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Portfolio (Quarterly) Guide ↗

Essential Partners LLC

· CIK 0002136442
13F Portfolio $217M AUM 2,853 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 158 New 985 Added 1304 Reduced 153 Exited
Page 43 of 66  ·  1,304 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 QSI QUANTUM SI INC COM CL A Healthcare 3,094.0 $3K 0.00% -12K -80.0% $0.88 -5.6%
842 BZAI BLAIZE HLDGS INC COM Technology 1,980.0 $3K 0.00% -8K -80.2% $1.38 -65.3%
843 GFF GRIFFON CORP COM Industrials 28.0 $3K 0.00% -16.0 -36.4% $97.54 +3.1%
844 GTLS CHART INDS INC COM Industrials 13.0 $3K 0.00% -51.0 -79.7% $208.92 +0.5%
845 CRDF CARDIFF ONCOLOGY INC COM Healthcare 2,085.0 $3K 0.00% -482.0 -18.8% $1.30 -32.3%
846 VEL VELOCITY FINL INC COM Financial Services 146.0 $3K 0.00% -114.0 -43.9% $18.46 -0.6%
847 SMTI SANARA MEDTECH INC COM Healthcare 114.0 $3K 0.00% -104.0 -47.7% $23.59 +46.1%
848 UTZ UTZ BRANDS INC COM CL A Consumer Defensive 347.0 $3K 0.00% -74.0 -17.6% $7.70 +82.3%
849 IBOTTA INC CLASS A COM SHS 78.0 $3K 0.00% -740.0 -90.5% $34.15
850 DIVERSIFIED ENERGY CO COMMON STOCK 192.0 $3K 0.00% -249.0 -56.5% $13.86
851 KMTS KESTRA MED TECHNOLOGIES LTD SHS Healthcare 104.0 $3K 0.00% -1.0 -0.9% $25.44 +6.1%
852 SKY CHAMPION HOMES INC COM Consumer Cyclical 30.0 $3K 0.00% -8.0 -21.1% $88.13 +2.4%
853 ACCO ACCO BRANDS CORP COM Industrials 628.0 $3K 0.00% -2K -71.7% $4.16 +1.9%
854 PRAA PRA GROUP INC COM Financial Services 137.0 $3K 0.00% -114.0 -45.4% $18.99 +3.1%
855 MXCT MAXCYTE INC COM Healthcare 2,115.0 $3K 0.00% -1K -36.4% $1.23 +12.2%
856 GNW GENWORTH FINL INC COM SHS Financial Services 274.0 $3K 0.00% -126.0 -31.5% $9.47 +4.3%
857 AGNC AGNC INVT CORP COM Real Estate 236.0 $3K 0.00% -67.0 -22.1% $10.90 -0.1%
858 EFSC ENTERPRISE FINL SVCS CORP COM Financial Services 39.0 $3K 0.00% -16.0 -29.1% $65.87 -3.3%
859 BLND BLEND LABS INC CL A Technology 1,501.0 $3K 0.00% -14K -90.5% $1.71 -11.1%
860 FF FUTUREFUEL CORP COM Basic Materials 558.0 $3K 0.00% -550.0 -49.6% $4.52 +23.0%
Page 43 of 66  ·  1,304 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 21.8%
Technology 21.0%
Industrials 14.9%
Healthcare 10.9%
Consumer Cyclical 10.1%
Consumer Defensive 4.3%
Real Estate 4.2%
Utilities 4.2%
Energy 3.4%
Basic Materials 2.8%