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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 114 of 143  ·  2,853 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2261 AMC ENTMT HLDGS INC CL A NEW 508.0 $965.0 -88K -99.4% $1.90
2262 ATAIBECKLEY INC COM SHS 182.0 $959.0 NEW $5.27
2263 PACB PACIFIC BIOSCIENCES CALIF INC COM Healthcare 570.0 $958.0 -18K -96.9% $1.68 -19.7%
2264 CLBK COLUMBIA FINL INC COM Financial Services 45.0 $955.0 -117.0 -72.2% $21.22 -44.4%
2265 NATL NCR ATLEOS CORPORATION COM SHS Technology 22.0 $955.0 -97.0 -81.5% $43.41 +6.9%
2266 MTN VAIL RESORTS INC COM Consumer Cyclical 7.0 $953.0 NEW $136.14 +12.2%
2267 SWKS SKYWORKS SOLUTIONS INC COM Technology 14.0 $949.0 -7.0 -33.3% $67.79 -1.0%
2268 JYNT JOINT CORP COM Healthcare 108.0 $948.0 +35.0 +48.0% $8.78 -3.8%
2269 SBET SHARPLINK INC COM NEW Financial Services 197.0 $946.0 NEW $4.80 +64.7%
2270 TKNO ALPHA TEKNOVA INC COM Healthcare 166.0 $943.0 -629.0 -79.1% $5.68 +29.6%
2271 STNE STONECO LTD COM CL A Technology 87.0 $943.0 -74.0 -46.0% $10.84 -13.6%
2272 DOCN DIGITALOCEAN HLDGS INC COM Technology 6.0 $942.0 $157.00 -26.3%
2273 DIEBOLD NIXDORF INC COM SHS 11.0 $935.0 +3.0 +37.5% $85.00
2274 HLF HERBALIFE LTD COM SHS Consumer Defensive 71.0 $934.0 -407.0 -85.2% $13.15 -3.8%
2275 WT WISDOMTREE INC COM Financial Services 55.0 $932.0 $16.95 +38.7%
2276 IMMUNITYBIO INC COM 106.0 $928.0 $8.75
2277 COCO VITA COCO CO INC COM Consumer Defensive 14.0 $926.0 $66.14 -4.2%
2278 BTDR BITDEER TECHNOLOGIES GROUP CL A ORD SHS Technology 58.0 $920.0 -158.0 -73.2% $15.86 -28.3%
2279 CCO CLEAR CHANNEL OUTDOOR HLDGS IN COM Communication Services 380.0 $920.0 -956.0 -71.6% $2.42 -1.7%
2280 IVT INVENTRUST PPTYS CORP COM NEW Real Estate 26.0 $920.0 $35.38 -7.6%
Page 114 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%