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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 73 of 75  ·  1,496 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1441 MSC INCOME FUND INC 10,620.0 $129K 0.00% NEW $12.18
1442 CFFN CAPITOL FED FINL INC Financial Services 17,975.0 $128K 0.00% +3K +18.7% $7.13 +9.3%
1443 SABR SABRE CORP Consumer Cyclical 87,135.0 $126K 0.00% +4K +4.9% $1.45 +9.0%
1444 AGNC AGNC INVT CORP Real Estate 12,586.0 $126K 0.00% +2K +15.1% $10.03 +2.3%
1445 LYG LLOYDS BANKING GROUP PLC Financial Services 25,096.0 $126K 0.00% -4K -13.9% $5.03 +7.6%
1446 ELPC COMPANHIA PARANAENSE DE ENER Utilities 10,514.0 $126K 0.00% NEW $11.94 -0.5%
1447 NEA NUVEEN AMT FREE QLTY MUN INC Financial Services 11,128.0 $125K 0.00% +81.0 +0.7% $11.23 +0.6%
1448 HDSN HUDSON TECHNOLOGIES INC Basic Materials 20,974.0 $123K 0.00% +557.0 +2.7% $5.88 -12.1%
1449 LIBERTY GLOBAL LTD 10,045.0 $121K 0.00% -703.0 -6.5% $12.09
1450 SMR NUSCALE PWR CORP Utilities 11,101.0 $120K 0.00% NEW $10.84 -4.2%
1451 JBI JANUS INTERNATIONAL GROUP IN Industrials 23,322.0 $120K 0.00% -4K -16.0% $5.15 -0.4%
1452 NAC NUVEEN CA DIVI ADV MUN Financial Services 10,167.0 $118K 0.00% $11.65 +0.7%
1453 RITM RITHM CAPITAL CORP Real Estate 12,253.0 $116K 0.00% -7K -36.9% $9.48 -2.2%
1454 NEWT NEWTEKONE INC Financial Services 10,306.0 $113K 0.00% NEW $10.95 +21.4%
1455 NVCR NOVOCURE LTD Healthcare 10,029.0 $109K 0.00% NEW $10.90 +64.2%
1456 UAA UNDER ARMOUR INC Consumer Cyclical 18,366.0 $109K 0.00% NEW $5.91 -12.9%
1457 IMMUNITYBIO INC 14,011.0 $107K 0.00% -3K -19.7% $7.67
1458 MDXG MIMEDX GROUP INC Healthcare 26,763.0 $106K 0.00% +4K +15.9% $3.95 -8.6%
1459 DCH DAUCH CORP Industrials 17,767.0 $105K 0.00% -3K -16.0% $5.93 +3.7%
1460 UMC UNITED MICROELECTRONICS CORP Technology 11,688.0 $105K 0.00% -5K -31.7% $8.98 +95.5%
Page 73 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%