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Filers›Pension Fund›Essential Partners LLC
DOSSIER · 13F-HR · Q1 2026

Essential Partners LLC

Essential's pension fund based in Stamford, CT — $297M in tracked AUM across 2,848 positions as of Q1 2026.

E
Essential·Stamford, CT·Pension Fund
CIK 0002136442 · last filed Mar 31, 2026
Total AUM
$297M
▼ 8.9%
vs prior
Holdings
2,848
—
positions
Whale Score
39
39
tracked
Activity
—
no data
changes this Q
Top sector
Tech
9% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Essential Partners LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
PHYS
Sprott Gold Convert to Physical
$15M420K5.0%
02
FIX
COMFORT SYS USA INC COM
$5M3K1.6%
03
NVDA
NVIDIA CORPORATION COM
$4M22K1.3%
04
FNDF
Schwab Fundamental Int'l Broad
$4M76K1.2%
05
IVV
iShares S&P 500
$3M5K1.2%
06
FNDB
Schwab Fundamental U.S. Broad
$3M127K1.2%
07
VGSH
Vanguard Short-Term USTS
$3M56K1.1%
08
GM
GENERAL MTRS CO COM
$3M43K1.1%
09
GE
GE AEROSPACE COM NEW
$3M11K1.1%
10
MRK
MERCK & CO INC COM
$3M26K1.0%

Filing history

Filing history loading…
AI Agent · grounded in Essential
haiku-4-5 · 2,848 positions indexed
Sector mix
  • Tech9%
  • Financials12%
  • Health Care22%
  • Cons. Disc.36%
  • Energy8%
  • Other13%
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