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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 89 of 143  ·  2,853 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1761 OFG OFG BANCORP COM Financial Services 65.0 $3K 0.00% +61.0 +1525.0% $49.08 +6.4%
1762 SAM BOSTON BEER INC CL A Consumer Defensive 18.0 $3K 0.00% -70.0 -79.5% $177.06 +5.0%
1763 CLNE CLEAN ENERGY FUELS CORP COM Energy 1,551.0 $3K 0.00% +669.0 +75.8% $2.05 -21.0%
1764 FRBA FIRST BK WILLIAMSTOWN NEW JERS COM Financial Services 179.0 $3K 0.00% +62.0 +53.0% $17.73 +2.7%
1765 AMTB AMERANT BANCORP INC CL A Financial Services 124.0 $3K 0.00% +29.0 +30.5% $25.52 +12.4%
1766 PDM PIEDMONT REALTY TRUST INC COM CL A Real Estate 345.0 $3K 0.00% -92.0 -21.1% $9.15 +5.5%
1767 CRSR CORSAIR GAMING INC COM Technology 326.0 $3K 0.00% +103.0 +46.2% $9.67 +13.0%
1768 LILA LIBERTY LATIN AMERICA LTD COM CL A 402.0 $3K 0.00% +289.0 +255.8% $7.84
1769 EBF ENNIS INC COM Industrials 148.0 $3K 0.00% -60.0 -28.9% $21.25 +1.5%
1770 MD PEDIATRIX MEDICAL GROUP INC COM Healthcare 124.0 $3K 0.00% -788.0 -86.4% $25.33 +4.9%
1771 RELX RELX PLC SPONSORED ADR Communication Services 99.0 $3K 0.00% $31.67 +13.4%
1772 WBS WEBSTER FINL CORP COM Financial Services 41.0 $3K 0.00% -10K -99.6% $76.41 +1.5%
1773 MSTR STRATEGY INC CL A NEW Technology 36.0 $3K 0.00% NEW $86.92 +37.2%
1774 FMBH FIRST MID BANCSHARES INC COM Financial Services 65.0 $3K 0.00% -303.0 -82.3% $48.09 +4.5%
1775 VYX NCR VOYIX CORPORATION COM Technology 382.0 $3K 0.00% NEW $8.17 -3.2%
1776 GTN GRAY MEDIA INC COM Communication Services 786.0 $3K 0.00% -412.0 -34.4% $3.97 +24.5%
1777 QSR RESTAURANT BRANDS INTL INC COM Consumer Cyclical 43.0 $3K 0.00% $72.51 +11.5%
1778 INTERNATIONAL BANCSHARES CORP COM 41.0 $3K 0.00% $75.95
1779 BWFG BANKWELL FINL GROUP INC COM Financial Services 53.0 $3K 0.00% -26.0 -32.9% $58.75 +12.8%
1780 BCBP BCB BANCORP INC COM Financial Services 289.0 $3K 0.00% -290.0 -50.1% $10.72 -18.3%
Page 89 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%