Essential Partners
Latest statistics and disclosures from Essential Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are PHYS, VGSH, IVV, FNDF, FNDB, and represent 14.52% of Essential Partners's stock portfolio.
- Added to shares of these 10 stocks: VGSH, IVV, FNDF, PHYS, EMXC, DD, CBSH, GMOV, IEMG, TEAM.
- Started 158 new stock positions in QRVO, WLTH, SGRY, FNDE, FUN, SNN, LNTH, TEM, MSTR, Exxon Mobil Corp.
- Reduced shares in these 10 stocks: FIX, INTC, TER, GE, MRVL, GLW, GEV, GM, C, INCY.
- Sold out of its positions in WMS, Air Lease Corp, ALIT, ARL, American Woodmark Corporation, CRMT, FOLD, UYLD, AIV, Apellis Pharmaceuticals.
- Essential Partners was a net seller of stock by $-126M.
- Essential Partners has $217M in assets under management (AUM), dropping by -26.96%.
- Central Index Key (CIK): 0002136442
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Portfolio Holdings for Essential Partners
Essential Partners holds 2853 positions in its portfolio as reported in the June 2026 quarterly 13F filing
Essential Partners has 2853 total positions. Only the first 250 positions are shown.
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- Download the Essential Partners June 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Sprott Gold Convert to Physical Cef (PHYS) | 6.0 | $13M | +3% | 435k | 30.17 |
|
| Vanguard Short-Term USTS Etf (VGSH) | 2.3 | $5.0M | +52% | 86k | 58.20 |
|
| iShares S&P 500 Etf (IVV) | 2.2 | $4.8M | +19% | 6.4k | 748.90 |
|
| Schwab Fundamental Int'l Broad Etf (FNDF) | 2.1 | $4.5M | +12% | 85k | 52.76 |
|
| Schwab Fundamental U.S. Broad Etf (FNDB) | 1.9 | $4.1M | +7% | 136k | 30.46 |
|
| iShares 0-3 Month T-Bills ETF Etf (SGOV) | 1.3 | $2.9M | +10% | 29k | 100.67 |
|
| iShares Core MSCI Emerging Markets Etf (IEMG) | 1.3 | $2.9M | +15% | 35k | 82.84 |
|
| iShares MSCI Emerging Markets Ex-China Etf (EMXC) | 1.3 | $2.9M | +17% | 28k | 102.30 |
|
| Nvidia Corporation Stock (NVDA) | 1.1 | $2.4M | -44% | 12k | 200.09 |
|
| Apple Stock (AAPL) | 1.0 | $2.3M | +11% | 7.9k | 289.38 |
|
| GMO US Value Etf (GMOV) | 1.0 | $2.2M | +21% | 73k | 29.77 |
|
| Micron Technology Stock (MU) | 1.0 | $2.2M | -30% | 1.9k | 1154.29 |
|
| Comfort Sys Usa Stock (FIX) | 1.0 | $2.1M | -68% | 1.1k | 1981.95 |
|
| Energy ETF Etf (XLE) | 0.9 | $2.0M | +8% | 37k | 53.11 |
|
| Schwab International Etf (SCHF) | 0.8 | $1.7M | +23% | 63k | 27.70 |
|
| Microsoft Corp Stock (MSFT) | 0.8 | $1.7M | -15% | 4.5k | 373.02 |
|
