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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 46 of 75  ·  1,496 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 CDW CDW CORP Technology 4,129.0 $500K 0.00% +189.0 +4.8% $121.03 -11.7%
902 DOX AMDOCS LTD Technology 7,550.0 $493K 0.00% -285.0 -3.6% $65.26 -4.4%
903 PI IMPINJ INC Technology 4,795.0 $492K 0.00% -34.0 -0.7% $102.70 +33.6%
904 RMT ROYCE MICRO-CAP TR INC Financial Services 43,329.0 $490K 0.00% -1K -2.5% $11.31 +17.9%
905 LIFE360 INC 11,960.0 $488K 0.00% -2K -16.6% $40.82
906 PFS PROVIDENT FINL SVCS INC Financial Services 23,060.0 $488K 0.00% +183.0 +0.8% $21.16 +4.7%
907 IEI ISHARES TR 4,114.0 $488K 0.00% +259.0 +6.7% $118.60 -1.2%
908 MTD METTLER TOLEDO INTERNATIONAL Healthcare 385.0 $486K 0.00% +195.0 +102.6% $1261.23 -13.5%
909 CNO CNO FINL GROUP INC Financial Services 11,808.0 $485K 0.00% -1K -10.8% $41.06 +15.4%
910 OHI OMEGA HEALTHCARE INVS INC Real Estate 11,060.0 $485K 0.00% +4K +47.6% $43.82 +10.1%
911 CRBG COREBRIDGE FINL INC Financial Services 20,225.0 $483K 0.00% -875.0 -4.2% $23.86 +15.9%
912 TOL TOLL BROTHERS INC Consumer Cyclical 3,525.0 $481K 0.00% +474.0 +15.5% $136.46 -0.1%
913 LULU LULULEMON ATHLETICA INC Consumer Cyclical 3,130.0 $479K 0.00% -2K -39.8% $153.11 -17.2%
914 XT ISHARES TR 7,028.0 $479K 0.00% -156.0 -2.2% $68.15 +17.5%
915 FENI FIDELITY COVINGTON TRUST 12,853.0 $478K 0.00% +6K +80.6% $37.20 +7.6%
916 SANM SANMINA CORP Technology 3,681.0 $477K 0.00% -242.0 -6.2% $129.64 +78.3%
917 PARR PAR PAC HOLDINGS INC Energy 7,589.0 $475K 0.00% NEW $62.64 -7.7%
918 RIO RIO TINTO PLC Basic Materials 5,090.0 $475K 0.00% -414.0 -7.5% $93.29 +10.7%
919 PHM PULTE GROUP INC Consumer Cyclical 4,031.0 $474K 0.00% -473.0 -10.5% $117.61 -1.2%
920 LEG LEGGETT & PLATT INC Consumer Cyclical 47,863.0 $473K 0.00% -570.0 -1.2% $9.88 +1.6%
Page 46 of 75  ·  1,496 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%