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Kelly Ann Sumner

Essential Investment Partners Llc

Assets Managed
$124.529M
Holdings
312
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
15.34%(2Q avg: 8.48%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in Essential Investment Partners Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 312 positions.

Assets under management

The assets under management (AUM) of Essential Investment Partners Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 124.529M in assets, with a quarterly growth rate of 15.34% and a 2-quarter average growth rate of 8.48%. The portfolio is managed by Kelly Ann Sumner, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
BE
Bloom Energy Corp- A
Recent Activity
Decreased -6.14%
5.34%
$6.644M
21,950 shares@ $302.7 avg price
AAPL
Apple Inc
Recent Activity
Decreased -5.71%
4.67%
$5.813M
20,090 shares@ $289.36 avg price
URI
United Rentals Inc
Recent Activity
Decreased -2.42%
4.18%
$5.198M
4,588 shares@ $1132.89 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -6.15%
3.45%
$4.291M
12,008 shares@ $357.38 avg price
PSTG
Pure Storage Inc - Class A
Recent Activity
Increased 0.41%
3.09%
$3.845M
48,796 shares@ $78.8 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 0.85%
3.06%
$3.801M
15,946 shares@ $238.35 avg price
ABBV
Abbvie Inc
Recent Activity
Decreased -6.29%
2.92%
$3.626M
14,411 shares@ $251.64 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 2.43%
2.81%
$3.487M
9,349 shares@ $373.04 avg price
TJX
Tjx Companies Inc
Recent Activity
Increased 0.38%
2.36%
$2.93M
19,341 shares@ $151.51 avg price
AVGO
Broadcom Inc
Recent Activity
Decreased -0.07%
2.33%
$2.901M
7,681 shares@ $377.76 avg price

1-10 of 312