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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 8 of 8  ·  153 positions
# Ticker Company Sector Shares Value ↓ % Port Status
141 SRI STONERIDGE INC COM Consumer Cyclical 19 $92.0 SOLD
142 MPX MARINE PRODS CORP COM Consumer Cyclical 12 $87.0 SOLD
143 CURI CURIOSITYSTREAM INC COM CL A Communication Services 26 $77.0 SOLD
144 ZSPC ZSPACE INC COM Technology 648 $74.0 SOLD
145 SMA SMARTSTOP SELF STORAG REIT INC COMMON STOCK Real Estate 2 $61.0 SOLD
146 IONQ IONQ INC COM Technology 2 $58.0 SOLD
147 AD ARRAY DIGITAL INFRASTRUCTURE I COM Communication Services 1 $46.0 SOLD
148 IIIV I3 VERTICALS INC COM CL A Technology 2 $45.0 SOLD
149 GERN GERON CORP COM Healthcare 27 $40.0 SOLD
150 STRS STRATUS PPTYS INC COM NEW Real Estate 1 $31.0 SOLD
151 PKST PEAKSTONE REALTY TRUST COMMON SHARES Real Estate 1 $21.0 SOLD
152 CAMBRIA CANNABIS ETF 4 $20.0 SOLD
153 DMAC DIAMEDICA THERAPEUTICS INC COM NEW Healthcare 2 $14.0 SOLD
Page 8 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%