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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 3 of 14  ·  279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MAIN MAIN STR CAP CORP COM Financial Services 82.0 $5K 0.00% NEW $60.39 -14.8%
42 TLH ISHARES 10-20 YEAR TREASURY BOND ETF 48.0 $5K 0.00% NEW $101.67 -1.5%
43 AZN ASTRAZENECA PLC ORD Healthcare 52.0 $5K 0.00% NEW $91.92 +94.4%
44 RGTI RIGETTI COMPUTING INC COMMON STOCK Technology 196.0 $4K 0.00% NEW $22.15 -6.8%
45 INCO COLUMBIA INDIA CONSUMER ETF 66.0 $4K 0.00% NEW $64.80 -8.5%
46 BAX BAXTER INTL INC COM Healthcare 213.0 $4K 0.00% NEW $19.11 +7.1%
47 ARLP ALLIANCE RESOURCE PARTNERS L P UT LTD PART Energy 166.0 $4K 0.00% NEW $23.23 +4.6%
48 BAR GRANITESHARES GOLD SHARES Financial Services 85.0 $4K 0.00% NEW $42.49 +0.4%
49 SMBC SOUTHERN MO BANCORP INC COM Financial Services 60.0 $4K 0.00% NEW $59.12 +21.0%
50 MKSI MKS INC. COM Technology 22.0 $4K 0.00% NEW $159.82 +129.2%
51 JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF 59.0 $3K 0.00% NEW $58.12 +4.6%
52 PAYO PAYONEER GLOBAL INC COM Technology 598.0 $3K 0.00% NEW $5.62 +24.9%
53 CRCL CIRCLE INTERNET GROUP INC COM CL A Financial Services 42.0 $3K 0.00% NEW $79.31 +0.5%
54 QQQI NEOS NASDAQ 100 HIGH INCOME ETF 59.0 $3K 0.00% NEW $53.86 +4.2%
55 SPYI NEOS S&P 500 HIGH INCOME ETF 59.0 $3K 0.00% NEW $52.53 +1.2%
56 JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 54.0 $3K 0.00% NEW $57.24 -1.2%
57 SDY STATE STREET SPDR S&P DIVIDEND ETF 22.0 $3K 0.00% NEW $139.18 +9.8%
58 DOC HEALTHPEAK PROPERTIES INC COM Real Estate 186.0 $3K 0.00% NEW $16.08 +24.9%
59 DSGX DESCARTES SYS GROUP INC COM Technology 34.0 $3K 0.00% NEW $87.65 -18.6%
60 QQQH NEOS NASDAQ 100 HEDGED EQUITY INCOME ETF 54.0 $3K 0.00% NEW $54.30 +2.9%
Page 3 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%