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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 53 of 75  ·  1,496 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 USHY ISHARES TR 10,209.0 $376K 0.00% +1K +15.3% $36.84 +0.4%
1042 SE SEA LTD Consumer Cyclical 4,530.0 $375K 0.00% +772.0 +20.5% $82.80 +5.4%
1043 NVST ENVISTA HOLDINGS CORPORATION Healthcare 14,750.0 $374K 0.00% +899.0 +6.5% $25.37 -6.9%
1044 SMFG SUMITOMO MITSUI FIN GRP INC Financial Services 18,947.0 $374K 0.00% +6K +49.3% $19.75 +15.6%
1045 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 22,004.0 $373K 0.00% -953.0 -4.2% $16.97 +14.2%
1046 GAP GAP INC Consumer Cyclical 15,412.0 $373K 0.00% +3K +25.7% $24.20 -4.3%
1047 DOCU DOCUSIGN INC Technology 7,866.0 $373K 0.00% -3K -26.8% $47.41 +3.3%
1048 CR CRANE COMPANY Industrials 2,179.0 $373K 0.00% -42.0 -1.9% $171.01 +2.6%
1049 FFIV F5 INC Technology 1,288.0 $373K 0.00% +425.0 +49.2% $289.25 +32.7%
1050 RNG RINGCENTRAL INC Technology 9,991.0 $372K 0.00% NEW $37.19 +17.0%
1051 LYFT LYFT INC Technology 27,879.0 $371K 0.00% -3K -11.0% $13.30 +1.4%
1052 LNC LINCOLN NATL CORP IND Financial Services 10,398.0 $369K 0.00% -555.0 -5.1% $35.50 +1.4%
1053 MGRC MCGRATH RENTCORP Industrials 3,341.0 $368K 0.00% +25.0 +0.8% $110.28 -0.5%
1054 UNM UNUM GROUP Financial Services 5,044.0 $368K 0.00% -5K -50.6% $73.03 +14.8%
1055 FEDERATED HERMES INC 6,478.0 $367K 0.00% +186.0 +3.0% $56.71
1056 ALG ALAMO GROUP INC Industrials 2,224.0 $367K 0.00% +35.0 +1.6% $164.97 -9.2%
1057 BCS BARCLAYS PLC Financial Services 17,296.0 $366K 0.00% -671.0 -3.7% $21.16 +13.3%
1058 FNV FRANCO NEV CORP Basic Materials 1,477.0 $365K 0.00% -167.0 -10.2% $247.05 -8.6%
1059 SBAC SBA COMMUNICATIONS CORP Real Estate 2,120.0 $365K 0.00% -262.0 -11.0% $172.12 +20.7%
1060 JXN JACKSON FINANCIAL INC Financial Services 3,436.0 $363K 0.00% +204.0 +6.3% $105.72 +2.3%
Page 53 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%