 |
| 77 |  $WMT | Walmart Inc. | $339,780 | 0.3% | -3% | 60.2 |
| 78 | — | CALAMOS ETF TR - AUTOC INCOM ETF | $337,132 | 0.3% | +9% | — |
| 79 | — | CAPITAL GROUP INTERNATIONAL - SHS | $320,232 | 0.3% | +4% | — |
| 80 |  $AVAV | AeroVironment Inc | $310,827 | 0.3% | -8% | 42 |
| 81 |  $CVX | CHEVRON CORP | $300,026 | 0.2% | -31% | 62.8 |
| 82 |  $FISN | DEEP FISSION, INC. | $291,456 | 0.2% | NEW | — |
| 83 |  $WMB | WILLIAMS COMPANIES, INC. | $287,547 | 0.2% | +0% | 64.3 |
| 84 | — | J P MORGAN EXCHANGE TRADED F - ACTIVE GROWTH | $273,444 | 0.2% | +597% | — |
| 85 |  $NTNX | Nutanix, Inc. | $268,355 | 0.2% | +1% | 70.2 |
| 86 |  $KO | COCA COLA CO | $256,813 | 0.2% | +0% | 69.5 |
| 87 |  $RTX | RTX Corp | $256,136 | 0.2% | +0% | 73.2 |
| 88 |  $MRK | Merck & Co., Inc. | $255,073 | 0.2% | +0% | 59.9 |
| 89 |  $CSCO | CISCO SYSTEMS, INC. | $251,599 | 0.2% | +0% | 70.3 |
| 90 |  $PDO | PIMCO Dynamic Income Opportunities Fund | $244,570 | 0.2% | -8% | — |
| 91 |  $GLW | CORNING INC /NY | $242,659 | 0.2% | +0% | 73.7 |
| 92 |  $BMY | BRISTOL MYERS SQUIBB CO | $240,564 | 0.2% | +0% | 70.4 |
| 93 |  $AMGN | AMGEN INC | $233,567 | 0.2% | +0% | 79.2 |
| 94 |  $T | AT&T INC. | $228,673 | 0.2% | +0% | 65.7 |
| 95 |  $ULTA | Ulta Beauty, Inc. | $213,765 | 0.2% | -2% | 67.3 |
| 96 |  $GD | GENERAL DYNAMICS CORP | $212,367 | 0.2% | +0% | 68.7 |
| 97 |  $MUA | BLACKROCK MUNIASSETS FUND, INC. | $203,300 | 0.2% | +0% | — |
| 98 |  $GDDY | GoDaddy Inc. | $199,808 | 0.2% | -20% | 70.7 |
| 99 |  $VNOM | Viper Energy, Inc. | $195,252 | 0.2% | +0% | 71.8 |
| 100 |  $SHEL | Shell plc | $192,687 | 0.1% | +0% | — |
| 101 |  $V | VISA INC. | $189,043 | 0.1% | +0% | 82.9 |
| 102 |  $ETN | Eaton Corp plc | $187,493 | 0.1% | +0% | — |
| 103 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | $177,030 | 0.1% | +75% | — |
| 104 |  $VLO | VALERO ENERGY CORP/TX | $169,286 | 0.1% | +0% | 57.8 |
| 105 |  $FSK | FS KKR Capital Corp | $163,664 | 0.1% | +0% | — |
| 106 |  $NZF | Nuveen Municipal Credit Income Fund | $157,207 | 0.1% | +0% | — |
| 107 | — | THE ALGER ETF TRUST - AI ENABLERS ADOP | $146,504 | 0.1% | -0% | — |
| 108 |  $PWR | QUANTA SERVICES, INC. | $144,008 | 0.1% | -9% | 72.1 |
| 109 |  $MS | MORGAN STANLEY | $140,475 | 0.1% | +0% | 75.8 |
| 110 |  $META | Meta Platforms, Inc. | $138,569 | 0.1% | +0% | 79.6 |
| 111 | — | J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM | $119,847 | 0.1% | +26% | — |
| 112 |  $WFC | WELLS FARGO & COMPANY/MN | $119,580 | 0.1% | +0% | 61.8 |
| 113 |  $XOM.R34088 | EXXON MOBIL CORP | $116,212 | 0.1% | +0% | 57.9 |
| 114 |  $ANET | Arista Networks, Inc. | $108,383 | 0.1% | +0% | 81.9 |
