§ 13F · FUND PROFILE
Essential Investment Partners LLC.
AUM · $125M (13F)Positions · 312Turnover · n/a · Q2Filed · Jul 15, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | BE | BLOOM ENERGY CORP | 22K | $7M | 5.3% | −6% |
| 2 | AAPL | APPLE INC | 20K | $6M | 4.7% | −6% |
| 3 | URI | UNITED RENTALS INC | 5K | $5M | 4.2% | −2% |
| 4 | GOOGL | ALPHABET INC | 12K | $4M | 3.4% | −6% |
| 5 | P | EVERPURE INC | 49K | $4M | 3.1% | ±0% |
| 6 | AMZN | AMAZON COM INC | 16K | $4M | 3.1% | +1% |
| 7 | ABBV | ABBVIE INC | 14K | $4M | 2.9% | −6% |
| 8 | MSFT | MICROSOFT CORP | 9K | $3M | 2.8% | +2% |
| 9 | TJX | TJX COS INC NEW | 19K | $3M | 2.4% | ±0% |
| 10 | AVGO | BROADCOM INC | 8K | $3M | 2.3% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ESSENTIAL SIGNAL
AC read
Essential Investment Partners LLC is a institutional fund managing $125 million in assets. The fund runs a broad portfolio of 312 positions.
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