| iShares GSCI Commodity Strategy Etf (COMT) | 0.7 | $1.6M | +10% | 54k | 30.37 |
|
| Vanguard Short-Term TIPS Etf (VTIP) | 0.7 | $1.5M | 30k | 50.23 |
|
|
| Auspice Commodity Strategy Etf (COM) | 0.7 | $1.5M | +14% | 46k | 32.60 |
|
| Schwab U.S. Small-Cap Etf (SCHA) | 0.7 | $1.5M | +20% | 42k | 36.13 |
|
| Gmo International Value Etf Etf (GMOI) | 0.7 | $1.5M | 39k | 37.48 |
|
|
| Hunt J B Trans Svcs Stock (JBHT) | 0.6 | $1.4M | -7% | 4.8k | 289.43 |
|
| Western Digital Corp Stock (WDC) | 0.6 | $1.3M | -30% | 2.1k | 638.72 |
|
| Amazon Stock (AMZN) | 0.6 | $1.3M | -26% | 5.4k | 238.34 |
|
| Merck & Co Stock (MRK) | 0.6 | $1.3M | -61% | 10k | 128.50 |
|
| Schwab Intermediate USTS Etf (SCHR) | 0.6 | $1.3M | +9% | 52k | 24.66 |
|
| Intel Corp Stock (INTC) | 0.5 | $1.1M | -78% | 8.1k | 139.63 |
|
| Edison Intl Stock (EIX) | 0.5 | $1.1M | -45% | 15k | 74.45 |
|
| Chubb Stock (CB) | 0.5 | $1.1M | -4% | 3.2k | 340.74 |
|
| WisdomTree Japan Hedged Etf (DXJ) | 0.5 | $1.1M | +29% | 6.1k | 173.53 |
|
| Bristol-myers Squibb Stock (BMY) | 0.5 | $1.0M | -5% | 18k | 57.62 |
|
| Vanguard FTSE All-World Ex-US Small-Cap Etf (VSS) | 0.5 | $1.0M | +22% | 6.5k | 154.28 |
|
| Centene Corp Del Stock (CNC) | 0.5 | $997k | -61% | 16k | 64.19 |
|
| Lam Research Corp Stock (LRCX) | 0.5 | $995k | 2.3k | 433.33 |
|
|
| Broadcom Stock (AVGO) | 0.5 | $991k | -65% | 2.6k | 377.75 |
|
| Teradyne Stock (TER) | 0.5 | $980k | -79% | 2.0k | 483.84 |
|
| Walmart Stock (WMT) | 0.5 | $979k | -8% | 8.6k | 113.26 |
|
| Ge Vernova Stock (GEV) | 0.4 | $974k | -75% | 829.00 | 1175.06 |
|
| iMGP DBI Trend & Risk Alpha Strategy Etf (DBMF) | 0.4 | $936k | +26% | 31k | 30.61 |
|
| Pg&e Corp Stock (PCG) | 0.4 | $919k | -32% | 55k | 16.82 |
|
| Fedex Corp Stock (FDX) | 0.4 | $884k | -36% | 2.8k | 313.13 |
|
| SPDR Long-Term USTS Etf (SPTL) | 0.4 | $883k | +19% | 34k | 26.23 |
|
| Airbnb Inc Com Cl A Stock (ABNB) | 0.4 | $852k | -27% | 6.0k | 143.10 |
|
| Technipfmc Stock (FTI) | 0.4 | $800k | -72% | 12k | 66.30 |
|
| Phillips 66 Stock (PSX) | 0.4 | $785k | +19% | 4.6k | 169.05 |
|
| Pnc Finl Svcs Group Stock (PNC) | 0.4 | $768k | -75% | 3.1k | 246.22 |
|
| Schwab Intermediate TIPS Etf (SCHP) | 0.4 | $765k | -6% | 29k | 26.50 |
|
| General Mtrs Stock (GM) | 0.4 | $764k | -77% | 9.9k | 77.08 |
|
| Illumina Stock (ILMN) | 0.3 | $737k | -67% | 4.2k | 175.83 |
|
| AHL Trend & Risk Alpha Strategy Etf (AHLT) | 0.3 | $730k | +42% | 25k | 28.90 |
|
| Berkshire Hathaway Inc Del Cl B Stock (BRK.B) | 0.3 | $712k | +8% | 1.4k | 500.39 |
