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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 110 of 143  ·  2,853 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2181 TTEC TTEC HLDGS INC COM Technology 594.0 $1K 0.00% -883.0 -59.8% $1.94 -29.4%
2182 NVEC NVE CORP COM NEW Technology 11.0 $1K 0.00% $104.55 +5.1%
2183 ANAB ANAPTYSBIO INC COM Healthcare 17.0 $1K 0.00% -16.0 -48.5% $67.53 -14.5%
2184 MCBS METROCITY BANKSHARES INC COM Financial Services 32.0 $1K 0.00% +10.0 +45.5% $35.88 -0.8%
2185 EML EASTERN CO COM Industrials 41.0 $1K 0.00% +29.0 +241.7% $27.85 -9.9%
2186 IMMR IMMERSION CORP COM Technology 168.0 $1K 0.00% NEW $6.77 +11.0%
2187 REAX THE REAL BROKERAGE INC COM NEW Real Estate 622.0 $1K 0.00% -743.0 -54.4% $1.82 +45.1%
2188 XRN CHIRON REAL ESTATE INC COM NEW Financial Services 30.0 $1K 0.00% +28.0 +1400.0% $37.53 -1.0%
2189 ATLC ATLANTICUS HOLDINGS CORP COM Financial Services 11.0 $1K 0.00% $102.27 -6.0%
2190 FSUN FIRSTSUN CAP BANCORP COM Financial Services 29.0 $1K 0.00% -18.0 -38.3% $38.79 +3.1%
2191 CHRS COHERUS ONCOLOGY INC COM Healthcare 803.0 $1K 0.00% -740.0 -48.0% $1.40 +1.4%
2192 TECNOGLASS HOLDINGS INC COM SHS 24.0 $1K 0.00% NEW $46.79
2193 FIZZ NATIONAL BEVERAGE CORP COM Consumer Defensive 36.0 $1K 0.00% $31.19 +3.8%
2194 IDYA IDEAYA BIOSCIENCES INC COM Healthcare 30.0 $1K 0.00% +25.0 +500.0% $37.27 +6.4%
2195 UNTY UNITY BANCORP INC COM Financial Services 19.0 $1K 0.00% -9.0 -32.1% $58.68 +1.3%
2196 SBFG SB FINL GROUP INC COM Financial Services 44.0 $1K 0.00% -91.0 -67.4% $25.27 +5.1%
2197 FCCO FIRST CMNTY CORP S C COM Financial Services 34.0 $1K 0.00% -67.0 -66.3% $32.68 +3.2%
2198 TROX TRONOX HOLDINGS PLC SHS Basic Materials 176.0 $1K 0.00% +102.0 +137.8% $6.30 -11.8%
2199 ISTR INVESTAR HOLDING CORP COM Financial Services 37.0 $1K 0.00% -72.0 -66.1% $29.97 +1.1%
2200 WEYS WEYCO GROUP INC COM Consumer Cyclical 28.0 $1K 0.00% +12.0 +75.0% $39.32 +14.0%
Page 110 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%