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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 49 of 139  ·  2,772 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 BP BP PLC SPONSORED ADR Energy 505.0 $18K 0.01% +490.0 +3266.7% $34.73 +12.6%
962 IHG INTERCONTINENTAL HOTELS GROUP SPONSORED ADS Consumer Cyclical 124.0 $17K 0.01% +46.0 +59.0% $140.83 +21.4%
963 EGP EASTGROUP PPTYS INC COM Real Estate 98.0 $17K 0.01% $178.14 +12.3%
964 PRGS PROGRESS SOFTWARE CORP COM Technology 406.0 $17K 0.01% +278.0 +217.2% $42.96 -30.9%
965 UNILEVER PLC SPON ADR NEW 267.0 $17K 0.01% -407.0 -60.4% $65.32
966 QCRH QCR HLDGS INC COM Financial Services 209.0 $17K 0.01% -35.0 -14.3% $83.30 +14.0%
967 DIGITALBRIDGE GROUP INC CL A NEW 1,134.0 $17K 0.01% +11.0 +1.0% $15.34
968 CORZ CORE SCIENTIFIC INC NEW COM Technology 1,192.0 $17K 0.01% +12.0 +1.0% $14.56 +100.3%
969 ARQT ARCUTIS BIOTHERAPEUTICS INC COM Healthcare 594.0 $17K 0.01% +115.0 +24.0% $29.04 -9.7%
970 SWX SOUTHWEST GAS HLDGS INC COM Utilities 213.0 $17K 0.01% +39.0 +22.4% $80.02 +10.6%
971 WSBF WATERSTONE FINL INC MD COM Financial Services 1,029.0 $17K 0.01% +191.0 +22.8% $16.55 +16.1%
972 IBEX IBEX LTD SHS NEW Technology 445.0 $17K 0.01% -119.0 -21.1% $38.18 -20.8%
973 APPS DIGITAL TURBINE INC COM NEW Technology 3,379.0 $17K 0.01% -233.0 -6.5% $5.00 +72.2%
974 FRONTIER COMMUNICATIONS PARENT COM 442.0 $17K 0.01% +227.0 +105.6% $38.07
975 SPIP SPDR Intermediate TIPS 647.0 $17K 0.01% $25.95 -1.1%
976 MZTI MARZETTI COMPANY COM Consumer Defensive 102.0 $17K 0.01% +56.0 +121.7% $164.42 -34.9%
977 RNGR RANGER ENERGY SVCS INC COM CL A Energy 1,199.0 $17K 0.01% -54.0 -4.3% $13.98 +9.3%
978 SKYW SKYWEST INC COM Industrials 165.0 $17K 0.01% $100.41 -7.8%
979 HD HOME DEPOT INC COM Consumer Cyclical 48.0 $17K 0.01% -114.0 -70.4% $344.77 -3.0%
980 CPS COOPER-STANDARD HOLDINGS INC COM Consumer Cyclical 504.0 $17K 0.01% +94.0 +22.9% $32.83 -9.2%
Page 49 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%