| 115 |  $PG | PROCTER & GAMBLE Co | $106,754 | 0.1% | +0% | 64.6 |
| 116 |  $NSC | NORFOLK SOUTHERN CORP | $102,556 | 0.1% | +0% | 63.2 |
| 117 |  $SPY | SPDR S&P 500 ETF TRUST | $102,307 | 0.1% | +0% | — |
| 118 |  $AXP | AMERICAN EXPRESS CO | $101,475 | 0.1% | +0% | 69.4 |
| 119 | — | ISHARES TR - CORE S&P SCP ETF | $101,147 | 0.1% | +222% | — |
| 120 |  $JCI | Johnson Controls International plc | $100,816 | 0.1% | +0% | — |
| 121 | — | MATTHEWS ASIA FDS - EMER MARK EX ETF | $99,916 | 0.1% | +0% | — |
| 122 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $99,451 | 0.1% | +0% | — |
| 123 |  $HD | HOME DEPOT, INC. | $96,987 | 0.1% | -27% | 60.3 |
| 124 |  $BRK.B | BERKSHIRE HATHAWAY INC | $93,573 | 0.1% | +0% | 73.8 |
| 125 | — | ISHARES TR - SELECT DIVID ETF | $92,999 | 0.1% | +0% | — |
| 126 |  $ASML | ASML HOLDING NV | $91,514 | 0.1% | +0% | — |
| 127 |  $OCUL | OCULAR THERAPEUTIX, INC | $89,902 | 0.1% | +0% | 8.4 |
| 128 | — | CAPITAL GROUP GBL GROWTH EQT - SHS CREAT UNIT | $88,893 | 0.1% | +0% | — |
| 129 |  $NYT | NEW YORK TIMES CO | $82,996 | 0.1% | +0% | 68.2 |
| 130 |  $NFLX | NETFLIX INC | $82,824 | 0.1% | +0% | 78.8 |
| 131 | — | FIRST TR EXCHANGE-TRADED FD - NASDQ CLN EDGE | $81,494 | 0.1% | +0% | — |
| 132 |  $AEM | AGNICO EAGLE MINES LTD | $77,565 | 0.1% | +0% | — |
| 133 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $75,553 | 0.1% | +0% | 64.4 |
| 134 | — | ETF OPPORTUNITIES TRUST - TAPPALPHA S&P | $75,094 | 0.1% | +0% | — |
| 135 | — | BLACKROCK ETF TRUST - ISHARES US LARG | $74,153 | 0.1% | +0% | — |
| 136 |  $WY | WEYERHAEUSER CO | $73,855 | 0.1% | +66% | 51.3 |
| 137 |  $SOLS | Solstice Advanced Materials Inc. | $72,741 | 0.1% | -0% | 61.6 |
| 138 | — | ISHARES TR - CORE HIGH DV ETF | $71,951 | 0.1% | +400% | — |
| 139 |  $NEE | NEXTERA ENERGY INC | $70,216 | 0.1% | +0% | 64.6 |
| 140 |  $GKOS | GLAUKOS Corp | $69,880 | 0.1% | +0% | 40.5 |
| 141 |  $LASR | NLIGHT, INC. | $69,620 | 0.1% | +0% | 54.1 |
| 142 |  $PTY | PIMCO CORPORATE & INCOME OPPORTUNITY FUND | $66,165 | 0.1% | +43% | — |
| 143 | — | PROSHARES TR - S&P 500 HIGH ETF | $65,692 | 0.1% | +0% | — |
| 144 |  $MOG-A | MOOG INC. | $63,576 | 0.1% | -26% | 65.1 |
| 145 |  $GWW | W.W. GRAINGER, INC. | $62,578 | 0.1% | +0% | 61.8 |
| 146 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $60,654 | 0.1% | +0% | 61.4 |
| 147 |  $VST | Vistra Corp. | $60,279 | 0.1% | +0% | 71.9 |
| 148 | — | J P MORGAN EXCHANGE TRADED F - MUNICIPAL ETF | $58,000 | 0.1% | +0% | — |
| 149 |  $EMR | EMERSON ELECTRIC CO | $57,117 | 0.1% | +0% | 65.3 |
| 150 | — | SPDR SERIES TRUST - ST STR PR SP1500 | $54,292 | 0.0% | +0% | — |
