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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 138 of 139  ·  2,772 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2741 CSPI CSP INC COM Technology 1.0 $13.0 $13.00 -34.2%
2742 PSKY PARAMOUNT SKYDANCE CORP COM CL B Communication Services 1.0 $13.0 $13.00 -23.2%
2743 RBKB RHINEBECK BANCORP INC COM Financial Services 1.0 $12.0 -26.0 -96.3% $12.00 +41.6%
2744 TMC TMC THE METALS COMPANY INC COM Basic Materials 2.0 $12.0 NEW $6.00 -14.8%
2745 PAMT CORP COM 1.0 $12.0 -27.0 -96.4% $12.00
2746 ARAY ACCURAY INC DEL COM Healthcare 15.0 $12.0 -137.0 -90.1% $0.80 -57.2%
2747 CARL CARLSMED INC COM Healthcare 1.0 $12.0 NEW $12.00 -16.8%
2748 DLHC DLH HLDGS CORP COM Industrials 2.0 $11.0 -4.0 -66.7% $5.50 +0.0%
2749 FULC FULCRUM THERAPEUTICS INC COM Healthcare 1.0 $11.0 $11.00 -68.2%
2750 POWW OUTDOOR HOLDING CO COM Industrials 6.0 $10.0 NEW $1.67 +16.4%
2751 CLSK CLEANSPARK INC COM NEW Technology 1.0 $10.0 NEW $10.00 +67.8%
2752 HLN HALEON PLC SPON ADS Healthcare 1.0 $10.0 $10.00 -11.3%
2753 LFT LUMENT FINANCE TRUST INC COM Real Estate 7.0 $10.0 -531.0 -98.7% $1.43 -27.9%
2754 REPL REPLIMUNE GROUP INC COM Healthcare 1.0 $10.0 $10.00 +0.0%
2755 KG KESTREL GROUP LTD COM Financial Services 1.0 $10.0 $10.00 +17.6%
2756 ANTERIS TECHNOLOGIES GLOBAL COM 2.0 $10.0 NEW $5.00
2757 XPOF XPONENTIAL FITNESS INC COM CL A Consumer Cyclical 1.0 $8.0 NEW $8.00 -15.1%
2758 GAIA GAIA INC NEW CL A Communication Services 2.0 $7.0 NEW $3.50 -33.1%
2759 HCAT HEALTH CATALYST INC COM Healthcare 3.0 $7.0 -1K -99.7% $2.33 -24.1%
2760 NNOX NANO X IMAGING LTD ORD SHS Healthcare 2.0 $6.0 NEW $3.00 -42.3%
Page 138 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%