Stock Taper

EP WEALTH ADVISORS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Affiliated Managers Group, Inc.AMG2.88K$975.51K
Canadian Imperial Bank of CommerceCM2.91K$335K
Metropolitan Bank Holding Corp.MCB2.94K$290.06K
Essex Property Trust, Inc.ESS2.98K$868.31K
Arrow Electronics, Inc.ARW3.04K$647.73K
International Flavors & Fragrances Inc.IFF3.07K$243.54K
Royal Caribbean Cruises Ltd.RCL3.09K$981.04K
Camtek Ltd.CAMT3.1K$505.18K
EnerSysENS3.1K$724.61K
GoDaddy Inc.GDDY3.12K$265.03K
Crown Castle Inc.CCI3.14K$237.79K
Globalstar, Inc.GSAT3.24K$263.3K
Toyota Motor CorporationTM3.25K$547.28K
Royal Bank of CanadaRY3.28K$679.13K
Federal Realty Investment TrustFRT3.29K$406.25K
McGrath RentCorpMGRC3.32K$401.33K
MKS Inc.MKSI3.33K$1.48M
MSC Industrial Direct Co., Inc.MSM3.34K$396.82K
Anheuser-Busch InBev SA/NVBUD3.34K$275.43K
CRH plcCRH3.35K$358.12K