Essential Investment Partners LLC holds a diversified book of 312 stocks worth $124.5M as of Q2 2026 (disclosed Jul 15, 2026, a ~45-day 13F lag). This quarter they opened Amphenol Corp-CL A and trimmed Bloom Energy Corp- A. Their largest long position is Bloom Energy Corp- A at 5% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2145170/holdings"
Use Arkolith to show Essential Investment Partners LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
76% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Bloom Energy Corp COM CL A | $6.6M | 21.9K | 5.3% | ▼−6.1% Reduced · −1K sh | |
| 2 | Apple Inc COM | $5.8M | 20.1K | 4.7% | ▼−5.7% Reduced · −1K sh | |
| 3 | United Rentals Inc COM | $5.2M | 4.6K | 4.2% | ▼−2.4% Reduced · −114 sh | |
| 4 | Alphabet Inc CAP STK CL A | $4.3M | 12.0K | 3.4% | ▼−6.2% Reduced · −788 sh | |
| 5 | Everpure Inc CL A | $3.8M | 48.8K | 3.1% | ▲+0.4% Added · +198 sh | |
| 6 | Amazon Com Inc COM | $3.8M | 15.9K | 3.1% | ▲+0.8% Added · +133 sh | |
| 7 | Abbvie Inc COM | $3.6M | 14.4K | 2.9% | ▼−6.3% Reduced · −968 sh | |
| 8 | Microsoft Corp COM | $3.5M | 9.3K | 2.8% | ▲+2.4% Added · +221 sh | |
| 9 | TJX Cos Inc New COM | $2.9M | 19.3K | 2.4% | ▲+0.4% Added · +73 sh | |
| 10 | Broadcom Inc COM | $2.9M | 7.7K | 2.3% | ▼−0.1% Reduced · −6 sh | |
| 11 | Crowdstrike Hldgs Inc CL A | $2.9M | 3.8K | 2.3% | ▼−27% Reduced · −1K sh | |
| 12 | Nvidia Corporation COM | $2.9M | 14.3K | 2.3% | ▲+27% Added · +3K sh | |
| 13 | J P Morgan Exchange Traded F HEDG EQU LAD ETF | $2.6M | 39.2K | 2.1% | ▲+97% Added · +19K sh | |
| 14 | Booking Holdings Inc COM | $2.5M | 13.8K | 2.0% | ▲25× Added · +13K sh | |
| 15 | Verizon Communications Inc COM | $2.4M | 57.2K | 1.9% | ▲+0.6% Added · +350 sh | |
| 16 | Mastercard Incorporated CL A | $2.3M | 4.6K | 1.9% | ▲+3.8% Added · +166 sh | |
| 17 | Johnson & Johnson COM | $2.3M | 9.1K | 1.9% | ▼−14% Reduced · −1K sh | |
| 18 | Mayville Engr Co Inc COM | $2.2M | 58.9K | 1.8% | ▲+49% Added · +19K sh | |
| 19 | Schwab Strategic TR FUNDAMENTAL INTL | $2.1M | 39.5K | 1.7% | ▲+28% Added · +9K sh | |
| 20 | SPDR Gold TR GOLD SHS | $1.9M | 5.2K | 1.5% | ▼−1.7% Reduced · −91 sh | |
| 21 | Janus Detroit STR TR HENDRSON AAA CL | $1.9M | 37.7K | 1.5% | ▲+6.2% Added · +2K sh | |
| 22 | Stryker Corporation COM | $1.7M | 5.5K | 1.4% | ▲+10% Added · +526 sh | |
| 23 | Alphabet Inc CAP STK CL C | $1.7M | 4.9K | 1.4% | ▼−1.0% Reduced · −50 sh | |
| 24 | JPMorgan Chase & Co COM | $1.6M | 5.0K | 1.3% | ▲+31% Added · +1K sh | |
| 25 | Zeta Global Holdings Corp CL A | $1.6M | 79.0K | 1.2% | ▲+10% Added · +7K sh | |
| 26 | BlackRock Corpor Hi Yld FD I COM | $1.5M | 169.4K | 1.2% | ▼−2.6% Reduced · −5K sh | |
| 27 | Oracle Corp COM | $1.4M | 9.8K | 1.2% | ▼−25% Reduced · −3K sh | |
| 28 | Ares Capital Corp COM | $1.4M | 76.5K | 1.1% | ▲+6.5% Added · +5K sh | |
| 29 | Ecolab Inc COM | $1.4M | 5.0K | 1.1% | ▲+22% Added · +896 sh | |
| 30 | Kinder Morgan Inc Del COM | $1.3M | 39.5K | 1.0% | ▼−0.3% Reduced · −100 sh | |
| 31 | Ishares Inc MSCI EMRG CHN | $1.3M | 12.2K | 1.0% | —Held | |
| 32 | Ishares TR RUS MD CP GR ETF | $1.2M | 8.4K | 1.0% | ▲+1.2% Added · +100 sh | |
| 33 | Waste Mgmt Inc Del COM | $1.2M | 5.5K | 1.0% | ▲+10% Added · +502 sh | |
| 34 | Ishares TR CORE S&P500 ETF | $1.1M | 1.5K | 0.9% | ▲+0.7% Added · +10 sh | |
| 35 | J P Morgan Exchange Traded F ULTRA SHRT ETF | $1.1M | 21.5K | 0.9% | ▼−8.7% Reduced · −2K sh | |
| 36 | Qualcomm Inc COM | $1.0M | 5.5K | 0.8% | ▼−48% Reduced · −5K sh | |
| 37 | Kla Corp COM NEW | $964K | 3.2K | 0.8% | ▲+362% Added · +3K sh | |
| 38 | Alcon AG ORD SHS | $948K | 14.1K | 0.8% | ▼−6.7% Reduced · −1K sh | |
| 39 | SPDR Series Trust ST STR SP HOME | $904K | 7.8K | 0.7% | —Held | |
| 40 | Ishares TR MSCI ACWI EX US | $852K | 11.2K | 0.7% | —Held | |
| 41 | First TR Exchange-Traded FD NY ARCA BIOTECH | $822K | 3.3K | 0.7% | —Held | |
| 42 | Schwab Strategic TR FUNDAMENTAL US L | $787K | 25.3K | 0.6% | ▲+10% Added · +2K sh | |
| 43 | Amphenol Corp CL A | $780K | 4.4K | 0.6% | ▲New New position | |
| 44 | Lockheed Martin Corp COM | $762K | 1.5K | 0.6% | ▲+6.9% Added · +96 sh | |
| 45 | Pimco ETF TR MULTISECTOR BD | $745K | 28.1K | 0.6% | ▲+91% Added · +13K sh | |
| 46 | Pepsico Inc COM | $730K | 5.4K | 0.6% | ▼−1.1% Reduced · −63 sh | |
| 47 | D R Horton Inc COM | $721K | 4.4K | 0.6% | —Held | |
| 48 | Applied Matls Inc COM | $668K | 924 | 0.5% | —Held | |
| 49 | Palomar Hldgs Inc COM | $636K | 5.0K | 0.5% | ▲New New position | |
| 50 | Accenture PLC Ireland SHS CLASS A | $627K | 5.0K | 0.5% | ▼−11% Reduced · −649 sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.