| 151 | — | NEOS ETF TRUST - NEOS S&P 500 HI | $53,090 | 0.0% | +0% | — |
| 152 |  $IBIT | iShares Bitcoin Trust ETF | $52,798 | 0.0% | -78% | — |
| 153 |  $CICB | CION Investment Corp | $52,207 | 0.0% | +0% | — |
| 154 |  $MNST | Monster Beverage Corp | $46,522 | 0.0% | +0% | 71.3 |
| 155 |  $GILD | GILEAD SCIENCES, INC. | $45,482 | 0.0% | +0% | 57.4 |
| 156 | — | CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT | $42,923 | 0.0% | +0% | — |
| 157 |  $IVZ | Invesco Ltd. | $42,554 | 0.0% | +0% | — |
| 158 | — | CALAMOS ETF TR - AUTOC GROWT ETF | $42,119 | 0.0% | NEW | — |
| 159 |  $PLTR | Palantir Technologies Inc. | $41,535 | 0.0% | +5% | 84.6 |
| 160 |  $BG | Bunge Global SA | $41,091 | 0.0% | +0% | 54.5 |
| 161 |  $SLI | STANDARD LITHIUM LTD. | $40,013 | 0.0% | +0% | — |
| 162 |  $IRT | INDEPENDENCE REALTY TRUST, INC. | $38,387 | 0.0% | -8% | 52.9 |
| 163 |  $KRMN | Karman Holdings Inc. | $38,089 | 0.0% | +1% | 57.2 |
| 164 |  $EQIX | EQUINIX INC | $36,484 | 0.0% | +0% | 59 |
| 165 | — | CALAMOS ETF TR - NASDAQ AUTOCALLL | $36,248 | 0.0% | +1% | — |
| 166 |  $UBER | Uber Technologies, Inc | $36,008 | 0.0% | +0% | 73.5 |
| 167 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHT MUNCPL | $35,700 | 0.0% | +0% | — |
| 168 |  $SHW | SHERWIN WILLIAMS CO | $35,465 | 0.0% | +0% | 61.3 |
| 169 |  $ISRG | INTUITIVE SURGICAL INC | $34,996 | 0.0% | +0% | 79.9 |
| 170 |  $OKE | ONEOK INC /NEW/ | $33,907 | 0.0% | +0% | 71.7 |
| 171 |  $IP | INTERNATIONAL PAPER CO /NEW/ | $30,290 | 0.0% | +0% | 52.1 |
| 172 |  $SPGI | S&P Global Inc. | $30,137 | 0.0% | +0% | 76.1 |
| 173 |  $WTS | WATTS WATER TECHNOLOGIES INC | $29,359 | 0.0% | +0% | 64.5 |
| 174 | — | CAPITAL GROUP INTL FOCUS EQT - SHS CREAT UNIT | $29,007 | 0.0% | +0% | — |
| 175 |  $CTVA | Corteva, Inc. | $28,964 | 0.0% | +0% | 47.2 |
| 176 |  $TXN | TEXAS INSTRUMENTS INC | $26,826 | 0.0% | +0% | 73.4 |
| 177 |  $VOXR | VOX ROYALTY CORP. | $26,275 | 0.0% | +0% | — |
| 178 |  $AMD | ADVANCED MICRO DEVICES INC | $26,141 | 0.0% | +0% | 79.8 |
| 179 |  $NVG | Nuveen AMT-Free Municipal Credit Income Fund | $25,600 | 0.0% | +0% | — |
| 180 |  $MSIF | MSC INCOME FUND, INC. | $25,257 | 0.0% | +0% | — |
| 181 |  $DHR | DANAHER CORP /DE/ | $24,762 | 0.0% | +0% | 64.8 |
| 182 |  $DIS | Walt Disney Co | $24,544 | 0.0% | +0% | 60.1 |
| 183 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | $24,030 | 0.0% | +0% | — |
| 184 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $22,500 | 0.0% | +0% | 66.2 |
| 185 |  $CRM | Salesforce, Inc. | $21,932 | 0.0% | +0% | 77 |
| 186 |  $MO | ALTRIA GROUP, INC. | $21,657 | 0.0% | +0% | 67.4 |
