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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 84 of 143  ·  2,853 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1661 GBANK FINL HLDGS INC COM 127.0 $4K 0.00% +123.0 +3075.0% $30.31
1662 EBC EASTERN BANKSHARES INC COM Financial Services 173.0 $4K 0.00% -463.0 -72.8% $22.24 +2.1%
1663 AVXL ANAVEX LIFE SCIENCES CORP COM NEW Healthcare 1,483.0 $4K 0.00% +334.0 +29.1% $2.59 +20.2%
1664 SNDR SCHNEIDER NATIONAL INC CL B Industrials 105.0 $4K 0.00% $36.53 -5.0%
1665 AKBA AKEBIA THREAPEUTICS INC COM Healthcare 3,350.0 $4K 0.00% +3K +445.6% $1.14 -21.9%
1666 MTB M & T BK CORP COM Financial Services 16.0 $4K 0.00% $238.00 +1.7%
1667 OPK OPKO HEALTH INC COM Healthcare 2,533.0 $4K 0.00% +326.0 +14.8% $1.50 -0.7%
1668 ETD ETHAN ALLEN INTERIORS INC COM Consumer Cyclical 170.0 $4K 0.00% +40.0 +30.8% $22.34 +4.3%
1669 CASS CASS INFORMATION SYS INC COM Industrials 74.0 $4K 0.00% -8.0 -9.8% $51.32 +11.9%
1670 VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 44.0 $4K 0.00% $85.95 +1.5%
1671 BARNES & NOBLE ED INC COM NEW 301.0 $4K 0.00% +214.0 +246.0% $12.56
1672 STLA STELLANTIS N.V SHS Consumer Cyclical 658.0 $4K 0.00% NEW $5.74 -9.0%
1673 WGS GENEDX HOLDINGS CORP COM CL A Healthcare 55.0 $4K 0.00% +19.0 +52.8% $68.65 +23.5%
1674 HSTM HEALTHSTREAM INC COM Healthcare 138.0 $4K 0.00% -1K -88.7% $27.25 +5.2%
1675 EXPD EXPEDITORS INTL WASH INC COM Industrials 23.0 $4K 0.00% $163.00 +14.8%
1676 GATES INDL CORP LTD COM SHS 134.0 $4K 0.00% NEW $27.97
1677 JOUT JOHNSON OUTDOORS INC CL A Consumer Cyclical 81.0 $4K 0.00% -18.0 -18.2% $46.04 +2.9%
1678 MBLY MOBILEYE GLOBAL INC COMMON CLASS A Consumer Cyclical 384.0 $4K 0.00% +138.0 +56.1% $9.68 -11.3%
1679 NTR NUTRIEN LTD COM Basic Materials 59.0 $4K 0.00% $62.95 +17.2%
1680 TMCI TREACE MED CONCEPTS INC COM Healthcare 929.0 $4K 0.00% +718.0 +340.3% $3.98 +7.8%
Page 84 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%