Stock Taper

EP WEALTH ADVISORS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
The Gorman-Rupp CompanyGRC4.47K$410.35K
Core Natural Resources, Inc.CNR4.5K$360.41K
Madison Square Garden Entertainment Corp.MSGE4.55K$367.73K
Revvity, Inc.RVTY4.57K$508.39K
Hilton Worldwide Holdings Inc.HLT4.58K$1.51M
Autodesk, Inc.ADSK4.6K$894.63K
Paylocity Holding CorporationPCTY4.62K$482.43K
Moderna, Inc.MRNA4.64K$325.04K
CDW CorporationCDW4.71K$662.75K
McCormick & Company, IncorporatedMKC4.72K$238.14K
The Middleby CorporationMIDD4.73K$813.09K
Main Street Capital CorporationMAIN4.77K$247.59K
Twist Bioscience CorporationTWST4.79K$492.38K
Helios Technologies, Inc.HLIO4.81K$429.38K
Roblox CorporationRBLX4.82K$262.17K
Corcept Therapeutics IncorporatedCORT4.85K$421.71K
Sandisk CorporationSNDK4.89K$11.12M
Astera Labs, Inc. Common StockALAB4.89K$2.36M
MP Materials Corp.MP4.91K$275.12K
J.B. Hunt Transport Services, Inc.JBHT4.93K$1.43M