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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 48 of 48  ·  947 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 HCAT HEALTH CATALYST INC COM Healthcare 3.0 $7.0 -1K -99.7% $2.33 -23.7%
942 GOGO GOGO INC COM Communication Services 1.0 $5.0 -28.0 -96.5% $5.00 -28.2%
943 ACTINIUM PHARMACEUTICALS INC COM 4.0 $5.0 -49.0 -92.5% $1.25
944 VGAS VERDE CLEAN FUELS INC CLASS A COM Utilities 2.0 $4.0 -17.0 -89.5% $2.00 -29.5%
945 ATLANTIC INTL CORP COM 3.0 $4.0 -23.0 -88.5% $1.33
946 BRIDGER AEROSPACE GRP HLDGS IN COM 2.0 $4.0 -11.0 -84.6% $2.00
947 UHG UNITED HOMES GROUP INC CL A Consumer Cyclical 1.0 $2.0 -128.0 -99.2% $2.00 -39.0%
Page 48 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%