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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 17 of 18  ·  350 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 5,564.0 $216K 0.00% -2K -25.9% $38.73 +59.7%
322 GAP GAP INC Consumer Cyclical 11,424.0 $213K 0.00% -4K -25.9% $18.68 +6.0%
323 ACEL Accel Entertainment Inc Consumer Cyclical 16,825.0 $212K 0.00% -6K -26.6% $12.61 -4.4%
324 HYXF ISHARES TR 4,435.0 $207K 0.00% -3K -39.5% $46.72 -0.5%
325 VREX VAREX IMAGING CORP Healthcare 19,827.0 $207K 0.00% -941.0 -4.5% $10.43 +77.5%
326 APPF APPFOLIO INC Technology 1,289.0 $207K 0.00% -75.0 -5.5% $160.35 +39.9%
327 FIRST TR EXCHNG TRADED FD VI 8,235.0 $206K 0.00% -950.0 -10.3% $25.05
328 LTC LTC PPTYS INC Real Estate 5,358.0 $206K 0.00% -229.0 -4.1% $38.45 +4.7%
329 IP International Paper Co Consumer Cyclical 5,367.0 $204K 0.00% -3K -38.4% $38.10 +8.9%
330 OIH VANECK ETF TRUST 546.0 $203K 0.00% -40.0 -6.8% $372.03 +11.6%
331 SON SONOCO PRODS CO Consumer Cyclical 3,601.0 $203K 0.00% -2K -40.0% $56.36 +5.5%
332 HDEF DBX ETF TR 5,648.0 $182K 0.00% -5K -45.0% $32.14 +6.8%
333 SABR SABRE CORP Consumer Cyclical 85,397.0 $178K 0.00% -2K -2.0% $2.09 +0.5%
334 HLMN HILLMAN SOLUTIONS CORP Industrials 20,690.0 $175K 0.00% -22K -52.0% $8.44 -0.9%
335 FRA BLACKROCK FLOATING RATE INCO Financial Services 15,272.0 $168K 0.00% -505.0 -3.2% $10.99 -1.9%
336 YDEC FIRST TR EXCHNG TRADED FD VI 6,050.0 $167K 0.00% -4K -36.6% $27.55 +2.5%
337 IMFL INVESCO EXCH TRD SLF IDX FD 4,718.0 $162K 0.00% -2K -28.2% $34.34 +2.9%
338 KBE SPDR SERIES TRUST 2,313.0 $158K 0.00% -2K -44.9% $68.21 +0.8%
339 XPH SPDR SERIES TRUST 2,280.0 $151K 0.00% -3K -60.2% $66.27 +9.9%
340 OPPE WISDOMTREE TR 2,593.0 $145K 0.00% -2K -37.5% $55.81 +7.2%
Page 17 of 18  ·  350 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%