Essential Investment Partners LLC Top Holdings and 13F Report (2026) About Essential Investment Partners LLCInvestment ActivityEssential Investment Partners LLC has $147.76 million in total holdings as of September 30, 2026.Essential Investment Partners LLC owns shares of 456 different stocks, but just 60 companies or ETFs make up 80% of its holdings.Approximately 18.83% of the portfolio was purchased this quarter.About 2.88% of the portfolio was sold this quarter.This quarter, Essential Investment Partners LLC has purchased 312 new stocks and bought additional shares in 87 stocks.Essential Investment Partners LLC sold shares of 51 stocks and completely divested from 9 stocks this quarter.Largest Holdings Apple $6,469,247EVERPURE INC $6,198,972Bloom Energy $5,942,606Microsoft $5,140,460United Rentals $4,548,545 Largest New Holdings this Quarter 464288877 - iShares MSCI EAFE Value ETF $1,684,257 HoldingG7997R103 - Seagate Technology $921,418 Holding81369Y506 - Energy Select Sector SPDR Fund $742,827 Holding464287523 - iShares Semiconductor ETF $682,368 Holding92206C714 - Vanguard Russell 1000 Value ETF $681,186 Holding Largest Purchases this Quarter CrowdStrike 8,596 shares (about $2.28M)iShares MSCI EAFE Value ETF 21,282 shares (about $1.68M)Broadcom 3,332 shares (about $1.17M)J P MORGAN EXCHANGE TRADED F 15,003 shares (about $1.04M)Janus Henderson AAA CLO ETF 20,409 shares (about $1.03M) Largest Sales this Quarter PepsiCo 4,993 shares (about $632.72K)Zoetis 6,042 shares (about $421.91K)Accenture 1,218 shares (about $223.34K)Apple 664 shares (about $221.13K)GoDaddy 2,179 shares (about $208.11K) 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 PortfolioSectorAAPLApple$6,469,247$221,125 ▼-3.3%19,4264.4%TechnologyEVERPURE INC$6,198,972$182,569 ▼-2.9%47,4004.2%CL ABEBloom Energy$5,942,606$137,105 ▼-2.3%21,4554.0%IndustrialsMSFTMicrosoft$5,140,460$345,194 ▲7.2%10,0223.5%TechnologyURIUnited Rentals$4,548,545$43,034 ▼-0.9%4,5453.1%IndustrialsAMZNAmazon.com$4,402,231$429,285 ▲10.8%17,6693.0%Consumer DiscretionaryGOOGLAlphabet$4,030,897$100,815 ▼-2.4%11,7152.7%Communication ServicesAVGOBroadcom$3,867,655$1,170,165 ▲43.4%11,0132.6%TechnologyABBVAbbVie$3,831,247$61,474 ▲1.6%14,6462.6%HealthcareJ P MORGAN EXCHANGE TRADED F$3,747,845$1,037,759 ▲38.3%54,1832.5%HEDG EQU LAD ETFNVDANVIDIA$3,446,939$190,469 ▲5.8%15,0932.3%TechnologyCRWDCrowdStrike$3,276,811$2,275,791 ▲227.3%12,3772.2%TechnologyJAAAJanus Henderson AAA CLO ETF$2,935,253$1,030,049 ▲54.1%58,1582.0%ETFTJXTJX Companies$2,651,095$92,088 ▲3.6%20,0371.8%Consumer DiscretionaryVZVerizon Communications$2,615,783$8,165 ▼-0.3%57,0261.8%Communication ServicesFNDFSchwab Fundamental International Equity ETF$2,530,707$408,876 ▲19.3%47,0831.7%ETFZETA GLOBAL HOLDINGS CORP$2,490,526$2,652 ▼-0.1%78,8891.7%CL AMAMastercard$2,391,174$119,669 ▼-4.8%4,3361.6%FinanceJNJJohnson & Johnson$2,389,193$30,179 ▼-1.2%9,0251.6%HealthcareGOOGAlphabet$2,277,165$613,673 ▲36.9%6,6831.5%Communication ServicesBKNGBooking$2,176,315$64,838 ▼-2.9%13,3591.5%Consumer DiscretionaryGLDSPDR Gold Shares$1,871,067$123,773 ▼-6.2%4,9131.3%ETFJPMJPMorgan Chase & Co.