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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 32 of 35  ·  694 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 SPOT SPOTIFY TECHNOLOGY S A Communication Services 496.0 $241K 0.00% -94.0 -15.9% $484.93 -10.6%
622 CNOB CONNECTONE BANCORP INC Financial Services 8,900.0 $238K 0.00% -82.0 -0.9% $26.77 +11.2%
623 J JACOBS SOLUTIONS INC Industrials 1,869.0 $238K 0.00% -339.0 -15.3% $127.31 -10.4%
624 SNY SANOFI SA Healthcare 4,938.0 $238K 0.00% -6K -56.4% $48.18 -7.3%
625 AAL AMERICAN AIRLINES GROUP INC Industrials 22,089.0 $237K 0.00% -3K -10.9% $10.74 +26.5%
626 KBR KBR INC Industrials 6,409.0 $236K 0.00% -748.0 -10.4% $36.86 -12.9%
627 RSPT INVESCO EXCHANGE TRADED FD T 5,198.0 $235K 0.00% -8K -61.7% $45.26 +31.1%
628 TKR TIMKEN CO Industrials 2,302.0 $232K 0.00% -446.0 -16.2% $100.57 +16.5%
629 VSAT VIASAT INC Technology 5,045.0 $231K 0.00% -3K -37.8% $45.80 +64.3%
630 LZ LEGALZOOM COM INC Industrials 40,702.0 $231K 0.00% -2K -5.8% $5.67 +13.8%
631 GRC GORMAN RUPP CO Industrials 3,714.0 $231K 0.00% -2K -33.8% $62.13 +16.6%
632 JETS ETF SER SOLUTIONS 9,365.0 $231K 0.00% -75.0 -0.8% $24.63 +9.6%
633 QUS SPDR SERIES TRUST 1,338.0 $230K 0.00% -650.0 -32.7% $171.64 +7.7%
634 PWV INVESCO EXCHANGE TRADED FD T 3,294.0 $230K 0.00% -2K -34.9% $69.71 +6.2%
635 SGDM SPROTT ETF TRUST 3,039.0 $229K 0.00% -720.0 -19.1% $75.49 -5.3%
636 NTCT NETSCOUT SYS INC Technology 7,215.0 $229K 0.00% -840.0 -10.4% $31.79 +24.1%
637 BRX BRIXMOR PPTY GROUP INC Real Estate 7,877.0 $227K 0.00% -3K -28.2% $28.80 +7.2%
638 GDIV HARBOR ETF TRUST 13,574.0 $226K 0.00% -4K -23.8% $16.67 +9.0%
639 GPN GLOBAL PMTS INC Industrials 3,340.0 $225K 0.00% -833.0 -20.0% $67.29 +7.9%
640 VUSB VANGUARD BD INDEX FDS 4,513.0 $225K 0.00% -32.0 -0.7% $49.79 -0.1%
Page 32 of 35  ·  694 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 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%