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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 33 of 50  ·  985 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 OEC ORION S.A. COM Basic Materials 723.0 $5K 0.00% +280.0 +63.2% $6.63 -8.4%
642 ADMA ADMA BIOLOGICS INC COM Healthcare 572.0 $5K 0.00% +521.0 +1021.6% $8.37 +20.1%
643 CHCO CITY HLDG CO COM Financial Services 36.0 $5K 0.00% +32.0 +800.0% $132.64 +8.0%
644 AMAL AMALGAMATED FINANCIAL CORP COM Financial Services 104.0 $5K 0.00% +27.0 +35.1% $45.90 +6.9%
645 FSS FEDERAL SIGNAL CORP COM Industrials 37.0 $5K 0.00% +15.0 +68.2% $128.49 -4.6%
646 MMSI MERIT MED SYS INC COM Healthcare 68.0 $5K 0.00% +60.0 +750.0% $69.34 +32.7%
647 RPC RIDGEPOST CAP INC CL A COM Financial Services 596.0 $5K 0.00% +89.0 +17.6% $7.87 +10.5%
648 INOD INNODATA INC COM NEW Technology 61.0 $5K 0.00% +29.0 +90.6% $75.57 -16.9%
649 NRIX NURIX THERAPEUTICS INC COM Healthcare 190.0 $5K 0.00% +83.0 +77.6% $24.26 +14.6%
650 NMR NOMURA HLDGS INC SPONSORED ADR Financial Services 524.0 $5K 0.00% +33.0 +6.7% $8.78 +8.3%
651 FISI FINANCIAL INSTITUTIONS INC COM Financial Services 118.0 $5K 0.00% +47.0 +66.2% $38.97 +5.0%
652 NPK INTERNATIONAL INC COM SHS 289.0 $5K 0.00% +131.0 +82.9% $15.91
653 CSTL CASTLE BIOSCIENCES INC COM Healthcare 190.0 $5K 0.00% +61.0 +47.3% $23.85 +35.5%
654 SLG SL GREEN RLTY CORP COM Real Estate 87.0 $5K 0.00% +27.0 +45.0% $51.77 +11.4%
655 PFBC PREFERRED BK LOS ANGELES CA COM NEW Financial Services 42.0 $4K 0.00% +36.0 +600.0% $106.26 -2.9%
656 BHB BAR HBR BANKSHARES COM Financial Services 118.0 $4K 0.00% +88.0 +293.3% $37.76 +4.5%
657 TRDA ENTRADA THERAPEUTICS INC COM Healthcare 597.0 $4K 0.00% +443.0 +287.7% $7.36 +5.7%
658 MTRX MATRIX SVC CO COM Industrials 311.0 $4K 0.00% +35.0 +12.7% $13.70 -16.6%
659 GIC GLOBAL INDUSTRIAL COMPANY COM Industrials 126.0 $4K 0.00% +4.0 +3.3% $33.46 +16.2%
660 MGTX MEIRAGTX HLDGS PLC COM Healthcare 311.0 $4K 0.00% +101.0 +48.1% $13.51 +10.8%
Page 33 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%