| 187 |  $EXR | Extra Space Storage Inc. | $19,470 | 0.0% | +0% | 64.3 |
| 188 |  $CB | Chubb Ltd | $19,081 | 0.0% | +0% | — |
| 189 |  $TTEK | TETRA TECH INC | $19,067 | 0.0% | +0% | 60.2 |
| 190 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $18,964 | 0.0% | +0% | — |
| 191 |  $BFLY | Butterfly Network, Inc. | $18,945 | 0.0% | +0% | 33.8 |
| 192 | — | PROSHARES TR - RUS 2000 HIG ETF | $18,784 | 0.0% | NEW | — |
| 193 |  $ENSG | ENSIGN GROUP, INC | $18,114 | 0.0% | +0% | 67.9 |
| 194 | — | SPDR INDEX SHS FDS - ST PORT MARK ETF | $16,621 | 0.0% | +0% | — |
| 195 |  $LIN | LINDE PLC | $16,606 | 0.0% | +0% | — |
| 196 |  $DVN | DEVON ENERGY CORP/DE | $16,528 | 0.0% | +0% | 74.8 |
| 197 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | $16,083 | 0.0% | +0% | — |
| 198 |  $MDLZ | Mondelez International, Inc. | $15,906 | 0.0% | -52% | 56.4 |
| 199 |  $MDLN | Medline Inc. | $15,776 | 0.0% | +100% | 62.5 |
| 200 |  $F | FORD MOTOR CO | $13,900 | 0.0% | +0% | 54.9 |
| 201 |  $PGR | PROGRESSIVE CORP/OH/ | $13,762 | 0.0% | +0% | 80.1 |
| 202 |  $BCO | BRINKS CO | $13,040 | 0.0% | +0% | 56.7 |
| 203 | — | CALAMOS ETF TR - S&P 500 STRUCT | $12,850 | 0.0% | +0% | — |
| 204 |  $JEF | Jefferies Financial Group Inc. | $12,495 | 0.0% | +0% | 57.5 |
| 205 |  $CVS | CVS HEALTH Corp | $12,414 | 0.0% | +0% | 59.4 |
| 206 |  $LOW | LOWES COMPANIES INC | $12,127 | 0.0% | +0% | 60.8 |
| 207 |  $TEAM | Atlassian Corp | $11,669 | 0.0% | NEW | 65.8 |
| 208 |  $MQY | BLACKROCK MUNIYIELD QUALITY FUND, INC. | $11,449 | 0.0% | +0% | — |
| 209 |  $BAC | BANK OF AMERICA CORP /DE/ | $11,396 | 0.0% | +0% | 67.6 |
| 210 |  $VGM | Invesco Trust for Investment Grade Municipals | $10,600 | 0.0% | +0% | — |
| 211 |  $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | $10,593 | 0.0% | NEW | — |
| 212 |  $MCD | MCDONALDS CORP | $10,001 | 0.0% | +0% | 69 |
| 213 | — | ISHARES TR - RUS 2000 GRW ETF | $9,849 | 0.0% | +0% | — |
| 214 | — | ISHARES TR - S&P MC 400GR ETF | $9,400 | 0.0% | +0% | — |
| 215 | — | MANAGED PORTFOLIO SER - TREMB GLOBA ETF | $9,327 | 0.0% | +0% | — |
| 216 |  $JOBY | Joby Aviation, Inc. | $8,920 | 0.0% | +0% | 29 |
| 217 |  $SYY | SYSCO CORP | $8,609 | 0.0% | +0% | 54.7 |
| 218 | — | CALAMOS ETF TR - RUSSE 2000 JANUA | $8,396 | 0.0% | +0% | — |
| 219 | — | VANGUARD ADMIRAL FDS INC - 500 GRTH IDX F | $7,932 | 0.0% | +500% | — |
| 220 |  $CERS | CERUS CORP | $7,300 | 0.0% | +0% | 38.5 |
| 221 | — | ISHARES TR - EAFE SML CP ETF | $6,582 | 0.0% | +0% | — |
| 222 | — | VANGUARD INDEX FDS - SM CP VAL ETF | $6,075 | 0.0% | +0% | — |
| 223 |  $VALE | Vale S.A. | $6,016 | 0.0% | +0% | — |
