Essential Investment Partners
Essential Investment Partners reported 456 stocks worth $148M in its 13F filing for Q3 2026, filed Oct 27, 2026. Its largest holdings are AAPL (4.4%), P (4.2%) and BE (4.0%). Compared with Q2 2026, the fund opened new positions in EFV, STX and XLE, added to MSFT, AMZN and AVGO, trimmed AAPL, P and BE and sold out of BX, XOM and LHX.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 4 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AAPL Apple Inc | $6.5M | 4.4% | 19K | −664 (−3%) | 4 of 4 | |
| 2 |  P Pure Storage | $6.2M | 4.2% | 47K | −1,396 (−3%) | 4 of 4 | |
| 3 |  BE Bloom Energy Corp | $5.9M | 4.0% | 21K | −495 (−2%) | 4 of 4 | |
| 4 |  MSFT Microsoft Corp | $5.1M | 3.5% | 10K | +673 (+7%) | 4 of 4 | |
| 5 |  URI United Rentals Inc | $4.5M | 3.1% | 4,545 | −43 (−1%) | 4 of 4 | |
| 6 |  AMZN Amazon Com Inc | $4.4M | 3.0% | 18K | +1,723 (+11%) | 4 of 4 | |
| 7 |  GOOGL Alphabet Inc | $4M | 2.7% | 12K | −293 (−2%) | 4 of 4 | |
| 8 |  AVGO Broadcom Inc | $3.9M | 2.6% | 11K | +3,332 (+43%) | 4 of 4 | |
| 9 |  ABBV Abbvie Inc | $3.8M | 2.6% | 15K | +235 (+2%) | 4 of 4 | |
| 10 |  HELO J P Morgan Exchange Traded F | $3.7M | 2.5% | 54K | +15K (+38%) | 4 of 4 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 BX Blackstone Inc | $572K | 4,865 |
 XOM Exxon Mobil Corp | $116K | 850 |
 LHX L3HARRIS Technologies in | $76K | 260 |
 OKE Oneok Inc New | $34K | 390 |
 MDLZ Mondelez Intl Inc | $16K | 275 |
🔒 Free account: see all 9.
Reported value
last 4 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 27, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Essential Investment Partners 13F FAQ
What does Essential Investment Partners own?
Essential Investment Partners reported 456 stocks worth $148M in its 13F filing for Q3 2026, filed Oct 27, 2026. Its largest holdings are AAPL (4.4%), P (4.2%) and BE (4.0%). The table above lists every position in the filing (the top 10 without an account).
What did Essential Investment Partners buy and sell in Q3 2026?
Compared with Q2 2026: 153 new positions, 86 added to, 50 trimmed and 9 sold out. New positions include EFV, STX and XLE. It sold all of BX, XOM and LHX.
When will Essential Investment Partners file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Essential Investment Partners's portfolio worth?
The Q3 2026 filing reports $148M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.