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 1251–1300 of 1,476
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IQV | IQVIA HLDGS INC | 1K | $100K–$500K | SH |
| OCFC | OCEANFIRST FINL CORP | 14K | $100K–$500K | SH |
| DB | DEUTSCHE BANK A G | 6K | $100K–$500K | SH |
| PRIM | PRIMORIS SVCS CORP | 2K | $100K–$500K | SH |
| VCTR | VICTORY CAP HLDGS INC | 4K | $100K–$500K | SH |
| SMFG | SUMITOMO MITSUI FINL GROUP I | 13K | $100K–$500K | SH |
| RHI | ROBERT HALF INC. | 9K | $100K–$500K | SH |
| TRP | TC ENERGY CORP | 4K | $100K–$500K | SH |
| FELG | FIDELITY COVINGTON TRUST | 6K | $100K–$500K | SH |
| PCTY | PAYLOCITY HLDG CORP | 2K | $100K–$500K | SH |
| SYSB | ISHARES TR | 3K | $100K–$500K | SH |
| ALRM | ALARM COM HLDGS INC | 5K | $100K–$500K | SH |
| CNP | CENTERPOINT ENERGY INC | 6K | $100K–$500K | SH |
| COUR | COURSERA INC | 33K | $100K–$500K | SH |
| CLM | CORNERSTONE STRATEGIC INVEST | 29K | $100K–$500K | SH |
| RS | RELIANCE INC | 831 | $100K–$500K | SH |
| BMRN | BIOMARIN PHARMACEUTICAL INC | 4K | $100K–$500K | SH |
| VVX | V2X INC | 4K | $100K–$500K | SH |
| NECB | NORTHEAST CMNTY BANCORP INC | 11K | $100K–$500K | SH |
| FDS | FACTSET RESH SYS INC | 824 | $100K–$500K | SH |
| ODFL | OLD DOMINION FREIGHT LINE IN | 2K | $100K–$500K | SH |
| SPXT | PROSHARES TR | 2K | $100K–$500K | SH |
| DFSI | DIMENSIONAL ETF TRUST | 6K | $100K–$500K | SH |
| CAC | CAMDEN NATL CORP | 5K | $100K–$500K | SH |
| WS | WORTHINGTON STL INC | 7K | $100K–$500K | SH |
| LAUR | LAUREATE EDUCATION INC | 7K | $100K–$500K | SH |
| CVGW | CALAVO GROWERS INC | 11K | $100K–$500K | SH |
| IYR | ISHARES TR | 3K | $100K–$500K | SH |
| CSL | CARLISLE COS INC | 737 | $100K–$500K | SH |
| INMD | INMODE LTD | 16K | $100K–$500K | SH |
| FFBC | FIRST FINL BANCORP OH | 9K | $100K–$500K | SH |
| CNOB | CONNECTONE BANCORP INC | 9K | $100K–$500K | SH |
| EBC | EASTERN BANKSHARES INC | 13K | $100K–$500K | SH |
| UTL | UNITIL CORP | 5K | $100K–$500K | SH |
| LECO | LINCOLN ELEC HLDGS INC | 982 | $100K–$500K | SH |
| DXCM | DEXCOM INC | 4K | $100K–$500K | SH |
| TDY | TELEDYNE TECHNOLOGIES INC | 460 | $100K–$500K | SH |
| ICLN | ISHARES TR | 14K | $100K–$500K | SH |
| CDP | COPT DEFENSE PROPERTIES | 8K | $100K–$500K | SH |
| WEX | WEX INC | 2K | $100K–$500K | SH |
| BLD | TOPBUILD CORP | 561 | $100K–$500K | SH |
| AMR | ALPHA METALLURGICAL RESOUR I | 1K | $100K–$500K | SH |
| YETI | YETI HLDGS INC | 5K | $100K–$500K | SH |
| PHYL | PGIM ETF TR | 7K | $100K–$500K | SH |
| PBW | INVESCO EXCHANGE TRADED FD T | 8K | $100K–$500K | SH |
| STRL | STERLING INFRASTRUCTURE INC | 757 | $100K–$500K | SH |
| ATKR | ATKORE INC | 4K | $100K–$500K | SH |
| TKR | TIMKEN CO | 3K | $100K–$500K | SH |
| DLB | DOLBY LABORATORIES INC | 4K | $100K–$500K | SH |
| GNTX | GENTEX CORP | 10K | $100K–$500K | SH |