$1,838,844$193,545 ▲11.8%5,5581.2%FinanceEFViShares MSCI EAFE Value ETF$1,684,257$1,684,257 ▲New Holding21,2821.1%ETFALCAlcon$1,564,166$649,766 ▲71.1%24,1571.1%HealthcareARCCAres Capital$1,514,554$53,480 ▲3.7%79,2961.0%FinanceSYKStryker$1,488,208$38,004 ▼-2.5%5,4041.0%HealthcareECLEcolab$1,372,351$6,315 ▼-0.5%4,9980.9%MaterialsORCLOracle$1,372,176$23,890 ▲1.8%9,9940.9%TechnologyIVWiShares S&P 500 Growth ETF$1,359,129$868,340 ▲176.9%9,5540.9%ETFHYTBlackRock Corporate High Yield Fund$1,303,400$25,088 ▼-1.9%166,2500.9%FinanceEMXCiShares MSCI Emerging Markets ex China ETF$1,205,407$5,945 ▼-0.5%12,1660.8%ETFKMIKinder Morgan$1,180,282$10,552 ▼-0.9%39,1470.8%EnergyIVViShares Core S&P 500 ETF$1,142,648$30,634 ▲2.8%1,4920.8%ETFIWPiShares Russell Mid-Cap Growth ETF$1,125,672$28,775 ▼-2.5%8,1760.8%ETFWMWaste Management$1,086,690$26,102 ▼-2.3%5,3290.7%IndustrialsFBTFirst Trust NYSE Arca Biotechnology Index Fund$1,086,317$183,503 ▲20.3%3,9900.7%ETFFNDXSchwab Fundamental U.S. Large Company ETF$1,063,932$267,462 ▲33.6%33,8080.7%ETFCOSTCostco Wholesale$1,012,298$635,417 ▲168.6%1,1120.7%Consumer StaplesJPSTJPMorgan Ultra-Short Income ETF$1,007,803$73,994 ▼-6.8%20,0080.7%ETFQCOMQualcomm$992,528$26,134 ▼-2.6%5,3930.7%TechnologyVONGVanguard Russell 1000 Growth ETF$958,008$956,719 ▲74,200.0%7,4300.6%ETFAPHAmphenol$952,084$579,309 ▲155.4%11,2940.6%TechnologyPDIPIMCO Dynamic Income Fund$930,470$511,941 ▲122.3%66,3200.6%FinanceKLACKLA$923,968$301,362 ▲48.4%4,7400.6%TechnologySTXSeagate Technology$921,418$921,418 ▲New Holding9990.6%TechnologyMECMayville Engineering$888,540$5,250 ▲0.6%59,2360.6%IndustrialsACWXiShares MSCI ACWI ex U.S. ETF$846,9440.0%11,2000.6%ETFJ P MORGAN EXCHANGE TRADED F$822,129$215,483 ▲35.5%8,6340.6%JPMORGAN INTL VLXHBSPDR S&P Homebuilders ETF$750,9550.0%7,8200.5%ETFLMTLockheed Martin$750,125$11,203 ▼-1.5%1,4730.5%IndustrialsXLEEnergy Select Sector SPDR Fund$742,827$742,827 ▲New Holding12,0780.5%ETFACNAccenture$701,024$223,345 ▼-24.2%3,8230.5%TechnologyJEPIJPMorgan Equity Premium Income ETF$692,454$250,963 ▲56.8%12,3170.5%ETFSOXXiShares Semiconductor ETF$682,368$682,368 ▲New Holding1,2000.5%ETFVONVVanguard Russell 1000 Value ETF$681,186$681,186 ▲New Holding6,2670.5%ETFMETAMeta Platforms$659,189$480,795 ▲269.5%9090.4%Communication ServicesPYLDPIMCO Multi Sector Bond Active