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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 70 of 143  ·  2,848 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1381 WEAV WEAVE COMMUNICATIONS INC COM Technology 1,630.0 $8K 0.00% NEW $4.62 +12.5%
1382 IIIN INSTEEL INDS INC COM Industrials 224.0 $8K 0.00% NEW $33.61 -13.5%
1383 RSST RETURN STACKED U.S. STOCKS & MANAGED FUTURES ETF 265.0 $7K 0.00% NEW $28.28 +16.6%
1384 AHCO ADAPTHEALTH CORP COMMON STOCK Healthcare 629.0 $7K 0.00% NEW $11.90 -18.9%
1385 FWRG FIRST WATCH RESTAURANT GROUP I COM Consumer Cyclical 714.0 $7K 0.00% NEW $10.48 +12.7%
1386 INTA INTAPP INC COM Technology 291.0 $7K 0.00% NEW $25.69 -14.2%
1387 CNK CINEMARK HLDGS INC COM Communication Services 262.0 $7K 0.00% NEW $28.52 +18.4%
1388 XERS XERIS BIOPHARMA HOLDINGS INC COM Healthcare 1,288.0 $7K 0.00% NEW $5.80 +19.8%
1389 CNX CNX RES CORP COM Energy 193.0 $7K 0.00% NEW $38.55 -15.3%
1390 ERAS ERASCA INC COM Healthcare 459.0 $7K 0.00% NEW $16.18 -15.5%
1391 VSTS VESTIS CORPORATION COM SHS Industrials 937.0 $7K 0.00% NEW $7.86 +63.9%
1392 PIPR PIPER SANDLER COMPANIES COM NEW Financial Services 96.0 $7K 0.00% NEW $76.55 +6.9%
1393 PFSI PENNYMAC FINL SVCS INC NEW COM Financial Services 84.0 $7K 0.00% NEW $87.40 -5.7%
1394 IBIT ISHARES BITCOIN TRUST ETF Financial Services 191.0 $7K 0.00% NEW $38.42 -7.3%
1395 SRCE 1ST SOURCE CORP COM Financial Services 106.0 $7K 0.00% NEW $69.21 +11.1%
1396 DOX AMDOCS LTD SHS Technology 112.0 $7K 0.00% NEW $65.26 -21.1%
1397 SMPL SIMPLY GOOD FOODS CO COM Consumer Defensive 508.0 $7K 0.00% NEW $14.35 -12.0%
1398 KOP KOPPERS HOLDINGS INC COM Basic Materials 188.0 $7K 0.00% NEW $38.68 +13.1%
1399 QCRH QCR HLDGS INC COM Financial Services 85.0 $7K 0.00% NEW $85.45 +11.1%
1400 RKLB ROCKET LAB CORP COM Industrials 113.0 $7K 0.00% NEW $64.22 +67.0%
Page 70 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%