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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 128 of 143  ·  2,853 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2541 HQI HIREQUEST INC COM Industrials 28.0 $352.0 -10.0 -26.3% $12.57 +35.5%
2542 LQDT LIQUIDITY SVCS INC COM Consumer Cyclical 9.0 $352.0 -13.0 -59.1% $39.11 +9.3%
2543 AVBP ARRIVENT BIOPHARMA INC COM Healthcare 10.0 $347.0 +2.0 +25.0% $34.70 -15.9%
2544 STXS STEREOTAXIS INC COM NEW Healthcare 200.0 $344.0 +119.0 +146.9% $1.72 -16.3%
2545 FIRST TRACKS BIOTHERAPEUTICS ORD SHS 17.0 $342.0 NEW $20.12
2546 LOANDEPOT INC COM CL A 273.0 $341.0 -8K -96.7% $1.25
2547 PTC PTC INC COM Technology 3.0 $341.0 -3.0 -50.0% $113.67 +35.0%
2548 PRKS UNITED PARKS & RESORTS INC COM Consumer Cyclical 7.0 $334.0 NEW $47.71 -6.1%
2549 STEP STEPSTONE GROUP INC COM CL A Financial Services 8.0 $331.0 -690.0 -98.8% $41.38 +18.0%
2550 HZO MARINEMAX INC COM Consumer Cyclical 9.0 $330.0 +1.0 +12.5% $36.67 +42.5%
2551 STC STEWART INFORMATION SVCS CORP COM Financial Services 5.0 $330.0 -3.0 -37.5% $66.00 +4.6%
2552 ALG ALAMO GROUP INC COM Industrials 2.0 $329.0 $164.50 -1.2%
2553 CRSP CRISPR THERAPEUTICS AG NAMEN AKT Healthcare 6.0 $327.0 -65.0 -91.5% $54.50 +6.6%
2554 LIBERTY CAP CORP SER C GCI GROUP 15.0 $323.0 NEW $21.53
2555 SKIN SKINHEALTH SYSTEMS INC COM CL A Consumer Defensive 464.0 $321.0 -2K -84.2% $0.69 -7.6%
2556 BARK BARK INC COM NEW Consumer Cyclical 32.0 $319.0 -4K -99.2% $9.97 +0.7%
2557 PWP PERELLA WEINBERG PARTNERS CLASS A COM Financial Services 20.0 $319.0 -504.0 -96.2% $15.95 +0.1%
2558 KAI KADANT INC COM Industrials 1.0 $314.0 -2.0 -66.7% $314.00 +0.4%
2559 ZYMEWORKS INC COM 12.0 $314.0 $26.17
2560 CLPR CLIPPER RLTY INC COM Real Estate 115.0 $313.0 -72.0 -38.5% $2.72 +19.0%
Page 128 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 20.9%
Industrials 14.7%
Healthcare 10.8%
Consumer Cyclical 10.0%
Real Estate 4.2%
Consumer Defensive 4.2%
Utilities 4.2%
Energy 3.4%
Communication Services 3.0%