| 224 |  $BLLN | BillionToOne, Inc. | $5,999 | 0.0% | +0% | 61.9 |
| 225 | $IVZ | Invesco Ltd. | $5,915 | 0.0% | +0% | — |
| 226 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | $5,442 | 0.0% | +0% | — |
| 227 | — | CALAMOS ETF TR - NASDAQ EQUITY | $5,354 | 0.0% | +0% | — |
| 228 |  $PAYX | PAYCHEX INC | $5,310 | 0.0% | +0% | 74.6 |
| 229 | — | MATTHEWS ASIA FDS - CHIN INNO AC ETF | $5,262 | 0.0% | +0% | — |
| 230 |  $PRKS | United Parks & Resorts Inc. | $5,251 | 0.0% | +0% | 46 |
| 231 |  $AMT | AMERICAN TOWER CORP /MA/ | $3,762 | 0.0% | +0% | 66.3 |
| 232 | — | J P MORGAN EXCHANGE TRADED F - ACTIVE VALUE ETF | $3,705 | 0.0% | +0% | — |
| 233 |  $PFN | PIMCO Income Strategy Fund II | $3,565 | 0.0% | +0% | — |
| 234 |  $CCJ | CAMECO CORP | $3,056 | 0.0% | +0% | — |
| 235 |  $TSLA | Tesla, Inc. | $2,944 | 0.0% | +0% | 53.9 |
| 236 |  $SLVM | Sylvamo Corp | $2,722 | 0.0% | +0% | 41.7 |
| 237 |  $ASTS | AST SpaceMobile, Inc. | $2,666 | 0.0% | +200% | 30.8 |
| 238 | — | CAPITAL GRP FIXED INCM ETF T - MUN HIGH ETF | $2,585 | 0.0% | +0% | — |
| 239 | — | VICTORY PORTFOLIOS II - USAA MSCI USA SM | $2,306 | 0.0% | +0% | — |
| 240 | — | VANGUARD INDEX FDS - GROWTH ETF | $2,021 | 0.0% | NEW | — |
| 241 |  $VTRS | Viatris Inc | $1,969 | 0.0% | +0% | 45.4 |
| 242 |  $OVV | Ovintiv Inc. | $1,948 | 0.0% | +0% | 62.5 |
| 243 |  $TM | TOYOTA MOTOR CORP/ | $1,684 | 0.0% | +0% | — |
| 244 | — | VANGUARD WELLINGTON FD - US MOMENTUM | $1,497 | 0.0% | +0% | — |
| 245 | — | ISHARES TR - MSCI INTL MOMENT | $1,493 | 0.0% | +0% | — |
| 246 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $1,480 | 0.0% | +0% | — |
| 247 |  $CCZ | COMCAST CORP | $1,473 | 0.0% | +0% | 59.5 |
| 248 |  $AIR | AAR CORP | $1,429 | 0.0% | +0% | 60.8 |
| 249 | — | VANECK ETF TRUST - RARE EAR STR ETF | $1,416 | 0.0% | +0% | — |
| 250 | — | VANGUARD WHITEHALL FDS - INTL HIGH ETF | $1,375 | 0.0% | +0% | — |
| 251 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | $1,340 | 0.0% | +0% | — |
| 252 | — | FIDELITY COVINGTON TRUST - ENHANCED LARGE | $1,313 | 0.0% | +0% | — |
| 253 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW | $1,278 | 0.0% | +0% | — |
| 254 | — | VANGUARD STAR FDS - VG TL INTL STK F | $1,197 | 0.0% | +0% | — |
| 255 |  $MU | MICRON TECHNOLOGY INC | $1,154 | 0.0% | NEW | 86.2 |
| 256 |  $SHOP | SHOPIFY INC. | $1,142 | 0.0% | +0% | 64.9 |
| 257 |  $CDNS | CADENCE DESIGN SYSTEMS INC | $1,126 | 0.0% | -40% | 72.6 |
| 258 |  $NEM | NEWMONT Corp /DE/ | $1,121 | 0.0% | +0% | 86.8 |
| 259 |  $CGEN | COMPUGEN LTD | $1,070 | 0.0% | +0% | — |
| 260 |  $ETH | Grayscale Ethereum Staking Mini ETF | $1,052 | 0.0% | +0% | — |
