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Portfolio (Quarterly) Guide ↗

Essential Partners LLC

· CIK 0002136442
13F Portfolio $217M AUM 2,853 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 158 New 985 Added 1304 Reduced 153 Exited
Page 32 of 50  ·  985 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 LILAK LIBERTY LATIN AMERICA LTD COM CL C Communication Services 719.0 $6K 0.00% +355.0 +97.5% $7.79 +6.3%
622 ADTRAN HOLDINGS INC COM 402.0 $6K 0.00% +247.0 +159.3% $13.90
623 AEM AGNICO EAGLE MINES LTD COM Basic Materials 36.0 $6K 0.00% +4.0 +12.5% $155.14 +33.9%
624 ARCT ARCTURUS THERAPEUTICS HLDGS COM Healthcare 824.0 $6K 0.00% +488.0 +145.2% $6.72 +53.0%
625 NVGS NAVIGATOR HLDGS LTD SHS Energy 297.0 $6K 0.00% +108.0 +57.1% $18.63 +16.3%
626 OPLN OPENLANE INC COM Consumer Cyclical 130.0 $5K 0.00% +6.0 +4.8% $41.24 -16.5%
627 EDIT EDITAS MEDICINE INC COM Healthcare 1,624.0 $5K 0.00% +141.0 +9.5% $3.24 +0.3%
628 ASC ARDMORE SHIPPING CORP COM Industrials 375.0 $5K 0.00% +38.0 +11.3% $14.01 +31.3%
629 SUPN SUPERNUS PHARMACEUTICALS COM Healthcare 112.0 $5K 0.00% +26.0 +30.2% $46.51 +4.4%
630 LIBERTY LIVE HOLDINGS INC COM SHS SER C 49.0 $5K 0.00% +37.0 +308.3% $105.63
631 HUM HUMANA INC COM Healthcare 13.0 $5K 0.00% +7.0 +116.7% $397.23 -4.8%
632 THRY THRYV HLDGS INC COM NEW Communication Services 1,290.0 $5K 0.00% +1K +828.1% $3.94 -47.0%
633 CTS CTS CORP COM Technology 77.0 $5K 0.00% +10.0 +14.9% $65.19 -11.0%
634 CNOB CONNECTONE BANCORP INC COM Financial Services 150.0 $5K 0.00% +116.0 +341.2% $33.44 -4.2%
635 UE URBAN EDGE PPTYS COM Real Estate 219.0 $5K 0.00% +61.0 +38.6% $22.88 -5.2%
636 GOSS GOSSAMER BIO INC COM Healthcare 30,225.0 $5K 0.00% +11K +60.1% $0.16 -4.9%
637 UCB UNITED CMNTY BKS BLAIRSVLE GA COM Financial Services 141.0 $5K 0.00% +124.0 +729.4% $35.09 +1.9%
638 NGVC NATURAL GROCERS BY VITAMIN COM Consumer Defensive 159.0 $5K 0.00% +128.0 +412.9% $31.02 -11.4%
639 LEU CENTRUS ENERGY CORP CL A Energy 29.0 $5K 0.00% +2.0 +7.4% $167.86 +9.4%
640 FLAGSTAR BANK NATIONAL ASSOCIA COM NEW 321.0 $5K 0.00% +297.0 +1237.5% $14.94
Page 32 of 50  ·  985 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
Financial Services 21.8%
Technology 20.9%
Industrials 14.7%
Healthcare 10.8%
Consumer Cyclical 10.0%
Real Estate 4.2%
Consumer Defensive 4.2%
Utilities 4.2%
Energy 3.4%
Communication Services 3.0%