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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 4 of 10  ·  196 positions
# Ticker Company Sector Shares Value ↓ % Port Status
61 FNB F N B CORP Financial Services 27,367 $458K 0.00% SOLD
62 SHOO MADDEN STEVEN LTD Consumer Cyclical 13,192 $447K 0.00% SOLD
63 PEGA PEGASYSTEMS INC Technology 10,417 $443K 0.00% SOLD
64 FIS FIDELITY NATL INFORMATION SV Technology 9,134 $428K 0.00% SOLD
65 THFF FIRST FINANCIAL CORPORATION Financial Services 6,715 $424K 0.00% SOLD
66 PLOW DOUGLAS DYNAMICS INC Consumer Cyclical 10,042 $423K 0.00% SOLD
67 CSL CARLISLE COS INC Industrials 1,265 $422K 0.00% SOLD
68 RAMP LIVERAMP HLDGS INC Technology 15,896 $422K 0.00% SOLD
69 MYRG MYR GROUP INC Industrials 1,464 $413K 0.00% SOLD
70 ELS EQUITY LIFESTYLE PROPERTIES Real Estate 6,330 $395K 0.00% SOLD
71 RRX REGAL REXNORD CORPORATION Industrials 2,089 $391K 0.00% SOLD
72 EMN EASTMAN CHEM CO Basic Materials 5,021 $383K 0.00% SOLD
73 NWN NORTHWEST NAT HLDG CO Utilities 7,139 $380K 0.00% SOLD
74 NXST NEXSTAR MEDIA GROUP INC Communication Services 2,098 $379K 0.00% SOLD
75 USHY ISHARES TR 10,209 $376K 0.00% SOLD
76 LYFT LYFT INC Technology 27,879 $371K 0.00% SOLD
77 INDV INDIVIOR PHARMACEUTICALS INC Healthcare 11,633 $355K 0.00% SOLD
78 NHI NATIONAL HEALTH INVS INC Real Estate 4,369 $353K 0.00% SOLD
79 THR THERMON GROUP HLDGS INC Industrials 6,848 $345K 0.00% SOLD
80 ADC AGREE RLTY CORP Real Estate 4,510 $340K 0.00% SOLD
Page 4 of 10  ·  196 positions
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%