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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 25 of 143  ·  2,848 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 PHR PHREESIA INC COM Healthcare 9,313.0 $78K 0.03% NEW $8.38 +11.6%
482 IRWD IRONWOOD PHARMACEUTICALS INC COM CL A Healthcare 22,102.0 $78K 0.03% NEW $3.51 +0.3%
483 IEFA ISHARES CORE MSCI EAFE ETF 853.0 $77K 0.03% NEW $90.53 +6.9%
484 IEX IDEX CORP COM Industrials 407.0 $77K 0.03% NEW $189.55 +18.0%
485 HUN HUNTSMAN CORP COM Basic Materials 5,766.0 $77K 0.03% NEW $13.31 -4.4%
486 BIOHAVEN LTD COM 9,020.0 $76K 0.03% NEW $8.46
487 LIBERTY GLOBAL LTD COM CL A 6,300.0 $76K 0.03% NEW $12.09
488 BBY BEST BUY INC COM Consumer Cyclical 1,185.0 $76K 0.03% NEW $64.20 +13.9%
489 IGF ISHARES GLOBAL INFRASTRUCTURE ETF 1,127.0 $76K 0.03% NEW $67.00 -1.5%
490 BR BROADRIDGE FINL SOLUTIONS INC COM Technology 464.0 $75K 0.03% NEW $162.48 -14.1%
491 REGCO REGENCY CTRS CORP COM Real Estate 992.0 $75K 0.03% NEW $75.66 -70.1%
492 TIP ISHARES TIPS BOND ETF 677.0 $75K 0.03% NEW $110.41 -1.3%
493 AN AUTONATION INC COM Consumer Cyclical 377.0 $74K 0.03% NEW $195.26 -4.6%
494 CRCL CIRCLE INTERNET GROUP INC COM CL A Financial Services 768.0 $73K 0.03% NEW $95.41 -15.5%
495 IVE ISHARES S&P 500 VALUE ETF 345.0 $73K 0.03% NEW $211.15 +6.9%
496 CDE COEUR MNG INC COM NEW Basic Materials 3,854.0 $72K 0.02% NEW $18.77 -6.6%
497 GS GOLDMAN SACHS GROUP INC COM Financial Services 85.0 $72K 0.02% NEW $848.42 +29.6%
498 GILD GILEAD SCIENCES INC COM Healthcare 515.0 $72K 0.02% NEW $139.44 -10.0%
499 ET ENERGY TRANSFER L P COM UT LTD PTN Energy 3,711.0 $72K 0.02% NEW $19.30 -2.8%
500 PAG PENSKE AUTOMOTIVE GRP INC COM Consumer Cyclical 479.0 $72K 0.02% NEW $149.52 +14.6%
Page 25 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%