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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 59 of 143  ·  2,848 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1161 TTI TETRA TECHNOLOGIES INC DEL COM Energy 1,410.0 $12K 0.00% NEW $8.52 +20.2%
1162 OZK BANK OZK LITTLE ROCK ARK COM Financial Services 261.0 $12K 0.00% NEW $45.89 +7.3%
1163 FRONTVIEW REIT INC COM 774.0 $12K 0.00% NEW $15.47
1164 AMPL AMPLITUDE INC COM CL A Technology 1,754.0 $12K 0.00% NEW $6.82 -4.2%
1165 ICE INTERCONTINENTAL EXCHANGE INC COM Financial Services 76.0 $12K 0.00% NEW $157.33 -14.9%
1166 QSI QUANTUM SI INC COM CL A Healthcare 15,436.0 $12K 0.00% NEW $0.77 +29.1%
1167 LOANDEPOT INC COM CL A 8,373.0 $12K 0.00% NEW $1.42
1168 SPIP SPDR Intermediate TIPS 457.0 $12K 0.00% NEW $26.01 -1.3%
1169 DX DYNEX CAP INC COM Real Estate 927.0 $12K 0.00% NEW $12.76 +2.3%
1170 HUBB HUBBELL INC COM Industrials 24.0 $12K 0.00% NEW $490.75 +6.7%
1171 LH LABCORP HOLDINGS INC COM SHS Healthcare 44.0 $12K 0.00% NEW $266.86 -4.1%
1172 VREX VAREX IMAGING CORP COM Healthcare 1,106.0 $12K 0.00% NEW $10.61 -0.8%
1173 NU NU HLDGS LTD ORD SHS CL A Financial Services 816.0 $12K 0.00% NEW $14.37 -11.6%
1174 VSAT VIASAT INC COM Technology 256.0 $12K 0.00% NEW $45.80 +40.0%
1175 TVTX TRAVERE THERAPEUTICS INC COM Healthcare 393.0 $12K 0.00% NEW $29.71 +85.6%
1176 MQ MARQETA INC CLASS A COM Technology 2,861.0 $12K 0.00% NEW $4.08 -4.9%
1177 MATIV HOLDINGS INC COM 1,338.0 $12K 0.00% NEW $8.70
1178 MYGN MYRIAD GENETICS INC COM Healthcare 2,586.0 $12K 0.00% NEW $4.50 +0.9%
1179 LOW LOWES COS INC COM Consumer Cyclical 49.0 $12K 0.00% NEW $236.82 -6.2%
1180 FOR FORESTAR GROUP INC COM Real Estate 474.0 $12K 0.00% NEW $24.44 +19.9%
Page 59 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%