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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 53 of 143  ·  2,853 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 WASH WASHINGTON TR BANCORP INC COM Financial Services 394.0 $14K 0.01% -993.0 -71.6% $36.48 +8.9%
1042 CACI CACI INTL INC CL A Technology 31.0 $14K 0.01% -168.0 -84.4% $463.26 +37.4%
1043 ACAD ACADIA PHARMACEUTICALS INC COM Healthcare 566.0 $14K 0.01% -25.0 -4.2% $25.30 +17.2%
1044 VISN VISTANCE NETWORKS INC COM Technology 1,119.0 $14K 0.01% -181.0 -13.9% $12.78 -15.2%
1045 HIW HIGHWOODS PPTYS INC COM Real Estate 472.0 $14K 0.01% +307.0 +186.1% $30.16 +5.3%
1046 TDUP THREDUP INC CL A Consumer Cyclical 2,076.0 $14K 0.01% +1K +226.9% $6.85 -59.0%
1047 PRG PROG HOLDINGS INC COM NPV Industrials 305.0 $14K 0.01% -118.0 -27.9% $46.61 -16.2%
1048 BFH BREAD FINANCIAL HOLDINGS INC COM Financial Services 131.0 $14K 0.01% -53.0 -28.8% $108.35 -2.9%
1049 NU NU HLDGS LTD ORD SHS CL A Financial Services 1,058.0 $14K 0.01% +242.0 +29.7% $13.36 +10.5%
1050 NWN NORTHWEST NAT HLDG CO COM Utilities 288.0 $14K 0.01% -629.0 -68.6% $49.06 +2.4%
1051 MAN MANPOWERGROUP INC WIS COM Industrials 418.0 $14K 0.01% -103.0 -19.8% $33.77 +81.8%
1052 LNG CHENIERE ENERGY INC COM NEW Energy 59.0 $14K 0.01% $239.02 +17.5%
1053 BRC BRADY CORP CL A Industrials 154.0 $14K 0.01% +55.0 +55.6% $91.57 +3.1%
1054 AVTR AVANTOR INC COM Healthcare 1,422.0 $14K 0.01% +1K +1169.6% $9.90 +44.0%
1055 TNXP TONIX PHARMACEUTICALS HLDG CO COM NEW Healthcare 1,102.0 $14K 0.01% +596.0 +117.8% $12.76 -2.4%
1056 FCFS FIRSTCASH HOLDINGS INC COM Financial Services 65.0 $14K 0.01% -94.0 -59.1% $216.32 +9.3%
1057 MNKD MANNKIND CORP COM NEW Healthcare 3,295.0 $14K 0.01% +556.0 +20.3% $4.26 -4.5%
1058 SRPT SAREPTA THERAPEUTICS INC COM Healthcare 781.0 $14K 0.01% -5K -86.5% $17.97 +0.9%
1059 OIS OIL STS INTL INC COM Energy 1,750.0 $14K 0.01% -8K -81.4% $8.01 +3.7%
1060 PTCT PTC THERAPEUTICS INC COM Healthcare 171.0 $14K 0.01% -2K -92.8% $81.57 -12.9%
Page 53 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%