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Portfolio (Quarterly) Guide ↗

EP Wealth Advisors, LLC

· CIK 0001540569
13F Portfolio $26.2B AUM 1,714 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 413 New 861 Added 350 Reduced 196 Exited
Page 27 of 44  ·  861 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 TFC TRUIST FINL CORP Financial Services 20,046.0 $999K 0.00% +559.0 +2.9% $49.82 +2.0%
522 BYD Boyd Gaming Corp Consumer Cyclical 11,284.0 $997K 0.00% +832.0 +8.0% $88.33 -8.3%
523 TPL TEXAS PACIFIC LAND CORPORATI Energy 2,273.0 $995K 0.00% +1K +81.4% $437.73 -14.7%
524 VFH VANGUARD WORLD FD 7,526.0 $990K 0.00% +896.0 +13.5% $131.60 +8.1%
525 FR FIRST INDL RLTY TR INC Real Estate 16,056.0 $984K 0.00% +2K +11.4% $61.31 +3.5%
526 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 3,090.0 $981K 0.00% +1K +54.3% $317.49 -7.7%
527 VMI VALMONT INDS INC Industrials 1,696.0 $980K 0.00% +588.0 +53.1% $577.60 -16.6%
528 WAL Western Alliance Bancorp Financial Services 11,914.0 $979K 0.00% +333.0 +2.9% $82.20 -4.6%
529 AMG Affiliated Managers Group Financial Services 2,883.0 $976K 0.00% +359.0 +14.2% $338.36 +6.1%
530 BP BP PLC Energy 25,892.0 $957K 0.00% +6K +32.4% $36.95 +18.4%
531 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 27,897.0 $948K 0.00% +769.0 +2.8% $34.00 +11.9%
532 GLOBUS MED INC 11,993.0 $948K 0.00% +4K +42.9% $79.01
533 WCN WASTE CONNECTIONS INC Industrials 5,674.0 $946K 0.00% +554.0 +10.8% $166.68 +1.4%
534 AIG AMERICAN INTL GROUP INC Financial Services 12,613.0 $940K 0.00% +3K +31.3% $74.53 +3.8%
535 XBI SPDR SERIES TRUST 5,933.0 $939K 0.00% +171.0 +3.0% $158.25 +3.7%
536 PYPL PAYPAL HLDGS INC Financial Services 21,477.0 $927K 0.00% +6K +38.5% $43.18 +42.8%
537 FE FirstEnergy Corp Utilities 19,497.0 $927K 0.00% +9K +84.5% $47.54 -2.0%
538 UAL UNITED AIRLS HLDGS INC Industrials 6,804.0 $925K 0.00% +2K +39.3% $136.00 -16.5%
539 WDAY WORKDAY INC Technology 7,479.0 $916K 0.00% +3K +55.0% $122.43 +62.7%
540 PXF INVESCO EXCH TRADED FD TR II 12,084.0 $914K 0.00% +1K +11.5% $75.64 +5.0%
Page 27 of 44  ·  861 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 39.6%
Financial Services 17.8%
Healthcare 8.5%
Consumer Cyclical 8.0%
Industrials 7.3%
Communication Services 7.0%
Consumer Defensive 4.5%
Utilities 2.9%
Real Estate 1.8%
Energy 1.7%