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Portfolio (Quarterly) Guide ↗

Essential Partners LLC

· CIK 0002136442
13F Portfolio $325M AUM 2,772 positions Filed May 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 279 New 1123 Added 947 Reduced
Page 30 of 48  ·  947 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 SITE CTRS CORP COM 345.0 $2K 0.00% -1K -81.0% $6.42
582 PEBK PEOPLES BANCORP N C INC COM Financial Services 61.0 $2K 0.00% -2.0 -3.2% $36.20 +17.1%
583 OPK OPKO HEALTH INC COM Healthcare 1,716.0 $2K 0.00% -4K -68.1% $1.26 +13.1%
584 AEYE AUDIOEYE INC COM NEW Technology 215.0 $2K 0.00% -34.0 -13.7% $9.99 -40.7%
585 RSG REPUBLIC SVCS INC COM Industrials 10.0 $2K 0.00% -9.0 -47.4% $211.90 -3.5%
586 HIW HIGHWOODS PPTYS INC COM Real Estate 81.0 $2K 0.00% -553.0 -87.2% $25.81 +14.0%
587 BV FINL INC COM NEW 115.0 $2K 0.00% -1.0 -0.9% $18.14
588 RBCAA REPUBLIC BANCORP INC KY CL A Financial Services 30.0 $2K 0.00% -2.0 -6.2% $69.00 +23.4%
589 RYZ RYERSON HLDG CORP COM Consumer Defensive 82.0 $2K 0.00% -41.0 -33.3% $25.16 +10.9%
590 IBCP INDEPENDENT BK CORP MICH COM NEW Financial Services 63.0 $2K 0.00% -195.0 -75.6% $32.52 +5.4%
591 ANGLOGOLD ASHANTI PLC COM SHS 24.0 $2K 0.00% -2.0 -7.7% $85.29
592 EIG EMPLOYERS HLDGS INC COM Financial Services 47.0 $2K 0.00% -521.0 -91.7% $43.17 +7.9%
593 TCBX THIRD COAST BANCSHARES INC COM Financial Services 53.0 $2K 0.00% -38.0 -41.8% $38.02 +2.1%
594 LAB STANDARD BIOTOOLS INC COM Healthcare 1,564.0 $2K 0.00% -314.0 -16.7% $1.28 -34.3%
595 TXNM ENERGY INC COM 34.0 $2K 0.00% -6.0 -15.0% $58.88
596 DIOD DIODES INC COM Technology 40.0 $2K 0.00% -122.0 -75.3% $49.35 +148.7%
597 TOWN TOWNEBANK PORTSMOUTH VA COM Financial Services 59.0 $2K 0.00% -93.0 -61.2% $33.37 +3.8%
598 PD PAGERDUTY INC COM Technology 150.0 $2K 0.00% -1K -87.5% $13.11 -34.3%
599 MGEE MGE ENERGY INC COM Utilities 25.0 $2K 0.00% -30.0 -54.5% $78.44 -2.9%
600 DCOM DIME CMNTY BANCSHARES INC COM Financial Services 65.0 $2K 0.00% -25.0 -27.8% $30.09 +29.8%
Page 30 of 48  ·  947 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
Technology 22.7%
Financial Services 20.3%
Industrials 14.4%
Consumer Cyclical 12.6%
Healthcare 12.4%
Consumer Defensive 3.8%
Energy 3.4%
Utilities 3.0%
Communication Services 3.0%
Basic Materials 2.4%