BullishAgent BullishAgent Market EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 50 of 143  ·  2,848 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 IOSP INNOSPEC INC COM Basic Materials 240.0 $18K 0.01% NEW $73.02 +13.3%
982 FSLY FASTLY INC CL A Technology 603.0 $18K 0.01% NEW $29.06 -38.4%
983 DIGITALBRIDGE GROUP INC CL A NEW 1,134.0 $17K 0.01% NEW $15.42
984 TYL TYLER TECHNOLOGIES INC COM Technology 51.0 $17K 0.01% NEW $342.37 -18.5%
985 DAVE INC CLASS A COM NEW 100.0 $17K 0.01% NEW $174.09
986 HXL HEXCEL CORP NEW COM Industrials 215.0 $17K 0.01% NEW $80.93 +20.6%
987 HRL HORMEL FOODS CORP COM Consumer Defensive 767.0 $17K 0.01% NEW $22.65 +6.7%
988 ALHC ALIGNMENT HEALTHCARE INC COM Healthcare 984.0 $17K 0.01% NEW $17.62 +24.1%
989 FYLD CAMBRIA FOREIGN SHAREHOLDER YIELD ETF 464.0 $17K 0.01% NEW $37.33 +0.1%
990 RIO RIO TINTO PLC SPONSORED ADR Basic Materials 185.0 $17K 0.01% NEW $93.29 +7.3%
991 ZUMZ ZUMIEZ INC COM Consumer Cyclical 777.0 $17K 0.01% NEW $22.16 -19.7%
992 PAGS PAGSEGURO DIGITAL LTD COM CL A Technology 1,711.0 $17K 0.01% NEW $10.02 -12.0%
993 SLM SLM CORP COM Financial Services 798.0 $17K 0.01% NEW $21.41 +7.6%
994 UVSP UNIVEST FINANCIAL CORPORATION COM Financial Services 497.0 $17K 0.01% NEW $34.26 +21.5%
995 WRLD WORLD ACCEP CORPORATION COM Financial Services 126.0 $17K 0.01% NEW $135.04 +31.8%
996 WSBF WATERSTONE FINL INC MD COM Financial Services 943.0 $17K 0.01% NEW $18.03 +6.5%
997 ARDX ARDELYX INC COM Healthcare 2,837.0 $17K 0.01% NEW $5.99 +1.0%
998 VRTX VERTEX PHARMACEUTICALS INC COM Healthcare 38.0 $17K 0.01% NEW $446.55 +1.1%
999 TTMI TTM TECHNOLOGIES INC COM Technology 174.0 $17K 0.01% NEW $97.42 +122.2%
1000 FFAI FARADAY FUTURE INTLGT ELEC INC COM NEW CL A Consumer Cyclical 61,583.0 $17K 0.01% NEW $0.27 +5.8%
Page 50 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%