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 109 of 143  ·  2,853 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2161 FICO FAIR ISAAC CORP COM Technology 1.0 $1K 0.00% -1.0 -50.0% $1195.00 -1.9%
2162 NODK NI HLDGS INC COM Financial Services 76.0 $1K 0.00% +3.0 +4.1% $15.71 -2.7%
2163 TCMD TACTILE SYS TECHNOLOGY INC COM Healthcare 40.0 $1K 0.00% -52.0 -56.5% $29.77 -20.0%
2164 BRBR BELLRING BRANDS INC COMMON STOCK Consumer Defensive 92.0 $1K 0.00% -330.0 -78.2% $12.93 -21.2%
2165 TECK TECK RESOURCES LTD CL B Basic Materials 20.0 $1K 0.00% NEW $59.45 +16.4%
2166 KULR TECHNOLOGY GROUP INC COM 312.0 $1K 0.00% -2K -87.9% $3.81
2167 CAL CALERES INC COM Consumer Cyclical 96.0 $1K 0.00% NEW $12.38 +10.1%
2168 NPWR NET POWER INC COM CL A Industrials 711.0 $1K 0.00% -2K -74.2% $1.67 +1.8%
2169 PXED PHOENIX ED PARTNERS INC COM Consumer Defensive 36.0 $1K 0.00% -32.0 -47.1% $32.86 -13.6%
2170 CAR AVIS BUDGET GROUP INC COM Industrials 8.0 $1K 0.00% NEW $147.88 -0.9%
2171 HP HELMERICH & PAYNE INC COM Energy 36.0 $1K 0.00% -105.0 -74.5% $32.75 +33.0%
2172 PRINCETON BANCORP INC COM 31.0 $1K 0.00% -62.0 -66.7% $37.94
2173 CBFV CB FINL SVCS INC COM Financial Services 31.0 $1K 0.00% -58.0 -65.2% $37.90 -0.8%
2174 COIN COINBASE GLOBAL INC COM CL A Financial Services 8.0 $1K 0.00% NEW $146.25 +27.5%
2175 DSP VIANT TECHNOLOGY INC COM CL A Technology 92.0 $1K 0.00% +19.0 +26.0% $12.66 -1.7%
2176 CPRX CATALYST PHARMACEUTICALS INC COM Healthcare 37.0 $1K 0.00% +12.0 +48.0% $31.43 +0.2%
2177 LUMN LUMEN TECHNOLOGIES INC COM Communication Services 151.0 $1K 0.00% +108.0 +251.2% $7.68 -22.7%
2178 AM ANTERO MIDSTREAM CORP COM Energy 51.0 $1K 0.00% +20.0 +64.5% $22.75 -2.7%
2179 ABX ABACUS GLOBAL MGMT INC CL A Financial Services 108.0 $1K 0.00% $10.71 -9.8%
2180 HNST HONEST CO INC COM Consumer Cyclical 315.0 $1K 0.00% -1K -81.9% $3.66 +38.0%
Page 109 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%