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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 33 of 44  ·  861 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 11,326.0 $622K 0.00% +5K +75.3% $54.90 -18.1%
642 DECK DECKERS OUTDOOR CORP Consumer Cyclical 6,217.0 $617K 0.00% +2K +34.2% $99.29 -7.3%
643 KHC KRAFT HEINZ CO Consumer Defensive 26,133.0 $617K 0.00% +13K +92.4% $23.62 +8.7%
644 DLTR DOLLAR TREE INC Consumer Defensive 5,103.0 $617K 0.00% +1K +24.5% $120.94 +13.1%
645 OGE OGE ENERGY CORP Utilities 12,625.0 $614K 0.00% +6K +89.7% $48.66 -5.5%
646 VOYA Voya Financial Inc Financial Services 6,764.0 $612K 0.00% +2K +30.6% $90.53 +9.5%
647 AYI ACUITY INC Industrials 1,621.0 $611K 0.00% +506.0 +45.4% $376.74 -10.7%
648 VRSN Verisign Inc Technology 2,423.0 $609K 0.00% +681.0 +39.1% $251.52 +15.6%
649 SAP SAP SE Technology 3,929.0 $606K 0.00% +848.0 +27.5% $154.11 +41.9%
650 PHM PULTE GROUP INC Consumer Cyclical 4,376.0 $600K 0.00% +345.0 +8.6% $137.20 -5.5%
651 CSTM CONSTELLIUM SE Basic Materials 18,817.0 $600K 0.00% +658.0 +3.6% $31.87 -16.4%
652 CBRE CBRE GROUP INC Real Estate 4,449.0 $599K 0.00% +203.0 +4.8% $134.70 +12.8%
653 GSK GSK PLC Healthcare 11,304.0 $593K 0.00% +3K +33.8% $52.42 -1.2%
654 LNG Cheniere Energy Inc Energy 2,435.0 $582K 0.00% +545.0 +28.8% $239.05 +17.5%
655 PSN PARSONS CORP DEL Industrials 11,105.0 $582K 0.00% +469.0 +4.4% $52.39 -6.8%
656 SNAP SNAP INC Communication Services 129,831.0 $576K 0.00% +63K +93.3% $4.44 +24.5%
657 YETI YETI HLDGS INC Consumer Cyclical 11,619.0 $576K 0.00% +6K +92.5% $49.56 -13.1%
658 RIO RIO TINTO PLC Basic Materials 6,014.0 $571K 0.00% +924.0 +18.1% $94.93 +10.4%
659 ADX ADAMS DIVERSIFIED EQUITY FD Financial Services 22,321.0 $570K 0.00% +2K +10.1% $25.55 +0.9%
660 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 1,044.0 $566K 0.00% +10.0 +1.0% $541.82 -5.3%
Page 33 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%