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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 48 of 143  ·  2,848 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 NEE NEXTERA ENERGY INC COM Utilities 210.0 $20K 0.01% NEW $92.88 -6.6%
942 VIRT VIRTU FINL INC CL A Financial Services 443.0 $19K 0.01% NEW $43.98 +43.4%
943 CIVB CIVISTA BANCSHARES INC COM NO PAR Financial Services 852.0 $19K 0.01% NEW $22.79 +17.8%
944 LENZ LENZ THERAPEUTICS INC COM Healthcare 2,116.0 $19K 0.01% NEW $9.15 -32.8%
945 WAL WESTERN ALLIANCE BANCORP COM Financial Services 273.0 $19K 0.01% NEW $70.85 +10.7%
946 DJT TRUMP MEDIA & TECHNOLOGY GROUP COM Communication Services 2,084.0 $19K 0.01% NEW $9.28 -8.5%
947 LAND GLADSTONE LD CORP COM Real Estate 1,891.0 $19K 0.01% NEW $10.20 -15.1%
948 WTS WATTS WATER TECHNOLOGIES INC CL A Industrials 66.0 $19K 0.01% NEW $290.29 +15.9%
949 ENTA ENANTA PHARMACEUTICALS INC COM Healthcare 1,516.0 $19K 0.01% NEW $12.63 +0.2%
950 BUSE FIRST BUSEY CORP COM NEW Financial Services 755.0 $19K 0.01% NEW $25.27 +11.7%
951 GRND GRINDR INC COM Technology 1,573.0 $19K 0.01% NEW $12.09 +10.4%
952 UYLD ANGEL OAK ULTRASHORT INCOME ETF 372.0 $19K 0.01% NEW $51.08 +0.1%
953 DNA GINKGO BIOWORKS HOLDINGS INC CL A NEW Healthcare 3,045.0 $19K 0.01% NEW $6.13 +49.6%
954 USRT iShares Core US REITs 315.0 $19K 0.01% NEW $59.19 +9.2%
955 GOLD GOLD COM INC COM Financial Services 465.0 $19K 0.01% NEW $40.08 +5.4%
956 POOL POOL CORP COM Industrials 92.0 $19K 0.01% NEW $202.33 -1.6%
957 RAVI FLEXSHARES ULTRA-SHORT INCOME FUND 246.0 $19K 0.01% NEW $75.41 -0.1%
958 JAZZ JAZZ PHARMACEUTICALS PLC SHS USD Healthcare 98.0 $19K 0.01% NEW $189.05 +18.8%
959 SWX SOUTHWEST GAS HLDGS INC COM Utilities 213.0 $19K 0.01% NEW $86.90 +1.8%
960 NEWSMAX INC COM SHS CLASS B 3,513.0 $18K 0.01% NEW $5.22
Page 48 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%