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Portfolio (Quarterly) Guide ↗

Essential Partners LLC

· CIK 0002136442
13F Portfolio $325M AUM 2,772 positions Filed May 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 279 New 1123 Added 947 Reduced
Page 27 of 57  ·  1,123 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 PRU PRUDENTIAL FINL INC COM Financial Services 162.0 $18K 0.01% +74.0 +84.1% $112.88 -5.2%
522 BUSE FIRST BUSEY CORP COM NEW Financial Services 760.0 $18K 0.01% +44.0 +6.2% $23.79 +17.7%
523 SD SANDRIDGE ENERGY INC COM NEW Energy 1,244.0 $18K 0.01% +316.0 +34.0% $14.43 -2.0%
524 EMN EASTMAN CHEM CO COM Basic Materials 281.0 $18K 0.01% +254.0 +940.7% $63.83 +13.0%
525 ZD ZIFF DAVIS INC COM Communication Services 504.0 $18K 0.01% +94.0 +22.9% $35.15 +26.1%
526 BP BP PLC SPONSORED ADR Energy 505.0 $18K 0.01% +490.0 +3266.7% $34.73 +15.6%
527 IHG INTERCONTINENTAL HOTELS GROUP SPONSORED ADS Consumer Cyclical 124.0 $17K 0.01% +46.0 +59.0% $140.83 +21.2%
528 PRGS PROGRESS SOFTWARE CORP COM Technology 406.0 $17K 0.01% +278.0 +217.2% $42.96 -30.0%
529 DIGITALBRIDGE GROUP INC CL A NEW 1,134.0 $17K 0.01% +11.0 +1.0% $15.34
530 CORZ CORE SCIENTIFIC INC NEW COM Technology 1,192.0 $17K 0.01% +12.0 +1.0% $14.56 +94.9%
531 ARQT ARCUTIS BIOTHERAPEUTICS INC COM Healthcare 594.0 $17K 0.01% +115.0 +24.0% $29.04 -9.7%
532 SWX SOUTHWEST GAS HLDGS INC COM Utilities 213.0 $17K 0.01% +39.0 +22.4% $80.02 +8.8%
533 WSBF WATERSTONE FINL INC MD COM Financial Services 1,029.0 $17K 0.01% +191.0 +22.8% $16.55 +15.2%
534 FRONTIER COMMUNICATIONS PARENT COM 442.0 $17K 0.01% +227.0 +105.6% $38.07
535 MZTI MARZETTI COMPANY COM Consumer Defensive 102.0 $17K 0.01% +56.0 +121.7% $164.42 -35.8%
536 CPS COOPER-STANDARD HOLDINGS INC COM Consumer Cyclical 504.0 $17K 0.01% +94.0 +22.9% $32.83 -12.6%
537 VTOL BRISTOW GROUP INC COM Energy 446.0 $16K 0.01% +25.0 +5.9% $36.62 +15.9%
538 NESR NATIONAL ENERGY SERVICES REUNI SHS Energy 1,037.0 $16K 0.01% +318.0 +44.2% $15.66 +53.4%
539 CNI CANADIAN NATL RY CO COM Industrials 164.0 $16K 0.01% +134.0 +446.7% $98.85 +15.3%
540 AVPT AVEPOINT INC COM CL A Technology 1,167.0 $16K 0.01% +257.0 +28.2% $13.89 -22.6%
Page 27 of 57  ·  1,123 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 22.7%
Financial Services 20.3%
Industrials 14.4%
Consumer Cyclical 12.6%
Healthcare 12.4%
Consumer Defensive 3.8%
Energy 3.4%
Utilities 3.0%
Communication Services 3.0%
Basic Materials 2.4%