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Portfolio (Quarterly) Guide ↗

Essential Partners LLC

· CIK 0002136442
13F Portfolio $297M AUM 2,848 positions Filed May 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2848 New 171 Exited
Page 130 of 143  ·  2,848 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2581 FENC FENNEC PHARMACEUTICALS INC COM Healthcare 38.0 $234.0 NEW $6.16 +49.6%
2582 ANIP ANI PHARMACEUTICALS INC COM Healthcare 3.0 $231.0 NEW $77.00 +6.9%
2583 NRIM NORTHRIM BANCORP INC COM Financial Services 10.0 $229.0 NEW $22.90 +9.9%
2584 CRD-B CRAWFORD & CO CL A 23.0 $229.0 NEW $9.96 +0.6%
2585 CSV CARRIAGE SVCS INC COM Consumer Cyclical 5.0 $228.0 NEW $45.60 -15.8%
2586 EGY VAALCO ENERGY INC COM NEW Energy 36.0 $228.0 NEW $6.33 -11.7%
2587 EVI EVI INDS INC COM Industrials 11.0 $226.0 NEW $20.55 -21.2%
2588 ZWS ZURN ELKAY WATER SOLNS CORP COM Industrials 5.0 $224.0 NEW $44.80 +11.3%
2589 NTGR NETGEAR INC COM Technology 10.0 $218.0 NEW $21.80 +9.7%
2590 LOGISTIC PROPERTIES OF THE AME USD ORD SHS 66.0 $218.0 NEW $3.30
2591 LMAT LEMAITRE VASCULAR INC COM Healthcare 2.0 $218.0 NEW $109.00 -14.4%
2592 ATOM ATOMERA INC COM Technology 57.0 $217.0 NEW $3.81 +119.5%
2593 HZO MARINEMAX INC COM Consumer Cyclical 8.0 $216.0 NEW $27.00 +26.1%
2594 NREF NEXPOINT REAL ESTATE FIN INC COM Real Estate 16.0 $216.0 NEW $13.50 +9.3%
2595 MNTK MONTAUK RENEWABLES INC COM Utilities 187.0 $215.0 NEW $1.15 +42.2%
2596 FXNC FIRST NATL CORP VA COM Financial Services 8.0 $215.0 NEW $26.88 +8.8%
2597 GKOS GLAUKOS CORP COM Healthcare 2.0 $215.0 NEW $107.50 +20.5%
2598 PMI PICARD MEDICAL INC COM SHS Healthcare 204.0 $212.0 NEW $1.04 -83.5%
2599 AKR ACADIA RLTY TR COM SH BEN INT Real Estate 11.0 $210.0 NEW $19.09 +12.8%
2600 AMLX AMYLYX PHARMACEUTICALS INC COM Healthcare 15.0 $209.0 NEW $13.93 +10.1%
Page 130 of 143  ·  2,848 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 20.5%
Technology 19.1%
Industrials 16.7%
Consumer Cyclical 12.3%
Healthcare 11.6%
Energy 5.2%
Utilities 3.8%
Consumer Defensive 3.6%
Basic Materials 2.9%
Communication Services 2.4%