BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 107 of 143  ·  2,853 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2121 HNGE HINGE HEALTH INC CL A Healthcare 16.0 $1K 0.00% NEW $83.00 +6.5%
2122 DOCS DOXIMITY INC CL A Healthcare 64.0 $1K 0.00% -9K -99.3% $20.73 +22.2%
2123 ACRE ARES COML REAL ESTATE CORP COM Real Estate 294.0 $1K 0.00% -297.0 -50.2% $4.50 +6.0%
2124 NEOG NEOGEN CORP COM Healthcare 147.0 $1K 0.00% -896.0 -85.9% $8.99 +32.9%
2125 TBCH TURTLE BEACH CORP COM NEW Technology 106.0 $1K 0.00% -110.0 -50.9% $12.45 +1.7%
2126 RMBI RICHMOND MUT BANCORPORATION COM Financial Services 83.0 $1K 0.00% +52.0 +167.7% $15.88 -0.3%
2127 INHIBIKASE THERAPEUTICS INC COM NEW 646.0 $1K 0.00% -2K -75.2% $2.03
2128 RVSB RIVERVIEW BANCORP INC COM Financial Services 241.0 $1K 0.00% -254.0 -51.3% $5.43 -5.4%
2129 BORR DRILLING LTD SHS 316.0 $1K 0.00% $4.13
2130 OLP ONE LIBERTY PPTYS INC COM Real Estate 53.0 $1K 0.00% +13.0 +32.5% $24.42 -1.0%
2131 BGC BGC GROUP INC CL A Financial Services 121.0 $1K 0.00% +1.0 +0.8% $10.69 +10.9%
2132 FLNG FLEX LNG LTD SHS Energy 46.0 $1K 0.00% $28.07 +14.1%
2133 EFSI EAGLE FINL SVCS INC COM Financial Services 31.0 $1K 0.00% -46.0 -59.7% $41.45 +2.1%
2134 KIDS ORTHOPEDIATRICS CORP COM Healthcare 67.0 $1K 0.00% NEW $19.13 +34.1%
2135 ENSG ENSIGN GROUP INC COM Healthcare 8.0 $1K 0.00% $160.25 +12.0%
2136 INNV INNOVAGE HLDG CORP COM Healthcare 108.0 $1K 0.00% -35.0 -24.5% $11.85 -7.5%
2137 RYN RAYONIER INC COM Real Estate 60.0 $1K 0.00% +20.0 +50.0% $21.28 -0.4%
2138 NRIM NORTHRIM BANCORP INC COM Financial Services 46.0 $1K 0.00% +36.0 +360.0% $27.74 -7.0%
2139 Return Stacked International Stocks & Managed Futures 62.0 $1K 0.00% NEW $20.56
2140 BHF BRIGHTHOUSE FINL INC COM Financial Services 20.0 $1K 0.00% -480.0 -96.0% $63.30 -17.4%
Page 107 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%