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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 142 of 143  ·  2,848 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2821 CATX PERSPECTIVE THERAPEUTICS INC COM NEW Healthcare 5.0 $21.0 NEW $4.20 -30.2%
2822 PKST PEAKSTONE REALTY TRUST COMMON SHARES Real Estate 1.0 $21.0 NEW $21.00 -0.0%
2823 CAMBRIA CANNABIS ETF 4.0 $20.0 NEW $5.00
2824 ACRS ACLARIS THERAPEUTICS INC COM Healthcare 5.0 $19.0 NEW $3.80 +14.2%
2825 EEX EMERALD HOLDING INC COM Communication Services 4.0 $18.0 NEW $4.50 +11.6%
2826 SOLESENCE INC COM 18.0 $17.0 NEW $0.94
2827 FINW FINWISE BANCORP COM Financial Services 1.0 $16.0 NEW $16.00 -10.2%
2828 HYLN HYLIION HOLDINGS CORP COMMON STOCK Consumer Cyclical 9.0 $16.0 NEW $1.78 +317.9%
2829 CTEV CLARITEV CORPORATION CL A NEW Healthcare 1.0 $16.0 NEW $16.00 +91.7%
2830 NTIC NORTHERN TECHNOLOGIES INTL COR COM Basic Materials 2.0 $16.0 NEW $8.00 +0.8%
2831 RBKB RHINEBECK BANCORP INC COM Financial Services 1.0 $15.0 NEW $15.00 +13.3%
2832 NVCT NUVECTIS PHARMA INC COM Healthcare 2.0 $15.0 NEW $7.50 +59.2%
2833 DMAC DIAMEDICA THERAPEUTICS INC COM NEW Healthcare 2.0 $14.0 NEW $7.00 -18.7%
2834 ESOA ENERGY SERVICES OF AMER CORP COM Industrials 1.0 $13.0 NEW $13.00 +25.8%
2835 DLHC DLH HLDGS CORP COM Industrials 2.0 $12.0 NEW $6.00 -8.8%
2836 LE LANDS END INC NEW COM Consumer Cyclical 1.0 $11.0 NEW $11.00 +10.3%
2837 DSGN DESIGN THERAPEUTICS INC COM Healthcare 1.0 $11.0 NEW $11.00 -2.5%
2838 ENVX ENOVIX CORPORATION COM Industrials 2.0 $10.0 NEW $5.00 +32.6%
2839 HLN HALEON PLC SPON ADS Healthcare 1.0 $10.0 NEW $10.00 -9.1%
2840 TMC TMC THE METALS COMPANY INC COM Basic Materials 2.0 $9.0 NEW $4.50 +15.3%
Page 142 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%