DOSSIER · 13F-HR · Q2 2026

Essential Investment Partners LLC

$125M in tracked AUM across 312 positions as of Q2 2026.

EI
CIK 0002145170 · last filed Jun 30, 2026
Total AUM
$125M
as of Q2 2026
Holdings
312
positions
Whale Score
46
46
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Essential Investment Partners LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
BE
BLOOM ENERGY CORP
$7M22K5.3%
02
AAPL
APPLE INC
$6M20K4.7%
03
URI
UNITED RENTALS INC
$5M5K4.2%
04
GOOGL
ALPHABET INC
$4M12K3.4%
05
PSTG
EVERPURE INC
$4M49K3.1%
06
AMZN
AMAZON COM INC
$4M16K3.1%
07
ABBV
ABBVIE INC
$4M14K2.9%
08
MSFT
MICROSOFT CORP
$3M9K2.8%
09
TJX
TJX COS INC NEW
$3M19K2.4%
10
AVGO
BROADCOM INC
$3M8K2.3%

Filing history

2026Q2Jun 30
$125M 15.3%
312 positionsView →
2026Q1Mar 31
$108M 1.6%
301 positionsView →
2025Q4Dec 31
$106M
284 positionsView →