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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 47 of 86  ·  1,713 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 GH Guardant Health Inc Healthcare 4,274.0 $641K 0.00% NEW $150.01 +13.9%
922 NRG NRG Energy Inc Utilities 4,384.0 $640K 0.00% +108.0 +2.5% $146.07 -20.5%
923 MSTR STRATEGY INC Technology 7,348.0 $639K 0.00% +3K +69.9% $86.93 +41.7%
924 AEM AGNICO EAGLE MINES LTD Basic Materials 4,116.0 $639K 0.00% -25.0 -0.6% $155.14 +38.0%
925 BROWN FORMAN CORP 23,193.0 $635K 0.00% +2K +11.4% $27.36
926 APLD Applied Digital Corp Technology 16,986.0 $634K 0.00% NEW $37.30 -28.0%
927 UGI UGI CORP NEW Utilities 18,342.0 $634K 0.00% +686.0 +3.9% $34.54 +11.3%
928 CNO CNO FINL GROUP INC Financial Services 12,406.0 $632K 0.00% +598.0 +5.1% $50.98 +7.4%
929 Moog Inc 1,492.0 $632K 0.00% +522.0 +53.8% $423.84
930 VIS VANGUARD WORLD FD 1,752.0 $631K 0.00% -470.0 -21.1% $360.38 -4.1%
931 IWY ISHARES TR 2,162.0 $628K 0.00% +330.0 +18.0% $290.59 -2.1%
932 GTES Gates Indl Corp Plc Industrials 22,461.0 $628K 0.00% $27.97 -4.6%
933 XME SPDR SERIES TRUST 5,841.0 $625K 0.00% +281.0 +5.0% $106.93 +12.5%
934 DCOR DIMENSIONAL ETF TRUST 7,615.0 $624K 0.00% $81.98 +3.1%
935 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 1,636.0 $622K 0.00% +161.0 +10.9% $380.37 -28.3%
936 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 11,326.0 $622K 0.00% +5K +75.3% $54.90 -15.7%
937 RVT ROYCE SMALL CAP TRUST INC Financial Services 33,637.0 $621K 0.00% NEW $18.47 +1.6%
938 MLI MUELLER INDS INC Industrials 5,054.0 $621K 0.00% -35.0 -0.7% $122.93 -47.9%
939 STM STMICROELECTRONICS N V Technology 8,290.0 $621K 0.00% NEW $74.89 -33.7%
940 SNFCA SECURITY NATL FINL CORP Financial Services 63,892.0 $619K 0.00% $9.69 -9.9%
Page 47 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%