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Portfolio (Quarterly) Guide ↗

Essential Partners LLC

· CIK 0002136442
13F Portfolio $325M AUM 2,772 positions Filed May 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 279 New 1123 Added 947 Reduced
Page 134 of 139  ·  2,772 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2661 SPOK SPOK HLDGS INC COM Healthcare 3.0 $40.0 -72.0 -96.0% $13.33 -21.2%
2662 ABR ARBOR REALTY TRUST INC COM Real Estate 5.0 $39.0 -22.0 -81.5% $7.80 -33.2%
2663 FLXS FLEXSTEEL INDS INC COM Consumer Cyclical 1.0 $39.0 -1.0 -50.0% $39.00 +66.3%
2664 GCT GIGACLOUD TECHNOLOGY INC CLASS A ORD Technology 1.0 $39.0 NEW $39.00 -14.0%
2665 NEWSMAX INC COM SHS CLASS B 5.0 $39.0 NEW $7.80
2666 REZOLVE AI PLC ORD SHS 15.0 $39.0 NEW $2.60
2667 ADVANTAGE SOLUTIONS INC COM NEW CL A 43.0 $38.0 -66.0 -60.5% $0.88
2668 AESI ATLAS ENERGY SOLUTIONS INC COM NEW Energy 4.0 $38.0 +2.0 +100.0% $9.50 +68.7%
2669 VALU VALUE LINE INC COM Financial Services 1.0 $38.0 $38.00 -8.7%
2670 ACHR ARCHER AVIATION INC COM CL A Industrials 5.0 $38.0 NEW $7.60 -28.6%
2671 GCI LIBERTY INC COM SER A 1.0 $37.0 $37.00
2672 MLR MILLER INDS INC TENN COM NEW Consumer Cyclical 1.0 $37.0 -184.0 -99.5% $37.00 +34.7%
2673 MNTK MONTAUK RENEWABLES INC COM Utilities 22.0 $37.0 +1.0 +4.8% $1.68 -4.6%
2674 RBBN RIBBON COMMUNICATIONS INC COM Communication Services 13.0 $37.0 -261.0 -95.3% $2.85 -11.3%
2675 MLYS MINERALYS THERAPEUTICS INC COM Healthcare 1.0 $36.0 $36.00 -30.5%
2676 SNFCA SECURITY NATL FINL CORP CL A NEW Financial Services 4.0 $36.0 +1.0 +33.3% $9.00 +6.1%
2677 ALCO ALICO INC COM Consumer Defensive 1.0 $36.0 -10.0 -90.9% $36.00 +12.2%
2678 AVXL ANAVEX LIFE SCIENCES CORP COM NEW Healthcare 10.0 $36.0 NEW $3.60 -27.1%
2679 GERN GERON CORP COM Healthcare 27.0 $36.0 -71.0 -72.5% $1.33 -2.5%
2680 FUBO FUBOTV INC COM NEW CL A Communication Services 14.0 $35.0 NEW $2.50 +268.0%
Page 134 of 139  ·  2,772 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
Technology 22.7%
Financial Services 20.3%
Industrials 14.4%
Consumer Cyclical 12.6%
Healthcare 12.4%
Consumer Defensive 3.8%
Energy 3.4%
Utilities 3.0%
Communication Services 3.0%
Basic Materials 2.4%