Essential Investment Partners LLC Top Holdings and 13F Report (2026) About Essential Investment Partners LLCInvestment ActivityEssential Investment Partners LLC has $124.53 million in total holdings as of June 30, 2026.Essential Investment Partners LLC owns shares of 312 different stocks, but just 50 companies or ETFs make up 80% of its holdings.Approximately 10.04% of the portfolio was purchased this quarter.About 5.78% of the portfolio was sold this quarter.This quarter, Essential Investment Partners LLC has purchased 301 new stocks and bought additional shares in 45 stocks.Essential Investment Partners LLC sold shares of 39 stocks and completely divested from 11 stocks this quarter.Largest Holdings Bloom Energy $6,644,265Apple $5,813,242United Rentals $5,197,699Alphabet $4,291,299EVERPURE INC $3,844,637 Largest New Holdings this Quarter 032095101 - Amphenol $779,687 Holding69753M105 - Palomar $635,742 Holding438516205 - HONEYWELL INTL INC $403,244 Holding43849R105 - HONEYWELL AEROSPACE INC $398,165 Holding46641Q159 - JPMorgan Income ETF $355,736 Holding Largest Purchases this Quarter Booking 13,210 shares (about $2.35M)J P MORGAN EXCHANGE TRADED F 19,265 shares (about $1.30M)Amphenol 4,422 shares (about $779.69K)KLA 2,502 shares (about $754.88K)Mayville Engineering 19,247 shares (about $720.99K) Largest Sales this Quarter CrowdStrike 1,404 shares (about $1.07M)Qualcomm 5,127 shares (about $947.42K)Oracle 3,310 shares (about $485.08K)Cognizant Technology Solutions 12,212 shares (about $472.97K)Bloom Energy 1,436 shares (about $434.68K) Sector Allocation Over TimeMap of 500 Largest Holdings ofEssential Investment Partners LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBEBloom Energy$6,644,265$434,677 â–¼-6.1%21,9505.3%EnergyAAPLApple$5,813,242$352,151 â–¼-5.7%20,0904.7%Computer and TechnologyURIUnited Rentals$5,197,699$129,149 â–¼-2.4%4,5884.2%ConstructionGOOGLAlphabet$4,291,299$281,608 â–¼-6.2%12,0083.4%Computer and TechnologyEVERPURE INC$3,844,637$15,600 â–²0.4%48,7963.1%CL AAMZNAmazon.com$3,800,570$31,699 â–²0.8%15,9463.1%Retail/WholesaleABBVAbbVie$3,626,384$243,588 â–¼-6.3%14,4112.9%MedicalMSFTMicrosoft$3,487,492$82,440 â–²2.4%9,3492.8%Computer and TechnologyTJXTJX Companies$2,930,162$11,060 â–²0.4%19,3412.4%Retail/WholesaleAVGOBroadcom$2,901,498$2,267 â–¼-0.1%7,6812.3%Computer and TechnologyCRWDCrowdStrike$2,885,432$1,071,448 â–¼-27.1%3,7812.3%Computer and TechnologyNVDANVIDIA$2,853,083$606,473 â–²27.0%14,2592.3%Computer and TechnologyJ P MORGAN EXCHANGE TRADED F$2,647,784$1,301,929 â–²96.7%39,1802.1%HEDG EQU LAD ETFBKNGBooking$2,452,048$2,354,551 â–²2,415.0%13,7572.0%Retail/WholesaleVZVerizon Communications$2,422,017$14,819 â–²0.6%57,2041.9%Computer