Essential Investment Partners LLC quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Essential Investment Partners LLC opened 16 positions, added to 23, reduced 33, sold out of 10 and left 133 unchanged. The largest increase in value was BE (+$3,475,696); the largest decrease was CTSH (-$947,765).
- MEC: Country of operation United States; Class COM; Shares 2026-03-31 39,639; Shares 2026-06-30 58,886.
- P: Country of operation United States; Class CL A; Shares 2026-03-31 48,598; Shares 2026-06-30 48,796.
- NVDA: Country of operation United States; Class COM; Shares 2026-03-31 11,228; Shares 2026-06-30 14,259.
- JPM: Country of operation United States; Class COM; Shares 2026-03-31 3,797; Shares 2026-06-30 4,973.
Two Form 13F-HR filings compared (SEC CIK 2145170): 2026-03-31 (filed 2026-07-15) and 2026-06-30 (filed 2026-07-15). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
| Stock | Country of operation | Class | Shares 2026-03-31 | Shares 2026-06-30 | Share change | Value 2026-03-31 | Value 2026-06-30 | Value change |
|---|
MEC
MAYVILLE ENGR CO INC | United States | COM | 39,639 | 58,886 | +19,247 | $711,520 | $2,205,870 | +$1,494,350 |
|---|
P
EVERPURE INC | United States | CL A | 48,598 | 48,796 | +198 | $2,869,226 | $3,844,637 | +$975,411 |
|---|
NVDA
NVIDIA CORPORATION | United States | COM | 11,228 | 14,259 | +3,031 | $1,958,163 | $2,853,083 | +$894,920 |
|---|
JPM
JPMORGAN CHASE & CO | United States | COM | 3,797 | 4,973 | +1,176 | $1,116,926 | $1,627,812 | +$510,886 |
|---|
AMZN
AMAZON COM INC | United States | COM | 15,813 | 15,946 | +133 | $3,293,374 | $3,800,570 | +$507,196 |
|---|
VZ
VERIZON COMMUNICATIONS INC | United States | COM | 56,854 | 57,204 | +350 | $2,854,071 | $2,422,017 | -$432,054 |
|---|
ZETA
ZETA GLOBAL HOLDINGS CORP | United States | CL A | 71,583 | 78,973 | +7,390 | $1,139,601 | $1,554,189 | +$414,588 |
|---|
ECL
ECOLAB INC | United States | COM | 4,125 | 5,021 | +896 | $1,097,333 | $1,398,901 | +$301,568 |
|---|
BKNG
BOOKING HOLDINGS INC | United States | COM | 547 | 13,757 | +13,210 | $2,303,045 | $2,452,048 | +$149,003 |
|---|
TJX
TJX COS INC NEW | United States | COM | 19,268 | 19,341 | +73 | $3,077,100 | $2,930,162 | -$146,938 |
|---|
MA
MASTERCARD INCORPORATED | United States | CL A | 4,387 | 4,553 | +166 | $2,192,008 | $2,338,421 | +$146,413 |
|---|
ARCC
ARES CAPITAL CORP | United States | COM | 71,796 | 76,496 | +4,700 | $1,293,764 | $1,417,471 | +$123,707 |
|---|
MSFT
MICROSOFT CORP | United States | COM | 9,128 | 9,349 | +221 | $3,379,039 | $3,487,492 | +$108,453 |
|---|
SYK
STRYKER CORPORATION | United States | COM | 5,016 | 5,542 | +526 | $1,648,207 | $1,744,843 | +$96,636 |
|---|
LMT
LOCKHEED MARTIN CORP | United States | COM | 1,399 | 1,495 | +96 | $845,542 | $761,643 | -$83,899 |
|---|
WM
WASTE MGMT INC DEL | United States | COM | 4,955 | 5,457 | +502 | $1,138,552 | $1,216,200 | +$77,648 |
|---|
NTNX
NUTANIX INC | United States | CL A | 5,216 | 5,266 | +50 | $198,260 | $268,355 | +$70,095 |
|---|
KLAC
KLA CORP | United States | COM NEW | 692 | 3,194 | +2,502 | $1,018,908 | $963,662 | -$55,246 |
|---|
WY
WEYERHAEUSER CO | United States | COM NEW | 1,860 | 3,085 | +1,225 | $45,440 | $73,855 | +$28,415 |
|---|
KRMN
KARMAN HLDGS INC | United States | COMMON STOCK | 753 | 763 | +10 | $60,278 | $38,089 | -$22,189 |
|---|
PLTR
PALANTIR TECHNOLOGIES INC | United States | CL A | 338 | 356 | +18 | $49,443 | $41,535 | -$7,908 |
|---|
MDLN
MEDLINE INC | United States | COM CL A | 200 | 400 | +200 | $8,900 | $15,776 | +$6,876 |
|---|
ASTS
AST SPACEMOBILE INC | United States | COM CL A | 10 | 30 | +20 | $829 | $2,666 | +$1,837 |
|---|
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