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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 67 of 143  ·  2,848 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1321 AVGE AVANTIS ALL EQUITY MARKETS ETF 100.0 $9K 0.00% NEW $88.02 +12.8%
1322 YORW YORK WTR CO COM Utilities 288.0 $9K 0.00% NEW $30.45 -3.0%
1323 EXC EXELON CORP COM Utilities 178.0 $9K 0.00% NEW $49.02 -6.6%
1324 NWS NEWS CORP NEW CL B Communication Services 306.0 $9K 0.00% NEW $28.51 +0.8%
1325 INVA INNOVIVA INC COM Healthcare 373.0 $9K 0.00% NEW $23.30 -3.5%
1326 FBK FB FINL CORP COM Financial Services 167.0 $9K 0.00% NEW $51.94 +3.5%
1327 NNOX NANO X IMAGING LTD ORD SHS Healthcare 3,799.0 $9K 0.00% NEW $2.27 -26.4%
1328 BL BLACKLINE INC COM Technology 233.0 $9K 0.00% NEW $37.00 -27.6%
1329 GDDY GODADDY INC CL A Technology 104.0 $9K 0.00% NEW $82.67 -6.8%
1330 BCC BOISE CASCADE CO DEL COM Basic Materials 113.0 $9K 0.00% NEW $75.85 -1.6%
1331 EBS EMERGENT BIOSOLUTIONS INC COM Healthcare 1,027.0 $9K 0.00% NEW $8.30 -3.6%
1332 MAGN MAGNERA CORP COM SHS Industrials 892.0 $8K 0.00% NEW $9.51 +28.2%
1333 CCSI CONSENSUS CLOUD SOLUTIONS INC COM Technology 356.0 $8K 0.00% NEW $23.74 +43.8%
1334 COMMERCE.COM INC COM SER 1 3,147.0 $8K 0.00% NEW $2.67
1335 ESI ELEMENT SOLUTIONS INC COM Basic Materials 244.0 $8K 0.00% NEW $34.14 +34.7%
1336 CALY CALLAWAY GOLF CO COM Consumer Cyclical 600.0 $8K 0.00% NEW $13.88 +31.3%
1337 UHT UNIVERSAL HEALTH RLTY INCOME SH BEN INT Real Estate 205.0 $8K 0.00% NEW $40.47 -6.4%
1338 ALEC ALECTOR INC COM Healthcare 3,857.0 $8K 0.00% NEW $2.15 -18.6%
1339 FIP FTAI INFRASTRUCTURE INC COMMON STOCK Industrials 1,674.0 $8K 0.00% NEW $4.94 -2.6%
1340 MGNI MAGNITE INC COM Communication Services 696.0 $8K 0.00% NEW $11.88 +50.6%
Page 67 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%