account_balance
Investment manager · 13F filer · SEC CIK 2145170
Essential Investment Partners LLC
Reported value$148Mas of Sep 30, 2026
Positions456 151 new, 7 sold out
Top 10 weight32.6%AAPL alone is 4%
FiledOct 2727 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
4.4%Trimmed −3%
PEverpure, Inc.
4.2%Trimmed −3%
BEBloom Energy Corp
4.0%Trimmed −2%
MSFTMicrosoft Corp
3.5%Added +7%
URIUnited Rentals, Inc.
3.1%
AMZNAmazon.com Inc
3.0%Added +11%
GOOGLAlphabet Inc.
2.7%Trimmed −2%
AVGOBroadcom Inc.
2.6%Added +43%
ABBVAbbVie Inc.
2.6%
HELOJ P Morgan Exchange Traded F
2.5%Added +38%
NVDANVIDIA Corp
2.3%Added +6%
CRWDCrowdStrike Holdings, Inc.
2.2%
AAPLApple Inc.
4.4%−3%
PEverpure, Inc.
4.2%
BEBloom Energy Corp
4.0%
MSFTMicrosoft Corp
3.5%+7%
URIUnited Rentals, Inc.
3.1%
AMZNAmazon.com Inc
3.0%+11%
GOOGLAlphabet Inc.
2.7%
AVGOBroadcom Inc.
2.6%
ABBVAbbVie Inc.
2.6%
HELOJ P Morgan Exchange Traded F
2.5%
NVDANVIDIA Corp
2.3%
CRWDCrowdStrike Holdings, Inc.
2.2%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 4.4% Trimmed −3%P Everpure, Inc. 4.2% Trimmed −3%BE Bloom Energy Corp 4.0% Trimmed −2%MSFT Microsoft Corp 3.5% Added +7%URI United Rentals, Inc. 3.1% HeldAMZN Amazon.com Inc 3.0% Added +11%GOOGL Alphabet Inc. 2.7% Trimmed −2%AVGO Broadcom Inc. 2.6% Added +43%ABBV AbbVie Inc. 2.6% Held
HELO J P Morgan Exchange Traded F 2.5% Added +38%
NVDA NVIDIA Corp 2.3% Added +6%CRWD CrowdStrike Holdings, Inc. 2.2% Trimmed −18%What changed
Biggest moves since Jun 30, 2026
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