CIK 1540569
EP Wealth Advisors, LLC
Institutional 13F holdings & portfolio
Holdings
1,476
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 701–750 of 1,476
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| PNR | PENTAIR PLC | 7K | $500K+ | SH |
| ALSN | ALLISON TRANSMISSION HLDGS I | 8K | $500K+ | SH |
| SNX | TD SYNNEX CORPORATION | 5K | $500K+ | SH |
| WEC | WEC ENERGY GROUP INC | 7K | $500K+ | SH |
| BF.B | BROWN FORMAN CORP | 29K | $500K+ | SH |
| CBOE | CBOE GLOBAL MKTS INC | 3K | $500K+ | SH |
| BP | BP PLC | 22K | $500K+ | SH |
| BSCU | INVESCO EXCH TRD SLF IDX FD | 44K | $500K+ | SH |
| XBI | SPDR SERIES TRUST | 6K | $500K+ | SH |
| CRUS | CIRRUS LOGIC INC | 6K | $500K+ | SH |
| KHC | KRAFT HEINZ CO | 30K | $500K+ | SH |
| BWA | BORGWARNER INC | 16K | $500K+ | SH |
| DOCU | DOCUSIGN INC | 11K | $500K+ | SH |
| IDEV | ISHARES TR | 9K | $500K+ | SH |
| TTE | TOTALENERGIES SE | 11K | $500K+ | SH |
| STE | STERIS PLC | 3K | $500K+ | SH |
| LIVN | LIVANOVA PLC | 12K | $500K+ | SH |
| FTI | TECHNIPFMC PLC | 16K | $500K+ | SH |
| TM | TOYOTA MOTOR CORP | 3K | $500K+ | SH |
| BF.A | BROWN FORMAN CORP | 27K | $500K+ | SH |
| QTWO | Q2 HLDGS INC | 10K | $500K+ | SH |
| BBSI | BARRETT BUSINESS SVCS INC | 20K | $500K+ | SH |
| IYJ | ISHARES TR | 5K | $500K+ | SH |
| CHD | CHURCH & DWIGHT CO INC | 8K | $500K+ | SH |
| BRO | BROWN & BROWN INC | 9K | $500K+ | SH |
| SUSA | ISHARES TR | 5K | $500K+ | SH |
| MKSI | MKS INC. | 4K | $500K+ | SH |
| UGI | UGI CORP NEW | 19K | $500K+ | SH |
| COHR | COHERENT CORP | 4K | $500K+ | SH |
| BLND | BLEND LABS INC | 229K | $500K+ | SH |
| NUS | NU SKIN ENTERPRISES INC | 72K | $500K+ | SH |
| BTI | BRITISH AMERN TOB PLC | 12K | $500K+ | SH |
| DJP | BARCLAYS BANK PLC | 18K | $500K+ | SH |
| DBA | INVESCO DB MULTI-SECTOR COMM | 27K | $500K+ | SH |
| MSI | MOTOROLA SOLUTIONS INC | 2K | $500K+ | SH |
| PXF | INVESCO EXCH TRADED FD TR II | 10K | $500K+ | SH |
| COO | COOPER COS INC | 8K | $500K+ | SH |
| CCK | CROWN HLDGS INC | 7K | $500K+ | SH |
| EVRG | EVERGY INC | 9K | $500K+ | SH |
| ORI | OLD REP INTL CORP | 15K | $500K+ | SH |
| IOO | ISHARES TR | 5K | $500K+ | SH |
| DECK | DECKERS OUTDOOR CORP | 6K | $500K+ | SH |
| FTV | FORTIVE CORP | 12K | $500K+ | SH |
| VCEB | VANGUARD WORLD FD | 10K | $500K+ | SH |
| THC | TENET HEALTHCARE CORP | 3K | $500K+ | SH |
| AEM | AGNICO EAGLE MINES LTD | 4K | $500K+ | SH |
| MSTR | STRATEGY INC | 4K | $500K+ | SH |
| AZO | AUTOZONE INC | 195 | $500K+ | SH |
| AB | ALLIANCEBERNSTEIN HLDG L P | 17K | $500K+ | SH |
| EFX | EQUIFAX INC | 3K | $500K+ | SH |