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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 50 of 50  ·  985 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 VGAS VERDE CLEAN FUELS INC CLASS A COM Utilities 62.0 $63.0 +23.0 +59.0% $1.02 +30.9%
982 RBKB RHINEBECK BANCORP INC COM Financial Services 2.0 $35.0 +1.0 +100.0% $17.50 -27.5%
983 SOLESENCE INC COM 47.0 $35.0 +29.0 +161.1% $0.74
984 CATX PERSPECTIVE THERAPEUTICS INC COM NEW Healthcare 6.0 $20.0 +1.0 +20.0% $3.33 -5.0%
985 AREN THE ARENA GROUP HOLDINGS INC COM Communication Services 23.0 $19.0 +22.0 +2200.0% $0.83 +30.7%
Page 50 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%