Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| BEBloom Energy Corp | $6.6M | 5.3% | −6.1% |
| AAPLApple Inc | $5.8M | 4.7% | −5.7% |
| URIUnited Rentals Inc | $5.2M | 4.2% | −2.4% |
| GOOGLAlphabet Inc | $4.3M | 3.4% | −6.2% |
| PEverpure Inc | $3.8M | 3.1% | |
| AMZNAmazon Com Inc | $3.8M | 3.1% | |
| ABBVAbbvie Inc | $3.6M | 2.9% | −6.3% |
| MSFTMicrosoft Corp | $3.5M | 2.8% | +2.4% |
| TJXTjx Cos Inc New | $2.9M | 2.4% | |
| AVGOBroadcom Inc | $2.9M | 2.3% | |
| CRWDCrowdstrike Hldgs Inc | $2.9M | 2.3% | −27.1% |
| NVDANvidia Corporation | $2.9M | 2.3% | +27.0% |
| HELOJ P Morgan Exchange Traded F | $2.6M | 2.1% | +96.7% |
| BKNGBooking Holdings Inc | $2.5M | 2.0% | |
| VZVerizon Communications Inc | $2.4M | 1.9% | |
| MAMastercard Incorporated | $2.3M | 1.9% | +3.8% |
| JNJJohnson & Johnson | $2.3M | 1.9% | −13.8% |
| MECMayville Engr Co Inc | $2.2M | 1.8% | +48.6% |
| FNDFSchwab Strategic Tr | $2.1M | 1.7% | +27.8% |
| GLDSpdr Gold Tr | $1.9M | 1.5% | −1.7% |
| JAAAJanus Detroit Str Tr | $1.9M | 1.5% | +6.2% |
| SYKStryker Corporation | $1.7M | 1.4% | +10.5% |
| GOOGAlphabet Inc | $1.7M | 1.4% | −1.0% |
| JPMJpmorgan Chase & Co | $1.6M | 1.3% | +31.0% |
| ZETAZeta Global Holdings Corp | $1.6M | 1.2% | +10.3% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| BEBloom Energy Corp | December 31, 2025 | +248.4% | $6.6M |
| MECMayville Engr Co Inc | December 31, 2025 | +100.1% | $2.2M |
| CRWDCrowdstrike Hldgs Inc | December 31, 2025 | +62.8% | $2.9M |
| URIUnited Rentals Inc | December 31, 2025 | +40.0% | $5.2M |
| EMXCIshares Inc | March 31, 2026 | +30.1% | $1.3M |
| ZETAZeta Global Holdings Corp | March 31, 2026 | +23.6% | $1.6M |
| JNJJohnson & Johnson | December 31, 2025 | +22.7% | $2.3M |
| PEverpure Inc | December 31, 2025 | +17.6% | $3.8M |
| FNDFSchwab Strategic Tr | December 31, 2025 | +16.7% | $2.1M |
| KMIKinder Morgan Inc Del | December 31, 2025 | +16.3% | $1.3M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $804K
- AKREProfesionally Managed Portfo was $166K
- LHLabcorp Holdings Inc was $27K
- AGGIshares Tr was $17K
- COPConocophillips was $14K
- WDAYWorkday Inc was $13K
- GPKGraphic Packaging Hldg Co was $6,849
- SLBSlb Limited was $6,629
- GOVTIshares Tr was $6,323
- AMKRAmkor Technology Inc was $2,071
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +13.4% | +14.8% |
| March 31, 2026 | −3.0% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Essential Investment Partners LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2145170&type=13F-HR&dateb=&owner=include&count=40CIK 2145170
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2145170/000214517026000003/Filed July 15, 2026 · accession 0002145170-26-000003