|
| Sandisk Corp Stock (SNDK) | 0.3 | $707k | -63% | 311.00 | 2273.73 |
|
| Incyte Corp Stock (INCY) | 0.3 | $694k | -78% | 6.1k | 113.36 |
|
| Alphabet Inc Cap Stk Cl A Stock (GOOGL) | 0.3 | $683k | +10% | 1.9k | 357.32 |
|
| Tjx Cos Stock (TJX) | 0.3 | $672k | +7% | 4.4k | 151.50 |
|
| Vertiv Holdings Co Com Cl A Stock (VRT) | 0.3 | $665k | -72% | 2.0k | 334.82 |
|
| Ge Aerospace Stock (GE) | 0.3 | $660k | -84% | 1.8k | 373.77 |
|
| Johnson & Johnson Stock (JNJ) | 0.3 | $659k | -63% | 2.6k | 253.97 |
|
| Alphabet Inc Cap Stk Cl C Stock (GOOG) | 0.3 | $645k | +8% | 1.8k | 353.33 |
|
| Amphenol Corp Cl A Stock (APH) | 0.3 | $636k | -75% | 3.6k | 176.32 |
|
| Freeport Mcmoran Inc Cl B Stock (FCX) | 0.3 | $631k | -39% | 10k | 62.89 |
|
| Pepsico Stock (PEP) | 0.3 | $616k | -43% | 4.5k | 135.40 |
|
| Vanguard U.S. Value Etf (VTV) | 0.3 | $613k | 2.8k | 217.90 |
|
|
| Natera Stock (NTRA) | 0.3 | $597k | -56% | 2.2k | 271.45 |
|
| Citigroup Stock (C) | 0.3 | $590k | -81% | 4.2k | 139.96 |
|
| Schwab U.S. Mid-Cap Etf (SCHM) | 0.3 | $578k | 16k | 36.87 |
|
|
| Vanguard U.S. High Dividend Etf (VYM) | 0.3 | $562k | 3.6k | 158.03 |
|
|
| Atlassian Corporation Cl A Stock (TEAM) | 0.3 | $543k | +168% | 7.0k | 77.79 |
|
| Vanguard U.S. Small-Cap Value Etf (VBR) | 0.2 | $526k | +24% | 2.2k | 242.94 |
|
| Molina Healthcare Stock (MOH) | 0.2 | $523k | +7% | 2.3k | 228.70 |
|
| Carpenter Technology Corp Stock (CRS) | 0.2 | $513k | +120% | 832.00 | 616.84 |
|
| Columbia Emerging Markets Ex-China Etf (XCEM) | 0.2 | $509k | 9.6k | 52.88 |
|
|
| Borgwarner Stock (BWA) | 0.2 | $502k | -18% | 7.6k | 66.40 |
|
| Johnson Ctls Intl Stock (JCI) | 0.2 | $500k | -72% | 3.4k | 146.11 |
|
| Dollar Gen Corp Stock (DG) | 0.2 | $494k | -38% | 4.3k | 115.11 |
|
| Aon Plc Shs Cl A Stock (AON) | 0.2 | $491k | +92% | 1.5k | 331.69 |
|
| Seagate Technology Hldngs Plc Ord Stock (STX) | 0.2 | $490k | +51% | 508.00 | 965.00 |
|
| Vangaurd Total World Stock ETF Etf (VT) | 0.2 | $482k | +29% | 3.1k | 156.94 |
|
| United Parcel Svcs Inc Cl B Stock (UPS) | 0.2 | $475k | -6% | 4.4k | 107.49 |
|
| Ciena Corp Stock (CIEN) | 0.2 | $472k | -17% | 962.00 | 490.56 |
|
| Verisign Stock (VRSN) | 0.2 | $469k | -30% | 1.9k | 251.56 |
|
| Mueller Inds Stock (MLI) | 0.2 | $464k | 3.8k | 122.93 |
|
|
| Tesla Stock (TSLA) | 0.2 | $464k | +27% | 1.1k | 420.60 |
|
| Draftkings Inc New Com Cl A Stock (DKNG) | 0.2 | $464k | +88% | 18k | 25.26 |
|
