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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 101 of 143  ·  2,853 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2001 MYO MYOMO INC COM NEW Healthcare 1,775.0 $2K 0.00% -927.0 -34.3% $1.04 +66.3%
2002 PROP PRAIRIE OPER CO COM Financial Services 2,557.0 $2K 0.00% -4K -58.1% $0.72 -26.7%
2003 BTQ BTQ TECHNOLOGIES CORP COM Technology 341.0 $2K 0.00% $5.39 -34.7%
2004 SFL SFL CORPORATION LTD SHS Industrials 180.0 $2K 0.00% -35.0 -16.3% $10.20 +21.5%
2005 SWBI SMITH & WESSON BRANDS INC COM Industrials 122.0 $2K 0.00% +29.0 +31.2% $15.04 -6.3%
2006 ANGO ANGIODYNAMICS INC COM Healthcare 141.0 $2K 0.00% +115.0 +442.3% $13.01 +21.1%
2007 PRK PARK NATL CORP COM Financial Services 10.0 $2K 0.00% +1.0 +11.1% $183.00 +10.5%
2008 CWCO CONSOLIDATED WATER CO INC ORD Utilities 62.0 $2K 0.00% -258.0 -80.6% $29.50 -0.1%
2009 PANL PANGAEA LOGISTICS SOLUTION LTD SHS Industrials 281.0 $2K 0.00% +270.0 +2454.6% $6.50 +25.2%
2010 AMPH AMPHASTAR PHARMACEUTICALS INC COM Healthcare 90.0 $2K 0.00% -31.0 -25.6% $20.18 +7.0%
2011 MGRC MCGRATH RENTCORP COM Industrials 15.0 $2K 0.00% -21.0 -58.3% $121.00 -3.6%
2012 SEM SELECT MED HLDGS CORP COM Healthcare 109.0 $2K 0.00% +86.0 +373.9% $16.51 -0.0%
2013 NEWAMSTERDAM PHARMA COMPANY NV ORDINARY SHARES 53.0 $2K 0.00% +51.0 +2550.0% $33.89
2014 PFIS PEOPLES FINL SVCS CORP COM Financial Services 27.0 $2K 0.00% $66.37 +5.7%
2015 RCEL AVITA MEDICAL INC COM Healthcare 433.0 $2K 0.00% -212.0 -32.9% $4.13 +143.6%
2016 ETHA iShares Ethereum ETF Financial Services 150.0 $2K 0.00% $11.89 +53.4%
2017 NORTHPOINTE BANCSHARES INC. COM SHS 93.0 $2K 0.00% +17.0 +22.4% $19.18
2018 HGV HILTON GRAND VACATIONS INC COM Consumer Cyclical 34.0 $2K 0.00% $52.38 -13.9%
2019 GCBC GREENE CNTY BANCORP INC COM Financial Services 53.0 $2K 0.00% +5.0 +10.4% $33.58 +3.6%
2020 SSP SCRIPPS E W CO OHIO CL A NEW Communication Services 641.0 $2K 0.00% $2.77 +18.0%
Page 101 of 143  ·  2,853 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%