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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 30 of 86  ·  1,713 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 SLB SLB LIMITED Energy 41,661.0 $1.9M 0.01% +800.0 +2.0% $46.49 +15.2%
582 XNTK SPDR SERIES TRUST 4,942.0 $1.9M 0.01% +266.0 +5.7% $390.65 -9.1%
583 TRMB TRIMBLE INC Technology 37,706.0 $1.9M 0.01% +20K +110.3% $51.18 +15.9%
584 GLPI GAMING & LEISURE P Real Estate 43,254.0 $1.9M 0.01% +5K +13.3% $44.53 -4.1%
585 NUE Nucor Corp Basic Materials 8,645.0 $1.9M 0.01% +386.0 +4.7% $222.75 +13.3%
586 SMCI SUPER MICRO COMPUTER INC Technology 65,635.0 $1.9M 0.01% NEW $29.33 +29.5%
587 ULTA ULTA BEAUTY INC Consumer Cyclical 4,251.0 $1.9M 0.01% -304.0 -6.7% $450.95 +18.2%
588 PPL PPL CORP Utilities 52,080.0 $1.9M 0.01% +9K +21.7% $36.35 -3.3%
589 HWM HOWMET AEROSPACE INC Industrials 7,024.0 $1.9M 0.01% +1K +23.2% $268.85 +0.2%
590 LOGI LOGITECH INTL S A Technology 20,079.0 $1.9M 0.01% -8K -27.4% $94.04 +5.5%
591 CIEN Ciena Corp Technology 3,840.0 $1.9M 0.01% +705.0 +22.5% $490.60 -19.7%
592 CMCSA COMCAST CORP NEW Communication Services 76,536.0 $1.9M 0.01% -15K -16.5% $24.55 +10.4%
593 SYY SYSCO CORP Consumer Defensive 22,403.0 $1.9M 0.01% +5K +29.1% $83.58 -0.2%
594 VGK VANGUARD INTL EQUITY INDEX F 21,130.0 $1.9M 0.01% +13K +156.2% $88.54 +4.9%
595 TXT Textron Inc Industrials 20,272.0 $1.9M 0.01% -295.0 -1.4% $91.73 -10.0%
596 MET METLIFE INC Financial Services 21,942.0 $1.9M 0.01% +4K +19.0% $84.61 +14.3%
597 DMXF ISHARES TR 21,859.0 $1.8M 0.01% NEW $84.60 +2.9%
598 STRL STERLING INFRASTRUCTURE INC Industrials 2,202.0 $1.8M 0.01% +135.0 +6.5% $839.36 -41.9%
599 BSCS INVESCO EXCH TRD SLF IDX FD 90,510.0 $1.8M 0.01% +17K +23.3% $20.37 -0.2%
600 EA SERIES TRUST 32,912.0 $1.8M 0.01% NEW $55.83
Page 30 of 86  ·  1,713 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%