ESSENTIAL INVESTMENT PARTNERS LLC

PrivateCIK: 2145170
312
Positions
$124.53M
Total AUM (reported)
1.49M
Total Shares

Allocation by class

TOTAL AUM$124.53M312 positions
COM$67.73M54.4%
CL A$13.26M10.6%
COM CL A$6.87M5.5%
CAP STK CL A$4.29M3.4%
HEDG EQU LAD ETF$2.65M2.1%
FUNDAMENTAL INTL$2.08M1.7%
GOLD SHS$1.93M1.5%

Portfolio Concentration

Top 314.2%4–1020.0%11–2526.3%Rest39.6%TOP 1034.2%0%100%
Top 3$17.66M14.2%
4–10$24.88M20.0%
11–25$32.70M26.3%
Rest$49.30M39.6%

Top 3 weight

14.2%

Top 10 weight

34.2%

Voting Authority Distribution

Total shares with voting rights: 1.49M

Sole

Full voting authority

1.48M

shares

% of voting shares99.4%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

8.62K

shares

% of voting shares0.6%

Investment Discretion (by position count)

Sole312
Shared0
Other0
Dominant voting typeSole · 99.4% of voting shares
Institutional Holdings312
Rows:

BLOOM ENERGY CORP

SOLE
COM CL A
Shares21.95K
TypeSH
Market value$6.64M
5.34%
Sole
21.87K
Shared
0.00
None
76.00

APPLE INC

SOLE
COM
Shares20.09K
TypeSH
Market value$5.81M
4.67%
Sole
19.45K
Shared
0.00
None
645.00

UNITED RENTALS INC

SOLE
COM
Shares4.59K
TypeSH
Market value$5.20M
4.17%
Sole
4.56K
Shared
0.00
None
29.00

ALPHABET INC

SOLE
CAP STK CL A
Shares12.01K
TypeSH
Market value$4.29M
3.45%
Sole
11.77K
Shared
0.00
None
240.00

EVERPURE INC

SOLE
CL A
Shares48.80K
TypeSH
Market value$3.84M
3.09%
Sole
48.58K
Shared
0.00
None
220.00

AMAZON COM INC

SOLE
COM
Shares15.95K
TypeSH
Market value$3.80M
3.05%
Sole
15.84K
Shared
0.00
None
104.00

ABBVIE INC

SOLE
COM
Shares14.41K
TypeSH
Market value$3.63M
2.91%
Sole
14.35K
Shared
0.00
None
62.00

MICROSOFT CORP

SOLE
COM
Shares9.35K
TypeSH
Market value$3.49M
2.80%
Sole
8.94K
Shared
0.00
None
413.00

TJX COS INC NEW

SOLE
COM
Shares19.34K
TypeSH
Market value$2.93M
2.35%
Sole
19.21K
Shared
0.00
None
129.00

BROADCOM INC

SOLE
COM
Shares7.68K
TypeSH
Market value$2.90M
2.33%
Sole
7.68K
Shared
0.00
None
0.00

CROWDSTRIKE HLDGS INC

SOLE
CL A
Shares3.78K
TypeSH
Market value$2.89M
2.32%
Sole
3.77K
Shared
0.00
None
15.00

NVIDIA CORPORATION

SOLE
COM
Shares14.26K
TypeSH
Market value$2.85M
2.29%
Sole
14.16K
Shared
0.00
None
100.00

J P MORGAN EXCHANGE TRADED F

SOLE
HEDG EQU LAD ETF
Shares39.18K
TypeSH
Market value$2.65M
2.13%
Sole
38.98K
Shared
0.00
None
200.00

BOOKING HOLDINGS INC

SOLE
COM
Shares13.76K
TypeSH
Market value$2.45M
1.97%
Sole
13.68K
Shared
0.00
None
75.00

VERIZON COMMUNICATIONS INC

SOLE
COM
Shares57.20K
TypeSH
Market value$2.42M
1.94%
Sole
56.95K
Shared
0.00
None
255.00

MASTERCARD INCORPORATED

SOLE
CL A
Shares4.55K
TypeSH
Market value$2.34M
1.88%
Sole
4.51K
Shared
0.00
None
40.00

JOHNSON & JOHNSON

SOLE
COM
Shares9.14K
TypeSH
Market value$2.32M
1.86%
Sole
9.09K
Shared
0.00
None
47.00

MAYVILLE ENGR CO INC

SOLE
COM
Shares58.89K
TypeSH
Market value$2.21M
1.77%
Sole
58.26K
Shared
0.00
None
630.00

SCHWAB STRATEGIC TR

SOLE
FUNDAMENTAL INTL
Shares39.48K
TypeSH
Market value$2.08M
1.67%
Sole
39.36K
Shared
0.00
None
120.00

SPDR GOLD TR

SOLE
GOLD SHS
Shares5.24K
TypeSH
Market value$1.93M
1.55%
Sole
5.24K
Shared
0.00
None
0.00

JANUS DETROIT STR TR

SOLE
HENDRSON AAA CL
Shares37.75K
TypeSH
Market value$1.91M
1.53%
Sole
37.75K
Shared
0.00
None
0.00

STRYKER CORPORATION

SOLE
COM
Shares5.54K
TypeSH
Market value$1.74M
1.40%
Sole
5.50K
Shared
0.00
None
42.00

ALPHABET INC

SOLE
CAP STK CL C
Shares4.88K
TypeSH
Market value$1.72M
1.39%
Sole
4.88K
Shared
0.00
None
0.00

JPMORGAN CHASE & CO

SOLE
COM
Shares4.97K
TypeSH
Market value$1.63M
1.31%
Sole
4.95K
Shared
0.00
None
26.00

ZETA GLOBAL HOLDINGS CORP

SOLE
CL A
Shares78.97K
TypeSH
Market value$1.55M
1.25%
Sole
78.60K
Shared
0.00
None
373.00
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