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%IndustrialsAAPLApple$5,813,242$352,151 â–¼-5.7%20,0904.7%TechnologyURIUnited Rentals$5,197,699$129,149 â–¼-2.4%4,5884.2%IndustrialsGOOGLAlphabet$4,291,299$281,608 â–¼-6.2%12,0083.4%Communication ServicesEVERPURE 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%Consumer DiscretionaryABBVAbbVie$3,626,384$243,588 â–¼-6.3%14,4112.9%HealthcareMSFTMicrosoft$3,487,492$82,440 â–²2.4%9,3492.8%TechnologyTJXTJX Companies$2,930,162$11,060 â–²0.4%19,3412.4%Consumer DiscretionaryAVGOBroadcom$2,901,498$2,267 â–¼-0.1%7,6812.3%TechnologyCRWDCrowdStrike$2,885,432$1,071,448 â–¼-27.1%3,7812.3%TechnologyNVDANVIDIA$2,853,083$606,473 â–²27.0%14,2592.3%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%Consumer DiscretionaryVZVerizon Communications$2,422,017$14,819 â–²0.6%57,2041.9%Communication ServicesMAMastercard$2,338,421$85,258 â–²3.8%4,5531.9%FinanceJNJJohnson & Johnson$2,320,950$370,275 â–¼-13.8%9,1391.9%HealthcareMECMayville Engineering$2,205,870$720,993 â–²48.6%58,8861.8%IndustrialsFNDFSchwab 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%ETFJAAAJanus 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%HealthcareGOOGAlphabet$1,724,957$17,666 â–¼-1.0%4,8821.4%Communication ServicesJPMJPMorgan 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%FinanceORCLOracle$1,439,121$485,081 â–¼-25.2%9,8201.2%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%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%ETFIWPiShares 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%IndustrialsIVViShares 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%TechnologyKLACKLA$963,662$754,879 â–²361.6%3,1940.8%TechnologyALCAlcon$947,586$67,771 â–¼-6.7%14,1220.8%HealthcareXHBSPDR S&P Homebuilders ETF$903,6790.0%7,8200.7%ETFACWXiShares MSCI ACWI ex U.S. ETF$852,4320.0%11,2000.7%ETFFBTFirst 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%TechnologyLMTLockheed Martin$761,643$48,908 â–²6.9%1,4950.6%IndustrialsPYLDPIMCO 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%Consumer DiscretionaryAMATApplied Materials$668,0520.0%9240.5%TechnologyPLMRPalomar$635,742$635,742 â–²New Holding5,0300.5%FinanceACNAccenture$627,302$80,762 â–¼-11.4%5,0410.5%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%FinanceCGMUCapital 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%HealthcareIDXXIDEXX Laboratories$459,5820.0%8730.4%HealthcareJEPIJPMorgan 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%TechnologyNEANuveen AMT-Free Quality Municipal Income Fund$405,0300.0%34,5000.3%FinanceHONEYWELL 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%Consumer StaplesMSAMSA Safety Incorporporated$381,981$193,609 â–¼-33.6%2,1880.3%IndustrialsTYLTyler Technologies$381,3680.0%1,3040.3%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%TechnologyCTSHCognizant Technology Solutions$339,972$472,971 â–¼-58.2%8,7780.3%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%IndustrialsCVXChevron$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%TechnologyKOCocaCola$256,8130.0%3,1600.2%Consumer StaplesRTXRTX$256,1360.0%1,3500.2%IndustrialsMRKMerck & Co., Inc.$255,0730.0%1,9850.2%HealthcareCSCOCisco Systems$251,5990.0%2,1420.2%TechnologyPDOPimco Dynamic Income Opportunities Fund$244,570$19,830 â–¼-7.5%18,5000.2%EnergyGLWCorning$242,6590.0%9500.2%TechnologyBMYBristol Myers Squibb$240,5640.0%4,1750.2%HealthcareAMGNAmgen$233,5670.0%6450.2%HealthcareTAT&T$228,6730.0%11,0470.2%Communication ServicesULTAUlta Beauty$213,765$4,510 â–¼-2.1%4740.2%Consumer DiscretionaryGDGeneral Dynamics$212,3670.0%6000.2%IndustrialsMUABlackRock MuniAssets Fund$203,3000.0%18,4650.2%FinanceGDDYGoDaddy$199,808$50,249 â–¼-20.1%2,3540.2%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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