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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 87 of 139  ·  2,772 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1721 FLRT PACER ARISTOTLE PACIFIC FLOATING RATE HIGH INCOME ETF 54.0 $3K 0.00% NEW $47.13 -0.4%
1722 MFC MANULIFE FINL CORP COM Financial Services 70.0 $3K 0.00% $36.29 +11.9%
1723 TRIP TRIPADVISOR INC COM Consumer Cyclical 174.0 $3K 0.00% +14.0 +8.8% $14.56 -10.9%
1724 AUPH AURINIA PHARMACEUTICALS INC COM Healthcare 158.0 $3K 0.00% -202.0 -56.1% $15.95 +3.2%
1725 UNITI GROUP LLC COM SHS 359.0 $3K 0.00% +341.0 +1894.4% $7.01
1726 JPIE JPMORGAN INCOME ETF 54.0 $2K 0.00% NEW $46.30 -0.7%
1727 AMAL AMALGAMATED FINANCIAL CORP COM Financial Services 77.0 $2K 0.00% +35.0 +83.3% $32.03 +37.3%
1728 ENR ENERGIZER HLDGS INC COM Industrials 124.0 $2K 0.00% -3K -95.7% $19.89 +8.2%
1729 TRUP TRUPANION INC COM Financial Services 66.0 $2K 0.00% NEW $37.36 -37.0%
1730 LIONSGATE STUDIOS CORP COM 269.0 $2K 0.00% +268.0 +10000.0% $9.13
1731 PSMT PRICESMART INC COM Consumer Defensive 20.0 $2K 0.00% +5.0 +33.3% $122.65 +48.4%
1732 FBIN FORTUNE BRANDS INNOVATIONS INC COM Industrials 49.0 $2K 0.00% +41.0 +512.5% $50.02 -15.2%
1733 PKOH PARK-OHIO HLDGS CORP COM Industrials 117.0 $2K 0.00% +18.0 +18.2% $20.94 +71.9%
1734 EFC ELLINGTON FINANCIAL INC COM Real Estate 180.0 $2K 0.00% +99.0 +122.2% $13.58 -1.0%
1735 FCAP FIRST CAP INC COM Financial Services 41.0 $2K 0.00% -5.0 -10.9% $59.20 +6.4%
1736 OKE ONEOK INC NEW COM Energy 33.0 $2K 0.00% +29.0 +725.0% $73.52 +15.7%
1737 MERIDIAN CORP COM 138.0 $2K 0.00% -18.0 -11.5% $17.58
1738 ALKS ALKERMES PLC SHS Healthcare 86.0 $2K 0.00% +6.0 +7.5% $27.98 +60.8%
1739 FOXF FOX FACTORY HLDG CORP COM Consumer Cyclical 140.0 $2K 0.00% NEW $17.11 +9.1%
1740 TTAM TITAN AMER SA COMMON SHARES Basic Materials 145.0 $2K 0.00% -8.0 -5.2% $16.48 +11.4%
Page 87 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%