ETF$645,668$68,045 ▼-9.5%25,4300.4%ETFCTSHCognizant Technology Solutions$599,272$95,063 ▲18.9%10,4330.4%TechnologyDHID.R. Horton$597,844$6,833 ▼-1.1%4,3750.4%Consumer DiscretionaryQYLDGlobal X Nasdaq 100 Covered Call ETF$574,197$574,197 ▲New Holding30,9540.4%ETFPLMRPalomar$571,819$48,330 ▼-7.8%4,6380.4%FinanceRBB FUND TRUST$567,865$55,652 ▲10.9%10,5610.4%FIRS EAGL OV ETFQUALiShares MSCI USA Quality Factor ETF$550,488$197,127 ▲55.8%2,4770.4%ETFIWDiShares Russell 1000 Value ETF$544,2060.0%2,1950.4%ETFXYLDGlobal X S&P 500 Covered Call ETF$536,646$536,646 ▲New Holding12,9250.4%ETFTREKOR METALS LTD$532,729$532,729 ▲New Holding59,7900.4%COMIJHiShares Core S&P Mid-Cap ETF$528,113$24,463 ▲4.9%7,3400.4%ETFSPYDSPDR Portfolio S&P 500 High Dividend ETF$514,247$514,247 ▲New Holding11,3350.3%ETFVOOVanguard S&P 500 ETF$513,7300.0%7330.3%ETFIJRiShares Core S&P Small-Cap ETF$497,634$404,855 ▲436.4%3,6580.3%ETFMRKMerck & Co., Inc.$487,370$198,929 ▲69.0%3,3540.3%HealthcareDFUSDimensional U.S. Equity ETF$485,1710.0%5,8430.3%ETFCGMUCapital Group Municipal Income ETF$454,8320.0%17,5340.3%ETFIDXXIDEXX Laboratories$450,650$5,222 ▼-1.1%8630.3%HealthcareINTCIntel$427,899$427,899 ▲New Holding3,5590.3%TechnologyTYLTyler Technologies$415,773$319 ▲0.1%1,3050.3%TechnologyIWFiShares Russell 1000 Growth ETF$414,3600.0%3,3080.3%ETFPANWPalo Alto Networks$412,805$9,138 ▲2.3%1,0390.3%TechnologyCAPITAL GROUP INTERNATIONAL$397,219$80,595 ▲25.5%11,0400.3%SHSMUABlackRock MuniAssets Fund$392,916$216,575 ▲122.8%41,1430.3%FinanceCVXChevron$385,140$15,520 ▲4.2%1,8860.3%EnergyNTNXNutanix$377,820$7,041 ▲1.9%5,3660.3%TechnologyHONEYWELL INTL INC$371,887$8,016 ▼-2.1%1,7630.3%COMMSAMSA Safety Incorporporated$367,144$22,057 ▼-5.7%2,0640.2%IndustrialsQQQInvesco QQQ$364,785$364,785 ▲New Holding4930.2%ETFNEANuveen AMT-Free Quality Municipal Income Fund$343,2750.0%34,5000.2%FinanceCALAMOS ETF TR$343,132$13,310 ▲4.0%12,8900.2%AUTOC INCOM ETFRBCRBC Bearings$324,5000.0%6500.2%IndustrialsHONEYWELL AEROSPACE INC$321,563$42,462 ▲15.2%2,0750.2%COMVYMVanguard High Dividend Yield ETF$319,657$301,036 ▲1,616.7%2,0600.2%ETFFPEFirst Trust Preferred Securities and Income ETF$318,988$318,988 ▲New Holding18,7090.2%ETFKOCoca-Cola$318,668$46,655 ▲17.2%3,7020.2%Consumer StaplesSXIStandex International$312,927$273 ▼-0.1%1,1460.2%TechnologyDEEP FISSION INC$305,245$169,813 ▲125.4%59,5020.2%COMAMATApplied Materials$299,669$172,847 ▼-36.6%5860.2%TechnologySCHXSchwab US Large-Cap ETF$287,287$287,287 ▲New Holding9,5760.2%ETFWALMART INC$283,702$28,058 ▼-9.0%2,7300.2%COMJGROJPMorgan Active Growth ETF$276,272$8,401 ▲3.1%2,8610.2%ETFTAT&T$269,5470.0%11,0470.2%Communication ServicesShowing largest 100 holdings. 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