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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 48 of 86  ·  1,713 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 DECK DECKERS OUTDOOR CORP Consumer Cyclical 6,217.0 $617K 0.00% +2K +34.2% $99.29 -9.9%
942 KHC KRAFT HEINZ CO Consumer Defensive 26,133.0 $617K 0.00% +13K +92.4% $23.62 +5.0%
943 DLTR DOLLAR TREE INC Consumer Defensive 5,103.0 $617K 0.00% +1K +24.5% $120.94 +9.3%
944 OGE OGE ENERGY CORP Utilities 12,625.0 $614K 0.00% +6K +89.7% $48.66 -4.3%
945 WAB WABTEC Industrials 2,275.0 $613K 0.00% -1K -32.4% $269.57 +11.5%
946 DBA INVESCO DB MULTI-SECTOR COMM Financial Services 22,961.0 $612K 0.00% -2K -6.8% $26.67 +7.2%
947 VOYA Voya Financial Inc Financial Services 6,764.0 $612K 0.00% +2K +30.6% $90.53 +12.2%
948 AYI ACUITY INC Industrials 1,621.0 $611K 0.00% +506.0 +45.4% $376.74 -9.4%
949 ALLY ALLY FINL INC Financial Services 13,270.0 $610K 0.00% -28K -67.5% $45.95 -7.4%
950 VRSN Verisign Inc Technology 2,423.0 $609K 0.00% +681.0 +39.1% $251.52 +16.5%
951 SAP SAP SE Technology 3,929.0 $606K 0.00% +848.0 +27.5% $154.11 +37.3%
952 PHM PULTE GROUP INC Consumer Cyclical 4,376.0 $600K 0.00% +345.0 +8.6% $137.20 -5.2%
953 CSTM CONSTELLIUM SE Basic Materials 18,817.0 $600K 0.00% +658.0 +3.6% $31.87 -14.7%
954 CBRE CBRE GROUP INC Real Estate 4,449.0 $599K 0.00% +203.0 +4.8% $134.70 +11.6%
955 EQT EQT CORP Energy 11,214.0 $596K 0.00% NEW $53.17 +3.0%
956 GSK GSK PLC Healthcare 11,304.0 $593K 0.00% +3K +33.8% $52.42 -1.9%
957 FLTR VANECK ETF TRUST 23,011.0 $589K 0.00% -5K -17.0% $25.61 -0.1%
958 SMMD ISHARES TR 6,419.0 $588K 0.00% -258.0 -3.9% $91.63 -0.1%
959 LNG Cheniere Energy Inc Energy 2,435.0 $582K 0.00% +545.0 +28.8% $239.05 +18.8%
960 PSN PARSONS CORP DEL Industrials 11,105.0 $582K 0.00% +469.0 +4.4% $52.39 -7.2%
Page 48 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%