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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 118 of 143  ·  2,853 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2341 EE EXCELERATE ENERGY INC CL A COM Utilities 21.0 $798.0 $38.00 +3.6%
2342 SNFCA SECURITY NATL FINL CORP CL A NEW Financial Services 82.0 $795.0 +12.0 +17.1% $9.70 -7.6%
2343 ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A Technology 3.0 $790.0 -192.0 -98.5% $263.33 +39.9%
2344 COHR COHERENT CORP COM Technology 2.0 $789.0 NEW $394.50 -26.6%
2345 CTEV CLARITEV CORPORATION CL A NEW Healthcare 23.0 $785.0 +22.0 +2200.0% $34.13 +9.2%
2346 NN NEXTNAV INC COMMON STOCK Communication Services 44.0 $785.0 +31.0 +238.5% $17.84 -1.6%
2347 RCUS ARCUS BIOSCIENCES INC COM Healthcare 25.0 $771.0 $30.84 -1.6%
2348 CLSK CLEANSPARK INC COM NEW Technology 53.0 $771.0 +39.0 +278.6% $14.55 -17.6%
2349 CHEF CHEFS WHSE INC COM Consumer Defensive 8.0 $769.0 $96.12 +15.1%
2350 FSTR FOSTER L B CO COM Industrials 17.0 $768.0 -3.0 -15.0% $45.18 -15.7%
2351 MEDIWOUND LTD SHS NEW 52.0 $764.0 -82.0 -61.2% $14.69
2352 NRDY NERDY INC CL A COM Technology 833.0 $763.0 -2K -74.6% $0.92 +1052.9%
2353 NKSH NATIONAL BANKSHARES INC VA COM Financial Services 21.0 $763.0 -20.0 -48.8% $36.33 +13.3%
2354 PLMR PALOMAR HLDGS INC COM Financial Services 6.0 $758.0 -6.0 -50.0% $126.33 +3.0%
2355 RIG TRANSOCEAN LTD REGISTERED SHS Energy 154.0 $753.0 $4.89 +21.1%
2356 JAMES RIV GROUP LTD COM SHS 171.0 $752.0 +123.0 +256.2% $4.40
2357 NATIONAL CINEMEDIA INC COM NEW 198.0 $752.0 -991.0 -83.3% $3.80
2358 ANDE ANDERSONS INC COM Consumer Defensive 11.0 $752.0 $68.36 -0.4%
2359 BOC BOSTON OMAHA CORP CL A COM STK Communication Services 55.0 $750.0 +39.0 +243.8% $13.64 +3.6%
2360 NPK NATIONAL PRESTO INDS INC COM Industrials 6.0 $750.0 $125.00 +20.0%
Page 118 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%