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CIK: 0002145170
Total reported value
$124.5M
$124.5M
301 檔
15.4%
In Q1 2026, Essential Investment Partners LLC's U.S. equity holdings reached a combined market value of $124.5M, distributed across 301 disclosed stock positions.
In Q1 2026, Essential Investment Partners LLC displayed an active expansion posture, initiating 20 new positions and adding to 49 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 301 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.01% | -0.34% | — | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.41% | +0.04% | — | |
| 3 | URI | United Rentals Inc | Stock-Industrials | 3.17% | +1.00% | — | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.13% | -0.33% | — | |
| 5 | ABBV | Abbvie Inc | Stock-Healthcare | 3.10% | -0.19% | — | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.05% | — | — | |
| 7 | BE | Bloom Energy Corp- A | Stock-Industrials | 2.93% | +2.41% | — | |
| 8 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 2.85% | -0.50% | — | |
| 9 | P | Everpure Inc-a | Stock-Tech | 2.66% | +0.43% | — | |
| 10 | VZ | Verizon Communications Inc | Stock-Comm Services | 2.64% | -0.70% | — | |
| 11 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.40% | -0.54% | — | |
| 12 | AVGO | Broadcom Inc | Stock-Tech | 2.20% | +0.13% | — | |
| 13 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 2.13% | -0.16% | — | |
| 14 | GLD | Spdr Gold Shares | ETF-Commodities | 2.12% | -0.57% | — | |
| 15 | MA | Mastercard Inc - A | Stock-Financials | 2.03% | -0.15% | — | |
| 16 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.87% | +0.45% | — | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 1.81% | +0.48% | — | |
| 18 | ORCL | Oracle CORP | Stock-Tech | 1.79% | -0.63% | — | |
| 19 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.66% | -0.13% | — | |
| 20 | SYK | Stryker CORP | Stock-Healthcare | 1.53% | -0.13% | — | |
| 21 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 1.40% | +0.27% | — | |
| 22 | HYT | Blackrock CORP Hi Yld | Stock-Other | 1.37% | -0.21% | — | |
| 23 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.31% | +0.08% | — | |
| 24 | QCOM | Qualcomm Inc | Stock-Tech | 1.27% | -0.45% | — | |
| 25 | KMI | Kinder Morgan, Inc. | Stock-Energy | 1.23% | -0.22% | — | |
| 26 | ARCC | Ares Capital CORP | Stock-Financials | 1.20% | -0.06% | — | |
| 27 | CTSH | Cognizant Tech Solutions-a | Stock-Tech | 1.19% | -0.92% | — | |
| 28 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 1.18% | +0.95% | — | |
| 29 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.10% | -0.23% | — | |
| 30 | ZTS | Zoetis Inc | Stock-Healthcare | 1.06% | -0.69% | — | |
| 31 | ALC | Alcon Inc. | Stock-Healthcare | 1.06% | -0.30% | — | |
| 32 | ZETA | Zeta Global Holdings Corp-a | Stock-Tech | 1.06% | +0.19% | — | |
| 33 | WM | Waste Management Inc | Stock-Industrials | 1.05% | -0.07% | — | |
| 34 | ACN | Accenture plc | Stock-Tech | 1.04% | -0.54% | — | |
| 35 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.03% | +0.28% | — | |
| 36 | ECL | Ecolab Inc | Stock-Materials | 1.02% | +0.10% | — | |
| 37 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.98% | +0.01% | — | |
| 38 | KLAC | Kla CORP | Stock-Tech | 0.94% | -0.17% | — | |
| 39 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.89% | +0.11% | — | |
| 40 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.87% | — | — | |
| 41 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.78% | -0.19% | — | |
| 42 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.78% | -0.17% | — | |
| 43 | HON | Honeywell International Inc | Stock-Industrials | 0.75% | -0.75% | EXIT | |
| 44 | XHB | Ss Spdr S&p Homebldrs ETF | ETF-Other | 0.72% | +0.01% | — | |
| 45 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 0.71% | -0.03% | — | |
| 46 | MEC | Mayville Engineering Co Inc | Stock-Other | 0.66% | +1.11% | — | |
| 47 | FBT | First Trust Nyse Arca Biotec | ETF-Other | 0.62% | +0.04% | — | |
| 48 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 0.59% | +0.04% | — | |
| 49 | DHI | Dr Horton Inc | Stock-Consumer Disc | 0.56% | +0.02% | — | |
| 50 | BX | Blackstone Inc | Stock-Financials | 0.55% | -0.09% | — |
According to official SEC Form 13F filings, Essential Investment Partners LLC reported a total U.S. public equity portfolio value of $124.5M across 301 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, GOOGL, URI) accounted for 15.4% of total reported equity market value during Q1 2026.
Top New Position Initiated
HYT
市值: $1.5M
Top Position Liquidated / Trimmed
BALL
前期市值: $495.0K
During Q1 2026, Essential Investment Partners LLC's top holdings by market value included AAPL (5.0%)、GOOGL (3.4%)、URI (3.2%). The largest single position, AAPL, represented 5.0% of total portfolio value.
In Q1 2026, Essential Investment Partners LLC made 111 total portfolio adjustments, initiating 20 new buys, adding to 49 positions, trimming 34 holdings, and fully liquidating 8 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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