| Equinix Reit (EQIX) | 0.2 | $461k | +37% | 442.00 | 1042.39 |
|
| Corning Stock (GLW) | 0.2 | $450k | -86% | 1.8k | 255.43 |
|
| Vanguard S&p 500 Etf Etf (VOO) | 0.2 | $449k | 654.00 | 687.18 |
|
|
| Eli Lilly & Co Stock (LLY) | 0.2 | $445k | +26% | 371.00 | 1199.43 |
|
| Regeneron Pharmaceuticals Stock (REGN) | 0.2 | $445k | -2% | 713.00 | 623.54 |
|
| Nnn Reit Reit (NNN) | 0.2 | $443k | +89% | 9.5k | 46.53 |
|
| WisdomTree Japan Hedged Small-Cap Etf (OPPJ) | 0.2 | $441k | 7.6k | 57.66 |
|
|
| Expedia Group Stock (EXPE) | 0.2 | $439k | -78% | 1.7k | 255.88 |
|
| Toll Brothers Stock (TOL) | 0.2 | $437k | -39% | 2.7k | 164.75 |
|
| Viking Holdings Ltd Ord Stock (VIK) | 0.2 | $437k | +62% | 4.2k | 104.67 |
|
| Citizens Finl Group Stock (CFG) | 0.2 | $436k | -76% | 6.2k | 70.07 |
|
| Meta Platforms Inc Cl A Stock (META) | 0.2 | $435k | +16% | 772.00 | 563.29 |
|
| Invesco Nasdaq 100 Etf Etf (QQQM) | 0.2 | $431k | 1.4k | 302.92 |
|
|
| New York Times Co Mtn Be Cl A Stock (NYT) | 0.2 | $430k | -31% | 6.1k | 69.98 |
|
| Arrow Electrs Stock (ARW) | 0.2 | $429k | -53% | 2.0k | 213.41 |
|
| Advanced Micro Devices Stock (AMD) | 0.2 | $424k | +21% | 729.00 | 580.91 |
|
| Arista Networks Stock (ANET) | 0.2 | $423k | -84% | 2.5k | 169.88 |
|
| Curtiss Wright Corp Stock (CW) | 0.2 | $418k | -47% | 552.00 | 757.76 |
|
| Cisco Sys Stock (CSCO) | 0.2 | $416k | 3.5k | 117.46 |
|
|
| Eversource Energy Stock (ES) | 0.2 | $414k | +86% | 5.7k | 72.27 |
|
| Dupont De Nemours Stock (DD) | 0.2 | $413k | NEW | 3.0k | 135.64 |
|
| Target Corp Stock (TGT) | 0.2 | $412k | 3.2k | 130.61 |
|
|
| Tapestry Stock (TPR) | 0.2 | $411k | -81% | 2.8k | 146.38 |
|
| WisdomTree Japan Small-Cap Dividend Etf (DFJ) | 0.2 | $409k | +31% | 3.9k | 105.30 |
|
| Vanguard Mid-Cap ETF Etf (VO) | 0.2 | $405k | +300% | 5.0k | 80.57 |
|
| Emcor Group Stock (EME) | 0.2 | $403k | -73% | 486.00 | 829.88 |
|
| PIMCO 15 Year TIPS Etf (LTPZ) | 0.2 | $401k | +4% | 7.9k | 50.65 |
|
| Marsh & Mclennan Cos Stock (MRSH) | 0.2 | $399k | +176% | 2.4k | 166.67 |
|
| Delta Air Lines Stock (DAL) | 0.2 | $399k | -84% | 4.3k | 93.66 |
|
| Commerce Bancshares Stock (CBSH) | 0.2 | $397k | +17523% | 6.9k | 57.75 |
|
| Dte Energy Stock (DTE) | 0.2 | $394k | +468% | 2.6k | 152.37 |
|
| Devon Energy Corp Stock (DVN) | 0.2 | $388k | -46% | 9.4k | 41.32 |
|
| Capital One Finl Corp Stock (COF) | 0.2 | $374k | +18% | 1.9k | 200.62 |
|
| Franklin FTSE Japan Etf (FLJP) | 0.2 | $372k | 9.4k | 39.75 |
|
|
