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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 56 of 75  ·  1,496 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1101 ICF ISHARES TR 5,343.0 $331K 0.00% +409.0 +8.3% $61.89 +10.2%
1102 AMKR AMKOR TECHNOLOGY INC Technology 7,335.0 $330K 0.00% -1K -12.4% $45.03 +46.3%
1103 YMAR FIRST TR EXCHNG TRADED FD VI 12,074.0 $330K 0.00% -1K -7.7% $27.35 +3.9%
1104 WHD CACTUS INC Energy 6,956.0 $329K 0.00% -369.0 -5.0% $47.37 +31.2%
1105 OIS OIL STS INTL INC Energy 28,225.0 $329K 0.00% +1K +4.7% $11.64 -23.7%
1106 DTM DT MIDSTREAM INC Energy 2,435.0 $328K 0.00% NEW $134.65 +10.8%
1107 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 1,475.0 $328K 0.00% -418.0 -22.1% $222.07 +71.3%
1108 GPC GENUINE PARTS CO Consumer Cyclical 3,089.0 $327K 0.00% -186.0 -5.7% $105.76 -7.7%
1109 ROKU ROKU INC Communication Services 3,434.0 $325K 0.00% -2K -39.0% $94.61 +31.2%
1110 JOBY JOBY AVIATION INC Industrials 39,333.0 $325K 0.00% +2K +6.0% $8.26 +25.9%
1111 SON SONOCO PRODS CO Consumer Cyclical 6,000.0 $325K 0.00% -685.0 -10.2% $54.09 -11.3%
1112 KBH KB HOME Consumer Cyclical 6,262.0 $324K 0.00% -299.0 -4.6% $51.75 -7.2%
1113 AUGO AURA MINERALS INC Basic Materials 3,970.0 $324K 0.00% NEW $81.60 -7.7%
1114 INGR INGREDION INC Consumer Defensive 2,872.0 $324K 0.00% +84.0 +3.0% $112.65 -9.3%
1115 GBIL GOLDMAN SACHS ETF TR 3,225.0 $323K 0.00% NEW $100.20 -0.1%
1116 AIVI WISDOMTREE TR 5,960.0 $323K 0.00% $54.12 +6.5%
1117 CSGS CSG SYS INTL INC Technology 4,034.0 $322K 0.00% -436.0 -9.8% $79.94 +0.9%
1118 FNDB SCHWAB STRATEGIC TR 11,821.0 $322K 0.00% NEW $27.20 +9.6%
1119 NYT NEW YORK TIMES CO MTN BE Communication Services 3,837.0 $321K 0.00% $83.74 -11.3%
1120 LITE LUMENTUM HLDGS INC Technology 456.0 $321K 0.00% NEW $703.08 +37.2%
Page 56 of 75  ·  1,496 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%