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Portfolio (Quarterly) Guide ↗

Essential Partners LLC

· CIK 0002136442
13F Portfolio $297M AUM 2,848 positions Filed May 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2848 New 171 Exited
Page 109 of 143  ·  2,848 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2161 MBIN MERCHANTS BANCORP IND COM Financial Services 30.0 $1K NEW $42.90 +14.4%
2162 RUSHB RUSH ENTERPRISES INC CL B Consumer Cyclical 20.0 $1K NEW $64.35 +12.1%
2163 LLYVA LIBERTY LIVE HOLDINGS INC COM SER A Communication Services 14.0 $1K NEW $91.64 +3.6%
2164 BKV BKV CORP COM Energy 45.0 $1K NEW $28.51 -13.9%
2165 NLOP NET LEASE OFFICE PROPERTIES COM Real Estate 111.0 $1K NEW $11.52 +0.7%
2166 WMG WARNER MUSIC GROUP CORP COM CL A Communication Services 50.0 $1K NEW $25.54 +10.3%
2167 XAR STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF 5.0 $1K NEW $254.80 +11.6%
2168 SOC SABLE OFFSHORE CORP COM SHS Energy 77.0 $1K NEW $16.52 -38.7%
2169 GPRE GREEN PLAINS INC COM Basic Materials 77.0 $1K NEW $16.45 -9.9%
2170 ATYR ATYR PHARMA INC COM NEW Healthcare 1,618.0 $1K NEW $0.78 -42.2%
2171 TZOO TRAVELZOO COM NEW Communication Services 212.0 $1K NEW $5.92 +85.1%
2172 RAPP RAPPORT THERAPEUTICS INC COM Healthcare 40.0 $1K NEW $31.30 +19.3%
2173 SDGR SCHRODINGER INC COM Healthcare 110.0 $1K NEW $11.36 +38.7%
2174 AMCX AMC GLOBAL MEDIA INC CL A Communication Services 184.0 $1K NEW $6.79 +37.9%
2175 CATY CATHAY GEN BANCORP COM Financial Services 25.0 $1K NEW $49.88 +18.5%
2176 NWBI NORTHWEST BANCSHARES INC COM Financial Services 98.0 $1K NEW $12.69 +14.1%
2177 ORGO ORGANOGENESIS HLDGS INC COM Healthcare 524.0 $1K NEW $2.37 +2.9%
2178 CRSR CORSAIR GAMING INC COM Technology 223.0 $1K NEW $5.55 +61.2%
2179 INOD INNODATA INC COM NEW Technology 32.0 $1K NEW $38.62 +147.2%
2180 NTSI WISDOMTREE INTERNATIONAL EFFICIENT CORE FUND 28.0 $1K NEW $44.00 +8.3%
Page 109 of 143  ·  2,848 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 20.5%
Technology 19.1%
Industrials 16.7%
Consumer Cyclical 12.3%
Healthcare 11.6%
Energy 5.2%
Utilities 3.8%
Consumer Defensive 3.6%
Basic Materials 2.9%
Communication Services 2.4%