| Federal Rlty Invt Tr New Sh Ben Int Reit (FRT) | 0.2 | $368k | +5% | 3.0k | 123.44 |
|
| Dover Corp Stock (DOV) | 0.2 | $361k | 1.6k | 224.28 |
|
|
| Exelixis Stock (EXEL) | 0.2 | $360k | -47% | 6.6k | 54.41 |
|
| Aramark Stock (ARMK) | 0.2 | $359k | 6.3k | 56.90 |
|
|
| Ventas Reit (VTR) | 0.2 | $357k | 4.0k | 88.80 |
|
|
| T-mobile Us Stock (TMUS) | 0.2 | $354k | +73% | 2.1k | 167.73 |
|
| Jpmorgan Chase & Co Stock (JPM) | 0.2 | $354k | +28% | 1.1k | 327.29 |
|
| iShares Short-Term TIPS Etf (STIP) | 0.2 | $353k | -9% | 3.5k | 102.16 |
|
| General Mills Stock (GIS) | 0.2 | $351k | +426% | 10k | 34.80 |
|
| Prosperity Bancshares Stock (PB) | 0.2 | $350k | -4% | 4.8k | 73.03 |
|
| Mid-amer Apt Cmntys Reit (MAA) | 0.2 | $349k | +772% | 2.5k | 138.94 |
|
| Neurocrine Biosciences Stock (NBIX) | 0.2 | $347k | -62% | 2.1k | 168.53 |
|
| Match Group Stock (MTCH) | 0.2 | $346k | -18% | 9.1k | 38.05 |
|
| Lockheed Martin Corp Stock (LMT) | 0.2 | $344k | +2% | 675.00 | 509.46 |
|
| Blackrock Stock (BLK) | 0.2 | $340k | +101% | 354.00 | 961.56 |
|
| Cummins Stock (CMI) | 0.2 | $340k | -85% | 477.00 | 713.21 |
|
| Lincoln Elec Hldgs Stock (LECO) | 0.2 | $339k | -28% | 1.3k | 265.51 |
|
| Fortinet Stock (FTNT) | 0.2 | $338k | -57% | 2.2k | 153.62 |
|
| Consolidated Edison Stock (ED) | 0.2 | $335k | +34% | 3.0k | 110.63 |
|
| Ross Stores Stock (ROST) | 0.2 | $332k | +66% | 1.6k | 212.85 |
|
| Intuit Stock (INTU) | 0.2 | $331k | +41% | 1.3k | 261.00 |
|
| Paychex Stock (PAYX) | 0.2 | $328k | +64% | 3.3k | 98.33 |
|
| American Elec Pwr Stock (AEP) | 0.2 | $328k | 2.4k | 136.81 |
|
|
| Rbc Bearings Stock (RBC) | 0.2 | $327k | +76% | 508.00 | 644.06 |
|
| Chevron Corporation Stock (CVX) | 0.1 | $323k | +133% | 2.0k | 165.76 |
|
| Wabtec Stock (WAB) | 0.1 | $323k | -44% | 1.2k | 269.60 |
|
| Northern Tr Corp Stock (NTRS) | 0.1 | $322k | +8% | 1.9k | 173.84 |
|
| Ralph Lauren Corp Cl A Stock (RL) | 0.1 | $318k | -84% | 791.00 | 401.41 |
|
| Burlington Stores Stock (BURL) | 0.1 | $317k | +33% | 1.0k | 316.80 |
|
| Synopsys Stock (SNPS) | 0.1 | $316k | +466% | 708.00 | 446.07 |
|
| Tyson Foods Inc Cl A Stock (TSN) | 0.1 | $315k | -18% | 5.5k | 57.25 |
|
| Textron Stock (TXT) | 0.1 | $315k | -39% | 3.4k | 91.73 |
|
| Agilent Technologies Stock (A) | 0.1 | $314k | -11% | 2.4k | 132.83 |
|
| International Flavors&fragranc Stock (IFF) | 0.1 | $313k | -46% | 4.0k | 79.22 |
|
| Newmont Corp Stock (NEM) | 0.1 | $312k | -11% | 3.3k | 93.40 |
|
