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Portfolio (Quarterly) Guide ↗

EP Wealth Advisors, LLC

· CIK 0001540569
13F Portfolio $19.2B AUM Filed Feb 18, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1476 New
Page 55 of 74  ·  1,476 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 AMKR AMKOR TECHNOLOGY INC Technology 8,369.0 $330K 0.00% NEW $39.48 +66.9%
1082 HLX HELIX ENERGY SOLUTIONS GRP I Energy 52,642.0 $330K 0.00% NEW $6.27 +60.1%
1083 MMS MAXIMUS INC Industrials 3,813.0 $329K 0.00% NEW $86.33 -28.9%
1084 PLOW DOUGLAS DYNAMICS INC Consumer Cyclical 10,080.0 $329K 0.00% NEW $32.65 +34.5%
1085 RJF RAYMOND JAMES FINL INC Financial Services 2,045.0 $328K 0.00% NEW $160.55 -5.3%
1086 FEDERATED HERMES INC 6,292.0 $328K 0.00% NEW $52.07
1087 CFG CITIZENS FINL GROUP INC Financial Services 5,600.0 $327K 0.00% NEW $58.41 +7.5%
1088 NGG NATIONAL GRID PLC Utilities 4,229.0 $327K 0.00% NEW $77.35 +11.7%
1089 JHG JANUS HENDERSON GROUP PLC Financial Services 6,876.0 $327K 0.00% NEW $47.57 +8.7%
1090 MKC MCCORMICK & CO INC Consumer Defensive 4,770.0 $325K 0.00% NEW $68.11 -31.1%
1091 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 1,893.0 $324K 0.00% NEW $171.28 +122.1%
1092 GPN GLOBAL PMTS INC Industrials 4,173.0 $323K 0.00% NEW $77.41 -6.2%
1093 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 6,449.0 $323K 0.00% NEW $50.02 -27.4%
1094 MAA MID-AMER APT CMNTYS INC Real Estate 2,322.0 $323K 0.00% NEW $138.92 -6.4%
1095 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 6,908.0 $322K 0.00% NEW $46.68 -8.4%
1096 BLSH BULLISH Technology 8,500.0 $322K 0.00% NEW $37.87 -5.0%
1097 CSTM CONSTELLIUM SE Basic Materials 17,026.0 $321K 0.00% NEW $18.85 +70.0%
1098 ACM AECOM Industrials 3,366.0 $321K 0.00% NEW $95.32 -26.4%
1099 THG HANOVER INS GROUP INC Financial Services 1,755.0 $321K 0.00% NEW $182.77 +6.5%
1100 KVUE KENVUE INC Consumer Defensive 18,538.0 $320K 0.00% NEW $17.25 +1.2%
Page 55 of 74  ·  1,476 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 33.7%
Financial Services 18.5%
Communication Services 9.4%
Healthcare 8.9%
Consumer Cyclical 8.9%
Industrials 7.7%
Consumer Defensive 4.7%
Energy 3.3%
Utilities 2.5%
Real Estate 1.7%