DOSSIER · 13F-HR · Q3 2026

Essential Investment Partners LLC

$148M in tracked AUM across 456 positions as of Q3 2026.

EI
CIK 0002145170 · last filed Sep 30, 2026
Total AUM
$148M
as of Q3 2026
Holdings
456
—
positions
Whale Score
46
46
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Essential Investment Partners LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$6M19K4.4%
02
PSTG
EVERPURE INC
$6M47K4.2%
03
BE
BLOOM ENERGY CORP
$6M21K4.0%
04
MSFT
MICROSOFT CORP
$5M10K3.5%
05
URI
UNITED RENTALS INC
$5M5K3.1%
06
AMZN
AMAZON COM INC
$4M18K3.0%
07
GOOGL
ALPHABET INC
$4M12K2.7%
08
AVGO
BROADCOM INC
$4M11K2.6%
09
ABBV
ABBVIE INC
$4M15K2.6%
10
HELO
J P MORGAN EXCHANGE TRADED F
$4M54K2.5%

Filing history

2026Q3Sep 30
$148M▲ 18.7%
456 positionsView →
2026Q2Jun 30
$125M▲ 15.3%
312 positionsView →
2026Q1Mar 31
$108M▲ 1.6%
301 positionsView →
2025Q4Dec 31
$106M—
284 positionsView →