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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 137 of 139  ·  2,772 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2721 CIA CITIZENS INC CL A Financial Services 4.0 $19.0 $4.75 +19.6%
2722 ARCT ARCTURUS THERAPEUTICS HLDGS COM Healthcare 3.0 $18.0 NEW $6.00 +22.7%
2723 FINW FINWISE BANCORP COM Financial Services 1.0 $18.0 $18.00 -23.4%
2724 LFVN LIFEVANTAGE CORP COM NEW Consumer Defensive 3.0 $18.0 +1.0 +50.0% $6.00 +1.0%
2725 KRMD KORU MEDICAL SYSTEMS INC COM Healthcare 3.0 $17.0 NEW $5.67 -31.5%
2726 BHR BRAEMAR HOTELS & RESORTS INC COM Real Estate 6.0 $17.0 NEW $2.83 -28.4%
2727 HYLN HYLIION HOLDINGS CORP COMMON STOCK Consumer Cyclical 9.0 $17.0 $1.89 +305.5%
2728 CLOV CLOVER HEALTH INVESTMENTS CORP COM CL A Healthcare 7.0 $16.0 NEW $2.29 +110.0%
2729 ESOA ENERGY SERVICES OF AMER CORP COM Industrials 2.0 $16.0 -2.0 -50.0% $8.00 +101.8%
2730 MCS MARCUS CORP DEL COM Communication Services 1.0 $16.0 -3.0 -75.0% $16.00 +49.1%
2731 NTIC NORTHERN TECHNOLOGIES INTL COR COM Basic Materials 2.0 $16.0 $8.00 +1.2%
2732 LE LANDS END INC NEW COM Consumer Cyclical 1.0 $15.0 $15.00 -21.6%
2733 BEEP MOBILE INFRASTRUCTURE CORP COM SHS Real Estate 6.0 $15.0 +3.0 +100.0% $2.50 -24.0%
2734 ACRS ACLARIS THERAPEUTICS INC COM Healthcare 5.0 $15.0 NEW $3.00 +47.3%
2735 BRT BRT APARTMENTS CORP COM Real Estate 1.0 $15.0 -75.0 -98.7% $15.00 -1.9%
2736 PKST PEAKSTONE REALTY TRUST COMMON SHARES Real Estate 1.0 $14.0 $14.00 +49.9%
2737 HPK HIGHPEAK ENERGY INC COM Energy 3.0 $14.0 NEW $4.67 +61.8%
2738 INMB INMUNE BIO INC COM Healthcare 9.0 $14.0 NEW $1.56 -16.4%
2739 SHOULDER INNOVATIONS INC COMMON STOCK 1.0 $14.0 NEW $14.00
2740 SUNPOWER INC COM 8.0 $13.0 NEW $1.62
Page 137 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%