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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 4 of 14  ·  279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IWMI NEOS RUSSELL 2000 HIGH INCOME ETF 59.0 $3K 0.00% NEW $48.68 +7.3%
62 FEPI REX FANG & INNOVATION EQUITY PREMIUM INCOME ETF 63.0 $3K 0.00% NEW $45.56 -3.6%
63 GPIQ GOLDMAN SACHS NASDAQ-100 PREMIUM INCOME ETF 54.0 $3K 0.00% NEW $52.87 +11.0%
64 GPIX GOLDMAN SACHS S&P 500 PREMIUM INCOME ETF 54.0 $3K 0.00% NEW $52.80 +5.2%
65 IXJ ISHARES GLOBAL HEALTHCARE ETF 29.0 $3K 0.00% NEW $97.41 -2.8%
66 DIVO AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF 63.0 $3K 0.00% NEW $44.51 +5.0%
67 SNDR SCHNEIDER NATIONAL INC CL B Industrials 105.0 $3K 0.00% NEW $26.53 +39.5%
68 OEC ORION S.A. COM Basic Materials 525.0 $3K 0.00% NEW $5.28 +50.4%
69 SG SWEETGREEN INC COM CL A Consumer Cyclical 406.0 $3K 0.00% NEW $6.76 +35.3%
70 FLRT PACER ARISTOTLE PACIFIC FLOATING RATE HIGH INCOME ETF 54.0 $3K 0.00% NEW $47.13 -0.6%
71 JPIE JPMORGAN INCOME ETF 54.0 $2K 0.00% NEW $46.30 -0.5%
72 TRUP TRUPANION INC COM Financial Services 66.0 $2K 0.00% NEW $37.36 -34.6%
73 FOXF FOX FACTORY HLDG CORP COM Consumer Cyclical 140.0 $2K 0.00% NEW $17.11 +6.0%
74 CRWV COREWEAVE INC COM CL A Technology 33.0 $2K 0.00% NEW $71.61 +63.4%
75 XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF 40.0 $2K 0.00% NEW $54.77 -0.8%
76 KGC KINROSS GOLD CORP COM Basic Materials 71.0 $2K 0.00% NEW $28.15 -0.6%
77 STN STANTEC INC COM Industrials 21.0 $2K 0.00% NEW $94.38 -24.1%
78 UTG REAVES UTIL INCOME FD COM SH BEN INT Financial Services 54.0 $2K 0.00% NEW $36.57 +14.7%
79 GPGI GPGI INC COM CL A Industrials 101.0 $2K 0.00% NEW $19.28 -27.3%
80 AVTR AVANTOR INC COM Healthcare 169.0 $2K 0.00% NEW $11.46 -16.5%
Page 4 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%