and TechnologyMAMastercard$2,338,421$85,258 â–²3.8%4,5531.9%Business ServicesJNJJohnson & Johnson$2,320,950$370,275 â–¼-13.8%9,1391.9%MedicalMECMayville Engineering$2,205,870$720,993 â–²48.6%58,8861.8%ConstructionFNDFSchwab Fundamental International Equity ETF$2,082,750$453,419 â–²27.8%39,4761.7%ETFGLDSPDR Gold Shares$1,929,574$33,523 â–¼-1.7%5,2381.5%FinanceJAAAJanus Henderson AAA CLO ETF$1,905,965$110,524 â–²6.2%37,7491.5%ETFSYKStryker$1,744,843$165,606 â–²10.5%5,5421.4%MedicalGOOGAlphabet$1,724,957$17,666 â–¼-1.0%4,8821.4%Computer and TechnologyJPMJPMorgan Chase & Co.$1,627,812$384,940 â–²31.0%4,9731.3%FinanceZETA GLOBAL HOLDINGS CORP$1,554,189$145,435 â–²10.3%78,9731.2%CL AHYTBlackRock Corporate High Yield Fund$1,450,492$38,948 â–¼-2.6%169,4501.2%Financial ServicesORCLOracle$1,439,121$485,081 â–¼-25.2%9,8201.2%Computer and TechnologyARCCAres Capital$1,417,471$87,091 â–²6.5%76,4961.1%FinanceECLEcolab$1,398,901$249,635 â–²21.7%5,0211.1%Basic MaterialsKMIKinder Morgan$1,262,719$3,197 â–¼-0.3%39,4971.0%EnergyEMXCiShares MSCI Emerging Markets ex China ETF$1,250,7200.0%12,2261.0%ManufacturingIWPiShares Russell Mid-Cap Growth ETF$1,227,648$14,641 â–²1.2%8,3851.0%ETFWMWaste Management$1,216,200$111,881 â–²10.1%5,4571.0%Business ServicesIVViShares Core S&P 500 ETF$1,087,388$7,489 â–²0.7%1,4520.9%ETFJPSTJPMorgan Ultra-Short Income ETF$1,086,092$103,669 â–¼-8.7%21,4770.9%ETFQCOMQualcomm$1,022,813$947,419 â–¼-48.1%5,5350.8%Computer and TechnologyKLACKLA$963,662$754,879 â–²361.6%3,1940.8%Computer and TechnologyALCAlcon$947,586$67,771 â–¼-6.7%14,1220.8%MedicalXHBSPDR S&P Homebuilders ETF$903,6790.0%7,8200.7%ETFACWXiShares MSCI ACWI ex U.S. ETF$852,4320.0%11,2000.7%ManufacturingFBTFirst Trust NYSE Arca Biotechnology Index Fund$822,0030.0%3,3160.7%ETFFNDXSchwab Fundamental U.S. Large Company ETF$787,110$73,085 â–²10.2%25,3090.6%ETFAPHAmphenol$779,687$779,687 â–²New Holding4,4220.6%Computer and TechnologyLMTLockheed Martin$761,643$48,908 â–²6.9%1,4950.6%AerospacePYLDPIMCO Multi Sector Bond Active ETF$745,477$355,898 â–²91.4%28,1100.6%ETFPEPPepsiCo$730,348$8,530 â–¼-1.2%5,3940.6%Consumer StaplesDHID.R. Horton$720,7440.0%4,4250.6%ConstructionAMATApplied Materials$668,0520.0%9240.5%Computer and TechnologyPLMRPalomar$635,742$635,742 â–²New Holding5,0300.5%FinanceACNAccenture$627,302$80,762 â–¼-11.4%5,0410.5%Computer and TechnologyJ P MORGAN EXCHANGE TRADED F$585,841$133,334 â–²29.5%6,3710.5%JPMORGAN INTL VLBXBlackstone$572,465$34,477 â–¼-5.7%4,8650.5%FinanceIJHiShares Core S&P Mid-Cap ETF$539,7700.0%7,0000.4%ETFIWDiShares Russell 1000 Value ETF$532,1340.0%2,1950.4%ETFRBB FUND TRUST$508,688$57,672 â–²12.8%9,5260.4%FIRS EAGL OV ETFVOOVanguard S&P 500 