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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 90 of 143  ·  2,848 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1781 LUCD LUCID DIAGNOSTICS INC COM Healthcare 2,838.0 $3K 0.00% NEW $1.15 -6.1%
1782 TRN TRINITY INDS INC COM Industrials 101.0 $3K 0.00% NEW $32.18 +7.1%
1783 GNW GENWORTH FINL INC COM SHS Financial Services 400.0 $3K 0.00% NEW $8.12 +10.2%
1784 GATX GATX CORP COM Industrials 19.0 $3K 0.00% NEW $170.74 +3.8%
1785 AGCO AGCO CORP COM Industrials 28.0 $3K 0.00% NEW $115.86 -1.9%
1786 HNRG HALLADOR ENERGY COMPANY COM Energy 199.0 $3K 0.00% NEW $16.28 +19.5%
1787 PRTA PROTHENA CORP PLC SHS Healthcare 333.0 $3K 0.00% NEW $9.72 -8.1%
1788 MLKN MILLERKNOLL INC COM Consumer Cyclical 223.0 $3K 0.00% NEW $14.46 +14.1%
1789 PDBC Invesco Diversified Commodity Strategy 186.0 $3K 0.00% NEW $17.32 -4.7%
1790 LILAK LIBERTY LATIN AMERICA LTD COM CL C Communication Services 364.0 $3K 0.00% NEW $8.82 -45.7%
1791 IIPR INNOVATIVE INDL PPTYS INC COM Real Estate 64.0 $3K 0.00% NEW $50.16 +18.8%
1792 CTS CTS CORP COM Technology 67.0 $3K 0.00% NEW $47.76 +40.3%
1793 GFF GRIFFON CORP COM Industrials 44.0 $3K 0.00% NEW $72.68 +25.4%
1794 PINS PINTEREST INC CL A Communication Services 174.0 $3K 0.00% NEW $18.34 +10.5%
1795 QSR RESTAURANT BRANDS INTL INC COM Consumer Cyclical 43.0 $3K 0.00% NEW $73.91 -0.6%
1796 MTRX MATRIX SVC CO COM Industrials 276.0 $3K 0.00% NEW $11.48 +21.8%
1797 CSTL CASTLE BIOSCIENCES INC COM Healthcare 129.0 $3K 0.00% NEW $24.55 -14.0%
1798 CCO CLEAR CHANNEL OUTDOOR HLDGS IN COM Communication Services 1,336.0 $3K 0.00% NEW $2.37 +1.7%
1799 AEYE AUDIOEYE INC COM NEW Technology 496.0 $3K 0.00% NEW $6.37 -1.0%
1800 UE URBAN EDGE PPTYS COM Real Estate 158.0 $3K 0.00% NEW $19.98 +11.5%
Page 90 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%