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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 27 of 143  ·  2,848 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 RRC RANGE RES CORP COM Energy 1,517.0 $69K 0.02% NEW $45.18 -18.9%
522 SCHX SCHWAB U.S. LARGE-CAP ETF 2,669.0 $68K 0.02% NEW $25.64 +13.8%
523 IRIDIUM COMMUNICATIONS INC COM 2,453.0 $68K 0.02% NEW $27.74
524 RSI RUSH STREET INTERACTIVE INC COM Consumer Cyclical 3,128.0 $68K 0.02% NEW $21.75 +30.0%
525 DV DOUBLEVERIFY HLDGS INC COM Technology 7,101.0 $67K 0.02% NEW $9.50 +9.2%
526 BMBL BUMBLE INC COM CL A Technology 20,582.0 $67K 0.02% NEW $3.26 -9.2%
527 SAFT SAFETY INS GROUP INC COM Financial Services 923.0 $67K 0.02% NEW $72.64 -2.5%
528 AWR AMER STATES WTR CO COM Utilities 882.0 $67K 0.02% NEW $75.62 +1.7%
529 DTE DTE ENERGY CO COM Utilities 455.0 $67K 0.02% NEW $146.22 +0.7%
530 SWK STANLEY BLACK & DECKER INC COM Industrials 932.0 $66K 0.02% NEW $71.06 +16.1%
531 CPNG COUPANG INC CL A Consumer Cyclical 3,448.0 $65K 0.02% NEW $18.88 -0.3%
532 NFG NATIONAL FUEL GAS CO COM Energy 688.0 $65K 0.02% NEW $93.96 -19.2%
533 AIR LEASE CORP CL A 995.0 $65K 0.02% NEW $64.94
534 IAC IAC INC COM NEW Technology 1,607.0 $64K 0.02% NEW $40.03 +5.9%
535 EVEREST GROUP LTD COM 196.0 $64K 0.02% NEW $326.85
536 ECPG ENCORE CAP GROUP INC COM Financial Services 912.0 $64K 0.02% NEW $70.12 +17.9%
537 PBI PITNEY BOWES INC COM Industrials 5,787.0 $64K 0.02% NEW $11.05 +57.3%
538 BSX BOSTON SCIENTIFIC CORP COM Healthcare 1,016.0 $64K 0.02% NEW $62.75 -28.4%
539 SOFI SOFI TECHNOLOGIES INC COM Financial Services 4,013.0 $64K 0.02% NEW $15.88 +9.7%
540 ALMS ALUMIS INC COM Healthcare 2,892.0 $64K 0.02% NEW $22.03 +4.6%
Page 27 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%