StockDriftsStockDriftsTop 50 Essential Investment Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BE | BLOOM ENERGY CORP | 5.34% | 21.9K | $6.6M | -6.14%(-1.44K) | $85.73(+150.53%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.67% | 20.1K | $5.8M | -5.71%(-1.22K) | $263.23(+16.50%) | 2026-06-30 | |
| URI | UNITED RENTALS INC | 4.17% | 4.6K | $5.2M | -2.42%(-114) | $876.70(+32.28%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 3.45% | 12.0K | $4.3M | -6.16%(-788) | $278.05(+26.40%) | 2026-06-30 | |
| PSTG | EVERPURE INC | 3.09% | 48.8K | $3.8M | +0.41%(+198) | $74.58(+8.85%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 3.05% | 15.9K | $3.8M | +0.84%(+133) | $222.95(+23.32%) | 2026-06-30 | |
| ABBV | ABBVIE INC | 2.91% | 14.4K | $3.6M | -6.29%(-968) | $229.89(+8.45%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.8% | 9.3K | $3.5M | +2.42%(+221) | $493.09(+1.96%) | 2026-06-30 | |
| TJX | TJX COS INC NEW | 2.35% | 19.3K | $2.9M | +0.38%(+73) | $149.09(+6.21%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 2.33% | 7.7K | $2.9M | -0.08%(-6) | $344.94(+21.87%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +10.55% |
| Top 20 Holdings Unweighted | — | — | — | — | +6.41% |
Essential Investment Partners LLC reports $124.53M in US-listed equity holdings across 312 positions in its most recent 13F filing. Its largest disclosed positions are BE (5.3%), AAPL (4.7%) and URI (4.2%). The top 20 holdings account for 53.54% of reported assets. Its disclosed equity book has returned +10.55% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Essential Investment Partners LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2145170). View Essential Investment Partners LLC’s 13F filings on SEC