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Portfolio (Quarterly) Guide ↗

EP Wealth Advisors, LLC

· CIK 0001540569
13F Portfolio $20.3B AUM 1,497 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 145 New 557 Added 694 Reduced 125 Exited
Page 16 of 28  ·  557 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 HII HUNTINGTON INGALLS INDS INC Industrials 2,074.0 $788K 0.00% +363.0 +21.2% $379.99 -16.4%
302 OMC OMNICOM GROUP INC Communication Services 10,421.0 $785K 0.00% +796.0 +8.3% $75.31 -2.0%
303 GNRC GENERAC HLDGS INC Industrials 3,937.0 $769K 0.00% +144.0 +3.8% $195.33 +26.9%
304 DRLL EA SERIES TRUST 19,391.0 $765K 0.00% +309.0 +1.6% $39.48 -6.2%
305 MAS MASCO CORP Industrials 12,597.0 $760K 0.00% +2K +24.0% $60.37 +11.2%
306 PXF INVESCO EXCH TRADED FD TR II 10,839.0 $758K 0.00% +510.0 +4.9% $69.90 +9.9%
307 LIVN LIVANOVA PLC Healthcare 11,834.0 $752K 0.00% +178.0 +1.5% $63.56 +15.9%
308 TENB TENABLE HLDGS INC Technology 44,431.0 $752K 0.00% +35K +368.8% $16.91 +50.8%
309 TM TOYOTA MOTOR CORP Consumer Cyclical 3,644.0 $751K 0.00% +305.0 +9.1% $206.07 -7.8%
310 QTWO Q2 HLDGS INC Technology 15,840.0 $749K 0.00% +6K +60.1% $47.30 -0.5%
311 CLH CLEAN HARBORS INC Industrials 2,605.0 $747K 0.00% +256.0 +10.9% $286.73 -1.5%
312 D DOMINION ENERGY INC Utilities 12,016.0 $743K 0.00% +2K +22.7% $61.82 +10.5%
313 DLR DIGITAL RLTY TR INC Real Estate 4,111.0 $741K 0.00% +890.0 +27.6% $180.21 +7.8%
314 JCPB J P MORGAN EXCHANGE TRADED F 15,361.0 $723K 0.00% +9K +135.5% $47.08 -1.0%
315 GLOBUS MED INC 8,393.0 $723K 0.00% +1K +20.8% $86.16
316 STIP ISHARES TR 6,980.0 $722K 0.00% +3K +82.1% $103.43 -0.1%
317 ITT ITT INC Industrials 3,734.0 $711K 0.00% +801.0 +27.3% $190.54 +1.1%
318 WSR WHITESTONE REIT Real Estate 43,897.0 $709K 0.00% +12K +37.5% $16.15 +17.5%
319 CNQ CANADIAN NAT RES LTD MED TER Energy 14,515.0 $707K 0.00% +370.0 +2.6% $48.73 -0.1%
320 FLTR VANECK ETF TRUST 27,724.0 $706K 0.00% +3K +13.2% $25.48 +0.3%
Page 16 of 28  ·  557 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 31.4%
Financial Services 18.5%
Healthcare 9.1%
Consumer Cyclical 9.0%
Communication Services 8.8%
Industrials 8.2%
Consumer Defensive 5.3%
Energy 4.6%
Utilities 2.8%
Real Estate 1.6%