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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 45 of 50  ·  985 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 CTEV CLARITEV CORPORATION CL A NEW Healthcare 23.0 $785.0 +22.0 +2200.0% $34.13 +1.7%
882 NN NEXTNAV INC COMMON STOCK Communication Services 44.0 $785.0 +31.0 +238.5% $17.84 -2.8%
883 CLSK CLEANSPARK INC COM NEW Technology 53.0 $771.0 +39.0 +278.6% $14.55 -16.0%
884 JAMES RIV GROUP LTD COM SHS 171.0 $752.0 +123.0 +256.2% $4.40
885 BOC BOSTON OMAHA CORP CL A COM STK Communication Services 55.0 $750.0 +39.0 +243.8% $13.64 +1.8%
886 ATNI ATN INTL INC COM Communication Services 28.0 $742.0 +8.0 +40.0% $26.50 +17.3%
887 BLKB BLACKBAUD INC COM Technology 25.0 $741.0 +4.0 +19.1% $29.64 +58.0%
888 GETY GETTY IMAGES HOLDINGS INC CL A COM Communication Services 857.0 $737.0 +467.0 +119.7% $0.86 -67.8%
889 ICUI ICU MED INC COM Healthcare 5.0 $733.0 +1.0 +25.0% $146.60 +25.2%
890 GSAT GLOBALSTAR INC COM NEW Communication Services 9.0 $732.0 +8.0 +800.0% $81.33 +0.8%
891 ARAI ARRIVE AI INC COM NEW Technology 1,707.0 $732.0 +573.0 +50.5% $0.43 -44.0%
892 ACU ACME UTD CORP COM Consumer Defensive 15.0 $716.0 +8.0 +114.3% $47.73 +30.3%
893 GENC GENCOR INDS INC COM Industrials 48.0 $716.0 +6.0 +14.3% $14.92 +28.8%
894 CAKE CHEESECAKE FACTORY INC COM Consumer Cyclical 9.0 $716.0 +1.0 +12.5% $79.56 +32.1%
895 ATOM ATOMERA INC COM Technology 81.0 $706.0 +24.0 +42.1% $8.72 -46.8%
896 CARL CARLSMED INC COM Healthcare 68.0 $706.0 +64.0 +1600.0% $10.38 +53.0%
897 BTMD BIOTE CORP CLASS A COM Healthcare 365.0 $690.0 +297.0 +436.8% $1.89 -23.8%
898 TUSK MAMMOTH ENERGY SVCS INC COM Industrials 212.0 $689.0 +192.0 +960.0% $3.25 -3.4%
899 ELMD ELECTROMED INC COM Healthcare 16.0 $677.0 +11.0 +220.0% $42.31 -5.4%
900 COSO COASTALSOUTH BANCSHARES INC COM NEW Financial Services 24.0 $644.0 +13.0 +118.2% $26.83 +1.9%
Page 45 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%