| Texas Roadhouse Stock (TXRH) | 0.1 | $311k | -69% | 1.6k | 193.23 |
|
| Oshkosh Corp Stock (OSK) | 0.1 | $310k | -68% | 2.0k | 153.48 |
|
| Valero Energy Corp Stock (VLO) | 0.1 | $308k | -76% | 1.2k | 260.44 |
|
| Expand Energy Corporation Stock (EXE) | 0.1 | $303k | +430% | 3.3k | 91.19 |
|
| Kinder Morgan Inc Del Stock (KMI) | 0.1 | $303k | +10% | 9.5k | 31.97 |
|
| Align Technology Stock (ALGN) | 0.1 | $302k | -55% | 1.8k | 168.66 |
|
| Vanguard FTSE Emerging Markets Etf (VWO) | 0.1 | $300k | 5.0k | 59.69 |
|
|
| Unitedhealth Group Stock (UNH) | 0.1 | $298k | +65% | 718.00 | 415.63 |
|
| Mastec Stock (MTZ) | 0.1 | $298k | -55% | 717.00 | 416.06 |
|
| Equifax Stock (EFX) | 0.1 | $298k | -7% | 1.9k | 158.72 |
|
| Snowflake Stock (SNOW) | 0.1 | $295k | -81% | 1.2k | 254.50 |
|
| Biogen Stock (BIIB) | 0.1 | $293k | -76% | 1.4k | 216.06 |
|
| Western Alliance Bancorp Stock (WAL) | 0.1 | $289k | +1187% | 3.5k | 82.20 |
|
| Janus Henderson Group Plc Ord Stock | 0.1 | $287k | -50% | 5.5k | 51.95 |
|
| Woodward Stock (WWD) | 0.1 | $286k | +3% | 672.00 | 425.44 |
|
| General Dynamics Corp Stock (GD) | 0.1 | $284k | -61% | 802.00 | 354.24 |
|
| Chemed Corp Stock (CHE) | 0.1 | $284k | +283% | 609.00 | 465.74 |
|
| Waste Connections Stock (WCN) | 0.1 | $283k | +807% | 1.7k | 166.69 |
|
| Philip Morris Intl Stock (PM) | 0.1 | $283k | -10% | 1.6k | 180.91 |
|
| Zoom Communications Inc Cl A Stock (ZM) | 0.1 | $282k | -29% | 3.3k | 86.31 |
|
| Moodys Corp Stock (MCO) | 0.1 | $281k | +126% | 620.00 | 452.92 |
|
| S&p Global Stock (SPGI) | 0.1 | $280k | +2% | 687.00 | 407.26 |
|
| Veeva Sys Inc Cl A Stock (VEEV) | 0.1 | $279k | -24% | 1.6k | 177.47 |
|
| Mgm Resorts International Stock (MGM) | 0.1 | $276k | -9% | 5.8k | 47.81 |
|
| Travelers Companies Stock (TRV) | 0.1 | $275k | -78% | 832.00 | 330.12 |
|
| iShares Latin America 40 Etf (ILF) | 0.1 | $273k | +36% | 8.1k | 33.75 |
|
| Owens Corning Stock (OC) | 0.1 | $270k | +199% | 1.7k | 158.96 |
|
| Halliburton Stock (HAL) | 0.1 | $266k | -71% | 7.8k | 33.95 |
|
| Five Below Stock (FIVE) | 0.1 | $265k | -81% | 1.5k | 179.79 |
|
| Hasbro Stock (HAS) | 0.1 | $264k | -62% | 3.2k | 82.59 |
|
| Alexandria Real Estate Eq Reit (ARE) | 0.1 | $264k | +1715% | 5.0k | 52.85 |
|
| Onemain Hldgs Stock (OMF) | 0.1 | $263k | +150% | 4.3k | 60.97 |
|
| Lyondellbasell Industries Nv Shs - A - Stock (LYB) | 0.1 | $263k | +260% | 5.0k | 52.65 |
|
| Spdr Gold Minishares Trust Of Beneficial Interest Etf (GLDM) | 0.1 | $258k | 3.2k | 79.42 |
|
|
