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Portfolio (Quarterly) Guide ↗

EPIQ PARTNERS, LLC

· CIK 0001799435
13F Portfolio $236M AUM 99 positions Filed Jul 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 16 New 20 Added 30 Reduced 1 Exited
Page 5 of 5  ·  98 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 GLW CORNING INC Technology 1,054.0 $269K 0.11% NEW $255.39 -39.6%
82 USRT ISHARES TR 4,022.0 $267K 0.11% $66.45 -1.7%
83 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 10,200.0 $265K 0.11% $25.95 +36.1%
84 JCAP JEFFERSON CAPITAL INC Financial Services 13,333.0 $260K 0.11% $19.47 +9.7%
85 AMCOR PLC 5,712.0 $248K 0.10% $43.35
86 WULF TERAWULF INC Financial Services 10,000.0 $247K 0.10% $24.70 -33.2%
87 USHY ISHARES TR 6,422.0 $238K 0.10% NEW $37.02 -1.1%
88 IEMG ISHARES INC 2,829.0 $234K 0.10% NEW $82.85 +1.0%
89 LMT LOCKHEED MARTIN CORP Industrials 450.0 $229K 0.10% -50.0 -10.0% $509.46 +3.1%
90 TGT TARGET CORP Consumer Defensive 1,736.0 $227K 0.10% -32.0 -1.8% $130.61 +25.9%
91 IAUM ISHARES GOLD TRUST MICRO Financial Services 5,432.0 $217K 0.09% NEW $40.01 +10.5%
92 TIP ISHARES TR 1,956.0 $214K 0.09% NEW $109.43 -2.2%
93 GOOG ALPHABET INC 600.0 $212K 0.09% NEW $353.53
94 MMSI MERIT MED SYS INC Healthcare 3,000.0 $208K 0.09% NEW $69.34 +29.2%
95 NET CLOUDFLARE INC Technology 847.0 $208K 0.09% NEW $245.28 +13.7%
96 AVUV AMERICAN CENTY ETF TR 1,641.0 $205K 0.09% NEW $124.77 +1.7%
97 AQUABOUNTY TECHNOLOGIES INC 89,000.0 $95K 0.04% $1.07
98 GBTC CALL GRAYSCALE BITCOIN TRUST ETF Financial Services 400.0 $18K 0.01% NEW $45.52 +35.6%
Page 5 of 5  ·  98 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
Financial Services 34.9%
Utilities 12.9%
Communication Services 9.9%
Technology 8.2%
Consumer Defensive 8.2%
Basic Materials 7.1%
Healthcare 6.3%
Industrials 4.5%
Energy 2.8%
Real Estate 2.7%