| 261 |  $FBTC | Fidelity Wise Origin Bitcoin Fund | $1,021 | 0.0% | +0% | — |
| 262 |  $RKLB | Rocket Lab Corp | $1,017 | 0.0% | NEW | 39.9 |
| 263 |  $OXY | OCCIDENTAL PETROLEUM CORP /DE/ | $971 | 0.0% | +0% | 62.6 |
| 264 | — | PROSHARES TR - NANOTECH ETF | $970 | 0.0% | +0% | — |
| 265 |  $EQNR | EQUINOR ASA | $942 | 0.0% | +0% | 39 |
| 266 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $895 | 0.0% | +0% | — |
| 267 |  $ONDS | Ondas Inc. | $824 | 0.0% | NEW | 56.4 |
| 268 | — | RBB FD INC - MOTLEY FOOL SML | $723 | 0.0% | +0% | — |
| 269 |  $CFG | CITIZENS FINANCIAL GROUP INC/RI | $701 | 0.0% | +0% | 62.9 |
| 270 | — | GLOBAL X FDS - GB MSCI AR ETF | $639 | 0.0% | +0% | — |
| 271 |  $WAB | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | $539 | 0.0% | NEW | 66.3 |
| 272 |  $KOPN | KOPIN CORP | $538 | 0.0% | NEW | 32.7 |
| 273 |  $CPNG | Coupang, Inc. | $521 | 0.0% | +0% | 50.6 |
| 274 |  $BORR | Borr Drilling Ltd | $516 | 0.0% | -17% | — |
| 275 |  $NIO | NIO Inc. | $506 | 0.0% | +0% | — |
| 276 | — | KRANESHARES TRUST - PUBLIC-PRIVATE A | $469 | 0.0% | NEW | — |
| 277 |  $VTS | Vitesse Energy, Inc. | $457 | 0.0% | +0% | 52.9 |
| 278 |  $GLND | Greenland Energy Co | $440 | 0.0% | NEW | — |
| 279 |  $MSTR | Strategy Inc | $435 | 0.0% | +0% | 17.9 |
| 280 |  $S | SentinelOne, Inc. | $424 | 0.0% | +0% | 44.4 |
| 281 | — | KRANESHARES TRUST - GBL HUMANOID ROB | $412 | 0.0% | +0% | — |
| 282 |  $NKE | NIKE, Inc. | $411 | 0.0% | +0% | 49.3 |
| 283 |  $MFC | MANULIFE FINANCIAL CORP | $405 | 0.0% | +0% | — |
| 284 |  $BGS | B&G Foods, Inc. | $398 | 0.0% | +0% | 37 |
| 285 |  $NKLR | Terra Innovatum Global N.V. | $369 | 0.0% | +0% | — |
| 286 |  $HHH | Howard Hughes Holdings Inc. | $357 | 0.0% | +0% | 70.9 |
| 287 |  $CMPS | COMPASS Pathways plc | $354 | 0.0% | +0% | — |
| 288 |  $FIGR | Figure Technology Solutions, Inc. | $307 | 0.0% | +0% | 77.1 |
| 289 |  $NUCL | Eagle Nuclear Energy Corp. | $288 | 0.0% | +0% | — |
| 290 |  $STLA | Stellantis N.V. | $287 | 0.0% | +0% | — |
| 291 |  $BL | BLACKLINE, INC. | $281 | 0.0% | +0% | 52.7 |
| 292 |  $GSOL | Grayscale Solana Staking ETF | $277 | 0.0% | +0% | — |
| 293 |  $OSS | ONE STOP SYSTEMS, INC. | $273 | 0.0% | NEW | 44.2 |
| 294 |  $BLZE | Backblaze, Inc. | $238 | 0.0% | NEW | 47.7 |
| 295 |  $ACHR | Archer Aviation Inc. | $213 | 0.0% | +0% | 24.2 |
| 296 |  $PINS | PINTEREST, INC. | $210 | 0.0% | +0% | 63.3 |
| 297 |  $BBAI | BigBear.ai Holdings, Inc. | $202 | 0.0% | +0% | 17.6 |
| 298 |  $BZUN | Baozun Inc. | $170 | 0.0% | +0% | — |
| 299 |  $OKLO | Oklo Inc. | $157 | 0.0% | +0% | — |
