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Portfolio (Quarterly) Guide ↗

Essential Partners LLC

· CIK 0002136442
13F Portfolio $217M AUM 2,853 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 158 New 985 Added 1304 Reduced 153 Exited
Page 38 of 143  ·  2,853 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 DAVE INC CLASS A COM NEW 87.0 $32K 0.01% -13.0 -13.0% $372.59
742 CHD CHURCH & DWIGHT CO INC COM Consumer Defensive 329.0 $32K 0.01% +248.0 +306.2% $96.88 +2.0%
743 SR SPIRE INC COM Utilities 407.0 $32K 0.01% $78.09 +3.6%
744 ABSI ABSCI CORPORATION COM Healthcare 2,740.0 $32K 0.01% -6K -69.9% $11.59 -17.6%
745 WTFC WINTRUST FINL CORP COM Financial Services 196.0 $32K 0.01% +174.0 +790.9% $160.72 -5.0%
746 SPEM STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF 608.0 $31K 0.01% $51.78 +1.2%
747 AWI ARMSTRONG WORLD INDS INC NEW COM Industrials 196.0 $31K 0.01% -2K -89.7% $160.42 +11.3%
748 CNS COHEN & STEERS INC COM Financial Services 412.0 $31K 0.01% +84.0 +25.6% $76.14 +6.9%
749 ACGL ARCH CAP GROUP LTD ORD Financial Services 322.0 $31K 0.01% -106.0 -24.8% $97.06 +2.4%
750 SEB SEABOARD CORP DEL COM Industrials 7.0 $31K 0.01% NEW $4464.29 -4.6%
751 BHP BHP BILLITON LIMITED SPONSORED ADS Basic Materials 374.0 $31K 0.01% $83.31 +16.5%
752 NTB BANK OF N T BUTTERFIELD & SON SHS NEW Financial Services 521.0 $31K 0.01% -2K -76.8% $59.50 -1.5%
753 NESR NATIONAL ENERGY SERVICES REUNI SHS Energy 1,034.0 $31K 0.01% $29.93 +10.4%
754 AUB ATLANTIC UN BANKSHARES CORP COM Financial Services 731.0 $31K 0.01% $42.31 -2.7%
755 FAF FIRST AMERN FINL CORP COM Financial Services 449.0 $31K 0.01% -93.0 -17.2% $68.59 +4.6%
756 RXT RACKSPACE TECHNOLOGY INC COM Technology 4,711.0 $31K 0.01% -67K -93.5% $6.53 -49.2%
757 SMFG SUMITOMO MITSUI FIN GRP INC SPONSORED ADR Financial Services 1,300.0 $31K 0.01% +251.0 +23.9% $23.58 +6.2%
758 BLBD BLUE BIRD CORP COM Consumer Cyclical 388.0 $31K 0.01% +4.0 +1.0% $78.96 -21.6%
759 CORZ CORE SCIENTIFIC INC NEW COM Technology 1,197.0 $31K 0.01% $25.59 -30.4%
760 ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 186.0 $31K 0.01% $164.27 +2.3%
Page 38 of 143  ·  2,853 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 21.8%
Technology 21.0%
Industrials 14.9%
Healthcare 10.9%
Consumer Cyclical 10.1%
Consumer Defensive 4.3%
Real Estate 4.2%
Utilities 4.2%
Energy 3.4%
Basic Materials 2.8%