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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 41 of 86  ·  1,713 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 OII OCEANEERING INTL INC Energy 21,106.0 $855K 0.00% -161.0 -0.8% $40.52 +22.5%
802 EME EMCOR GROUP INC Industrials 1,030.0 $855K 0.00% +315.0 +44.1% $830.12 -8.0%
803 TPC Tutor Perini Corp Industrials 10,303.0 $855K 0.00% -1K -9.5% $82.97 +6.7%
804 SPMD SPDR SERIES TRUST 12,642.0 $854K 0.00% +8K +159.9% $67.56 -0.6%
805 PKW INVESCO EXCHANGE TRADED FD T 6,000.0 $850K 0.00% NEW $141.66 +6.8%
806 BSCT INVESCO EXCH TRD SLF IDX FD 45,708.0 $849K 0.00% +6K +15.4% $18.58 -0.3%
807 TQQQ PROSHARES TR 10,473.0 $848K 0.00% NEW $81.00 -13.0%
808 QRVO Qorvo Inc Technology 9,087.0 $848K 0.00% +3K +40.6% $93.27 +2.0%
809 BTI BRITISH AMERN TOB PLC Consumer Defensive 13,643.0 $843K 0.00% +5K +57.0% $61.76 -7.0%
810 VPU VANGUARD WORLD FD 4,301.0 $842K 0.00% +237.0 +5.8% $195.75 -3.9%
811 TECHNIPFMC PLC 12,678.0 $841K 0.00% -3K -20.3% $66.30
812 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 13,116.0 $840K 0.00% -4K -24.4% $64.01 +14.5%
813 CPRX Catalyst Pharmaceuticals Inc Healthcare 26,669.0 $838K 0.00% +147.0 +0.6% $31.43 +0.2%
814 TWLO Twilio Inc Communication Services 4,027.0 $831K 0.00% +469.0 +13.2% $206.33 +10.7%
815 CCK CROWN HLDGS INC Consumer Cyclical 7,392.0 $827K 0.00% +589.0 +8.7% $111.82 +6.5%
816 HAL Halliburton Co Energy 24,309.0 $825K 0.00% +2K +7.4% $33.95 +1.4%
817 ETHV VANECK ETHEREUM TR Financial Services 35,745.0 $824K 0.00% NEW $23.05 +56.7%
818 PFM INVESCO EXCHANGE TRADED FD T 14,832.0 $822K 0.00% $55.45 +3.9%
819 MFC MANULIFE FINL CORP Financial Services 20,267.0 $821K 0.00% +3K +14.2% $40.51 +6.7%
820 TPR Tapestry Inc Consumer Cyclical 5,595.0 $819K 0.00% +630.0 +12.7% $146.38 -11.0%
Page 41 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%