IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Essential Investment Partners LLC

Q2 2026 Holdings

Filed 2026-07-15 | 312 holdings | $124.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Wells Fargo & Co(WFC)COM949746101$119.6K1,4470.1%
J P Morgan Exchange Traded F(JEPQ)NASDAQ EQT PREM46654Q203$119.8K1,9500.1%
Meta Platforms Inc(META)CL A30303M102$138.6K2460.1%
Morgan Stanley(MS)COM NEW617446448$140.5K6720.1%
Quanta Svcs Inc(PWR)COM74762E102$144.0K2000.1%
The Alger ETF Trust(ALAI)AI ENABLERS ADOP015564503$146.5K3,2100.1%
Nuveen MUN CR Income FD(NZF)COM SH BEN INT67070X101$157.2K12,3980.1%
FS KKR Cap Corp(FSK)COM302635206$163.7K15,5870.1%
Valero Energy Corp(VLO)COM91913Y100$169.3K6500.1%
Vanguard MUN BD FDS(VTEB)TAX EXEMPT BD922907746$177.0K3,5000.1%
Eaton Corp PLC(ETN)SHSG29183103$187.5K4400.2%
Visa Inc(V)COM CL A92826C839$189.0K5510.2%
Shell PLC(SHEL)SPON ADS780259305$192.7K2,4850.2%
Viper Energy Inc(VNOM)CL A64361Q101$195.3K4,6050.2%
Godaddy Inc(GDDY)CL A380237107$199.8K2,3540.2%
BlackRock Muniassets FD Inc(MUA)COM09254J102$203.3K18,4650.2%
General Dynamics Corp(GD)COM369550108$212.4K6000.2%
Ulta Beauty Inc(ULTA)COM90384S303$213.8K4740.2%
AT&T Inc(T)COM00206R102$228.7K11,0470.2%
Amgen Inc(AMGN)COM031162100$233.6K6450.2%
Bristol-Myers Squibb Co(BMY)COM110122108$240.6K4,1750.2%
Corning Inc(GLW)COM219350105$242.7K9500.2%
Pimco Dynamic Income Oprnts(PDO)COM BEN SHS69355M107$244.6K18,5000.2%
Cisco SYS Inc(CSCO)COM17275R102$251.6K2,1420.2%
Merck & Co Inc(MRK)COM58933Y105$255.1K1,9850.2%
RTX Corporation(RTX)COM75513E101$256.1K1,3500.2%
Coca Cola Co(KO)COM191216100$256.8K3,1600.2%
Nutanix Inc(NTNX)CL A67059N108$268.4K5,2660.2%
J P Morgan Exchange Traded F(JGRO)ACTIVE GROWTH46654Q609$273.4K2,7740.2%
Williams COS Inc(WMB)COM969457100$287.5K3,8680.2%
Deep Fission Inc(FISN)COM243927100$291.5K26,4000.2%
Chevron Corporation(CVX)COM166764100$300.0K1,8100.2%
Aerovironment Inc(AVAV)COM008073108$310.8K1,8830.2%
Capital Group International(CGIC)SHS14021T102$320.2K8,8000.3%
Calamos ETF TR(CAIE)AUTOC INCOM ETF12811T571$337.1K12,3900.3%
Walmart Inc(WMT)COM931142103$339.8K3,0000.3%
Cognizant Technology Solutio(CTSH)CL A192446102$340.0K8,7780.3%
Palo Alto Networks Inc(PANW)COM697435105$346.5K1,0160.3%
Ishares TR(QUAL)MSCI USA QLT FCT46432F339$348.9K1,5900.3%
J P Morgan Exchange Traded F(JPIE)INCOME ETF46641Q159$355.7K7,7250.3%
Tyler Technologies Inc(TYL)COM902252105$381.4K1,3040.3%
MSA Safety Inc(MSA)COM553498106$382.0K2,1880.3%
Costco Wholesale Corporation(COST)COM22160K105$387.3K4140.3%
Honeywell Aerospace Inc(HONA)COM43849R105$398.2K1,8010.3%
Honeywell Intl Inc(HON)COM438516205$403.2K1,8010.3%
Nuveen AMT Free Qlty MUN Inc(XNEAX)COM670657105$405.0K34,5000.3%
Standex Intl Corp(SXI)COM854231107$410.2K1,1470.3%
Ishares TR(IWF)RUS 1000 GRW ETF464287614$410.8K3,3080.3%
RBC Bearings Inc(RBC)COM75524B104$418.6K6500.3%
J P Morgan Exchange Traded F(JEPI)EQUITY PREMIUM46641Q332$443.5K7,8530.4%
PreviousPage 5 of 7Next