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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 35 of 44  ·  861 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 AGCO AGCO CORP Industrials 4,376.0 $524K 0.00% +2K +61.3% $119.70 -8.0%
682 RMD ResMed Inc Healthcare 2,677.0 $522K 0.00% +15.0 +0.6% $194.91 +19.3%
683 JHG Janus Henderson Group PLC Financial Services 9,972.0 $518K 0.00% +3K +50.8% $51.95 +0.0%
684 CR CRANE COMPANY Industrials 2,313.0 $516K 0.00% +134.0 +6.2% $223.08 -7.5%
685 ICLN ISHARES TR 24,911.0 $510K 0.00% +10K +70.6% $20.49 -14.9%
686 HQY HealthEquity Inc Healthcare 5,649.0 $510K 0.00% +449.0 +8.6% $90.32 +16.7%
687 REGCO REGENCY CTRS CORP 6,367.0 $508K 0.00% +2K +43.5% $79.74
688 TLN TALEN ENERGY CORP Utilities 1,320.0 $507K 0.00% +190.0 +16.8% $384.26 -20.5%
689 ILCG ISHARES TR 4,328.0 $506K 0.00% +1K +34.8% $117.03 -2.9%
690 HACK AMPLIFY ETF TR 4,722.0 $496K 0.00% +59.0 +1.3% $104.94 +4.4%
691 ORI OLD REP INTL CORP Financial Services 12,103.0 $495K 0.00% +492.0 +4.2% $40.92 +2.6%
692 WHD Cactus Inc Energy 9,471.0 $485K 0.00% +3K +36.2% $51.23 +32.8%
693 HLX HELIX ENERGY SOLUTIONS GRP I Energy 55,169.0 $482K 0.00% +371.0 +0.7% $8.74 +14.1%
694 CAG CONAGRA BRANDS INC Consumer Defensive 35,786.0 $482K 0.00% +22K +157.3% $13.46 +23.8%
695 PECO PHILLIPS EDISON & CO INC Real Estate 11,515.0 $479K 0.00% +338.0 +3.0% $41.62 -4.8%
696 UBS UBS GROUP AG Financial Services 9,578.0 $475K 0.00% +3K +47.3% $49.56 +8.4%
697 VOX VANGUARD WORLD FD 2,575.0 $474K 0.00% +312.0 +13.8% $183.95 +1.8%
698 RSPT INVESCO EXCHANGE TRADED FD T 7,323.0 $472K 0.00% +2K +40.9% $64.50 -2.3%
699 LVS Las Vegas Sands Corp Consumer Cyclical 10,212.0 $472K 0.00% +64.0 +0.6% $46.19 +1.7%
700 RGLD Royal Gold Inc Basic Materials 2,356.0 $470K 0.00% +158.0 +7.2% $199.63 +32.1%
Page 35 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%