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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 29 of 44  ·  861 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 CPRX Catalyst Pharmaceuticals Inc Healthcare 26,669.0 $838K 0.00% +147.0 +0.6% $31.43 +0.2%
562 TWLO Twilio Inc Communication Services 4,027.0 $831K 0.00% +469.0 +13.2% $206.33 +7.9%
563 CCK CROWN HLDGS INC Consumer Cyclical 7,392.0 $827K 0.00% +589.0 +8.7% $111.82 +7.1%
564 HAL Halliburton Co Energy 24,309.0 $825K 0.00% +2K +7.4% $33.95 +2.0%
565 MFC MANULIFE FINL CORP Financial Services 20,267.0 $821K 0.00% +3K +14.2% $40.51 +5.7%
566 TPR Tapestry Inc Consumer Cyclical 5,595.0 $819K 0.00% +630.0 +12.7% $146.38 -9.7%
567 EPR EPR PPTYS Real Estate 14,067.0 $816K 0.00% +4K +37.3% $58.01 +4.4%
568 FTV Fortive Corp Technology 13,339.0 $815K 0.00% +2K +15.4% $61.09 -1.0%
569 MIDD MIDDLEBY CORP Industrials 4,727.0 $813K 0.00% +2K +51.9% $172.01 -33.0%
570 FFIV F5 INC Technology 1,948.0 $810K 0.00% +660.0 +51.2% $415.89 -8.9%
571 CLX CLOROX CO DEL Consumer Defensive 8,344.0 $796K 0.00% +2K +33.7% $95.44 +12.3%
572 UMBF UMB FINL CORP Financial Services 5,570.0 $795K 0.00% +252.0 +4.7% $142.76 +0.8%
573 EPI WISDOMTREE TR 18,452.0 $789K 0.00% +10K +118.9% $42.78 +0.0%
574 MTG MGIC INVT CORP WIS Financial Services 27,796.0 $784K 0.00% +3K +13.7% $28.20 +10.3%
575 TotalEnergies SE 10,070.0 $783K 0.00% +535.0 +5.6% $77.76
576 BHP BHP BILLITON LIMITED Basic Materials 9,386.0 $782K 0.00% +800.0 +9.3% $83.31 +16.6%
577 SUN SUNOCO LP/SUNOCO FIN CORP Energy 11,540.0 $779K 0.00% +5K +86.5% $67.50 +12.8%
578 VPL VANGUARD INTL EQUITY INDEX F 6,728.0 $778K 0.00% +4K +134.9% $115.69 -1.5%
579 MCHP MICROCHIP TECHNOLOGY INC. Technology 8,530.0 $778K 0.00% +621.0 +7.8% $91.20 -18.6%
580 HSBC HSBC HLDGS PLC Financial Services 8,124.0 $772K 0.00% +1K +20.3% $95.09 +9.5%
Page 29 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%