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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 5 of 8  ·  153 positions
# Ticker Company Sector Shares Value ↓ % Port Status
81 APAM ARTISAN PARTNERS ASSET MGMT I CL A Financial Services 75 $3K 0.00% SOLD
82 MERIDIAN CORP COM 139 $3K 0.00% SOLD
83 MAPS WM TECHNOLOGY INC CL A Technology 3,763 $2K 0.00% SOLD
84 BLUE FOUNDRY BANCORP COM 184 $2K 0.00% SOLD
85 STKL SUNOPTA INC COM Consumer Defensive 373 $2K 0.00% SOLD
86 ERII ENERGY RECOVERY INC COM Industrials 226 $2K 0.00% SOLD
87 OPCH OPTION CARE HEALTH INC COM NEW Healthcare 84 $2K 0.00% SOLD
88 GNR STATE STREET SPDR S&P GLOBAL NATURAL RESOURCES ETF 29 $2K 0.00% SOLD
89 DSGX DESCARTES SYS GROUP INC COM Technology 30 $2K 0.00% SOLD
90 ELF E L F BEAUTY INC COM Consumer Defensive 33 $2K 0.00% SOLD
91 CLEARWAY ENERGY INC CL A 51 $2K 0.00% SOLD
92 PFIX Simplify Interest Rate Hedge ETF 43 $2K 0.00% SOLD
93 LAKE LAKELAND INDS INC COM Consumer Cyclical 210 $2K 0.00% SOLD
94 SMRT SMARTRENT INC COM CL A Technology 1,138 $2K 0.00% SOLD
95 OABI OMNIAB INC COM Healthcare 1,060 $2K 0.00% SOLD
96 DMRC DIGIMARC CORP NEW COM Technology 280 $1K SOLD
97 OPFI OPPFI INC COM CL A Technology 175 $1K SOLD
98 NTSI WISDOMTREE INTERNATIONAL EFFICIENT CORE FUND 28 $1K SOLD
99 BANK FIRST CORPORATION COM 9 $1K SOLD
100 WVE WAVE LIFE SCIENCES LTD SHS Healthcare 166 $1K SOLD
Page 5 of 8  ·  153 positions
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%