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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 143 of 143  ·  2,848 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2841 HF FOODS GROUP INC COM 5.0 $9.0 NEW $1.80
2842 GEN DIGITAL INC CVR 20.0 $9.0 NEW $0.45
2843 FULC FULCRUM THERAPEUTICS INC COM Healthcare 1.0 $8.0 NEW $8.00 -56.9%
2844 TRINSEO PLC SHS 66.0 $7.0 NEW $0.11
2845 XEROX HOLDINGS CORP WT EXP 021128 53.0 $5.0 NEW $0.09
2846 TALK TALKSPACE INC COM Healthcare 1.0 $5.0 NEW $5.00 +4.2%
2847 SAFX XCF GLOBAL INC COM CL A Energy 15.0 $5.0 NEW $0.33 +2.0%
2848 AREN THE ARENA GROUP HOLDINGS INC COM Communication Services 1.0 $2.0 NEW $2.00 -37.0%
Page 143 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%