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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 14 of 14  ·  279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 BHR BRAEMAR HOTELS & RESORTS INC COM Real Estate 6.0 $17.0 NEW $2.83 -28.0%
262 KRMD KORU MEDICAL SYSTEMS INC COM Healthcare 3.0 $17.0 NEW $5.67 -30.5%
263 CLOV CLOVER HEALTH INVESTMENTS CORP COM CL A Healthcare 7.0 $16.0 NEW $2.29 +116.1%
264 ACRS ACLARIS THERAPEUTICS INC COM Healthcare 5.0 $15.0 NEW $3.00 +44.7%
265 HPK HIGHPEAK ENERGY INC COM Energy 3.0 $14.0 NEW $4.67 +61.1%
266 INMB INMUNE BIO INC COM Healthcare 9.0 $14.0 NEW $1.56 -17.7%
267 SHOULDER INNOVATIONS INC COMMON STOCK 1.0 $14.0 NEW $14.00
268 SUNPOWER INC COM 8.0 $13.0 NEW $1.62
269 CARL CARLSMED INC COM Healthcare 1.0 $12.0 NEW $12.00 -11.9%
270 TMC TMC THE METALS COMPANY INC COM Basic Materials 2.0 $12.0 NEW $6.00 -13.5%
271 POWW OUTDOOR HOLDING CO COM Industrials 6.0 $10.0 NEW $1.67 +17.0%
272 CLSK CLEANSPARK INC COM NEW Technology 1.0 $10.0 NEW $10.00 +72.6%
273 ANTERIS TECHNOLOGIES GLOBAL COM 2.0 $10.0 NEW $5.00
274 XPOF XPONENTIAL FITNESS INC COM CL A Consumer Cyclical 1.0 $8.0 NEW $8.00 -14.7%
275 GAIA GAIA INC NEW CL A Communication Services 2.0 $7.0 NEW $3.50 -32.3%
276 NNOX NANO X IMAGING LTD ORD SHS Healthcare 2.0 $6.0 NEW $3.00 -42.7%
277 PNBK PATRIOT NATL BANCORP INC COM NEW Financial Services 3.0 $5.0 NEW $1.67 -42.0%
278 SAFX XCF GLOBAL INC COM CL A Energy 15.0 $4.0 NEW $0.27 +37.7%
279 SOLESENCE INC COM 1.0 $2.0 NEW $2.00
Page 14 of 14  ·  279 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%