Essential Investment Partners LLC
CIK 0002145170 · ENGLEWOOD, CO · Quarter end: 2025-12-31 · Filed on: 2026-07-15 · Open the SEC source ↗
The most recent 13F EDGAR holds under this CIK is 2025 Q4, filed 2026-07-15. Nothing has been filed since — the fund stopped filing, or it files under a different entity now. The positions below are a snapshot of that date, not a current portfolio.
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$106.3M
2025 Q4
Positions
284
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
33.6%
Est. Net Flow (Q)
—
2025 Q4
Portfolio Composition
Sector Allocation
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Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.