ETF$503,4320.0%7330.4%ETFPDIPIMCO Dynamic Income Fund$498,178$3,106 â–¼-0.6%29,8310.4%Financial ServicesCGMUCapital Group Municipal Income ETF$481,659$104,386 â–²27.7%17,5340.4%ETFDFUSDimensional U.S. Equity ETF$478,8020.0%5,8430.4%ETFIVWiShares S&P 500 Growth ETF$474,4790.0%3,4500.4%ETFZTSZoetis$464,216$230,815 â–¼-33.2%6,4600.4%MedicalIDXXIDEXX Laboratories$459,5820.0%8730.4%MedicalJEPIJPMorgan Equity Premium Income ETF$443,5370.0%7,8530.4%ETFRBCRBC Bearings$418,6390.0%6500.3%IndustrialsIWFiShares Russell 1000 Growth ETF$410,754$308,066 â–²300.0%3,3080.3%ETFSXIStandex International$410,2470.0%1,1470.3%IndustrialsNEANuveen AMT-Free Quality Municipal Income Fund$405,0300.0%34,5000.3%Financial ServicesHONEYWELL INTL INC$403,244$403,244 â–²New Holding1,8010.3%COMHONEYWELL AEROSPACE INC$398,165$398,165 â–²New Holding1,8010.3%COMCOSTCostco Wholesale$387,2850.0%4140.3%Retail/WholesaleMSAMSA Safety Incorporporated$381,981$193,609 â–¼-33.6%2,1880.3%IndustrialsTYLTyler Technologies$381,3680.0%1,3040.3%Computer and TechnologyJPIEJPMorgan Income ETF$355,736$355,736 â–²New Holding7,7250.3%ETFQUALiShares MSCI USA Quality Factor ETF$348,894$188,271 â–²117.2%1,5900.3%ETFPANWPalo Alto Networks$346,4760.0%1,0160.3%Computer and TechnologyCTSHCognizant Technology Solutions$339,972$472,971 â–¼-58.2%8,7780.3%Computer and TechnologyWALMART INC$339,780$11,326 â–¼-3.2%3,0000.3%COMCALAMOS ETF TR$337,132$28,843 â–²9.4%12,3900.3%AUTOC INCOM ETFCAPITAL GROUP INTERNATIONAL$320,232$10,917 â–²3.5%8,8000.3%SHSAVAVAeroVironment$310,827$25,586 â–¼-7.6%1,8830.2%AerospaceCVXChevron$300,026$132,608 â–¼-30.7%1,8100.2%EnergyDEEP FISSION INC$291,456$291,456 â–²New Holding26,4000.2%COMWMBWilliams Companies$287,5470.0%3,8680.2%EnergyJGROJPMorgan Active Growth ETF$273,444$234,212 â–²597.0%2,7740.2%ETFNTNXNutanix$268,355$2,548 â–²1.0%5,2660.2%Computer and TechnologyKOCocaCola$256,8130.0%3,1600.2%Consumer StaplesRTXRTX$256,1360.0%1,3500.2%AerospaceMRKMerck & Co., Inc.$255,0730.0%1,9850.2%MedicalCSCOCisco Systems$251,5990.0%2,1420.2%Computer and TechnologyPDOPimco Dynamic Income Opportunities Fund$244,570$19,830 â–¼-7.5%18,5000.2%Basic MaterialsGLWCorning$242,6590.0%9500.2%Computer and TechnologyBMYBristol Myers Squibb$240,5640.0%4,1750.2%MedicalAMGNAmgen$233,5670.0%6450.2%MedicalTAT&T$228,6730.0%11,0470.2%Computer and TechnologyULTAUlta Beauty$213,765$4,510 â–¼-2.1%4740.2%Retail/WholesaleGDGeneral Dynamics$212,3670.0%6000.2%AerospaceMUABlackRock MuniAssets Fund$203,3000.0%18,4650.2%FinanceGDDYGoDaddy$199,808$50,249 â–¼-20.1%2,3540.2%Computer and TechnologyVIPER ENERGY INC$195,2520.0%4,6050.2%CL ASHELShell$192,6870.0%2,4850.2%EnergyShowing largest 100 holdings. 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