| 300 |  $WU | Western Union CO | $154 | 0.0% | +0% | 48 |
| 301 |  $OGN | Organon & Co. | $135 | 0.0% | +0% | 50.5 |
| 302 |  $SMR | NUSCALE POWER Corp | $130 | 0.0% | +0% | 7.9 |
| 303 |  $USAR | USA Rare Earth, Inc. | $108 | 0.0% | +0% | 16 |
| 304 |  $NNE | Nano Nuclear Energy Inc. | $106 | 0.0% | +0% | — |
| 305 |  $FLNC | Fluence Energy, Inc. | $99 | 0.0% | NEW | 43 |
| 306 |  $XE | X-Energy, Inc. | $92 | 0.0% | NEW | — |
| 307 |  $FLWS | 1 800 FLOWERS COM INC | $70 | 0.0% | +0% | 26.8 |
| 308 |  $EDIT | Editas Medicine, Inc. | $65 | 0.0% | +0% | 33.4 |
| 309 |  $RGTI | Rigetti Computing, Inc. | $58 | 0.0% | +0% | 14.3 |
| 310 |  $ABAT | AMERICAN BATTERY TECHNOLOGY Co | $57 | 0.0% | +0% | — |
| 311 |  $SAFX | XCF Global, Inc. | $55 | 0.0% | +0% | 38.3 |
| 312 |  $VSNT | Versant Media Group, Inc. | $36 | 0.0% | +0% | 61 |
New Positions (21)
$APH AMPHENOL CORP /DE/$779,687$PLMR Palomar Holdings, Inc.$635,742$HONA Honeywell Aerospace Inc.$398,165 J P MORGAN EXCHANGE TRADED F - INCOME ETF$355,736
$FISN DEEP FISSION, INC.$291,456 CALAMOS ETF TR - AUTOC GROWT ETF$42,119
PROSHARES TR - RUS 2000 HIG ETF$18,784
$TEAM Atlassian Corp$11,669$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$10,593 VANGUARD INDEX FDS - GROWTH ETF$2,021
$MU MICRON TECHNOLOGY INC$1,154$RKLB Rocket Lab Corp$1,017$ONDS Ondas Inc.$824$WAB WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP$539$KOPN KOPIN CORP$538
Browse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
Berkshire HathawayBridgewater AssociatesCitadel AdvisorsRenaissance TechnologiesTwo Sigma InvestmentsDE Shaw & CoMillennium ManagementAQR Capital ManagementPoint72 Asset ManagementTiger Global ManagementVanguard GroupBlackRock
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for Essential Investment Partners LLC including:
Full 13F portfolio with all holdings
Quarter-over-quarter position changes
Accumulation & distribution patterns
Sector allocation breakdown
Historical portfolio evolution
New positions & complete exits
Concentration analysis
Peer comparison with similar funds
AI-powered portfolio insights
Track Essential Investment Partners LLC's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for Essential Investment Partners LLC and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
Passwordless sign-in · Payments by Stripe · Auth by Clerk
AI-Powered Hedge Fund Analysis: Essential Investment Partners LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Essential Investment Partners LLC (SEC CIK: 2145170), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Essential Investment Partners LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.