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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 57 of 57  ·  1,123 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1121 LFVN LIFEVANTAGE CORP COM NEW Consumer Defensive 3.0 $18.0 +1.0 +50.0% $6.00 +0.7%
1122 BEEP MOBILE INFRASTRUCTURE CORP COM SHS Real Estate 6.0 $15.0 +3.0 +100.0% $2.50 -24.8%
1123 TRINSEO PLC SHS 9.0 $4.0 +1.0 +12.5% $0.44
Page 57 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%