Essential Investment Partners LLC: 13F holdings
CIK 21451702026Q2
| Positions | 312 |
|---|
| Reported value | $124.5m |
|---|
| Filed | 2026-07-15 |
|---|
Change since last quarter
| Positions | 312 (+11 vs prior quarter) |
|---|
| Reported value | $124.5m (+15.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| BE BLOOM ENERGY CORP | 21,950 | $6.6m | 5.3% |
| AAPL APPLE INC | 20,090 | $5.8m | 4.7% |
| URI UNITED RENTALS INC | 4,588 | $5.2m | 4.2% |
| GOOGL ALPHABET INC | 12,008 | $4.3m | 3.4% |
| P EVERPURE INC | 48,796 | $3.8m | 3.1% |
| AMZN AMAZON COM INC | 15,946 | $3.8m | 3.1% |
| ABBV ABBVIE INC | 14,411 | $3.6m | 2.9% |
| MSFT MICROSOFT CORP | 9,349 | $3.5m | 2.8% |
| TJX TJX COS INC NEW | 19,341 | $2.9m | 2.4% |
| AVGO BROADCOM INC | 7,681 | $2.9m | 2.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2145170")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples