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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 50 of 66  ·  1,304 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 NEOG NEOGEN CORP COM Healthcare 147.0 $1K 0.00% -896.0 -85.9% $8.99 +31.5%
982 TBCH TURTLE BEACH CORP COM NEW Technology 106.0 $1K 0.00% -110.0 -50.9% $12.45 -2.6%
983 INHIBIKASE THERAPEUTICS INC COM NEW 646.0 $1K 0.00% -2K -75.2% $2.03
984 RVSB RIVERVIEW BANCORP INC COM Financial Services 241.0 $1K 0.00% -254.0 -51.3% $5.43 -5.7%
985 EFSI EAGLE FINL SVCS INC COM Financial Services 31.0 $1K 0.00% -46.0 -59.7% $41.45 +2.5%
986 INNV INNOVAGE HLDG CORP COM Healthcare 108.0 $1K 0.00% -35.0 -24.5% $11.85 -9.5%
987 BHF BRIGHTHOUSE FINL INC COM Financial Services 20.0 $1K 0.00% -480.0 -96.0% $63.30 -15.9%
988 NXDT NEXPOINT DIVERSIFIED REL ET TR COM NEW Financial Services 244.0 $1K 0.00% -51.0 -17.3% $5.19 +8.9%
989 FLWS 1 800 FLOWERS COM INC CL A Consumer Cyclical 360.0 $1K 0.00% -1K -75.6% $3.48 +15.5%
990 HVT HAVERTY FURNITURE COS INC COM Consumer Cyclical 49.0 $1K 0.00% -3.0 -5.8% $25.53 +7.6%
991 CUSHMAN AND WAKEFIELD LTD COMMON SHARES 93.0 $1K 0.00% -2.0 -2.1% $13.39
992 DYN DYNE THERAPEUTICS INC COM Healthcare 56.0 $1K 0.00% -389.0 -87.4% $22.21 +17.0%
993 KLTR KALTURA INC COM Technology 949.0 $1K 0.00% -1K -57.9% $1.30 +27.7%
994 SEDG SOLAREDGE TECHNOLOGIES INC COM Energy 21.0 $1K 0.00% -29.0 -58.0% $58.43 -47.1%
995 LLYVA LIBERTY LIVE HOLDINGS INC COM SER A Communication Services 12.0 $1K 0.00% -2.0 -14.3% $101.25 +0.6%
996 MBIN MERCHANTS BANCORP IND COM Financial Services 24.0 $1K 0.00% -6.0 -20.0% $50.00 +8.3%
997 FICO FAIR ISAAC CORP COM Technology 1.0 $1K 0.00% -1.0 -50.0% $1195.00 -3.8%
998 TCMD TACTILE SYS TECHNOLOGY INC COM Healthcare 40.0 $1K 0.00% -52.0 -56.5% $29.77 -21.3%
999 BRBR BELLRING BRANDS INC COMMON STOCK Consumer Defensive 92.0 $1K 0.00% -330.0 -78.2% $12.93 -19.2%
1000 KULR TECHNOLOGY GROUP INC COM 312.0 $1K 0.00% -2K -87.9% $3.81
Page 50 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 20.9%
Industrials 14.7%
Healthcare 10.8%
Consumer Cyclical 10.0%
Real Estate 4.2%
Consumer Defensive 4.2%
Utilities 4.2%
Energy 3.4%
Communication Services 3.0%