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Portfolio (Quarterly) Guide ↗

Essential Partners LLC

· CIK 0002136442
13F Portfolio $297M AUM 2,848 positions Filed May 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2848 New 171 Exited
Page 15 of 143  ·  2,848 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 NNN NNN REIT INC COM Real Estate 5,030.0 $211K 0.07% NEW $42.03 +7.4%
282 MASI MASIMO CORP COM Healthcare 1,183.0 $210K 0.07% NEW $177.87 +1.2%
283 DKNG DRAFTKINGS INC NEW COM CL A Consumer Cyclical 9,730.0 $210K 0.07% NEW $21.62 +21.7%
284 CHWY CHEWY INC CL A Consumer Cyclical 7,778.0 $210K 0.07% NEW $27.00 -34.2%
285 ILF ISHARES LATIN AMERICA 40 ETF 5,907.0 $210K 0.07% NEW $35.52 -4.1%
286 DOCS DOXIMITY INC CL A Healthcare 8,980.0 $209K 0.07% NEW $23.30 -12.2%
287 TNL TRAVEL PLUS LEISURE CO COM Consumer Cyclical 2,994.0 $207K 0.07% NEW $69.19 +9.7%
288 FIS FIDELITY NATL INFORMATION SVCS COM Technology 4,389.0 $206K 0.07% NEW $46.91 -17.7%
289 INDA iShares India 4,353.0 $204K 0.07% NEW $46.84 +4.6%
290 ROST ROSS STORES INC COM Consumer Cyclical 938.0 $203K 0.07% NEW $216.63 +7.7%
291 BFAM BRIGHT HORIZONS FAM SOL IN DEL COM Consumer Cyclical 2,471.0 $203K 0.07% NEW $82.13 -22.1%
292 KEY KEYCORP COM Financial Services 10,098.0 $202K 0.07% NEW $20.05 +12.7%
293 XOM EXXON MOBIL CORP COM Energy 1,193.0 $202K 0.07% NEW $169.68 -17.1%
294 ITT ITT INC COM Industrials 1,052.0 $200K 0.07% NEW $190.53 +0.3%
295 FNDC SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF 4,278.0 $198K 0.07% NEW $46.36 +7.2%
296 UTHR UNITED THERAPEUTICS CORP DEL COM Healthcare 333.0 $197K 0.07% NEW $592.98 -7.0%
297 S SENTINELONE INC CL A Technology 15,327.0 $197K 0.07% NEW $12.88 +14.9%
298 WEBULL CORP ORD SHS 40,304.0 $193K 0.07% NEW $4.80
299 BIL STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 2,088.0 $191K 0.06% NEW $91.66 -0.1%
300 VIKING HOLDINGS LTD ORD SHS 2,565.0 $188K 0.06% NEW $73.48
Page 15 of 143  ·  2,848 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 20.5%
Technology 19.1%
Industrials 16.7%
Consumer Cyclical 12.3%
Healthcare 11.6%
Energy 5.2%
Utilities 3.8%
Consumer Defensive 3.6%
Basic Materials 2.9%
Communication Services 2.4%