| Costar Group Stock (CSGP) | 0.1 | $255k | +9482% | 9.0k | 28.32 |
|
| Lumentum Hldgs Stock (LITE) | 0.1 | $254k | +38% | 296.00 | 858.06 |
|
| Rubrik Inc. Cl A Stock (RBRK) | 0.1 | $253k | +452% | 3.2k | 80.28 |
|
| Evercore Inc Class A Stock (EVR) | 0.1 | $249k | -81% | 728.00 | 341.44 |
|
| Mongodb Inc Cl A Stock (MDB) | 0.1 | $247k | -61% | 736.00 | 335.90 |
|
| Mosaic Stock (MOS) | 0.1 | $245k | +223% | 12k | 21.19 |
|
| Tradeweb Mkts Inc Cl A Stock (TW) | 0.1 | $245k | +78% | 2.5k | 99.66 |
|
| Keycorp Stock (KEY) | 0.1 | $244k | +4% | 11k | 23.05 |
|
| Pfizer Stock (PFE) | 0.1 | $243k | +130% | 10k | 24.08 |
|
| Huntington Ingalls Inds Stock (HII) | 0.1 | $241k | -56% | 862.00 | 279.89 |
|
| Antero Resources Corp Stock (AR) | 0.1 | $238k | +72% | 6.8k | 35.14 |
|
| Vanguard Long-term Treasury Etf Etf (VGLT) | 0.1 | $238k | -9% | 4.3k | 55.18 |
|
| Wesco Intl Stock (WCC) | 0.1 | $237k | -75% | 687.00 | 345.43 |
|
| Dow Hldgs Stock (DOW) | 0.1 | $237k | +5% | 8.7k | 27.36 |
|
| Ati Stock (ATI) | 0.1 | $236k | +8% | 1.2k | 197.10 |
|
| Nutanix Inc Cl A Stock (NTNX) | 0.1 | $232k | -20% | 4.6k | 50.96 |
|
| Ametek Stock (AME) | 0.1 | $230k | -59% | 951.00 | 241.94 |
|
| Jefferies Financial Group Stock (JEF) | 0.1 | $228k | +210% | 4.6k | 49.98 |
|
| Carmax Stock (KMX) | 0.1 | $221k | -24% | 4.2k | 52.89 |
|
| Goldman Sachs Physical Gold Etf Etf (AAAU) | 0.1 | $221k | -62% | 5.6k | 39.57 |
|
| Us Bancorp Stock (USB) | 0.1 | $220k | +32% | 3.6k | 60.40 |
|
| Globalfoundries Inc Ordinary Shares Stock (GFS) | 0.1 | $218k | 2.7k | 82.41 |
|
|
| Roblox Corp Cl A Stock (RBLX) | 0.1 | $217k | -24% | 4.0k | 54.38 |
|
| Fedex Fght Hldg Stock (FDXF) | 0.1 | $213k | NEW | 1.4k | 151.00 |
|
| Bank Of Ny Mellon Corp Stock (BNY) | 0.1 | $212k | -69% | 1.5k | 144.61 |
|
| Bank Of Amer Corp Stock (BAC) | 0.1 | $211k | -17% | 3.7k | 56.98 |
|
| Brown & Brown Stock (BRO) | 0.1 | $210k | +163500% | 3.3k | 64.15 |
|
| American Tower Corp Reit (AMT) | 0.1 | $210k | +958% | 1.3k | 163.57 |
|
| Iridium Communications Stock (IRDM) | 0.1 | $209k | +55% | 3.8k | 54.85 |
|
| Iqvia Hldgs Stock (IQV) | 0.1 | $209k | -26% | 1.1k | 193.22 |
|
| Amkor Technology Stock (AMKR) | 0.1 | $208k | -71% | 2.4k | 86.23 |
|
| Howmet Aerospace Stock (HWM) | 0.1 | $208k | -16% | 773.00 | 268.86 |
|
| Schwab Fundamental International Small Equity Etf Etf (FNDC) | 0.1 | $208k | 4.3k | 48.56 |
|
|
| Morningstar Stock (MORN) | 0.1 | $208k | +112% | 1.3k | 156.02 |
|
