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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 48 of 75  ·  1,496 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 IYH ISHARES TR 7,406.0 $457K 0.00% -866.0 -10.5% $61.64 +1.1%
942 TOST TOAST INC Technology 17,202.0 $456K 0.00% +1K +8.4% $26.51 -12.0%
943 IWY ISHARES TR 1,832.0 $456K 0.00% +216.0 +13.4% $248.89 +17.7%
944 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 5,606.0 $454K 0.00% -756.0 -11.9% $80.95 -3.1%
945 ON ON SEMICONDUCTOR CORP Technology 7,299.0 $452K 0.00% -420.0 -5.4% $61.92 +77.0%
946 QYLD GLOBAL X FDS 26,275.0 $451K 0.00% -6K -18.8% $17.15 +4.0%
947 UAL UNITED AIRLS HLDGS INC Industrials 4,885.0 $450K 0.00% -300.0 -5.8% $92.06 +6.5%
948 DLTR DOLLAR TREE INC Consumer Defensive 4,098.0 $449K 0.00% +761.0 +22.8% $109.52 -12.6%
949 TWLO TWILIO INC Communication Services 3,558.0 $448K 0.00% +2K +83.8% $125.81 +50.5%
950 LH LABCORP HOLDINGS INC Healthcare 1,678.0 $448K 0.00% -370.0 -18.1% $266.75 -4.1%
951 SHOO MADDEN STEVEN LTD Consumer Cyclical 13,192.0 $447K 0.00% +4K +40.7% $33.92 +19.3%
952 CSTM CONSTELLIUM SE Basic Materials 18,159.0 $446K 0.00% +1K +6.7% $24.58 +30.3%
953 RY ROYAL BK CDA Financial Services 2,745.0 $444K 0.00% -49.0 -1.8% $161.75 +15.7%
954 ADX ADAMS DIVERSIFIED EQUITY FD Financial Services 20,274.0 $444K 0.00% +1K +5.9% $21.89 +13.6%
955 TNK TEEKAY TANKERS LTD Energy 6,052.0 $444K 0.00% +138.0 +2.3% $73.32 +7.7%
956 PEGA PEGASYSTEMS INC Technology 10,417.0 $443K 0.00% NEW $42.56 -19.5%
957 CLS CELESTICA INC Technology 1,574.0 $443K 0.00% +866.0 +122.3% $281.62 +26.0%
958 VMI VALMONT INDS INC Industrials 1,108.0 $443K 0.00% +148.0 +15.4% $399.57 +26.0%
959 RKLB ROCKET LAB CORP Industrials 6,891.0 $443K 0.00% +118.0 +1.7% $64.22 +109.1%
960 WTFC WINTRUST FINL CORP Financial Services 3,168.0 $440K 0.00% -3K -50.5% $138.94 +7.8%
Page 48 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%