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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 84 of 139  ·  2,772 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1661 JBLU JETBLUE AIRWAYS CORP COM Industrials 635.0 $3K 0.00% +30.0 +5.0% $4.55 +24.8%
1662 VIR VIR BIOTECHNOLOGY INC COM Healthcare 478.0 $3K 0.00% +10.0 +2.1% $6.03 +51.9%
1663 IWMI NEOS RUSSELL 2000 HIGH INCOME ETF 59.0 $3K 0.00% NEW $48.68 +8.3%
1664 FEPI REX FANG & INNOVATION EQUITY PREMIUM INCOME ETF 63.0 $3K 0.00% NEW $45.56 -3.0%
1665 SCZ ISHARES MSCI EAFE SMALL-CAP ETF 37.0 $3K 0.00% $77.54 +7.8%
1666 SBC MED GROUP HLDGS INC COM 665.0 $3K 0.00% -18.0 -2.6% $4.31
1667 HRTX HERON THERAPEUTICS INC COM Healthcare 2,200.0 $3K 0.00% -7K -75.4% $1.30 -67.9%
1668 STRATA CRITICAL MEDICAL INC CL A COM 594.0 $3K 0.00% $4.81
1669 GPIQ GOLDMAN SACHS NASDAQ-100 PREMIUM INCOME ETF 54.0 $3K 0.00% NEW $52.87 +12.3%
1670 GPIX GOLDMAN SACHS S&P 500 PREMIUM INCOME ETF 54.0 $3K 0.00% NEW $52.80 +5.1%
1671 NTST NETSTREIT CORP COM Real Estate 161.0 $3K 0.00% +6.0 +3.9% $17.64 +8.8%
1672 EPSN EPSILON ENERGY LTD COM Energy 611.0 $3K 0.00% +429.0 +235.7% $4.64 +14.2%
1673 OFLX OMEGA FLEX INC COM Industrials 96.0 $3K 0.00% -166.0 -63.4% $29.44 +5.8%
1674 IXJ ISHARES GLOBAL HEALTHCARE ETF 29.0 $3K 0.00% NEW $97.41 -4.6%
1675 UFPI UFP INDUSTRIES INC COM Basic Materials 31.0 $3K 0.00% -20.0 -39.2% $91.06 -4.9%
1676 LILAK LIBERTY LATIN AMERICA LTD COM CL C Communication Services 378.0 $3K 0.00% +41.0 +12.2% $7.46 -35.8%
1677 AGCO AGCO CORP COM Industrials 27.0 $3K 0.00% +23.0 +575.0% $104.33 +8.9%
1678 PGC PEAPACK-GLADSTONE FINL CORP COM Financial Services 101.0 $3K 0.00% -215.0 -68.0% $27.85 +60.7%
1679 DIVO AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF 63.0 $3K 0.00% NEW $44.51 +3.1%
1680 INDV INDIVIOR PHARMACEUTICALS INC COM Healthcare 78.0 $3K 0.00% +74.0 +1850.0% $35.88 +6.7%
Page 84 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%