Stock Taper

EP WEALTH ADVISORS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Wintrust Financial CorporationWTFC4.23K$680.5K
Powell Industries, Inc.POWL4.25K$1.22M
Ulta Beauty, Inc.ULTA4.25K$1.92M
Comfort Systems USA, Inc.FIX4.27K$8.46M
Guardant Health, Inc.GH4.27K$641.16K
Veracyte, Inc.VCYT4.3K$252.66K
Allient Inc.ALNT4.3K$442.91K
Trane Technologies plcTT4.35K$2.14M
Zimmer Biomet Holdings, Inc.ZBH4.36K$374.97K
Celanese CorporationCE4.36K$200.38K
IDEXX Laboratories, Inc.IDXX4.37K$2.3M
PulteGroup, Inc.PHM4.38K$600.4K
AGCO CorporationAGCO4.38K$523.81K
Solventum CorporationSOLV4.38K$337.81K
NRG Energy, Inc.NRG4.38K$640.36K
V2X, Inc.VVX4.39K$327.17K
ArcelorMittal S.A.MT4.41K$265.77K
DexCom, Inc.DXCM4.42K$298K
CBRE Group, Inc.CBRE4.45K$599.29K
National Grid plcNGG4.46K$370.02K