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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 19 of 28  ·  557 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 TDY TELEDYNE TECHNOLOGIES INC Technology 920.0 $557K 0.00% +460.0 +100.0% $605.27 +1.5%
362 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 2,003.0 $551K 0.00% +250.0 +14.3% $275.14 -7.7%
363 DCOR DIMENSIONAL ETF TRUST 7,614.0 $549K 0.00% +411.0 +5.7% $72.08 +11.7%
364 LVS LAS VEGAS SANDS CORP Consumer Cyclical 10,148.0 $547K 0.00% +4K +75.9% $53.88 -8.2%
365 AEE AMEREN CORP Utilities 4,933.0 $542K 0.00% +1K +30.5% $109.91 -0.1%
366 HLX HELIX ENERGY SOLUTIONS GRP I Energy 54,798.0 $542K 0.00% +2K +4.1% $9.89 +1.5%
367 NYF ISHARES TR 10,199.0 $542K 0.00% +860.0 +9.2% $53.12 -0.1%
368 LNG CHENIERE ENERGY INC Energy 1,890.0 $536K 0.00% +598.0 +46.3% $283.82 -15.3%
369 TEM TEMPUS AI INC Healthcare 11,713.0 $530K 0.00% +2K +25.1% $45.22 +1.5%
370 EME EMCOR GROUP INC Industrials 715.0 $528K 0.00% +71.0 +11.0% $738.61 +15.0%
371 DRI DARDEN RESTAURANTS INC Consumer Cyclical 2,692.0 $528K 0.00% +647.0 +31.6% $196.01 +0.5%
372 NUS NU SKIN ENTERPRISES INC Consumer Defensive 72,397.0 $527K 0.00% +466.0 +0.7% $7.28 -18.8%
373 NMIH NMI HLDGS INC Financial Services 13,902.0 $521K 0.00% +4K +35.8% $37.51 +0.7%
374 CCL CARNIVAL CORP Consumer Cyclical 19,992.0 $517K 0.00% +2K +13.3% $25.88 +1.2%
375 EPR EPR PPTYS Real Estate 10,247.0 $512K 0.00% +389.0 +4.0% $49.96 +17.5%
376 ESS ESSEX PPTY TR INC Real Estate 2,101.0 $509K 0.00% +808.0 +62.5% $242.04 +13.1%
377 GTES GATES INDL CORP PLC Industrials 22,420.0 $507K 0.00% +4K +19.7% $22.61 +6.5%
378 UVE UNIVERSAL INS HLDGS INC Financial Services 14,731.0 $503K 0.00% +84.0 +0.6% $34.16 +16.9%
379 BALL BALL CORP Consumer Cyclical 8,498.0 $502K 0.00% +2K +23.9% $59.11 -4.7%
380 RAA ETF OPPORTUNITIES TRUST 18,143.0 $501K 0.00% +789.0 +4.5% $27.61 +8.8%
Page 19 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%