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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 47 of 66  ·  1,304 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 MYO MYOMO INC COM NEW Healthcare 1,775.0 $2K 0.00% -927.0 -34.3% $1.04 +66.3%
922 PROP PRAIRIE OPER CO COM Financial Services 2,557.0 $2K 0.00% -4K -58.1% $0.72 -26.7%
923 SFL SFL CORPORATION LTD SHS Industrials 180.0 $2K 0.00% -35.0 -16.3% $10.20 +21.5%
924 CWCO CONSOLIDATED WATER CO INC ORD Utilities 62.0 $2K 0.00% -258.0 -80.6% $29.50 -0.1%
925 AMPH AMPHASTAR PHARMACEUTICALS INC COM Healthcare 90.0 $2K 0.00% -31.0 -25.6% $20.18 +7.0%
926 MGRC MCGRATH RENTCORP COM Industrials 15.0 $2K 0.00% -21.0 -58.3% $121.00 -3.6%
927 RCEL AVITA MEDICAL INC COM Healthcare 433.0 $2K 0.00% -212.0 -32.9% $4.13 +143.6%
928 XNCR XENCOR INC COM Healthcare 110.0 $2K 0.00% -99.0 -47.4% $16.10 +72.7%
929 CF BANKSHARES INC COM 54.0 $2K 0.00% -71.0 -56.8% $32.78
930 PEBK PEOPLES BANCORP N C INC COM Financial Services 41.0 $2K 0.00% -20.0 -32.8% $43.10 +2.9%
931 URGN UROGEN PHARMA LTD COM Healthcare 48.0 $2K 0.00% -70.0 -59.3% $36.79 +27.4%
932 INTA INTAPP INC COM Technology 70.0 $2K 0.00% -221.0 -76.0% $25.21 +64.0%
933 GBX GREENBRIER COS INC COM Industrials 36.0 $2K 0.00% -201.0 -84.8% $49.00 -6.0%
934 ATRC ATRICURE INC COM Healthcare 63.0 $2K 0.00% -305.0 -82.9% $27.98 +75.0%
935 SLAB SILICON LABORATORIES INC COM Technology 8.0 $2K 0.00% -54.0 -87.1% $218.50 -0.2%
936 OM OUTSET MED INC COM NEW Healthcare 404.0 $2K 0.00% -2K -83.9% $4.32 -2.5%
937 FNWD FINWARD BANCORP COM Financial Services 47.0 $2K 0.00% -213.0 -81.9% $36.79 +18.2%
938 HRTX HERON THERAPEUTICS INC COM Healthcare 4,008.0 $2K 0.00% -1K -20.5% $0.43 -25.5%
939 CMTG CLAROS MTG TR INC COMMON STOCK Real Estate 722.0 $2K 0.00% -604.0 -45.5% $2.35 -23.8%
940 PLBC PLUMAS BANCORP COM Financial Services 29.0 $2K 0.00% -54.0 -65.1% $58.45 +5.2%
Page 47 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%