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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 55 of 66  ·  1,304 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A Technology 3.0 $790.0 -192.0 -98.5% $263.33 +37.2%
1082 FSTR FOSTER L B CO COM Industrials 17.0 $768.0 -3.0 -15.0% $45.18 -16.5%
1083 MEDIWOUND LTD SHS NEW 52.0 $764.0 -82.0 -61.2% $14.69
1084 NRDY NERDY INC CL A COM Technology 833.0 $763.0 -2K -74.6% $0.92 +983.6%
1085 NKSH NATIONAL BANKSHARES INC VA COM Financial Services 21.0 $763.0 -20.0 -48.8% $36.33 +13.3%
1086 PLMR PALOMAR HLDGS INC COM Financial Services 6.0 $758.0 -6.0 -50.0% $126.33 +0.9%
1087 NATIONAL CINEMEDIA INC COM NEW 198.0 $752.0 -991.0 -83.3% $3.80
1088 FCN FTI CONSULTING INC COM Industrials 5.0 $745.0 -95.0 -95.0% $149.00 +3.3%
1089 NAGE NIAGEN BIOSCIENCE INC COM NEW Healthcare 227.0 $724.0 -1K -83.6% $3.19 -1.7%
1090 WSR WHITESTONE REIT COM Real Estate 38.0 $720.0 -387.0 -91.1% $18.95 +0.2%
1091 ASGN EVERFORTH INC COM Technology 40.0 $715.0 -320.0 -88.9% $17.88 +17.3%
1092 RAMP LIVERAMP HLDGS INC COM Technology 19.0 $715.0 -1K -98.5% $37.63 +0.1%
1093 UMBF UMB FINL CORP COM Financial Services 5.0 $714.0 -12.0 -70.6% $142.80 +2.5%
1094 NUS NU SKIN ENTERPRISES INC CL A Consumer Defensive 135.0 $713.0 -942.0 -87.5% $5.28 -13.6%
1095 BGS B & G FOODS INC COM Consumer Defensive 179.0 $712.0 -2K -91.6% $3.98 -15.4%
1096 FCBC FIRST CMNTY BANKSHARES INC VA COM Financial Services 16.0 $711.0 -95.0 -85.6% $44.44 +10.3%
1097 LENNAR CORP CL B 8.0 $710.0 -4.0 -33.3% $88.75
1098 LEGH LEGACY HOUSING CORP COM Consumer Cyclical 27.0 $709.0 -15.0 -35.7% $26.26 +9.3%
1099 DIGITALBRIDGE GROUP INC CL A NEW 44.0 $694.0 -1K -96.1% $15.77
1100 FSP FRANKLIN STR PPTYS CORP COM Real Estate 1,338.0 $689.0 -2K -53.2% $0.51 -11.0%
Page 55 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%