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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 75 of 143  ·  2,848 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1481 GOSS GOSSAMER BIO INC COM Healthcare 18,874.0 $6K 0.00% NEW $0.33 -48.9%
1482 MGA MAGNA INTL INC COM Consumer Cyclical 111.0 $6K 0.00% NEW $55.81 +17.1%
1483 AI C3 AI INC CL A Technology 734.0 $6K 0.00% NEW $8.42 +22.3%
1484 SEG SEAPORT ENTMT GROUP INC COMMON STOCK Real Estate 286.0 $6K 0.00% NEW $21.48 +15.5%
1485 OBNK ORIGIN BANCORP INC COM Financial Services 148.0 $6K 0.00% NEW $41.46 -31.0%
1486 NAGE NIAGEN BIOSCIENCE INC COM NEW Healthcare 1,384.0 $6K 0.00% NEW $4.41 -20.6%
1487 CTAS CINTAS CORP COM Industrials 36.0 $6K 0.00% NEW $169.33 +0.9%
1488 KULR TECHNOLOGY GROUP INC COM 2,569.0 $6K 0.00% NEW $2.37
1489 FTS FORTIS INC COM Utilities 109.0 $6K 0.00% NEW $55.79 +0.5%
1490 RS RELIANCE INC COM Basic Materials 20.0 $6K 0.00% NEW $303.90 +30.4%
1491 GMAB GENMAB A/S SPONSORED ADS Healthcare 226.0 $6K 0.00% NEW $26.83 -5.8%
1492 KOS KOSMOS ENERGY LTD COM Energy 2,180.0 $6K 0.00% NEW $2.78 -11.9%
1493 SNBR SLEEP NUMBER CORP COM Consumer Cyclical 3,372.0 $6K 0.00% NEW $1.80 -88.5%
1494 ANNX ANNEXON INC COM Healthcare 1,092.0 $6K 0.00% NEW $5.54 -11.6%
1495 QTRX QUANTERIX CORP COM Healthcare 1,717.0 $6K 0.00% NEW $3.52 -3.7%
1496 WEC WEC ENERGY GROUP INC COM Utilities 52.0 $6K 0.00% NEW $115.77 -3.1%
1497 ARKO ARKO CORP COM Consumer Cyclical 1,080.0 $6K 0.00% NEW $5.56 +34.7%
1498 STIM NEURONETICS INC COM Healthcare 4,140.0 $6K 0.00% NEW $1.45 -15.2%
1499 CWT CALIFORNIA WTR SVC GROUP COM Utilities 131.0 $6K 0.00% NEW $45.34 -0.3%
1500 AVD AMERICAN VANGUARD CORP COM Basic Materials 2,382.0 $6K 0.00% NEW $2.49 +6.4%
Page 75 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%