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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 4 of 7  ·  125 positions
# Ticker Company Sector Shares Value ↓ % Port Status
61 WS WORTHINGTON STL INC Basic Materials 6,858 $237K 0.00% SOLD
62 IYR ISHARES TR 2,522 $237K 0.00% SOLD
63 LECO LINCOLN ELEC HLDGS INC Industrials 982 $235K 0.00% SOLD
64 PHYL PGIM ETF TR 6,570 $233K 0.00% SOLD
65 ATKR ATKORE INC Industrials 3,664 $232K 0.00% SOLD
66 DLB DOLBY LABORATORIES INC Technology 3,596 $231K 0.00% SOLD
67 GNTX GENTEX CORP Consumer Cyclical 9,914 $231K 0.00% SOLD
68 WKC WORLD KINECT CORPORATION Energy 9,815 $230K 0.00% SOLD
69 PAYC PAYCOM SOFTWARE INC Technology 1,419 $226K 0.00% SOLD
70 EXACT SCIENCES CORP 2,221 $226K 0.00% SOLD
71 NEU NEWMARKET CORP Basic Materials 325 $223K 0.00% SOLD
72 VLTO VERALTO CORP Industrials 2,237 $223K 0.00% SOLD
73 FSLR FIRST SOLAR INC Energy 854 $223K 0.00% SOLD
74 REYN REYNOLDS CONSUMER PRODS INC Consumer Cyclical 9,726 $223K 0.00% SOLD
75 OKLO OKLO INC Utilities 3,103 $223K 0.00% SOLD
76 EXP EAGLE MATLS INC Basic Materials 1,077 $223K 0.00% SOLD
77 TBBK BANCORP INC DEL Financial Services 3,292 $222K 0.00% SOLD
78 DOCS DOXIMITY INC Healthcare 5,015 $222K 0.00% SOLD
79 SWKS SKYWORKS SOLUTIONS INC Technology 3,497 $222K 0.00% SOLD
80 SMP STANDARD MTR PRODS INC Consumer Cyclical 5,996 $221K 0.00% SOLD
Page 4 of 7  ·  125 positions
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%