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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 74 of 143  ·  2,848 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1461 HCAT HEALTH CATALYST INC COM Healthcare 5,141.0 $7K 0.00% NEW $1.27 +37.0%
1462 FCF FIRST COMWLTH FINL CORP PA COM Financial Services 371.0 $7K 0.00% NEW $17.58 +11.1%
1463 AEM AGNICO EAGLE MINES LTD COM Basic Materials 32.0 $6K 0.00% NEW $202.97 -17.9%
1464 EGBN EAGLE BANCORPORATION INC COM Financial Services 260.0 $6K 0.00% NEW $24.87 +11.0%
1465 MED MEDIFAST INC COM Consumer Cyclical 634.0 $6K 0.00% NEW $10.19 +8.3%
1466 CUZ COUSINS PPTYS INC COM NEW Real Estate 285.0 $6K 0.00% NEW $22.57 +25.3%
1467 LPRO OPEN LENDING CORP COM Financial Services 5,100.0 $6K 0.00% NEW $1.25 +148.8%
1468 ZIP ZIPRECRUITER INC CL A Industrials 3,462.0 $6K 0.00% NEW $1.84 +65.8%
1469 RNG RINGCENTRAL INC CL A Technology 171.0 $6K 0.00% NEW $37.19 -5.8%
1470 HASI HA SUSTAINABLE INFRA CAP INC COM Financial Services 173.0 $6K 0.00% NEW $36.75 +6.3%
1471 NABL N-ABLE INC COMMON STOCK Technology 1,354.0 $6K 0.00% NEW $4.67 -34.5%
1472 MTD METTLER TOLEDO INTERNATIONAL COM Healthcare 5.0 $6K 0.00% NEW $1261.20 -9.2%
1473 CARE CARTER BANKSHARES INC COM NEW Financial Services 269.0 $6K 0.00% NEW $23.32 +32.8%
1474 KALU KAISER ALUMINIUM CORPORATION COM PAR $0.01 Basic Materials 52.0 $6K 0.00% NEW $120.52 +51.6%
1475 JAAA JANUS HENDERSON AAA CLO ETF 124.0 $6K 0.00% NEW $50.48 +0.3%
1476 HTLD HEARTLAND EXPRESS INC COM Industrials 600.0 $6K 0.00% NEW $10.40 +38.8%
1477 WDAY WORKDAY INC CL A Technology 48.0 $6K 0.00% NEW $129.92 -10.0%
1478 NECB NORTHEAST CMNTY BANCORP INC COM Financial Services 262.0 $6K 0.00% NEW $23.80 +8.1%
1479 ROOT INC CL A NEW 141.0 $6K 0.00% NEW $44.17
1480 LHX L3HARRIS TECHNOLOGIES INC COM Industrials 18.0 $6K 0.00% NEW $345.17 -14.6%
Page 74 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%