| Ishares Core S&p Small Cap Etf Etf (IJR) | 0.1 | $206k | -6% | 1.4k | 148.26 |
|
| Factset Resh Sys Stock (FDS) | 0.1 | $206k | +516% | 894.00 | 230.08 |
|
| Caterpillar Stock (CAT) | 0.1 | $206k | +21% | 193.00 | 1064.90 |
|
| Wells Fargo & Co Stock (WFC) | 0.1 | $205k | +359% | 2.5k | 82.65 |
|
| Mohawk Inds Stock (MHK) | 0.1 | $204k | -11% | 1.7k | 121.33 |
|
| Sentinelone Inc Cl A Stock (S) | 0.1 | $203k | -21% | 12k | 16.97 |
|
| Carnival Corp Ltd Common Shares Stock (CCL) | 0.1 | $202k | NEW | 7.1k | 28.57 |
|
| Cubesmart Reit (CUBE) | 0.1 | $202k | +457% | 5.1k | 39.77 |
|
| Trane Technologies Stock (TT) | 0.1 | $201k | -79% | 410.00 | 491.16 |
|
| Ashland Stock (ASH) | 0.1 | $201k | -65% | 3.0k | 65.89 |
|
| Gartner Stock (IT) | 0.1 | $201k | -26% | 1.5k | 129.62 |
|
| Palantir Technologies Inc Cl A Stock (PLTR) | 0.1 | $200k | -37% | 1.7k | 116.67 |
|
| News Corp New Cl A Stock (NWSA) | 0.1 | $197k | -21% | 7.9k | 24.83 |
|
| International Paper Stock (IP) | 0.1 | $196k | +992% | 5.1k | 38.10 |
|
| Host Hotels & Resorts Reit (HST) | 0.1 | $195k | +20% | 8.2k | 23.71 |
|
| iShares GSCI Commodity Strategy Etf (GSG) | 0.1 | $195k | 6.8k | 28.60 |
|
|
| Onto Innovation Stock (ONTO) | 0.1 | $193k | 511.00 | 378.45 |
|
|
| Globe Life Stock (GL) | 0.1 | $192k | -64% | 1.1k | 178.68 |
|
| State Street Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL) | 0.1 | $191k | 2.1k | 91.66 |
|
|
| Cooper Cos Stock (COO) | 0.1 | $190k | +202% | 2.6k | 71.71 |
|
| Lkq Corp Stock (LKQ) | 0.1 | $189k | +595% | 7.2k | 26.33 |
|
| iShares India Etf (INDA) | 0.1 | $189k | -12% | 3.8k | 49.39 |
|
| Hilton Worldwide Hldgs Stock (HLT) | 0.1 | $188k | -73% | 569.00 | 330.46 |
|
| Vertex Pharmaceuticals Stock (VRTX) | 0.1 | $188k | +894% | 378.00 | 496.73 |
|
| Abbott Laboratories Stock (ABT) | 0.1 | $188k | +167% | 2.1k | 90.74 |
|
| Axis Cap Hldgs Stock (AXS) | 0.1 | $187k | -73% | 1.7k | 107.44 |
|
| Genuine Parts Stock (GPC) | 0.1 | $187k | +29% | 1.6k | 117.98 |
|
| Popular Stock (BPOP) | 0.1 | $186k | -65% | 1.1k | 164.18 |
|
| Mccormick & Co Inc Com Non Vtg Stock (MKC) | 0.1 | $186k | +396% | 3.7k | 50.42 |
|
Past Filings by Essential Partners
SEC 13F filings are viewable for Essential Partners going back to 2025
- Essential Partners 2026 Q2 filed Aug. 10, 2026
- Essential Partners 2026 Q1 filed May 21, 2026
- Essential Partners 2025 Q4 filed May 21, 2026
- Essential Partners 2025 Q3 filed May 21, 2026
- Essential Partners 2025 Q2 filed May 21, 2026