Essential Partners LLC has filed a Form 13F-HR report disclosing its equity securities portfolio as of the close of business on September 30, 2026. The filing indicates the firm held positions in 2852 individual securities during the reporting period.
The largest position disclosed in the filing is in Amazon.com Inc., where the firm reported holding 6,116 shares. Other notable holdings include Alexandria Real Estate Equities Inc. with 4,453 shares, Global Payments Inc. with 374 shares, and LendingTree Inc. with 186 shares.
The portfolio includes a mix of large-cap technology and healthcare companies, as well as various real estate investment trusts (REITs) and financial institutions. Specific names mentioned in the filing include Johnson & Johnson, Procter & Gamble Co., Costco Wholesale Corporation, and United Parcel Service Inc.
The filing also lists several exchange-traded funds, including WisdomTree Japan Hedged ETF, iShares Latin America 40 ETF, and SPDR Long-Term USTS ETF, among others.
