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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 134 of 143  ·  2,848 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2661 BRT BRT APARTMENTS CORP COM Real Estate 11.0 $147.0 NEW $13.36 +12.7%
2662 GIB CGI INC CL A SUB VTG Technology 2.0 $146.0 NEW $73.00 -9.1%
2663 CRY ARTIVION INC COM 4.0 $146.0 NEW $36.50 -51.0%
2664 VRM VROOM INC COM NEW Consumer Cyclical 11.0 $146.0 NEW $13.27 -39.5%
2665 DGII DIGI INTL INC COM Technology 3.0 $145.0 NEW $48.33 +41.9%
2666 VSH VISHAY INTERTECHNOLOGY INC COM Technology 8.0 $144.0 NEW $18.00 +257.9%
2667 EYPT EYEPOINT INC COM NEW Healthcare 11.0 $142.0 NEW $12.91 -0.3%
2668 APARTMENT INVT & MGMT CO CL A 35.0 $142.0 NEW $4.06
2669 MLP MAUI LD & PINEAPPLE INC COM Real Estate 9.0 $139.0 NEW $15.44 +14.8%
2670 IUSB ISHARES CORE TOTAL USD BOND MARKET ETF 3.0 $139.0 NEW $46.33 -0.4%
2671 DRVN DRIVEN BRANDS HLDGS INC COM Consumer Cyclical 11.0 $139.0 NEW $12.64 +4.3%
2672 SNAP SNAP INC CL A Communication Services 30.0 $138.0 NEW $4.60 +6.8%
2673 UNFI UNITED NAT FOODS INC COM Consumer Defensive 3.0 $135.0 NEW $45.00 +8.7%
2674 INHIBRX BIOSCIENCES INC COM 2.0 $134.0 NEW $67.00
2675 BRBS BLUE RIDGE BANKSHARES INC VA COM Financial Services 32.0 $134.0 NEW $4.19 -21.3%
2676 VIAV VIAVI SOLUTIONS INC COM Technology 4.0 $133.0 NEW $33.25 +50.6%
2677 XPEL XPEL INC COM Consumer Cyclical 3.0 $133.0 NEW $44.33 +1.9%
2678 ACTU ACTUATE THERAPEUTICS INC COM Healthcare 48.0 $132.0 NEW $2.75 -24.4%
2679 PMTS CPI CARD GROUP INC COM NEW Financial Services 9.0 $131.0 NEW $14.56 +30.0%
2680 ILPT INDUSTRIAL LOGISTICS PPTYS TR COM SHS BEN INT Real Estate 23.0 $131.0 NEW $5.70 +52.7%
Page 134 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%