Essential Investment Partners LLC
Essential Investment Partners LLC reported 284 positions worth $106.3M as of December 31, 2025 (13F filed July 15, 2026). Largest holding: AAPL (5.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AAPL | SH | $5.6M | 5.25% | 20,535 | — | — | |
| ▸ 2 | MSFT | SH | $4.1M | 3.89% | 8,557 | — | — | |
| ▸ 3 | GOOGL | SH | $4.1M | 3.87% | 13,122 | — | — | |
| ▸ 4 | URI | SH | $3.6M | 3.41% | 4,482 | — | — | |
| ▸ 5 | BE | SH | $3.6M | 3.39% | 41,447 | — | — | |
| ▸ 6 | ABBV | SH | $3.5M | 3.25% | 15,102 | — | — | |
| ▸ 7 | P | SH | $3.0M | 2.87% | 45,433 | — | — | |
| ▸ 8 | TJX | SH | $3.0M | 2.80% | 19,339 | — | — | |
| ▸ 9 | AVGO | SH | $2.7M | 2.52% | 7,722 | — | — | |
| ▸ 10 | VZ | SH | $2.5M | 2.35% | 61,214 | — | — |
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Frequently Asked Questions
What stocks does Essential Investment Partners LLC hold as of Q4 2025?
Essential Investment Partners LLC reported 284 positions worth $106.3M in its Q4 2025 13F filing. Largest positions: AAPL (5.3%), MSFT (3.9%), GOOGL (3.9%), URI (3.4%) and BE (3.4%).
What did Essential Investment Partners LLC buy in Q4 2025?
No previous quarter is available yet; the comparison appears with the next filing.
What did Essential Investment Partners LLC sell in Q4 2025?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.