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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 63 of 75  ·  1,496 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1241 BBEU J P MORGAN EXCHANGE TRADED F 3,642.0 $264K 0.00% NEW $72.41 +7.5%
1242 SYBT STOCK YDS BANCORP INC Financial Services 3,967.0 $263K 0.00% +112.0 +2.9% $66.29 +7.1%
1243 CACI CACI INTL INC Technology 483.0 $263K 0.00% +14.0 +3.0% $543.87 -9.9%
1244 PHIN PHINIA INC Consumer Cyclical 3,836.0 $263K 0.00% -201.0 -5.0% $68.44 +8.9%
1245 CWI SPDR INDEX SHS FDS 7,168.0 $262K 0.00% -90.0 -1.2% $36.59 +9.8%
1246 IYM ISHARES TR 1,490.0 $262K 0.00% -223.0 -13.0% $175.92 +2.5%
1247 RBC RBC BEARINGS INC Industrials 482.0 $262K 0.00% -21.0 -4.2% $543.12 +5.1%
1248 ESI ELEMENT SOLUTIONS INC Basic Materials 7,644.0 $261K 0.00% NEW $34.14 +18.2%
1249 GPOR GULFPORT ENERGY CORP Energy 1,233.0 $261K 0.00% +197.0 +19.0% $211.57 -15.4%
1250 TAK TAKEDA PHARMACEUTICAL CO LTD Healthcare 14,079.0 $261K 0.00% -9K -39.0% $18.52 -9.9%
1251 CAC CAMDEN NATL CORP Financial Services 5,479.0 $260K 0.00% $47.45 +4.2%
1252 CHE CHEMED CORP NEW Healthcare 685.0 $259K 0.00% -369.0 -35.0% $377.74 +16.9%
1253 TCMD TACTILE SYS TECHNOLOGY INC Healthcare 9,882.0 $258K 0.00% +298.0 +3.1% $26.13 -4.9%
1254 AFG AMERICAN FINANCIAL GROUP INC Financial Services 2,020.0 $258K 0.00% -710.0 -26.0% $127.71 +7.5%
1255 DOC HEALTHPEAK PROPERTIES INC Real Estate 15,701.0 $258K 0.00% -4K -19.0% $16.43 +19.5%
1256 TRUP TRUPANION INC Financial Services 10,066.0 $258K 0.00% -111.0 -1.1% $25.61 -14.6%
1257 FMBH FIRST MID BANCSHARES INC Financial Services 6,246.0 $257K 0.00% +798.0 +14.7% $41.19 +6.2%
1258 AOK ISHARES TR 6,412.0 $256K 0.00% NEW $39.89 +3.1%
1259 KRG KITE REALTY GROUP TRUST Real Estate 10,410.0 $256K 0.00% -1K -10.9% $24.55 +9.4%
1260 FC FRANKLIN COVEY CO Industrials 16,140.0 $255K 0.00% -213.0 -1.3% $15.79 +42.0%
Page 63 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%